Nonprofit · EIN 77-0707624
GOETZ FAMILY FOUNDATION
Tax-exempt · BOCA RATON, FL 33431
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $265,280 | $315,486 | -$50,206 | $5,104,646 | $0 | $5,104,646 |
| December 31, 2023 | 990-PF | $204,170 | $302,961 | -$98,791 | $5,154,852 | $0 | $5,154,852 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $127,935
- Interest
- $7,425
- Net gain from sales of assets
- $129,920
Expenses
- Grants and similar amounts paid
- $262,900
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $262,900
- Excise tax on investment income
- $2,969
Balance sheet and other
- Total assets, start of year
- $5,154,852
- Total assets, end of year
- $5,104,646
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,104,646
- Fair market value of assets
- $5,969,857
- Qualifying distributions
- $262,900
- Net investment income
- $265,280
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R GOETZ 780 NE 37TH STREET, BOCA RATON, FL 33431 | DIRECTOR, PRESIDENT & TREA | 5 | $0 |
| MARY SUE GOETZ 780 NE 37TH STREET, BOCA RATON, FL 33431 | VICE PRESIDENT | 0 | $0 |
| DAVID R GOETZ JR 840 BECKER, WILLEMTTE, IL 60025 | DIRECTOR | 0 | $0 |
| GREGORY E GOETZ 15 CRESTWOOD DRIVE, CHATHAM TWP, NJ 07927 | DIRECTOR | 0 | $0 |
| KATHRYN MEEHAN 185 CHESTNUT STREET, WINNETKA, IL 60093 | DIRECTOR AND SECRETARY | 15 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R GOETZ 780 NE 37TH STREET, BOCA RATON, FL 33431 | DIRECTOR, PRESIDENT & TREA | 5 | $0 |
| MARY SUE GOETZ 780 NE 37TH STREET, BOCA RATON, FL 33431 | VICE PRESIDENT | 0 | $0 |
| DAVID R GOETZ JR 840 BECKER, WILLEMTTE, IL 60025 | DIRECTOR | 0 | $0 |
| GREGORY E GOETZ 15 CRESTWOOD DRIVE, CHATHAM TWP, NJ 07927 | DIRECTOR | 0 | $0 |
| KATHRYN MEEHAN 185 CHESTNUT STREET, WINNETKA, IL 60093 | DIRECTOR AND SECRETARY | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 780 NE 37TH ST, BOCA RATON, FL 33431-6142
- Signed the 990-PF
- DAVID R GOETZ, PRESIDENT
- Phone
- (412) 680-6492
- Return prepared by
- NICKEL BEISEL & COMPANY
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 | Not 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
- 77-0707624
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,104,646
- Income (IRS master file)
- $371,889
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $265,280 | $315,486 | $5,104,646 | IRS |
| 990-PF | December 2023 | $204,170 | $302,961 | $5,154,852 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 77-0707624).
Questions about GOETZ FAMILY FOUNDATION
- What is the EIN of GOETZ FAMILY FOUNDATION?
- The employer identification number (EIN) of GOETZ FAMILY FOUNDATION is 77-0707624.
- Is GOETZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to GOETZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GOETZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GOETZ FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GOETZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of GOETZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does GOETZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $265,280, expenses of $315,486 and total assets of $5,104,646 at year end.
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