Carl & Catherine Goers Charitable Tr

Private foundation · Grantmaker Tampa, FL EIN: 90-0392374

Carl & Catherine Goers Charitable Tr is a private foundation, based in Tampa, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $781K in total assets. In 2025, it awarded 3 grants totaling $56K. Net investment income was $60K.

Carl & Catherine Goers Charitable Tr at a glance

In short: Carl & Catherine Goers Charitable Tr gave $56K across 3 grants in 2025 (avg $19K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$56,475
+5.1% vs 2024
Grants made (2025)
3
+0.0% vs 2024
Average grant
$18,825
+5.1% vs 2024
Median grant
$25,414
Total assets
$781,372
-0.7% vs 2024
Primary geography
New York (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Carl & Catherine Goers Charitable Tr funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Fred L Waterman Cons Edu Center IN: $25KFred L Waterman Cons EduCenter IN$25KTioga County Rural Ministry Inc: $25KTioga County Rural MinistryInc$25KSt Patrick's Roman Catholic Church: $6KSt Patrick's Roman CatholicChurch$6K

The largest 2025 recipient was Fred L Waterman Cons Edu Center IN ($25K). Together the top 3 received $56K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

OwegoApalachin

How Carl & Catherine Goers Charitable Tr gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $54K (2024) to $63K (2022). In 2025 it made 3 grants totaling $56K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Fred L Waterman Cons Edu Center IN Apalachin, NYProgram Service Support$25,414
Tioga County Rural Ministry Inc Owego, NYProgram Service Support$25,414
St Patrick's Roman Catholic Church Owego, NYProgram Service Support$5,647
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$781,372$68,845$74,320$56,4753$64,885$60,040$56,267
2024$786,741$53,098$70,138$53,7383$61,412$45,049$55,002
2023$803,768$53,299$69,730$55,7783$62,081$46,276$52,086
2022$820,120$49,817$76,808$62,5513$68,837$43,059$54,343
2021$847,094$73,982$71,862$56,6043$63,716$66,419$60,690
2020$845,038$48,242$70,987$55,2983—$41,091$54,897
2019$867,717$107,703$70,134$55,2983—$100,503$54,132

Under IRS private-foundation payout rules, Carl & Catherine Goers Charitable Tr reported a distributable amount of $56K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Carl & Catherine Goers Charitable Tr's only listed officer is Members Trust Company, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Members Trust Company

    Trustee

    On filings since 2019

    4 hrs/week

    $13K (2019) → $16K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Members Trust Company — Trustee: $16KMembers Trust CompanyTrustee$16K

The highest reported compensation on the 2025 filing was $16K, to Members Trust Company (Trustee).

Frequently asked questions about Carl & Catherine Goers Charitable Tr

How much does Carl & Catherine Goers Charitable Tr give each year?

Carl & Catherine Goers Charitable Tr gave $56K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $54K across 3 grants.

What is Carl & Catherine Goers Charitable Tr's typical grant size?

Carl & Catherine Goers Charitable Tr's median grant in 2025 was $25,414, and its average grant was $18,825, across 3 grants on its 2025 IRS Form 990-PF.

Where does Carl & Catherine Goers Charitable Tr give grants?

Carl & Catherine Goers Charitable Tr gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Owego, NY (2 grants).

Does Carl & Catherine Goers Charitable Tr give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Carl & Catherine Goers Charitable Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Service Support" (3 grants).

How large is Carl & Catherine Goers Charitable Tr?

Carl & Catherine Goers Charitable Tr reported $781K in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets).

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 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Carl & Catherine Goers Charitable Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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