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Tri-Star Charitable Foundation EIN 27-1866546 Form 990 (PDF) Claim this org

Tri-Star Charitable Foundation

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A private foundation based in Saginaw, MI. It reported about $343K in revenue for 2024. For fiscal year 2024 it reported $343K in revenue, $269K in expenses, and $417K in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Saginaw, MI
Filings
5 on file (2020–2024)
Revenue
$343KFY2024
Expenses
$269K
Net assets
$417K
People
7
Filings
5
Updates
0
More identity details & actions ⌄
EIN  27-1866546 Private foundation / grantmaker Saginaw, MI
Form 990 (PDF)
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Size
$100K–1M
What they do
A private foundation based in Saginaw, MI. It reported about $343K in revenue for 2024.
Leadership
Gene Pickelman · President
Money in and out
$343K revenue, $269K expenses
Bottom line
—
Grants paid & assets · FY2024
Total revenue
$343K
Pt VIII · Ln 12
Total expenses
$269K
Pt IX · Ln 25
Net assets
$417K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $74K
Total assets
417K
deployed as grants and operations
Grants paid
172K
in FY2024
Grants made
21grants
total in period
Payout rate
41%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 21 grants · $172K · 2024–2024
Saginaw County Department of Public HealthFY2024$20,000
Can CouncilFY2024$20,000
Barb Smith Suicide Resource and Response NetworkFY2024$12,000
Undergroud Railroad INCFY2024$10,000
Saginaw Valley State UniversityFY2024$10,000
Saginaw Community FoundationMI · FY2024$10,000
The Rock Center for Youth DevelopmentFY2024$10,000
Love for a ChildFY2024$10,000
Cmu Medical EducationFY2024$10,000
Great Lakes Bay Health CenterFY2024$5,400
Wellspring Lutheran FoundationFY2024$5,000
Victorious Community Development INCMI · FY2024$5,000
ShelterhouseFY2024$5,000
Rescue Ministries of Mid-MichiganMI · FY2024$5,000
Midlands Open DoorFY2024$5,000
Michigan Public Health InstituteMI · FY2024$5,000
Child and Family CharitiesMI · FY2024$5,000
Care Free Medical INCMI · FY2024$5,000
See all 21 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV7
Average grantPart XV$8K
Median grantPart XV$5K
Largest grantPart XV$20K
Top cause focusNTEEHealth Care (10%)

Summary of the Filing

Part I · fiscal year 2024 · Form 990-PF
Revenue
$343K
FY2024▲ +55%
Expenses
$269K
FY2024▲ +6%
Total assets
$417K
FY2024▲ +21%
Total liabilities
$0
FY2024
Total revenue
$343K
Pt VIII · Ln 12
Total expenses
$269K
Pt IX · Ln 25
Net assets
$417K
Pt X · Ln 32
Total assetsPt II$417K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CTri-Star Charitable Foundation
EINHdr · item D27-1866546
Principal addressHdr · item CSaginaw, MI
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MMI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T21)
Ruling yearIRS BMFApr 2010

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
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Dick Garber
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Pavel Konecny
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Tri-Star Charitable Foundation executive salaries →

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Statement of Revenue

Part VIII
Other revenue$181K · 53%
Contributions & grants$161K · 47%
Other revenue53%$181K
Contributions & grants47%$161K
Total revenueLn 12$343K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.64 Operating & administrative $0.36
Grants & contributions paid64%$172K
Operating & administrative36%$97K
Total functional expensesLn 25$269K

Balance Sheet

Part X · end of year
CashLn 1$56K
Total assetsLn 16$417K
Total liabilitiesLn 26$0
Total net assetsLn 32$417K
Months of cash on handcomputed2.5

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $417K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $343K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $343K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $343K · Prior year $222K
+55%
Revenue CAGR
FY2020 $102K · FY2024 $343K
+35%
Net-asset trend (YoY)
End of year $417K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $343K · Expenses $269K
+21%
Liabilities-to-Assets
Total liabilities — · Total assets $417K
—
Net-asset ratio
Net assets $417K · Total assets $417K
100%
People & payroll
Highest Reported Total Compensation
Individual Gene Pickelman · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $269K
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 55%——

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)$343K revenue · viewing · ⤓ 990 PDF
FY2023$222K revenue · ⤓ 990 PDF
FY2022$383K revenue · ⤓ 990 PDF
FY2021$159K revenue · ⤓ 990 PDF
FY2020$102K 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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