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Tikvah Charitable Trust FY2021 filing

EIN 39-6777005 Private foundation / grantmaker Watertown, WI NTEE T22
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Revenue & expenses by yearFY2020–FY2025
Revenue
$1K
FY2021
Expenses
$10K
FY2021▲ +39%
Form 990 (PDF) Claim this org

Form 990 for the fiscal year ending December 2021 (IRS tax year 2021).

A private foundation based in Watertown, WI. For fiscal year 2021 it reported $1K in revenue, $10K in expenses, and $60K in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Watertown, WI
Filings
6 on file (2020–2021)
Revenue
$1KFY2021
Expenses
$10K
Net assets
$60K
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →
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Provided by the organization

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Size
<$100K
What they do
A private foundation based in Watertown, WI.
Money in and out
$1K revenue, $10K expenses
Bottom line
—

What Funders Ask

From IRS filings

Tax-deductible?

good Yes

Per the IRS master file. Details →

Can I give now?

good No revocation on IRS record

Not on the IRS revocation list. Details →

Filing up to date?

good Yes — filed FY2025

Details →

Size and trend

<$100K

Details →

Not in filings yet: foundation funders · spent on programs

Grants paid & assets · FY2021
Total revenue
$1K
Pt VIII · Ln 12
Total expenses
$10K
Pt IX · Ln 25
Net assets
$60K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$9K
Total assets
60K
deployed as grants and operations
Grants paid
9K
in FY2021
Grants made
52grants
total in period
Payout rate
15%
of assets (5% rule)

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Who They Fund

Part XV · grants paid · 52 grants · $12K · 2025–2025
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Watertown Public LibraryFY2025$150
See all 52 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$230
Median grantPart XV$100
Largest grantPart XV$2K

Summary of the Filing

Part I · fiscal year 2021 · Form 990-PF
Total assets
$60K
FY2021▼ -13%
Total liabilities
$0
FY2021
Total assetsPt II$60K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CTikvah Charitable Trust
EINHdr · item D39-6777005
Principal addressHdr · item CWatertown, WI
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MWI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T22)
Ruling yearIRS BMFSep 2003

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
Officers, directors & key employeesPt VII · Sec ANot reported
See Tikvah Charitable Trust executive salaries →

Statement of Revenue

Part VIII
Investment income100%$1K
Total revenueLn 12$1K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.90 Operating & administrative $0.10
Grants & contributions paid90%$9K
Operating & administrative10%$983
Total functional expensesLn 25$10K

Balance Sheet

Part X · end of year
CashLn 1$10K
Total assetsLn 16$60K
Total liabilitiesLn 26$0
Total net assetsLn 32$60K
Months of cash on handcomputed11.7

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $60K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $1K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $1K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $1K · Prior year $0
Prior-year revenue below floor — showing dollar change
Net-asset trend (YoY)
End of year $60K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1K · Expenses $10K
-760%
Liabilities-to-Assets
Total liabilities — · Total assets $60K
—
Net-asset ratio
Net assets $60K · Total assets $60K
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $10K
No individual compensation reported on this filing
Personnel share
not reported

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. Peer cohort: .

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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
FY2025 (Latest)$36K revenue · ⤓ 990 PDF
FY2024$67K revenue · ⤓ 990 PDF
FY2023$378 revenue · ⤓ 990 PDF
FY2022$11K revenue · ⤓ 990 PDF
FY2021$1K revenue · viewing · ⤓ 990 PDF
FY2020$0 revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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