Private Foundation

GERTZ FAMILY CHARITABLE FOUNDATION

GERTZ FAMILY CHARITABLE FOUNDATION is a Private Foundation headquartered in LAKEWOOD RANCH, FL. Financial data from the 2025 filing: $302K revenue, $260K expenses, $3.7M total assets. IRS filings disclose 110 grants awarded by this foundation, totaling roughly $971K.

EIN: 833495897 LAKEWOOD RANCH, FL Latest filing: 2025

Total Revenue$302K

Total Expenses$260K

Total Assets$3.7M

Grants Given110

Grant Total$971K

Filing Years2021–2025

Sample Grants Given

BUTLER HOSPITAL

PROVIDENCE, RI · 2025

CHARITABLE

$50,000

ALZHEIMER'S ASSOCIATION

CHICAGO, IL · 2025

CHARITABLE

$25,000

ST JUDE CHILDRENS HOSPITAL

MEMPHIS, TN · 2025

CHARITABLE

$25,000

AMERICAN HEART ASSOCIATION

DALLAS, TX · 2025

CHARITABLE

$25,000

UNIVERSITY OF RI FOUNDATION

KINGSTON, RI · 2025

CHARITABLE

$25,000

Showing up to 5 of 110 total records — full history available with membership.

Officers & Directors

TRUSTEE Barry Gertz

TRUSTEE Sandra Gertz

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$940,718 109 grants

CHARIABLE

$30,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$302K	$260K	$3.7M
2024	$265K	$263K	$3.6M
2023	$772K	$219K	$3.7M
2022	$2.1M	$127K	$3.1M
2021	$396K	$134K	$2.2M

Between 2021 and 2025, reported annual revenue declined from $396K to $302K (-24%), with total assets most recently reported at $3.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, FL, IL, IN, MA, MD, and 4 other states.

DCFLILINMAMDNYOKRITN

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for GERTZ FAMILY CHARITABLE FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports