Rita & Herbert Z Gold Charitable Tr
- Assets
- $643.8k
- Revenue
- $150.2k
- Investments
- $621.9k
- Employees
- 0
- Location
- Dunedin, FL
- Founding
- 10/1997
- Data as of
- 12/2021
- 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 12/2021, Rita & Herbert Z Gold Charitable Tr generated $150.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (24.1%) each year. All expenses for the organization totaled $264.0k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Rita & Herbert Z Gold Charitable Tr has awarded 19 individual grants totaling $638,370. 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
2021
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 | $6,801 | |
Sylvia Shapiro Trustee | 2 | $6,801 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3 |
| Dividends & Interest | $14,133 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $136,043 |
| Capital Gain Net Income | $136,043 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $150,179 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $13,602 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $376 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12,111 |
| Total operating and administrative expenses | $31,539 |
| Contributions, gifts, grants paid | $232,442 |
| Total expenses and disbursements | $263,981 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $16,127 |
| 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 | $427,903 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $5,756 |
| Total assets | $643,801 |
| 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 $232,442 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Farmingdale, NY PURPOSE: SCHOLARSHIP FUND | $100,000 |
Edison, NJ PURPOSE: SCHOLARSHIP FUND | $75,000 |
DAKOTA DRY PURPOSE: COLLEGE SCHOLARSHIP | $16,417 |
DAWN LLOYD-MATTHEWS PURPOSE: COLLEGE SCHOLARSHIP | $11,025 |
Safety Harbor, FL PURPOSE: CLASSROOM TECHNOLOGY | $10,000 |
Wichita, KS PURPOSE: GENERAL SUPPORT | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Greater Miami Jewish Federation Miami, FL | $526,029,047 | $149,579,528 |
United Way Miami Inc Miami, FL | $146,891,881 | $55,112,888 |
Community Action Partnership Of North Alabama Inc Decatur, AL | $106,792,545 | $49,339,847 |
United Way Of Northeast Florida Inc Jacksonville, FL | $41,231,391 | $43,923,077 |
Jewish Federation Of Greater Atlanta Inc Atlanta, GA | $335,156,066 | $46,977,032 |
Jewish Federation Of Palm Beach County Inc West Palm Beach, FL | $188,649,798 | $40,996,005 |
United Way Of Broward County Fort Lauderdale, FL | $30,254,563 | $21,112,252 |
Heart Of Florida United Way Orlando, FL | $52,280,258 | $21,120,938 |
United Way Suncoast Inc Tampa, FL | $59,673,502 | $17,914,764 |
United Jewish Community Of Broward County Inc Davie, FL | $191,632,658 | $32,289,120 |
Jewish Federation Of South Palm Beach County Inc Boca Raton, FL | $220,329,393 | $31,215,392 |
United Way Of Lee County Inc Fort Myers, FL | $10,857,756 | $16,905,483 |