George a & Sophia L Gaetz Charitable Trust
George a & Sophia L Gaetz Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $385K in total assets. In 2025, it awarded 3 grants totaling $19K. Net investment income was $35K.
Key facts about George a & Sophia L Gaetz Charitable Trust
In short: George a & Sophia L Gaetz Charitable Trust gave $19K across 3 grants in 2025 (avg $6K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- EIN
- 72-6130980
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $18,648
- Grants made (2025)
- 3
- Average grant
- $6,216
- Median grant
- $7,459
- Total assets
- $385,293
- Primary geography
- Missouri (60% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$385K
+3.4% YoY
Annual Giving
$19K
+6.8% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$6K
+6.8% YoY
Under IRS private-foundation payout rules, George a & Sophia L Gaetz Charitable Trust reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
How George a & Sophia L Gaetz Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with George a & Sophia L Gaetz Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $13K (2023) to $20K (2022). In 2025 it made 3 grants totaling $19K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was College of the Ozarks ($7K). Together the top 3 received $19K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| College of the Ozarks Point Lookout, MO | Unrestricted General | $7,459 |
| Salem Lutheran Church Springdale, AR | Unrestricted General | $7,459 |
| St John's Lutheran Church Monett, MO | Unrestricted General | $3,730 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $385,293 | $372,795 | $361,728 |
| Revenue | $40,774 | $37,644 | $11,223 |
| Expenses | $28,380 | $26,187 | $20,955 |
| Qualifying Distributions | $22,027 | $20,688 | $16,029 |
| Net Investment Income | $35,077 | $31,850 | $5,131 |
| Distributable Amount | $22,113 | $20,926 | $19,182 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
George a & Sophia L Gaetz Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$7K (2021) → $7K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
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
The highest reported compensation on the 2025 filing was $7K, to Bank of America (Trustee).
Frequently asked questions about George a & Sophia L Gaetz Charitable Trust
How much does George a & Sophia L Gaetz Charitable Trust give each year?
George a & Sophia L Gaetz Charitable Trust gave $19K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 3 grants.
What is George a & Sophia L Gaetz Charitable Trust's typical grant size?
George a & Sophia L Gaetz Charitable Trust's median grant in 2025 was $7,459, and its average grant was $6,216, across 3 grants on its 2025 IRS Form 990-PF.
Where does George a & Sophia L Gaetz Charitable Trust give grants?
George a & Sophia L Gaetz Charitable Trust gives mostly in Missouri: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Arkansas (40%).
Does George a & Sophia L Gaetz Charitable Trust give general operating support?
Yes: 100% of George a & Sophia L Gaetz Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is George a & Sophia L Gaetz Charitable Trust?
George a & Sophia L Gaetz Charitable Trust reported $385K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is George a & Sophia L Gaetz Charitable Trust's EIN?
George a & Sophia L Gaetz Charitable Trust's EIN (Employer Identification Number) is 72-6130980. 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.
Here's the math on researching George a & Sophia L Gaetz Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in George a & Sophia L Gaetz Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
The Dr E Lawrence Deckinger Family
New York, NY
Assets
$1.4M
Grants
102
Total Given
$89K
Thomas H & Laverne Caldwell Charitable Found
Saint Louis, MO
The foundation supports education, human services, health care, and animal welfare, with 2025 grants of $2,188–$8,750 (median $2,188). It is based in Missouri, and recent grants went mainly to organizations in Texas and Missouri, with some in New York and Washington, D.C. It accepts no unsolicited requests and funds only preselected organizations.
Assets
$579K
Grants
10
Total Given
$35K
Yot Full Circle Foundation
Tulsa, OK
The Tulsa-based YOT Full Circle Foundation supports Christian education and ministry, scholarships, human services, disaster relief, and conservation, with much of its giving going to organizations in Ohio and Oklahoma. In 2025, grants ranged from $2,000 to $500,000, with a median of $10,000. It gives only to preselected charities and does not accept unsolicited requests.
Assets
$29.5M
Grants
69
Total Given
$1.5M
Fischer-Bauer-Knirps Foundation
St. Louis, MO
The Fischer-Bauer-Knirps Foundation supports churches, social-service organizations, and health-related nonprofits, with grants typically around $1,000 (2025 awards ranged from $500 to $4,000). Most funding went to Missouri organizations, with smaller amounts awarded in other states. It has no specific application form; applicants should send a tax-exemption letter and their most recent budget to Fritz Gebhard.
Assets
$1.5M
Grants
129
Total Given
$125K
Helen L Bruce Irrevocable Trust
Walla Walla, WA
Assets
$431K
Grants
3
Total Given
$24K
Marni & Morris Propp II Family Foundation Inc
Jupiter, FL
The foundation supports organizations working in areas such as food assistance, education, healthcare, wildlife conservation, homelessness services, and community planning, with most of its giving going to Florida. Its 2024 grants ranged from $100 to $150,000, with a median of $2,000. Requests should be submitted in writing by letter to Morris Propp; no deadline is listed.
Assets
$16.4M
Grants
163
Total Given
$734K
Glaser Family Charitable Foundation
Bonham, TX
Assets
$871K
Grants
52
Total Given
$111K
Gladys Bryant Foundation
Anaheim, CA
Assets
$155K
Grants
2
Total Given
$10K
Bob and Pat Barker Foundation
Fuquay-Varina, NC
Assets
$239K
Grants
1
Total Given
$100K
Finley Charitable Foundation Inc
Lamar, MO
The Finley Charitable Foundation supports scholarships at colleges and universities and general charitable purposes, with 2024 grants ranging from $1,000 to $100,000 and a median grant of $2,000. Awards are restricted to entities or individuals from Barton County, Missouri. The foundation provides application instructions but does not state whether it accepts unsolicited requests.
Assets
$4.0M
Grants
25
Total Given
$225K
Community Foundation of Southwest Louisiana
Lake Charles, LA
The Community Foundation of Southwest Louisiana supports arts and culture, education and scholarships, community services, health, and other civic improvements, with a focus on Southwest Louisiana. Its 2024 grants ranged from $5,100 to $640,079, with a median of $15,125. The profile does not state whether it accepts unsolicited requests.
Assets
$39.6M
Grants
72
Total Given
$2.9M
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds charitable work in health, wealth, living, and learning, with much of its grantmaking supporting North Texas nonprofits; its 2025 grants had a median of $18,779, though award sizes varied widely. Nearly all opportunities are by invitation, and its Nonprofit Gateway profile is not a grant application.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
More Funders in Texas
George a & Sophia L Gaetz Charitable Trust down — hundreds of funders to go?