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Ohio · Private foundation

Gerson Family Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$196k
Granted FY2024(still arriving)
34
Grants FY2024
16
Organizations funded FY2023
25%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$5,000
Largest grant, FY2024
$20,000
Organizations funded a year
4 to 21
FY2021 to FY2023
States reached, FY2024
8
Total assets, FY2024
$877k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 25% of the organizations Gerson Family Charitable Trust funded were first-time grantees, receiving 19% of its grant dollars.

New vs renewed · share of each year

In FY2023, 81% of grant dollars renewed an existing relationship; $20k went to new ones.

50%100%’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’22’23
InternationalEnvironmentArts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving27$176k44%
FY202316$109k25%
FY202221$114k86%
FY20214$38kn/a
82% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.

International$167kPhilanthropy$142kReligion$87kArts & Culture$23kEducation$20kEnvironment$15kHealth$10kRecreation & Sports$10kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

MN
NY
MA
OR
OH
NJ
DC
FL

Top grantees

Largest recipients by total granted, FY2021 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Friday Night Shabbat$40,0002n/a
Committee for Accuracy in Middle East Reporting in America Inc$26,00030%
Black Swamp Conservancy$15,00020%
American Friends of Magen David Adom$14,00030%
Camp Livingston Inc$10,00020%
Black Swamp Bird Observatory$10,00011%
Birthright Israel Foundation$8,00030%
Jewish Cemeteries of Greater Cincinnati Inc$5,00010%
Kk Bnai Yeshurun$4,6341n/a
Palm Beach Orthodox Synagogue Inc$4,1003n/a
Show all 17 grantees
All grantees of Gerson Family Charitable Trust by total granted
GranteeTotal grantedYearsShare of their budget
Friday Night Shabbat$40,0002n/a
Committee for Accuracy in Middle East Reporting in America Inc$26,00030%
Black Swamp Conservancy$15,00020%
American Friends of Magen David Adom$14,00030%
Camp Livingston Inc$10,00020%
Black Swamp Bird Observatory$10,00011%
Birthright Israel Foundation$8,00030%
Jewish Cemeteries of Greater Cincinnati Inc$5,00010%
Kk Bnai Yeshurun$4,6341n/a
Palm Beach Orthodox Synagogue Inc$4,1003n/a
Cincinnati Playhouse in the Park$3,60010%
Zionist Organization of America$3,00010%
QUEEN CITY CHAMBER OPERA DBA Queen City Opera$3,00012%
Boy Scouts of America Council 438 Dan Beard$2,00010%
Central Fund of Israel$1,00010%
Friends of United Hatzalah Inc$1,00010%
Ensemble Theatre of Cincinnati$1,00010%

What it could do for these grantees

Plus 21 recipients with no EIN on record ($285k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Gerson Family Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCommittee for Accuracy in Middle East Reporting in America Inc: $26,000 over 3y, 0.2% of budgetBlack Swamp Conservancy: $15,000 over 2y, 0.2% of budgetAmerican Friends of Magen David Adom: $14,000 over 3y, 0.0% of budgetCamp Livingston Inc: $10,000 over 2y, 0.2% of budgetBlack Swamp Bird Observatory: $10,000 over 1y, 1.1% of budgetBirthright Israel Foundation: $8,000 over 3y, 0.0% of budgetJewish Cemeteries of Greater Cincinnati Inc: $5,000 over 1y, 0.2% of budgetCincinnati Playhouse in the Park: $3,600 over 1y, 0.0% of budgetZionist Organization of America: $3,000 over 1y, 0.0% of budgetQUEEN CITY CHAMBER OPERA DBA Queen City Opera: $3,000 over 1y, 1.9% of budgetBoy Scouts of America Council 438 Dan Beard: $2,000 over 1y, 0.0% of budgetCentral Fund of Israel: $1,000 over 1y, 0.0% of budgetFriends of United Hatzalah Inc: $1,000 over 1y, 0.0% of budgetEnsemble Theatre of Cincinnati: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 14.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Carol Ann and Ralph V Haile Jr FoundationOH15.6× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Carol Ann and Ralph V Haile Jr Foundation · Johnson Charitable Gift Fund · John a Schroth Family Char Tr · Elsa M Heisel Sule Charitable Trust 2005 · Ge Aerospace Foundation · Baird Foundation Inc · National Philanthropic Trust · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Gerson Family Charitable Trust with peer funders

About Gerson Family Charitable Trust

How much does Gerson Family Charitable Trust give?
Gerson Family Charitable Trust reported 34 grants totaling $195,550 in its FY2024 IRS filing. It funded between 4 and 21 organizations a year over FY2021 to FY2023.
What does Gerson Family Charitable Trust fund?
By grant dollars over FY2021 to FY2024, its largest causes are International (26%), Philanthropy (22%), Religion (13%).
Who are Gerson Family Charitable Trust's largest grantees?
By total granted over FY2021 to FY2024: Friday Night Shabbat ($40k), Committee for Accuracy in Middle East Reporting in America Inc ($26k), Black Swamp Conservancy ($15k).
Does Gerson Family Charitable Trust fund new organizations?
In FY2023, 25% of the organizations it funded were first-time grantees.
Does Gerson Family Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Gerson Family Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Carol Ann and Ralph V Haile Jr Foundation, Johnson Charitable Gift Fund, John a Schroth Family Char Tr.
Where is Gerson Family Charitable Trust based?
Gerson Family Charitable Trust is based in OH.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 41 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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