STRATEGY STUDIO / PUBLIC DATA EXPLORER

EDWARD AND VERNA GERBIC FAMILY FOUNDATION

Cite this

Plain text EDWARD AND VERNA GERBIC FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/223457387. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). EDWARD AND VERNA GERBIC FAMILY FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/223457387

MLA “EDWARD AND VERNA GERBIC FAMILY FOUNDATION.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/223457387. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $475K · expenses $523K · assets $6.7M

EIN
22-3457387
Address
CUMMINGS LOCKWOOD 75 ISHAM RD 40, WEST HARTFORD, CT 06107-0000
NTEE code
T22J
Subsection
501(c)(3)
Ruling year
1996
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Paul L Bourdeau Trustee2011-2024 0 $0 reported 2
Peter E Gerbic Trustee2011-2024 0 $0 reported 1
Joseph Caruso Trustee2011-2024 0 $0 reported 1
Celina Gerbic Trustee2011-2024 0 $0 reported 1

People by year

2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2019 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2016 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2014 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2012 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02
2011 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Peter E Gerbic Trustee0 $0-$0 $01
Joseph Caruso Trustee0 $0-$0 $01
Celina Gerbic Trustee0 $0-$0 $01
Paul L Bourdeau Trustee0 $0-$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 77 grants to organizations · $396K
2023 · 90 grants to organizations · $648K
2022 · 83 grants to organizations · $402K
2021 · 91 grants to organizations · $772K
2020 · 53 grants to organizations · $518K
2019 · 82 grants to organizations · $586K
2016 · 60 grants to organizations · $503K
2015 · 59 grants to organizations · $481K
2014 · 64 grants to organizations · $490K
2013 · 51 grants to organizations · $539K
2012 · 52 grants to organizations · $202K
2011 · 50 grants to organizations · $348K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2012 · 1 contributor · $151K
#ContributorTypeCity, stateTotalNoncashSource
1 Verna A Gerbic Charitable Lead Annuity Trust DTD 7797 Organization or other West Hartford, CT $151,429- Form 990PF Sch. B, 2012 · filing
2011 · 1 contributor · $293K
#ContributorTypeCity, stateTotalNoncashSource
1 Verna A Gerbic Charitable Lead Annuity Trust DTD 7797 Organization or other West Hartford, CT $293,243- Form 990PF Sch. B, 2011 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-04-30 · view filing · original 990 ↗
$474,860$522,835 $6,732,090$6,732,090 -- $0--
2023 · Form 990PF period ending 2024-04-30 · view filing · original 990 ↗
$405,573$735,301 $6,744,241$6,744,241 -- $0--
2022 · Form 990PF period ending 2023-04-30 · view filing · original 990 ↗
$635,883$501,675 $7,078,574$7,078,574 -- $0--
2021 · Form 990PF period ending 2022-04-30 · view filing · original 990 ↗
$675,099$863,367 $6,946,939$6,946,939 -- $0--
2020 · Form 990PF period ending 2021-04-30 · view filing · original 990 ↗
$450,305$603,647 $7,144,275$7,144,275 -- $0--
2019 · Form 990PF period ending 2020-04-30 · view filing · original 990 ↗
$843,371$702,290 $7,297,617$7,297,617 -- $0--
2016 · Form 990PF period ending 2017-04-30 · view filing · original 990 ↗
$352,899$530,052 $5,373,553$5,373,553 -- $0--
2015 · Form 990PF period ending 2016-04-30 · view filing · original 990 ↗
$409,192$501,320 $5,550,706$5,550,706 -- $0--
2014 · Form 990PF period ending 2015-04-30 · view filing · original 990 ↗
$401,188$511,970 $5,642,834$5,642,834 -- $0--
2013 · Form 990PF period ending 2014-04-30 · view filing · original 990 ↗
$269,664$568,692 $5,753,616$5,753,616 -- $0--
2012 · Form 990PF period ending 2013-04-30 · view filing · original 990 ↗
$395,857$223,408 $6,052,644$6,052,644 -- $0--
2011 · Form 990PF period ending 2012-04-30 · view filing · original 990 ↗
$397,595$366,425 $5,880,195$5,880,195 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JOSEPH AND AMY GOLD FAMILY FOUNDATIONCTT22 $470,963$550 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
FLOREN FAMILY FOUNDATIONCTT22 $444,154$283,655 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
KLEIN FAMILY FOUNDATION INCCTT22 $446,217$415,968 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SUSAN & GEORGE CRAIG FAMILY FOUNDATIONCTT22 $509,407$209,865 VICE PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
FERGUSON FAMILY FOUNDATION INCCTT22 $488,799$370,614 PRES./DIR.$0 Same NTEE code T22, revenue within 2x, same state
ARORA FOUNDATION INCCTT22 $434,187$225,719 President$0 Same NTEE code T22, revenue within 2x, same state
BLUESTONE FOUNDATIONCTT22 $453,428$328,914 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
SWEET JUSTICE FOUNDATIONCTT22 $517,629$574,831 AGENT FOR TRUSTEE$40,847 Same NTEE code T22, revenue within 2x, same state
NANCY SPOFFORD YERKES FOUNDATION INCCTT22 $493,110$176,202 Treasurer$0 Same NTEE code T22, revenue within 2x, same state
FIRST COUNTY BANK FOUNDATION INCCTT22 $488,627$644,250 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007CTT22 $470,073$415,292 Treasurer$0 Same NTEE code T22, revenue within 2x, same state
ANDERSON FAMILY FOUNDATIONOHT22 $506,205$34,743 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
THE JIM AND DIANE COWARD FAMILY FOUNDATIONDET22 $476,756$440,488 Co- Pres, Dir, Sec$0 Same NTEE code T22, revenue within 2x, similar name
JOHN AND GAYLE LEE FAMILY FOUNDATIONNYT22 $488,852$264,981 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
ARCH FAMILY FOUNDATIONCOT22 $454,980$635,072 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
AKDA FAMILY FOUNDATIONDET22 $507,541$9,089 Director$0 Same NTEE code T22, revenue within 2x, similar name
VASKO FAMILY FOUNDATIONLAT22 $487,762$272,356 DIRECTOR$0 Same NTEE code T22, revenue within 2x
GULATI FAMILY FOUNDATIONDET22 $456,875$602,993 Trustee, Pres$6,000 Same NTEE code T22, revenue within 2x
ADAIR FAMILY FOUNDATIONTXT22 $498,470$3,117,747 EXEC DIRECTOR$230,000 Same NTEE code T22, revenue within 2x
PING AND AMY CHAO FAMILY FOUNDATIONDET22 $465,869$1,591,790 Co-Trustee$0 Same NTEE code T22, revenue within 2x
LYNN AND BRUCE GIBSON FAMILY FOUNDATIONWAT22 $483,793$584,141 V.P. ,TREASURER & Director$0 Same NTEE code T22, revenue within 2x
MATTHEW S ESSIEH AND FAMILY FOUNDATIONORT22 $439,717$375,132 President$0 Same NTEE code T22, revenue within 2x
ROGERS FAMILY FOUNDATIONMOT22 $484,134$796,904 TRUSTEE$0 Same NTEE code T22, revenue within 2x
WARREN FAMILY FOUNDATIONFLT22 $500,001$342,855 PRESIDENT$0 Same NTEE code T22, revenue within 2x
EHLERT FAMILY FOUNDATIONILT22 $435,693$586,695 TREASURER$0 Same NTEE code T22, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
AMAZONSMILE FOUNDATION Private foundation$714 12020–2023 WASATCH FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $522,835 spent · pay $0 · grants $395,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $395,500 75.6%
Other expenses $92,871 17.8%
Fees: legal $31,121 6.0%
Taxes $3,343 0.6%
Total$522,835100%

