Jrt Foundation is located in Bermuda Dunes, CA. The organization was established in 2012. According to its NTEE Classification (P51) the organization is classified as: Financial Counseling, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jrt Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Jrt Foundation generated $2.9k in total revenue. All expenses for the organization totaled $11.8k during the year ending 06/2021. While expenses have increased by 4.4% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
TUTORING INDIVIDUALS ON INVESTMENT SELECTIONS AND COVERED CALL WRITING
RESEARCH OF EDUCATIONAL APPROACHES FOR FINANCIAL ITERACY. RESEARCH OF FINANCIAL WEBSITES AND THEIR DESIGN.
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $0 |
Dividends & Interest | $2,936 |
Profit on Inventory Sales | $0 |
Other Income | $0 |
Total Revenue | $2,936 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $7,000 |
Pension plans, employee benefits | $0 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $3,014 |
Printing and publications | $0 |
Total operating and administrative expenses | $11,765 |
Contributions, gifts, grants paid | $0 |
Total expenses and disbursements | $11,765 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $8,693 |
Investments—mortgage loans | $0 |
Investments—other | $0 |
Other assets | $0 |
Mortgages and other notes payable | $0 |
Other liabilities | $0 |