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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Paul L Bourdeau | Trustee | 2011-2024 | 0 | $0 reported | 2 |
| Peter E Gerbic | Trustee | 2011-2024 | 0 | $0 reported | 1 |
| Joseph Caruso | Trustee | 2011-2024 | 0 | $0 reported | 1 |
| Celina Gerbic | Trustee | 2011-2024 | 0 | $0 reported | 1 |
People by year
2024 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2023 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2022 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2021 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2020 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2019 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2016 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2015 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2014 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2013 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2012 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
2011 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter E Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Joseph Caruso | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Celina Gerbic | Trustee | 0 | $0 | - | $0 | $0 | 1 |
| Paul L Bourdeau | Trustee | 0 | $0 | - | $0 | $0 | 2 |
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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $474,860 | $522,835 | $6,732,090 | $6,732,090 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $405,573 | $735,301 | $6,744,241 | $6,744,241 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $635,883 | $501,675 | $7,078,574 | $7,078,574 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $675,099 | $863,367 | $6,946,939 | $6,946,939 | - | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $450,305 | $603,647 | $7,144,275 | $7,144,275 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $843,371 | $702,290 | $7,297,617 | $7,297,617 | - | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $352,899 | $530,052 | $5,373,553 | $5,373,553 | - | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $409,192 | $501,320 | $5,550,706 | $5,550,706 | - | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $401,188 | $511,970 | $5,642,834 | $5,642,834 | - | - | $0 | - | - |
| 2013 · Form 990PF | ||||||||
| $269,664 | $568,692 | $5,753,616 | $5,753,616 | - | - | $0 | - | - |
| 2012 · Form 990PF | ||||||||
| $395,857 | $223,408 | $6,052,644 | $6,052,644 | - | - | $0 | - | - |
| 2011 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| JOSEPH AND AMY GOLD FAMILY FOUNDATION | CT | T22 | $470,963 | $550 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| FLOREN FAMILY FOUNDATION | CT | T22 | $444,154 | $283,655 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| KLEIN FAMILY FOUNDATION INC | CT | T22 | $446,217 | $415,968 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| SUSAN & GEORGE CRAIG FAMILY FOUNDATION | CT | T22 | $509,407 | $209,865 | VICE PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| FERGUSON FAMILY FOUNDATION INC | CT | T22 | $488,799 | $370,614 | PRES./DIR. | $0 | Same NTEE code T22, revenue within 2x, same state |
| ARORA FOUNDATION INC | CT | T22 | $434,187 | $225,719 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| BLUESTONE FOUNDATION | CT | T22 | $453,428 | $328,914 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| SWEET JUSTICE FOUNDATION | CT | T22 | $517,629 | $574,831 | AGENT FOR TRUSTEE | $40,847 | Same NTEE code T22, revenue within 2x, same state |
| NANCY SPOFFORD YERKES FOUNDATION INC | CT | T22 | $493,110 | $176,202 | Treasurer | $0 | Same NTEE code T22, revenue within 2x, same state |
| FIRST COUNTY BANK FOUNDATION INC | CT | T22 | $488,627 | $644,250 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007 | CT | T22 | $470,073 | $415,292 | Treasurer | $0 | Same NTEE code T22, revenue within 2x, same state |
| ANDERSON FAMILY FOUNDATION | OH | T22 | $506,205 | $34,743 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, similar name |
| THE JIM AND DIANE COWARD FAMILY FOUNDATION | DE | T22 | $476,756 | $440,488 | Co- Pres, Dir, Sec | $0 | Same NTEE code T22, revenue within 2x, similar name |
| JOHN AND GAYLE LEE FAMILY FOUNDATION | NY | T22 | $488,852 | $264,981 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, similar name |
| ARCH FAMILY FOUNDATION | CO | T22 | $454,980 | $635,072 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, similar name |
| AKDA FAMILY FOUNDATION | DE | T22 | $507,541 | $9,089 | Director | $0 | Same NTEE code T22, revenue within 2x, similar name |
| VASKO FAMILY FOUNDATION | LA | T22 | $487,762 | $272,356 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x |
| GULATI FAMILY FOUNDATION | DE | T22 | $456,875 | $602,993 | Trustee, Pres | $6,000 | Same NTEE code T22, revenue within 2x |
| ADAIR FAMILY FOUNDATION | TX | T22 | $498,470 | $3,117,747 | EXEC DIRECTOR | $230,000 | Same NTEE code T22, revenue within 2x |
| PING AND AMY CHAO FAMILY FOUNDATION | DE | T22 | $465,869 | $1,591,790 | Co-Trustee | $0 | Same NTEE code T22, revenue within 2x |
| LYNN AND BRUCE GIBSON FAMILY FOUNDATION | WA | T22 | $483,793 | $584,141 | V.P. ,TREASURER & Director | $0 | Same NTEE code T22, revenue within 2x |
| MATTHEW S ESSIEH AND FAMILY FOUNDATION | OR | T22 | $439,717 | $375,132 | President | $0 | Same NTEE code T22, revenue within 2x |
| ROGERS FAMILY FOUNDATION | MO | T22 | $484,134 | $796,904 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| WARREN FAMILY FOUNDATION | FL | T22 | $500,001 | $342,855 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x |
| EHLERT FAMILY FOUNDATION | IL | T22 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| AMAZONSMILE FOUNDATION | Private foundation | $71 | 4 | 1 | 2020–2023 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $522,835 | 100% |
2023 · Form 990PF · $735,301 spent · pay $0 · grants $647,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $735,301 | 100% |
2022 · Form 990PF · $501,675 spent · pay $0 · grants $401,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $501,675 | 100% |
2021 · Form 990PF · $863,367 spent · pay $0 · grants $772,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $863,367 | 100% |
2020 · Form 990PF · $603,647 spent · pay $0 · grants $518,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $603,647 | 100% |
2019 · Form 990PF · $702,290 spent · pay $0 · grants $585,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $702,290 | 100% |
2016 · Form 990PF · $530,052 spent · pay $0 · grants $503,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $530,052 | 100% |
2015 · Form 990PF · $501,320 spent · pay $0 · grants $481,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $481,000 | 95.9% | |
| Fees: legal | $20,320 | 4.1% | |
| Total | $501,320 | 100% |
2014 · Form 990PF · $511,970 spent · pay $0 · grants $490,100 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $490,100 | 95.7% | |
| Fees: legal | $21,840 | 4.3% | |
| Other expenses | $30 | 0.0% | |
| Total | $511,970 | 100% |
2013 · Form 990PF · $568,692 spent · pay $0 · grants $539,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $539,000 | 94.8% | |
| Fees: legal | $19,692 | 3.5% | |
| Taxes | $10,000 | 1.8% | |
| Total | $568,692 | 100% |
2012 · Form 990PF · $223,408 spent · pay $0 · grants $202,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $202,500 | 90.6% | |
| Fees: legal | $15,908 | 7.1% | |
| Taxes | $5,000 | 2.2% | |
| Total | $223,408 | 100% |
2011 · Form 990PF · $366,425 spent · pay $0 · grants $348,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $348,000 | 95.0% | |
| Fees: legal | $14,040 | 3.8% | |
| Taxes | $4,385 | 1.2% | |
| Total | $366,425 | 100% |