Rita & Herbert Z Gold Charitable Tr
- Assets
- $545.6k
- Revenue
- $74.3k
- Investments
- $528.9k
- Employees
- 0
- Location
- Dunedin, FL
- Founding
- 10/1997
- Data as of
- 12/2022
- EIN
- 11-6465852
Organization Overview
Rita & Herbert Z Gold Charitable Tr is located in Dunedin, FL. The organization was established in 1997. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rita & Herbert Z Gold Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Rita & Herbert Z Gold Charitable Tr generated $74.3k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 17.2% each year . All expenses for the organization totaled $172.5k during the year ending 12/2022. While expenses have increased by 9.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Rita & Herbert Z Gold Charitable Tr has awarded 20 individual grants totaling $742,206. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION PROVIDED FUNDS FOR TUITION, BOOKS, AND HOUSING FOR 1 RECIPIENT OF A HEAD START SCHOLARSHIP.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Paula Milone Trustee | 2 | $8,260 | |
Sylvia Shapiro Trustee | 2 | $2,510 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $38 |
| Dividends & Interest | $10,880 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $63,379 |
| Capital Gain Net Income | $63,379 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $74,297 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $10,770 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,305 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $9,232 |
| Total operating and administrative expenses | $45,658 |
| Contributions, gifts, grants paid | $126,800 |
| Total expenses and disbursements | $172,458 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $11,001 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $322,586 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $5,706 |
| Total assets | $545,640 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Rita & Herbert Z Gold Charitable Tr has awarded $126,800 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
DAWN LLOYD-MATTHEWS PURPOSE: COLLEGE SCHOLARSHIP | $16,800 |
BIRTHRIGHT ISRAEL FOUNDATION PURPOSE: GENERAL SUPPORT | $10,000 |
D'ADDARIO FOUNDATION PURPOSE: SCHOLARSHIP FUND | $100,000 |