Charles Elizabeth P Gerli Fund Inc
- Assets
- $132.1k
- Revenue
- $1.4k
- Investments
- $40.1k
- Employees
- 0
- Location
- Valatie, NY
- Founding
- 05/1949
- Data as of
- 12/2022
- EIN
- 13-6133907
Organization Overview
Charles Elizabeth P Gerli Fund Inc is located in Valatie, NY. The organization was established in 1949. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles Elizabeth P Gerli Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Charles Elizabeth P Gerli Fund Inc generated $1.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (12.5%) each year. All expenses for the organization totaled $7.5k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
CHARITABLE ORGANIZATIONS RECEIVED CONTRIBUTIONS DURING THE YEAR TO USE FOR THE PURPOSE FOR WHICH THEY ARE TAX EXEMPT
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nicholas Gerli Vice President | 0 | $0 | |
Alena Gerli President | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,495 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$92 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,403 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12 |
| Total operating and administrative expenses | $1,212 |
| Contributions, gifts, grants paid | $6,300 |
| Total expenses and disbursements | $7,512 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $92,012 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $132,113 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Charles Elizabeth P Gerli Fund Inc has awarded $6,300 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
HOPE FOR THE WARRIORS PURPOSE: PROVIDES COMPREHENSIVE SUPPORT PROGRAMS FOR SERVICE MEMBERS, VETERANS, AND MILITARY FAMILIES. | $1,000 |
HISTORIC ALBANY FOUNDATION PURPOSE: TO PRESERVE AND PROTECT BUILDINGS THAT HAVE ARCHITECTURAL, HISTORIC, OR CIVIC VALUE. | $700 |
CAPITAL CITY RESCUE MISSION PURPOSE: TO HELP THE HOMELESS AND HURTING BREAK THE CYCLE OF POVERTY AND DESPAIR | $500 |
HABITAT FOR HUMANITY PURPOSE: TO MAKE SAFE, DECENT AFFORDABLE HOME OWNERSHIP AVAILABLE TO WORKING FAMILIES | $1,000 |
INSTITUTE FOR POPLULATION HEALTH PURPOSE: TO SUPPORT THE MISSION OF IPH WHICH IS TO ADVANCE POSITIVE HEALTH OUTCOMES IN POPULATIONS AND COMMUNITIES. | $500 |
JOSEPH'S HOUSE PURPOSE: PROVIDES COMPASSIONATE CARE FOR THE HOMELESS AND DYING | $500 |