Carl & Catherine Goers Charitable Tr

TAMPA, FL EIN: 90-0392374

Carl & Catherine Goers Charitable Tr is a private foundation, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $787K in total assets. In 2024, it awarded 3 grants totaling $54K. Net investment income was $45K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$787K

-2.1% YoY

Annual Giving

$54K

-3.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

-3.7% YoY

Under IRS private-foundation payout rules, Carl & Catherine Goers Charitable Tr reported a distributable amount of $55K for 2024 — the minimum it must pay out in qualifying distributions.

About Carl & Catherine Goers Charitable Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $284K (100%)

States

New York

Cities

ApalachinOwego

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$786,741	$803,768	$820,120
Revenue	$53,098	$53,299	$49,817
Expenses	$70,138	$69,730	$76,808
Qualifying Distributions	$61,412	$62,081	$68,837
Net Investment Income	$45,049	$46,276	$43,059
Distributable Amount	$55,002	$52,086	$54,343

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fred L Waterman Cons Edu Center in ($24,182), Tioga County Rural Ministry Inc ($24,182), St Patrick's Roman Catholic Church ($5,374).

Recipient	Purpose	Amount
ST PATRICK'S ROMAN CATHOLIC CHURCH OWEGO, NY	PROGRAM SERVICE SUPPORT	$5,374
FRED L WATERMAN CONS EDU CENTER IN APALACHIN, NY	PROGRAM SERVICE SUPPORT	$24,182
TIOGA COUNTY RURAL MINISTRY INC OWEGO, NY	PROGRAM SERVICE SUPPORT	$24,182

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MEMBERS TRUST COMPANY	TRUSTEE	4	$14,699

Frequently Asked Questions

How large is Carl & Catherine Goers Charitable Tr?

As of 2024, Carl & Catherine Goers Charitable Tr holds $787K in total assets with $53K in annual revenue. It awarded 3 grants totaling $54K in 2024.

Where does Carl & Catherine Goers Charitable Tr operate?

Carl & Catherine Goers Charitable Tr has awarded grants in New York.

What size grants does Carl & Catherine Goers Charitable Tr award?

In 2024, Carl & Catherine Goers Charitable Tr awarded 3 grants totaling $54K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Carl & Catherine Goers Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carl & Catherine Goers Charitable Tr reported a distributable amount of $55K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carl & Catherine Goers Charitable Tr's EIN?

Carl & Catherine Goers Charitable Tr's EIN (Employer Identification Number) is 90-0392374. IRS Form 990 filing data is available on this page for 2020–2024.