Jrt Foundation
- Assets
- $169.4k
- Revenue
- $2.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Bermuda Dunes, CA
- Founding
- 08/2012
- Data as of
- 06/2021
- EIN
- 45-2473086
Organization Overview
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 5.2% per year over the past 5 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.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $2,936 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,936 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $7,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $20 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $3,014 |
| Printing and publications | $0 |
| Other expenses | $831 |
| 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 |
| Savings and temporary cash investments | $160,744 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $169,437 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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