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George A & Sophia L Gaetz Charitable Trust is a private corporation based in DALLAS, TX. The foundation received its IRS ruling in 2000. The principal officer is Bank Of America Na. It holds total assets of $373K. Annual income is reported at $87K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Missouri and Arkansas. According to available records, George A & Sophia L Gaetz Charitable Trust has made 9 grants totaling $51K, with a median grant of $5K. Annual giving has decreased from $18K in 2021 to $13K in 2023. Grantmaking activity was highest in 2022 with $20K distributed across 3 grants. Individual grants have ranged from $3K to $8K, with an average award of $6K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Missouri and Arkansas. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$7K
Average Grant
$6K
Largest Grant
$7K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
George A & Sophia L Gaetz Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 9 grants. Its grantmaking reaches organizations primarily in MO, AR.
George A & Sophia L Gaetz Charitable Trust has distributed a total of $51K across 9 grants. The median grant size is $5K, with an average of $6K. Individual grants have ranged from $3K to $8K.
George A & Sophia L Gaetz Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
George A & Sophia L Gaetz Charitable Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $6K | $0 | $6K |
Total Giving
$21K
Total Assets
$362K
Fair Market Value
$415K
Net Worth
$362K
Grants Paid
$13K
Contributions
N/A
Net Investment Income
$5K
Distribution Amount
$19K
Total Grants
9
Total Giving
$51K
Average Grant
$6K
Median Grant
$5K
Unique Recipients
3
Most Common Grant
$7K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salem Lutheran ChurchUNRESTRICTED GENERAL | Springdale, AR | $5K | 2023 |
| College Of The OzarksUNRESTRICTED GENERAL | Point Lookout, MO | $5K | 2023 |
| St John'S Lutheran ChurchUNRESTRICTED GENERAL | Monett, MO | $3K | 2023 |