The John E Goerlich Charitable Trust FY2023 filing

Holland, OH · Private foundation / grantmaker · Foundations & Grantmakers

✓ Tax-deductible
Revenue
$205K
+91% vs prior year
Spent
$115K
Net assets
$1.8M
By yearFY2020–FY2025
Revenue
$205K
FY2023▲ +91%
Revenue by fiscal year
FY2020$42K
FY2021$565K
FY2022$108K
FY2023$205K
FY2024$80K
FY2025$67K
Expenses
$115K
FY2023▼ -0.8%
Expenses by fiscal year
FY2020$97K
FY2021$107K
FY2022$116K
FY2023$115K
FY2024$109K
FY2025$123K
Net assets
$1.8M
FY2023▲ +5%
Net assets by fiscal year
FY2020$1.3M
FY2021$1.2M
FY2022$1.7M
FY2023$1.8M
FY2024$1.8M
FY2025$1.7M

From the FY2023 Form 990 · see the original

You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Legal name (IRS)Hdr · item CThe John E Goerlich Charitable Trust
EINHdr · item D47-1936802
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFJan 2015
Latest filingForm 990FY2025 · Form 990-PF
Principal addressHdr · item CHolland, OH
NTEE classificationIRS BMFFoundations & Grantmakers (T90)

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.87 Operating & administrative $0.13
Grants & contributions paid87%$100K
Operating & administrative13%$15K
Total functional expensesLn 25$115K

Financial health

Is it on solid ground?

Total assets
1.8M
deployed as grants and operations
Grants paid
100K
in FY2023
Grants made
83grants
total in period
Payout rate
6%
of assets (5% rule)

Summary of the Filing

Part I · fiscal year 2023 · Form 990-PF
Total assets
$1.8M
FY2023▲ +5%
Total assets by fiscal year
FY2020$1.3M
FY2021$1.2M
FY2022$1.7M
FY2023$1.8M
FY2024$1.8M
FY2025$1.7M
Total liabilities
$0
FY2023
Total liabilities by fiscal year
FY2020$0
FY2021$0
FY2022$0
FY2023$0
FY2024$0
FY2025$0
Total assetsPt II$1.8M

Balance Sheet

Part X · end of year
CashLn 1$37K
Total assetsLn 16$1.8M
Total liabilitiesLn 26$0
Total net assetsLn 32$1.8M
Months of cash on handcomputed3.8

Statement of Revenue

Part VIII
Investment income$200K · 97%
Other revenue$6K · 3%
Investment income97%$200K
Other revenue3%$6K
Total revenueLn 12$205K

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $1.8M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $205K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $205K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $205K · Prior year $108K
+91%
Net-asset trend (YoY)
End of year $1.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $205K · Expenses $115K
+44%
Liabilities-to-Assets
Total liabilities — · Total assets $1.8M
—
Net-asset ratio
Net assets $1.8M · Total assets $1.8M
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $115K
No individual compensation reported on this filing
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 91%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See The John E Goerlich Charitable Trust executive salaries →

Governance & Policies

Part VI
  • –Voting board membersPt VI · Ln 1a
  • –Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aNot reported
  • Whistleblower policyPt VI · Ln 13Not reported
  • Document retention policyPt VI · Ln 14Not reported
  • Top official’s pay independently reviewedPt VI · Ln 15aNot reported
  • Family or business ties among leadersPt VI · Ln 2Not reported

Mission and programs

What it does.

A private foundation based in Holland, OH.

Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 83 grants · $105K · 2025–2025
Middle Creek Academy INCMT · FY2025$5,000
Carroll County YMCAFY2025$4,000
William Lipscomb Elementary PTAFY2025$4,000
American Civil Liberties Union FdnFY2025$3,500
National Public Radio INCDC · FY2025$3,250
Haleakala Woldorf SchoolFY2025$3,000
Gross Pointe AcademyFY2025$3,000
Last Prisioner ProjectFY2025$2,625
Journeymen InstituteWA · FY2025$2,625
University of Detroit MercyMI · FY2025$2,500
Public Library Fdn ofFY2025$2,500
Colorado Nature SchoolFY2025$2,500
The Surfrider FoundationCA · FY2025$2,050
See all 83 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV36
Average grantPart XV$1K
Median grantPart XV$1K
Largest grantPart XV$5K
Top cause focusNTEEEducation (10%)

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $67K$123K-16% 990 PDF
FY2024 $80K$109K-61% 990 PDF
FY2023 Viewing $205K$115K+91% 990 PDF
FY2022 $108K$116K-81% 990 PDF
FY2021 $565K$107K×14 990 PDF
FY2020 $42K$97K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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