Funder DirectoryGERTZ FAMILY CHARITABLE FOUNDATION
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Private foundation (trust)EIN 833495897Est. 2020-09

GERTZ FAMILY CHARITABLE FOUNDATION

LAKEWOOD RANCH, FL 34202

Total Assets

$4.6M

FY 2023

Annual Giving

$209K

FY 2023

Grants Made

19

FY 2023

Avg Grant

$11K

FY 2023

Grant Range

$100–$50K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$772K

Total Expenses

$219K

Qualifying Distributions

$209K

Distributable Amount

$203K

Min. Investment Return

$214K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $100 through median $10K to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $209K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

70 grants

BUTLER HOSPITAL
$75K
4 grants
CURE ALZHEIMER'S FUND
$68K
4 grants
AMERICAN HEART ASSOCIATION
$68K
4 grants
MCLEAN HOSPITAL
$50K
1 grant
FRIENDS OF THE ISRAEL DEFENSE FORCE
$30K
1 grant
TEMPLE SINAI
$27K
4 grants
ST JUDE CHILDRENS HOSPITAL
$26K
3 grants
UNIVERSITY OF RI FOUNDATION
$25K
3 grants

Grant Size Distribution

70 grants

<$10K
59
grants
$10–50K
11
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

Rhode Island
$199K
40% of total
Massachusetts
$118K
24% of total
Texas
$69K
14% of total
New York
$42K
9% of total
Tennessee
$26K
5% of total
Florida
$21K
4% of total
Oklahoma
$19K
4% of total
Maryland
$1K
0% of total
Indiana
$1K
0% of total
District of Columbia
$1K
0% of total

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GERTZ FAMILY CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo