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Goetz Family Foundation

  • Boca Raton, FL
  • Tax-exempt since Feb. 2008
  • EIN: 77-0707624

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$204k (2023)

Expenses
$303k (2023)

Total Assets
$5.15M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$204,170
Expenses
$302,961
Net Income
-$98,791
Net Assets
$5,154,852
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,978
3.4%
Dividends $136,094
66.7%
Sales of Assets $61,098
29.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $256,825
84.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,154,852
Total Liabilities $0
Net Assets $5,154,852
Compensation
Key Employees and Officers Compensation Other
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
Kathryn Meehan (Director And Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$256,709
Expenses
$396,215
Net Income
-$139,506
Net Assets
$5,253,643
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,318
2.1%
Dividends $105,345
41.0%
Sales of Assets $146,046
56.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $318,150
80.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,253,643
Total Liabilities $0
Net Assets $5,253,643
Compensation
Key Employees and Officers Compensation Other
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
Kathryn Meehan (Director And Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$897,671
Expenses
$310,011
Net Income
$587,660
Net Assets
$5,393,149
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,312
0.7%
Dividends $132,900
14.8%
Sales of Assets $758,459
84.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $269,956
87.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,393,149
Total Liabilities $0
Net Assets $5,393,149
Compensation
Key Employees and Officers Compensation Other
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
Kathryn Meehan (Director And Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$227,960
Expenses
$306,507
Net Income
-$78,547
Net Assets
$4,805,488
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,942
2.2%
Dividends $114,028
50.0%
Sales of Assets $108,990
47.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $276,648
90.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,805,489
Total Liabilities $1
Net Assets $4,805,488
Compensation
Key Employees and Officers Compensation Other
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
Kathryn Meehan (Director And Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$239,898
Expenses
$306,393
Net Income
-$66,495
Net Assets
$4,884,035
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $532
0.2%
Dividends $173,027
72.1%
Sales of Assets $65,261
27.2%
Other Income $1,078
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $274,100
89.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,884,036
Total Liabilities $1
Net Assets $4,884,035
Compensation
Key Employees and Officers Compensation Other
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
Kathryn Meehan (Director And Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$204,482
Expenses
$268,612
Net Income
-$64,130
Net Assets
$4,950,531
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $728
0.4%
Dividends $110,448
54.0%
Sales of Assets $93,306
45.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $243,823
90.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,950,531
Total Liabilities $0
Net Assets $4,950,531
Compensation
Key Employees and Officers Compensation Other
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
Kathryn Meehan (Director And Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$409,762
Expenses
$239,074
Net Income
$170,688
Net Assets
$5,014,661
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,180
0.3%
Dividends $135,319
33.0%
Sales of Assets $273,263
66.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $213,967
89.5%
Compensation of Officers* $20,350
8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,014,661
Total Liabilities $0
Net Assets $5,014,661
Compensation
Key Employees and Officers Compensation Other
Kathryn Meehan (Director And Secretary) $20,350 $0
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$90,443
Expenses
$291,679
Net Income
-$201,236
Net Assets
$4,843,973
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $97,234
> 100%
Sales of Assets -$6,796
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $247,589
84.9%
Compensation of Officers* $48,000
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,843,973
Total Liabilities $0
Net Assets $4,843,973
Compensation
Key Employees and Officers Compensation Other
Kathryn Meehan (Director And Secretary) $48,000 $0
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,882
Expenses
$288,897
Net Income
-$180,015
Net Assets
$5,045,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $118,232
> 100%
Sales of Assets -$9,355
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $239,044
82.7%
Compensation of Officers* $44,000
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,045,209
Total Liabilities $0
Net Assets $5,045,209
Compensation
Key Employees and Officers Compensation Other
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
Kathryn Meehan (Director And Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$191,701
Expenses
$281,917
Net Income
-$90,216
Net Assets
$5,225,224
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.0%
Dividends $123,071
64.2%
Sales of Assets $68,615
35.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $197,836
70.2%
Compensation of Officers* $52,347
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,225,224
Total Liabilities $0
Net Assets $5,225,224
Compensation
Key Employees and Officers Compensation Other
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
Kathryn Meehan (Director And Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$631,127
Expenses
$308,086
Net Income
$323,041
Net Assets
$5,315,440
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $25,518
4.0%
Dividends $64,906
10.3%
Sales of Assets $540,703
85.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $237,156
77.0%
Compensation of Officers* $41,725
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,315,440
Total Liabilities $0
Net Assets $5,315,440
Compensation
Key Employees and Officers Compensation Other
Kathryn Meehan (Director And Secretary) $41,725 $0
David R Goetz (Director, President & Trea) $0 $0
Mary Sue Goetz (Vice President) $0 $0
David R Goetz Jr (Director) $0 $0
Gregory E Goetz (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$224,437
Expenses
$335,196
Net Income
-$110,759
Net Assets
$4,992,398
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22,980
10.2%
Dividends $94,148
41.9%
Sales of Assets $107,309
47.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $217,726
65.0%
Compensation of Officers* $21,500
6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,992,399
Total Liabilities $1
Net Assets $4,992,398

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,183,419
Expenses
$147,562
Net Income
$3,035,857
Net Assets
$5,103,157
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $499,703
15.7%
Interest Revenue $11,900
0.4%
Dividends $69,138
2.2%
Sales of Assets $2,602,645
81.8%
Other Income $33
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,851
68.3%
Compensation of Officers* $20,700
14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,103,158
Total Liabilities $1
Net Assets $5,103,157

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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