Goetz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 15 grants totaling $263K. Net investment income was $214K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.1M
-1.0% YoY
Annual Giving
$263K
+3.7% YoY
Grant Count
15
+50.0% YoY
Avg Grant Size
$18K
-30.9% YoY
Under IRS private-foundation payout rules, Goetz Family Foundation reported a distributable amount of $287K for 2024 — the minimum it must pay out in qualifying distributions.
About Goetz Family Foundation
Based on IRS filings
Goetz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 15 grants totaling $263K. Net investment income was $214K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,104,646 | $5,154,852 | $5,253,643 |
| Revenue | $265,280 | $204,170 | $256,709 |
| Expenses | $315,486 | $302,961 | $396,215 |
| Qualifying Distributions | $262,900 | $256,825 | $318,150 |
| Net Investment Income | $213,589 | $158,034 | $178,644 |
| Distributable Amount | $287,466 | $266,269 | $284,950 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
63 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Dayton ($60,000), The Dream Awards ($42,500), St Lucy Church ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DELBARTON SCHOOL MORRISTOWN, NJ | EDUCATION | $10,000 |
| FAITH HOPE AND CHARITY WINNETKA, IL | EDUCATION | $5,000 |
| HFS CHICAGO SCHOLARS CHICAGO, IL | EDUCATIONEDUCATION | $2,500 |
| LOYOLA ACADEMY WILMETTE, IL | EDUCATION | $5,000 |
| MISERICORDIA HOME CHICAGO, IL | SOCIAL SERVICES | $10,000 |
| ONE FOR ONE CHICAGO CHICAGO, IL | SOCIAL SERVICES | $6,500 |
| ST LUCY CHURCH HIGHLAND BEACH, FL | RELIGIOUSRELIGIOUS | $40,000 |
| THE DREAM AWARDS OAKBROOK TERRACE, IL | ARTS | $42,500 |
| UNIVERSITY OF DAYTON DAYTON, OH | EDUCATION | $60,000 |
| AMERICAN LEGION INDIANAOPOLIS, IN | VETERANS | $1,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID R GOETZ | DIRECTOR, PRESIDENT & TREA | 5 | — |
| MARY SUE GOETZ | VICE PRESIDENT | — | — |
| DAVID R GOETZ JR | DIRECTOR | — | — |
| GREGORY E GOETZ | DIRECTOR | — | — |
| KATHRYN MEEHAN | DIRECTOR AND SECRETARY | 15 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Goetz Family Foundation?
Goetz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. It holds $5.1M in total assets as of 2024.
How large is Goetz Family Foundation?
As of 2024, Goetz Family Foundation holds $5.1M in total assets with $265K in annual revenue. It awarded 15 grants totaling $263K in 2024.
Where does Goetz Family Foundation operate?
Goetz Family Foundation has awarded grants in California, Florida, Illinois, Indiana, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Virginia.
What size grants does Goetz Family Foundation award?
In 2024, Goetz Family Foundation awarded 15 grants totaling $263K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Goetz Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Goetz Family Foundation reported a distributable amount of $287K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Goetz Family Foundation's EIN?
Goetz Family Foundation's EIN (Employer Identification Number) is 77-0707624. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Goetz Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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