Private foundation
FR BERNARD C GOERTZ SCHOLARSHIP TR FUND
BASTROP, TXEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
BASTROP, TXEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $67,001 | $54,226 | $50,000 | $841,462 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
No public data foundWhere recipients are
Based on the 0% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| BREANN LEIGHTONBASTROP, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristi Goertz | DIRECTOR | 0.00 | $0 |
| Cindy Goertz | DIRECTOR | 0.00 | $0 |
| Goerge Goertz | DIRECTOR | 0.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $841,462 |
| FY2023 | 990-PF | $41,052 | $66,281 | $62,000 | $828,687 | $828,687 |
| FY2022 | 990-PF | $54,116 | $64,736 | $60,000 | $853,916 | $853,916 |
| FY2021 | 990-PF | $53,313 | $73,737 | $72,000 | $864,536 | $864,536 |
| FY2020 | 990-PF | $27,817 | $75,954 | $72,000 | $886,960 | $886,960 |
| FY2019 | 990-PF | $46,382 | $47,809 | $44,000 | $935,097 | $935,097 |
| FY2018 | 990-PF | $91,399 | $75,507 | $72,000 | $936,524 | $936,524 |
| FY2017 | 990-PF | $61,338 | $52,306 | $49,200 | $920,632 | $920,632 |
| FY2016 | 990-PF | $65,992 | $63,435 | $60,000 | $911,600 | $911,600 |
| SCHOLARSHIP FOR EDUCATION |
| $4,100 |
| 2017 |
| MIKAELLA IVEYBASTROP, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| KATELYN WILHELMBASTROP, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| EMMELIE ROOTRED ROCK, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| JODIE WRIGHTBASTROP, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| AMANDA GOERTZRED ROCK, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| QUINN BLACKWELLBASTROP, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| KOLTON CATCHINGSCEDAR CREEK, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| MARILYN GIESALHARTCEDAR CREEK, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| BRITNEY REESEBASTROP, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| MARISSA SIMMONSRED ROCK, TX | SCHOLARSHIP FOR EDUCATION | $4,100 | 2017 |
| KIRSTEN PRUETTBASTROP, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| ADDISON TURNERCEDAR CREEK, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| TREY MOORECEDAR CREEK, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| ZOE ZAMORABASTROP, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| CRISTIAN GRIMALDOCEDAR CREEK, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| LAURYN BRESNAHANBASTROP, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| DESTINEE THOMASCEDAR CREEK, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| TYLER VINKLAREKRED ROCK, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| ERIC KIEFERRED ROCK, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| MAKAYLA GOERTZBASTROP, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| SHANNON KLAUSRED ROCK, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| JOANNE VASQUEZCEDAR CREEK, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
| GRACE WATSONRED ROCK, TX | SCHOLARSHIP FOR EDUCATION | $3,750 | 2016 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202431369349104223
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202301449349100825
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202223139349102162
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202130999349100203
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202020789349100707
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201920999349100502
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201841359349103909
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201730729349100133
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.