George a & Sophia L Gaetz Charitable Trust
George a & Sophia L Gaetz Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $373K in total assets. In 2024, it awarded 3 grants totaling $17K. Net investment income was $32K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$373K
+3.1% YoY
Annual Giving
$17K
+33.4% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$6K
+33.4% YoY
About George a & Sophia L Gaetz Charitable Trust
Based on IRS filings
George a & Sophia L Gaetz Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $373K in total assets. In 2024, it awarded 3 grants totaling $17K. Net investment income was $32K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $372,795 | $361,728 | $371,592 |
| Revenue | $37,644 | $11,223 | $-9,772 |
| Expenses | $26,187 | $20,955 | $29,993 |
| Qualifying Distributions | $20,688 | $16,029 | $23,205 |
| Net Investment Income | $31,850 | $5,131 | $2,531 |
| Distributable Amount | $20,926 | $19,182 | $19,717 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $6,820 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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