Tr Charitable Foundation INC EIN 47-1239905 Form 990 (PDF) Claim this org

Tr Charitable Foundation INC FY2021 filing

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Breaks poverty cycles by providing education and social services to children and youth. For fiscal year 2021 it reported $173K in revenue, $12K in expenses, and $196K in net assets.Pt I

Type
Private foundation / grantmaker · Human Services
Location
Miami, FL
Filings
5 on file (2020–2021)
Revenue
$173KFY2021
Expenses
$12K
Net assets
$196K
People
3
Filings
5
Updates
0
More identity details & actions ⌄
EIN  47-1239905 Private foundation / grantmaker Miami, FL
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Breaks poverty cycles by providing education and social services to children and youth.
Leadership
Levi Rachmanov · Director
Money in and out
$173K revenue, $12K expenses
Bottom line
84% program efficiency
Grants paid & assets · FY2021
Total revenue
$173K
Pt VIII · Ln 12
Total expenses
$12K
Pt IX · Ln 25
Net assets
$196K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $161K
Where spending went · Part IX cols B–D
Program services $0.84 Management & general $0.16
Program efficiency
84%
of spending reaches programs
Operating runway
200.2mo
months of highly liquid reserves at operating expense rate
Surplus margin
+93%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$173K
FY2021▲ +24%
Expenses
$12K
FY2021
Total assets
$196K
FY2021
Total liabilities
$0
FY2021
Total revenue
$173K
Pt VIII · Ln 12
Total expenses
$12K
Pt IX · Ln 25
Net assets
$196K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$161K
Total assetsPt X · Ln 16$196K
Program-expense ratioPt IX · col B84%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CTr Charitable Foundation INC
EINHdr · item D47-1239905
Principal addressHdr · item CMiami, FL
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P20)
Ruling yearIRS BMFJul 2015

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $10K of program spending, described in the organization's own filed words · FY2021.
01

See schedue o

$10Kprogram expense

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Statement of Revenue

Part VIII
Investment income100%$173K
Total revenueLn 12$173K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.84 Management & general $0.16
Program services84%$10K
Management & general16%$2K
Total functional expensesLn 25$12K

Balance Sheet

Part X · end of year
CashLn 1$5K
Total assetsLn 16$196K
Total liabilitiesLn 26$0
Total net assetsLn 32$196K
Months of cash on handcomputed5.0

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $196K · Operating expenses/yr $12K
200.2 months
Where the money goes
Program services
Program services $10K · Total expenses $12K
84%
Management & General
Management & general $2K · Total expenses $12K
16%
Fundraising
Fundraising $0 · Total expenses $12K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $173K
0%
Government reliance
Government grants — · Total revenue $173K
Earned-income share
Program service revenue $0 · Total revenue $173K
0%
Investment reliance
Investment income $173K · Total revenue $173K
+100%
Program self-sufficiency
Program service revenue $0 · Total expenses $12K
0%
Growth & trend
Revenue growth (YoY)
This year $173K · Prior year $140K
+24%
Net-asset trend (YoY)
End of year $196K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $173K · Expenses $12K
+93%
Liabilities-to-Assets
Total liabilities — · Total assets $196K
Net-asset ratio
Net assets $196K · Total assets $196K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $191K · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $196K
97%
People & payroll
Highest Reported Total Compensation
Individual Levi Rachmanov · Reported title Director · Highest reported compensation $0 · Total expenses $12K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $12K
0%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 84%
Overhead ratio 16%
Revenue growth 24%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0%
Fundraising fee ratio 0%

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.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$109
Grants paid · 3 grants · $8K · 2022–2024
All About Kindness INCNY · FY2024$4,200
Tomchei ShabbasFY2023$3,118
Young Jewish ProfessionalsFY2022$500

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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)$16K revenue · ⤓ 990 PDF
FY2023$-35K revenue · ⤓ 990 PDF
FY2022$-133K revenue · ⤓ 990 PDF
FY2021$173K revenue · viewing · ⤓ 990 PDF
FY2020$140K 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
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