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GERTZ FAMILY CHARITABLE FOUNDATION

LAKEWOOD RANCH, FL 833495897

The Gertz Family Charitable Foundation, located in Lakewood Ranch, FL, manages assets of over $3.7 million, funds projects across multiple U.S. states, and is overseen by trustees Barry and Sandra Gertz.

Overview

About GERTZ FAMILY CHARITABLE FOUNDATION

The Gertz Family Charitable Foundation, based in Lakewood Ranch, Florida, is a philanthropic organization with assets totaling $3,714,287. In the most recent fiscal year, the foundation reported expenses of $218,791 and revenue of $772,072. The foundation does not specify particular subject areas of focus but has funded projects in various cities across the United States, including Austin, Dallas, New York, and Sarasota, among others. It operates in several states such as Florida, Indiana, Massachusetts, Maryland, New York, Oklahoma, Rhode Island, Tennessee, and Texas. The foundation is managed by trustees Barry Gertz and Sandra Gertz, who both serve without compensation and dedicate a minimal amount of time to their roles.

Focus Areas

N/A

Geographic Focus

FLINMAMDNYOKRITNTX
Application Status

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Success Rates

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Average Grant Size

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Sample Match Score

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87%
Excellent compatibility match
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Key Statistics
Total Assets $3.7M
Total Awarded This Year $209K
Average Grant Size $11K
Total Grants (Previous Year) 2,901
Open to New Applicants
false
% New Applicants Funded
0%
Contact Information
LAKEWOOD RANCH, FL US
Geographic Funding Distribution

Financials

Total Assets
$3,714,287

in 2024, compared to $3,054,720 in 2023

Annual Grants
$208,800

19 grants awarded in 2024

Program Expenses
85%

Of total expenses go to programs

Annual Grant Distribution
Revenue vs Expenses
Assets Over Time

Grants

Grant Awards
55 grants found
Amount
Recipient
Purpose Location
Year
$50,000 BUTLER HOSPITAL
CHARITABLE
345 BLACKSTONE BLVD PROVIDENCE, RI US 2023
$49,500 MCLEAN HOSPITAL
CHARITABLE
115 MILL ST BELMONT, MA US 2024
$30,000 FRIENDS OF THE ISRAEL DEFENSE FORCE
CHARIABLE
PO BOX 4224 NEW YORK, NY US 2024
$20,000 AMERICAN HEART ASSOCIATION
CHARITABLE
7272 GREENVILLE AVENUE DALLAS, TX US 2022
$20,000 CURE ALZHEIMER'S FUND
CHARITABLE
34 WASHINGTON ST STE 310 WELLESLEY HILLS, MA US 2022
$20,000 AMERICAN HEART ASSOCIATION
CHARITABLE
7272 GREENVILLE AVENUE DALLAS, TX US 2023
$20,000 CURE ALZHEIMER'S FUND
CHARITABLE
34 WASHINGTON ST STE 310 WELLESLEY HILLS, MA US 2023
$20,000 AMERICAN HEART ASSOCIATION
CHARITABLE
7272 GREENVILLE AVENUE DALLAS, TX US 2024
$20,000 CURE ALZHEIMER'S FUND
CHARITABLE
34 WASHINGTON ST STE 310 WELLESLEY HILLS, MA US 2024
$12,500 A WISH COME TRUE INC
CHARITABLE
6 JEFFERSON DRIVE COVENTRY, RI US 2024
Only the first 10 grants are currently displayed out of 55 total

People

Leadership & Staff

Compensation data from most recent available 990 forms

BG

BARRY GERTZ

TRUSTEE

$0 2022
SG

SANDRA GERTZ

TRUSTEE

$0 2022
BG

BARRY GERTZ

TRUSTEE

$0 2023
SG

SANDRA GERTZ

TRUSTEE

$0 2023
BG

BARRY GERTZ

TRUSTEE

$0 2024
Showing 5 of 6 leadership and staff members

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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer

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Last updated on December 15, 2024