The Trek Foundation INC

Tax-deductible

Waterloo, WI501(c)(3)Foundations & GrantmakersEIN 86-2850919Revenue $526K in FY2024

On file with the IRS801 W Madison St, 53594-1379 · Waterloo, WITax-exempt since Nov 2021Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $25K a year · 5% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
990-PF Pt I · 4 filings
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $230
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$526K
Spent
$598K
Net assets
$98K
By yearFY2021–FY2024
Revenue
$526K
FY2024
Tap a bar for its year
Revenue by fiscal year
FY2021$540K
FY2022$820K
FY2023$0
FY2024$526K
Expenses
$598K
FY2024▲ +25%
Tap a bar for its year
Expenses by fiscal year
FY2021$83K
FY2022$628K
FY2023$478K
FY2024$598K
Net assets
$98K
FY2024▼ -43%
Tap a bar for its year
Net assets by fiscal year
FY2021$457K
FY2022$649K
FY2023$171K
FY2024$98K

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 88% · $525K Operating & administrative 12% · $73K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990-PF.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
See The Trek Foundation INC executive salaries →

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Programs and updates

A private foundation based in Waterloo, WI.

Questions for The Trek Foundation INC

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 5 grants · $525K · 2024–2024
City of Idaho SpringsFY2024$125,000
Southern Off Road Bicycle AssociationFY2024$75,000
Wheel FunAZ · FY2024$45,000
Elings Park FoundationCA · FY2024$30,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV3
Average grantPart XV$105K
Median grantPart XV$75K
Largest grantPart XV$250K
Top cause focusNTEERecreation & Sports (20%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$526K
Gifts and grants$526K
Money out
$598K
Grants paid$525K
Running costs$73K
Owns and owes
$98K
net assets
Cash and savings$98K
Total assets$98K
Liabilities$0
People
6
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$526K
Total revenue$526K
Assets in detailEnd of year
Cash and savings together$98K
Total assets$98K
Liabilities$0
Net assets$98K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $526K$598K−$73K$98K 990 PDF
FY2023 $0$478K−$478K$171K 990 PDF
FY2022 $820K$628K$192K$649K 990 PDF
FY2021 $540K$83K$457K$457K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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