View the filing

2023 · Form 990PF · $735,301 spent · pay $0 · grants $647,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $647,500 88.1%
Other expenses $62,295 8.5%
Fees: legal $16,640 2.3%
Taxes $8,866 1.2%
Total$735,301100%

View the filing

2022 · Form 990PF · $501,675 spent · pay $0 · grants $401,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $401,500 80.0%
Other expenses $54,023 10.8%
Fees: legal $32,426 6.5%
Taxes $13,726 2.7%
Total$501,675100%

View the filing

2021 · Form 990PF · $863,367 spent · pay $0 · grants $772,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $772,500 89.5%
Other expenses $64,156 7.4%
Fees: legal $21,244 2.5%
Taxes $5,467 0.6%
Total$863,367100%

View the filing

2020 · Form 990PF · $603,647 spent · pay $0 · grants $518,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $518,500 85.9%
Other expenses $59,496 9.9%
Fees: legal $22,693 3.8%
Taxes $2,958 0.5%
Total$603,647100%

View the filing

2019 · Form 990PF · $702,290 spent · pay $0 · grants $585,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $585,500 83.4%
Fees: legal $57,415 8.2%
Other expenses $50,309 7.2%
Taxes $9,066 1.3%
Total$702,290100%

View the filing

2016 · Form 990PF · $530,052 spent · pay $0 · grants $503,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $503,000 94.9%
Fees: legal $21,962 4.1%
Taxes $5,000 0.9%
Other expenses $90 0.0%
Total$530,052100%

View the filing

2015 · Form 990PF · $501,320 spent · pay $0 · grants $481,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $481,000 95.9%
Fees: legal $20,320 4.1%
Total$501,320100%

View the filing

2014 · Form 990PF · $511,970 spent · pay $0 · grants $490,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $490,100 95.7%
Fees: legal $21,840 4.3%
Other expenses $30 0.0%
Total$511,970100%

View the filing

2013 · Form 990PF · $568,692 spent · pay $0 · grants $539,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $539,000 94.8%
Fees: legal $19,692 3.5%
Taxes $10,000 1.8%
Total$568,692100%

View the filing

2012 · Form 990PF · $223,408 spent · pay $0 · grants $202,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $202,500 90.6%
Fees: legal $15,908 7.1%
Taxes $5,000 2.2%
Total$223,408100%

View the filing

2011 · Form 990PF · $366,425 spent · pay $0 · grants $348,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $348,000 95.0%
Fees: legal $14,040 3.8%
Taxes $4,385 1.2%
Total$366,425100%

View the filing