TAMPA, FL

Carl & Catherine Goers Charitable Trust For Filing 1041-A

Quick Facts

EIN: 900392374
Location: TAMPA, FL
Phone: (813) 631-9191
Category: General
Total Assets: $787K
Annual Income: $145K
IRS Ruling Year: 2010
Organization Type: Non-Operating Foundation
Principal Officer: % Members Trust Co Fsb
Tax Deductibility: 0
Affiliation: 0

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About This Foundation

Carl & Catherine Goers Charitable Trust For Filing 1041-A is a private trust based in TAMPA, FL. The foundation received its IRS ruling in 2010. The principal officer is % Members Trust Co Fsb. It holds total assets of $787K. Annual income is reported at $145K. According to available records, Carl & Catherine Goers Charitable Trust For Filing 1041-A has made 9 grants totaling $182K, with a median grant of $25K. Annual giving has grown from $57K in 2021 to $125K in 2022. Individual grants have ranged from $6K to $28K, with an average award of $20K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in New York.

Application Information

Preselected OnlyThis foundation typically selects grantees rather than accepting unsolicited proposals.

Frequently Asked Questions

What does Carl & Catherine Goers Charitable Trust For Filing 1041-A fund?

Carl & Catherine Goers Charitable Trust For Filing 1041-A is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 9 grants. Its grantmaking reaches organizations primarily in NY.

How much does Carl & Catherine Goers Charitable Trust For Filing 1041-A give in grants?

Carl & Catherine Goers Charitable Trust For Filing 1041-A has distributed a total of $182K across 9 grants. The median grant size is $25K, with an average of $20K. Individual grants have ranged from $6K to $28K.

How do I apply for a grant from Carl & Catherine Goers Charitable Trust For Filing 1041-A?

Carl & Catherine Goers Charitable Trust For Filing 1041-A typically selects its grantees rather than accepting unsolicited proposals.

Where is Carl & Catherine Goers Charitable Trust For Filing 1041-A located?

Carl & Catherine Goers Charitable Trust For Filing 1041-A is headquartered in TAMPA, FL.

Key People & Compensation (2022)

Name	Title	Compensation	Benefits	Total
Members Trust Company	TRUSTEE	$13K	$0	$13K

990 Tax Filings

Year	Return Type	PDF
2023	990PF	View
2022	990PF	View
2021	990PF	View
2020	990PF

Research This Foundation

GuideStar / Candid ProPublica Nonprofit Explorer IRS Tax Exempt Status

Financial Overview

Total Giving

$70K

2023-9%

Total Assets

$804K

2023-2%

Fair Market Value

$1.1M

2023

Net Worth

$804K

2023

Grants Paid

$56K

2023

Contributions

2023

Net Investment Income

$46K

2023

Distribution Amount

$52K

2023

Total Giving by Year

Asset Growth

Revenue Over Time

Liabilities Over Time

Expense Breakdown (2023)

Revenue Sources (2023)

Dividends: $31K
Capital Gains (Net): $22K

Financial Details (2023)

Total Revenue: $53K
Total Expenses: $70K
Exempt Purpose Expenses: $62K
Required Distribution: $52K
Undistributed Income: $0
Total Liabilities: $1
Excise Tax: $643
Tax Due: $676

Foundation Classification (2023)

Operating FoundationNo

Grants to IndividualsNo

Non-Charity GrantsNo

Lobbying ActivityNo

Excess Business HoldingsNo

Grantmaking Insights

Total Grants

Total Giving

$182K

Average Grant

$20K

Median Grant

$25K

Unique Recipients

Most Common Grant

$28K

Grant Disbursements by Year

Grant Range

Min$6K

Max$28K

Median: $25K

Smallest grantLargest grant

Openness to New Grantees (2022)

of 2022 grantees were first-time recipients

Grant Size Distribution

Geographic Distribution of Grants

NY$182K (9)

Past Grantees

Recipient	Location	Amount	Year
Fred L Waterman Cons Edu Center InPROGRAM SERVICE SUPPORT	Apalachin, NY	$28K	2022
Tioga County Rural Ministry IncPROGRAM SERVICE SUPPORT	Owego, NY	$28K	2022
St Patrick'S Roman Catholic ChurchPROGRAM SERVICE SUPPORT	Owego, NY	$6K	2022