Gerald And Claire Gerath Foundation Tr

Owen P Eagan Ttee

West Hartford, CT
Tax-exempt since March 2010
EIN: 26-6648184

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$78.6k (2024)

Expenses

$144k (2024)

Total Assets

$1.18M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$78,570

Expenses

$143,665

Net Income

-$65,095

Net Assets

$1,176,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,232	60.1%
Sales of Assets	$31,178	39.7%
Other Income	$160	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,000	73.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,176,880
Total Liabilities	$0
Net Assets	$1,176,880

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$82,534

Expenses

$153,896

Net Income

-$71,362

Net Assets

$1,237,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,725	55.4%
Sales of Assets	$36,809	44.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,237,551
Total Liabilities	$0
Net Assets	$1,237,551

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$97,050

Expenses

$162,883

Net Income

-$65,833

Net Assets

$1,309,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,580	42.8%
Sales of Assets	$55,386	57.1%
Other Income	$84	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	76.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,309,991
Total Liabilities	$0
Net Assets	$1,309,991

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on Nov. 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$122,279

Expenses

$152,912

Net Income

-$30,633

Net Assets

$1,376,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,229	34.5%
Sales of Assets	$79,419	64.9%
Other Income	$631	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	81.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,376,572
Total Liabilities	$0
Net Assets	$1,376,572

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$89,459

Expenses

$174,700

Net Income

-$85,241

Net Assets

$1,407,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,981	46.9%
Sales of Assets	$47,478	53.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	80.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,407,038
Total Liabilities	$1
Net Assets	$1,407,037

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$130,994

Expenses

$181,288

Net Income

-$50,294

Net Assets

$1,493,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,330	38.4%
Sales of Assets	$80,664	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,493,774
Total Liabilities	$1
Net Assets	$1,493,773

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on Nov. 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$124,602

Expenses

$178,869

Net Income

-$54,267

Net Assets

$1,545,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$51,599	41.4%
Sales of Assets	$72,469	58.2%
Other Income	$533	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,545,793
Total Liabilities	$0
Net Assets	$1,545,793

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on June 21, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$100,168

Expenses

$144,710

Net Income

-$44,542

Net Assets

$1,601,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44	0.0%
Dividends	$45,833	45.8%
Sales of Assets	$54,291	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	69.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,601,207
Total Liabilities	$0
Net Assets	$1,601,207

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on May 17, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$76,099

Expenses

$149,715

Net Income

-$73,616

Net Assets

$1,642,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$61	0.1%
Dividends	$50,812	66.8%
Sales of Assets	$25,226	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,000	80.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,642,895
Total Liabilities	$0
Net Assets	$1,642,895

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on July 31, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$113,337

Expenses

$179,231

Net Income

-$65,894

Net Assets

$1,710,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$388	0.3%
Dividends	$50,477	44.5%
Sales of Assets	$62,472	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	83.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,710,090
Total Liabilities	$0
Net Assets	$1,710,090

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$118,542

Expenses

$228,612

Net Income

-$110,070

Net Assets

$1,773,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$659	0.6%
Dividends	$70,452	59.4%
Sales of Assets	$47,431	40.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,773,399
Total Liabilities	$0
Net Assets	$1,773,399

Compensation

Key Employees and Officers	Compensation	Other
Owen Eagan (Trustee)	$0	$0

990-PF

Filed on July 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$71,486

Expenses

$199,943

Net Income

-$128,457

Net Assets

$1,881,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,127	5.8%
Dividends	$42,442	59.4%
Sales of Assets	$24,917	34.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,000	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,881,998
Total Liabilities	$0
Net Assets	$1,881,998

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$50,660

Expenses

$221,839

Net Income

-$171,179

Net Assets

$2,007,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,460	6.8%
Dividends	$36,838	72.7%
Sales of Assets	$10,362	20.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,000	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,007,854
Total Liabilities	$1
Net Assets	$2,007,853

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,208,855

Expenses

$160,556

Net Income

$1,048,299

Net Assets

$2,178,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,166,952	96.5%
Interest Revenue	$4,742	0.4%
Dividends	$32,881	2.7%
Sales of Assets	$4,280	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,178,238
Total Liabilities	$1
Net Assets	$2,178,237

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated January 26, 2026

Gerald And Claire Gerath Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $78.6k (2024)

Expenses $144k (2024)

Total Assets $1.18M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$78.6k (2024)

Expenses

$144k (2024)

Total Assets

$1.18M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010