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
Under IRS private-foundation payout rules, George a & Sophia L Gaetz Charitable Trust reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include College of the Ozarks ($6,984), Salem Lutheran Church ($6,984), St John's Lutheran Church ($3,492).
| Recipient | Purpose | Amount |
|---|---|---|
| ST JOHN'S LUTHERAN CHURCH MONETT, MO | UNRESTRICTED GENERAL | $3,492 |
| COLLEGE OF THE OZARKS POINT LOOKOUT, MO | UNRESTRICTED GENERAL | $6,984 |
| SALEM LUTHERAN CHURCH SPRINGDALE, AR | UNRESTRICTED GENERAL | $6,984 |
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
Frequently Asked Questions
What is 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. It holds $373K in total assets as of 2024.
How large is George a & Sophia L Gaetz Charitable Trust?
As of 2024, George a & Sophia L Gaetz Charitable Trust holds $373K in total assets with $38K in annual revenue. It awarded 3 grants totaling $17K in 2024.
Where does George a & Sophia L Gaetz Charitable Trust operate?
George a & Sophia L Gaetz Charitable Trust has awarded grants in Arkansas, Missouri.
What size grants does George a & Sophia L Gaetz Charitable Trust award?
In 2024, George a & Sophia L Gaetz Charitable Trust awarded 3 grants totaling $17K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is George a & Sophia L Gaetz Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, George a & Sophia L Gaetz Charitable Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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