The Mildred K Gertner Family Charitable
The Mildred K Gertner Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $160K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $6K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$160K
-19.7% YoY
Annual Giving
$6K
+268.4% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$3K
+84.2% YoY
Under IRS private-foundation payout rules, The Mildred K Gertner Family Charitable reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.
About The Mildred K Gertner Family Charitable
Based on IRS filings
The Mildred K Gertner Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $160K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $6K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $159,546 | $198,676 | $195,417 |
| Revenue | $-35,526 | $5,509 | $2,292 |
| Expenses | $7,005 | $2,427 | $7,027 |
| Qualifying Distributions | $5,526 | $1,500 | $4,726 |
| Net Investment Income | $5,506 | $5,634 | $4,233 |
| Distributable Amount | $7,133 | $6,464 | $7,111 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Simon Wiesenthal Center ($3,000), Jewish Federation of Greater Houston ($2,526).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF GREATER HOUSTON HOUSTON, TX | TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,526 |
| SIMON WIESENTHAL CENTER LOS ANGELES, CA | TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSETO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EDWARD GERTNER | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Mildred K Gertner Family Charitable?
The Mildred K Gertner Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. It holds $160K in total assets as of 2024.
How large is The Mildred K Gertner Family Charitable?
As of 2024, The Mildred K Gertner Family Charitable holds $160K in total assets with $-35,526 in annual revenue. It awarded 2 grants totaling $6K in 2024.
Where does The Mildred K Gertner Family Charitable operate?
The Mildred K Gertner Family Charitable has awarded grants in California, New York, Texas.
What size grants does The Mildred K Gertner Family Charitable award?
In 2024, The Mildred K Gertner Family Charitable awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Mildred K Gertner Family Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mildred K Gertner Family Charitable reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Mildred K Gertner Family Charitable's EIN?
The Mildred K Gertner Family Charitable's EIN (Employer Identification Number) is 65-0510581. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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