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Trio Foundation EIN 13-4057282

Trio Foundation

EIN  13-4057282 Private foundation / grantmaker New York, NY
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Size
$100K–1M
What they do
A private foundation based in New York, NY. It reported about $117K in revenue for 2023.
Leadership
Mary Ann Casati · Trustee
Money in and out
$117K revenue, $235K expenses
Bottom line
—

A private foundation based in New York, NY. It reported about $117K in revenue for 2023. For fiscal year 2024 it reported $117K in revenue, $235K in expenses, and $532K in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$117K
Pt VIII · Ln 12
Total expenses
$235K
Pt IX · Ln 25
Net assets
$532K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$118K
Total assets
532K
deployed as grants and operations
Grants paid
226K
in FY2024
Grants made
9grants
total in period
Payout rate
42%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 9 grants · $226K · 2023–2023
Northwestern UniversityIL · FY2023$100,000
Fidelity CharitableFY2023$100,000
Miami UniversityfoundationFY2023$10,000
Columbia Business SchoolFY2023$7,500
Columbia UniversityFY2023$5,000
Miami University Womens Giving CircleFY2023$1,000
Collegiate SchoolFY2023$1,000
CaronFY2023$1,000
Heart of the HamptonsNY · FY2023$500

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV2
Average grantPart XV$25K
Median grantPart XV$5K
Largest grantPart XV$100K
Top cause focusNTEERecreation & Sports (11%)

Summary of the Filing

Part I · fiscal year 2024 · Form 990-PF
Revenue
$117K
FY2024▲ +636%
Expenses
$235K
FY2024▲ +1%
Total assets
$532K
FY2024▼ -18%
Total liabilities
$0
FY2024
Total revenue
$117K
Pt VIII · Ln 12
Total expenses
$235K
Pt IX · Ln 25
Net assets
$532K
Pt X · Ln 32
Total assetsPt II$532K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CTrio Foundation
EINHdr · item D13-4057282
Principal addressHdr · item CNew York, NY
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MNY
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T50)
Ruling yearIRS BMFAug 2000

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Investment income100%$117K
Total revenueLn 12$117K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.96 Operating & administrative $0.04
Grants & contributions paid96%$226K
Operating & administrative4%$9K
Total functional expensesLn 25$235K

Balance Sheet

Part X · end of year
CashLn 1$228K
Total assetsLn 16$532K
Total liabilitiesLn 26$0
Total net assetsLn 32$532K
Months of cash on handcomputed11.6

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $532K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $117K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $117K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $117K · Prior year $16K
Prior-year revenue below floor — showing dollar change
Net-asset trend (YoY)
End of year $532K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $117K · Expenses $235K
-101%
Liabilities-to-Assets
Total liabilities — · Total assets $532K
—
Net-asset ratio
Net assets $532K · Total assets $532K
100%
People & payroll
Highest Reported Total Compensation
Individual Mary Ann Casati · Reported title TRUSTEE · Highest reported compensation $0 · Total expenses $235K
0%
Personnel share
not reported
Peer comparison

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

MetricThis orgPeer medianPercentile
Revenue growth 636%——

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.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$117K revenue · viewing · ⤓ 990 PDF
FY2023$16K revenue · ⤓ 990 PDF
FY2022$91K revenue · ⤓ 990 PDF
FY2021$14K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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