Nonprofit · EIN 94-6062859
THE FRED GELLERT FAMILY FOUNDATION
Tax-exempt · MILL VALLEY, CA 94941
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $332,532 | $434,055 | -$101,523 | $5,493,495 | $324 | $5,493,171 |
| December 31, 2023 | 990-PF | $192,532 | $376,862 | -$184,330 | $5,622,810 | $188 | $5,622,622 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $305,915
- Net gain from sales of assets
- $21,836
- Other income
- $4,781
Expenses
- Grants and similar amounts paid
- $194,500
- Compensation of officers, directors and key employees
- $163,182
- Disbursements for charitable purposes
- $298,386
- Excise tax on investment income
- $2,736
Balance sheet and other
- Total assets, start of year
- $5,622,810
- Total assets, end of year
- $5,493,495
- Total liabilities, end of year
- $324
- Net assets, end of year
- $5,493,171
- Fair market value of assets
- $5,493,495
- Qualifying distributions
- $298,386
- Net investment income
- $332,532
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LANDON GELLERT 1038 REDWOOD HWY BLDG B STE 2, MILL VALLEY, CA 94941 | GRANT MANAGER Highest-paid employee | 20 | $40,039 | $0 |
| JULIA GELLERT 1038 REDWOOD HWY BLDG B STE 2, MILL VALLEY, CA 94941 | GRANT MANAGER Highest-paid employee | 20 | $40,039 | $0 |
| FRED GELLERT 93 WEST SHORE ROAD, BELVEDERE, CA 949202461 | CO-DIRECTOR | 2 | $0 | $0 |
| ANNETTE GELLERT 93 WEST SHORE ROAD, BELVEDERE, CA 949202461 | CO-DIRECTOR | 4 | $0 | $0 |
| SERENA LIM 1038 REDWOOD HWY BLDG B STE 2, MILL VALLEY, CA 94941 | ACCOUNTANT Highest-paid employee | 21 | $0 | $83,104 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SERENA LIM 1038 REDWOOD HWY BLDG B STE 2, MILL VALLEY, CA 94941 | ACCOUNTANT Highest-paid employee | 21 | $81,458 |
| LANDON GELLERT 1038 REDWOOD HWY BLDG B STE 2, MILL VALLEY, CA 94941 | GRANT MANAGER Highest-paid employee | 20 | $38,534 |
| JULIA GELLERT 1038 REDWOOD HWY BLDG B STE 2, MILL VALLEY, CA 94941 | GRANT MANAGER Highest-paid employee | 20 | $38,534 |
| FRED GELLERT 93 WEST SHORE ROAD, BELVEDERE, CA 949202461 | CO-DIRECTOR | 2 | $0 |
| ANNETTE GELLERT 93 WEST SHORE ROAD, BELVEDERE, CA 949202461 | CO-DIRECTOR | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 1038 REDWOOD HWY BLD B STE 2, MILL VALLEY, CA 94941-1620
- Signed the 990-PF
- FRED GELLERT JR, CO-DIRECTOR
- Phone
- (415) 381-7570
- Return prepared by
- GHIRARDO CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6062859 or by the name THE FRED GELLERT FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-6062859
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1960
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,493,495
- Income (IRS master file)
- $4,828,440
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $332,532 | $434,055 | $5,493,495 | XML |
| 990-PF | December 2023 | $192,532 | $376,862 | $5,622,810 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6062859).
Questions about THE FRED GELLERT FAMILY FOUNDATION
- What is the EIN of THE FRED GELLERT FAMILY FOUNDATION?
- The employer identification number (EIN) of THE FRED GELLERT FAMILY FOUNDATION is 94-6062859.
- Is THE FRED GELLERT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to THE FRED GELLERT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE FRED GELLERT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE FRED GELLERT FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE FRED GELLERT FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE FRED GELLERT FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $40,039 (LANDON GELLERT, GRANT MANAGER).
- How much revenue does THE FRED GELLERT FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $332,532, expenses of $434,055 and total assets of $5,493,495 at year end.
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