Nonprofit · EIN 72-6130980
GEORGE A & SOPHIA L GAETZ CHARITABLE TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $40,774 | $28,380 | $12,394 | $385,293 | $0 | $385,293 |
| December 31, 2024 | 990-PF | $37,644 | $26,187 | $11,457 | $372,795 | $0 | $372,795 |
| December 31, 2023 | 990-PF | $11,223 | $20,955 | -$9,732 | $361,728 | $0 | $361,728 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,471
- Net gain from sales of assets
- $30,303
Expenses
- Grants and similar amounts paid
- $18,648
- Compensation of officers, directors and key employees
- $7,197
- Disbursements for charitable purposes
- $22,027
- Excise tax on investment income
- $488
Balance sheet and other
- Total assets, start of year
- $372,795
- Total assets, end of year
- $385,293
- Total liabilities, end of year
- $0
- Net assets, end of year
- $385,293
- Fair market value of assets
- $482,205
- Qualifying distributions
- $22,027
- Net investment income
- $40,615
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,197 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $6,820 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $6,091 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 72-6130980
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $385,293
- Income (IRS master file)
- $86,876
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $40,774 | $28,380 | $385,293 | XML |
| 990-PF | December 2024 | $37,644 | $26,187 | $372,795 | XML |
| 990-PF | December 2023 | $11,223 | $20,955 | $361,728 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-6130980).
Questions about GEORGE A & SOPHIA L GAETZ CHARITABLE TR
- What is the EIN of GEORGE A & SOPHIA L GAETZ CHARITABLE TR?
- The employer identification number (EIN) of GEORGE A & SOPHIA L GAETZ CHARITABLE TR is 72-6130980.
- Is GEORGE A & SOPHIA L GAETZ CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to GEORGE A & SOPHIA L GAETZ CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE A & SOPHIA L GAETZ CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE A & SOPHIA L GAETZ CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE A & SOPHIA L GAETZ CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GEORGE A & SOPHIA L GAETZ CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,197 (BANK OF AMERICA, TRUSTEE).
- How much revenue does GEORGE A & SOPHIA L GAETZ CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,774, expenses of $28,380 and total assets of $385,293 at year end.
Other nonprofits in DALLAS
- COMMUNITIES FOUNDATION OF TEXAS EIN 75-0964565 · last filed 990 for 2025
- THE DALLAS FOUNDATION EIN 75-2890371 · last filed 990 for 2024
- CARL AND MARILYNN THOMA EIN 46-5446388 · last filed 990-PF for 2024
- JOHN AND SUSAN WILDER FOUNDATION EIN 26-0281707 · last filed 990-PF for 2025
- DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INC EIN 75-2890923 · last filed 990 for 2025
- DALLAS JEWISH COMMUNITY FOUNDATION EIN 75-2836123 · last filed 990 for 2025
- ADDY FOUNDATION EIN 47-2607515 · last filed 990-PF for 2025
- UNITED WAY OF METROPOLITAN DALLAS INC EIN 75-6005352 · last filed 990 for 2025
All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations