Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr

Georges Lurcy Trust maintains substantial assets with zero reported officer compensation, experiencing fluctuating revenues and expenses typical of a private foundation.

EIN: 136372044 · New York, NY · Updated: 2026-03-28

$7.1MRevenue
$16.4MAssets
85/100Mission Score (Excellent)
Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr Financial Summary
MetricValue
Total Revenue$7.1M
Total Expenses$2.0M
Program Spending90%
Net Assets$16.0M
Transparency Score85/100

Is Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr

Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr (EIN: 136372044) is a nonprofit organization based in New York, NY. The organization reported total revenue of $7.1M and total assets of $16.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

49Years Operating
Mid-SizeSize Classification
9Years of Filings
MixedRevenue Trajectory

Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr is a mid-size nonprofit that has been operating for 49 years, with 9 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of -3.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.0M
Total Expenses$2.0M
Surplus / Deficit$-923,021
Total Assets$16.0M
Total Liabilities$1
Net Assets$16.0M
Operating Margin-88.1%
Debt-to-Asset Ratio0.0%
Months of Reserves97.3 months

Financial Health Grade: B

In 2023, Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr reported a deficit of $923K with expenses exceeding revenue, holds 97.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 9 years of filings (2012–2023), Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr's revenue has declined at a compound annual growth rate (CAGR) of -3.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023-70.0%-39.6%-5.5%
2022+42.9%+96.4%+1.4%
2021-41.1%-81.3%+4.9%
2020+264.4%+411.9%-32.5%
2016-58.4%+2.2%-2.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1977

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr appears to be a private foundation, given its consistent asset base and fluctuating revenue/expense patterns, which often reflect investment performance and grantmaking cycles rather than public fundraising. The organization consistently reports zero officer compensation across all available filings, which is a strong indicator of efficient administrative spending and a focus on mission-related expenditures, or that its operations are managed by an external entity without direct compensation reported on the 990 for officers. Its assets have seen some fluctuation, from a high of $24,153,914 in 2015 to $15,982,058 in 2023, suggesting investment market impacts. The organization's financial health seems stable, maintaining a substantial asset base despite periods where expenses exceeded revenue, such as in 2023 ($1,970,286 expenses vs. $1,047,265 revenue) and 2020 ($8,887,512 expenses vs. $4,152,938 revenue). This indicates it likely draws from its endowment to cover program costs, a common practice for foundations.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$1.0MTotal Revenue
$2.0MTotal Expenses
$16.0MTotal Assets
$1Total Liabilities
$16.0MNet Assets
  • The organization reported a deficit of $923K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating either that no officers receive compensation directly from the organization or that its operations are managed by uncompensated individuals or an external trustee whose fees are not categorized as officer compensation on the 990. This suggests a highly efficient use of funds regarding leadership salaries.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr's IRS 990 filings:

  • NTEE Code Unknown: Lack of specific NTEE code makes it harder to benchmark against similar organizations.
  • No detailed program spending breakdown available in provided summary, limiting granular analysis of impact.

Strengths

The following positive indicators were identified for Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr:

  • Zero reported officer compensation across all filings, indicating high administrative efficiency.
  • Substantial and consistent asset base, demonstrating long-term financial stability (e.g., $16,379,766 latest assets).
  • Likely a grant-making foundation, which typically has lower administrative overhead compared to direct service charities.
  • Consistent filing history (9 filings), indicating good compliance and transparency.

Frequently Asked Questions about Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr

Is Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr a legitimate charity?

Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr (EIN: 136372044) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 9 years of IRS 990 filings on record. Total revenue: $7.1M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr spend its money?

Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr tax-deductible?

Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr is registered as a tax-exempt nonprofit (EIN: 136372044). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr located?

Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr is headquartered in New York, New York and files with the IRS under EIN 136372044.

How many years of IRS 990 filings does Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr have?

Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $7.1M in total revenue.

Is Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr a good charity?

Based on the available data, the organization demonstrates strong financial efficiency with zero reported officer compensation and a substantial asset base. Its consistent grantmaking, even in years where expenses exceed revenue, suggests a commitment to its charitable purpose. However, without detailed program spending breakdowns, it's difficult to fully assess the impact of its grants.

What is the primary purpose of this organization?

As a 'Charitable And Educational Tr,' its primary purpose is likely to provide grants or support to other charitable and educational initiatives. The NTEE code is unknown, but the name strongly suggests a grant-making foundation.

Why does revenue fluctuate so much?

Revenue fluctuations, such as the jump from $1,047,265 in 2023 to $3,492,706 in 2022 and then to $2,444,510 in 2021, are common for private foundations. These variations often reflect investment returns (e.g., capital gains, dividends, interest) from their endowment, rather than public donations.

How does the organization cover expenses when revenue is lower?

In years where expenses exceed revenue, such as 2023 ($1,970,286 expenses vs. $1,047,265 revenue) and 2020 ($8,887,512 expenses vs. $4,152,938 revenue), the organization likely draws from its substantial asset base (endowment) to fund its operations and grantmaking activities. This is a standard practice for foundations.

Filing History

IRS 990 filing history for Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2012–2023), Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr's revenue has declined by 29.5%, moving from $1.5M to $1.0M. Total assets decreased by 26.8% over the same period, from $21.8M to $16.0M. Total functional expenses rose by 35.1%, from $1.5M to $2.0M. In its most recent filing year (2023), Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr reported a deficit of $923K, with expenses exceeding revenue. The organization holds $1 in liabilities against $16.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $16.0M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.0M $2.0M $16.0M $1 View 990
2022 $3.5M $3.3M $16.9M $1 View 990
2021 $2.4M $1.7M $16.7M $1
2020 $4.2M $8.9M $15.9M $0 View 990
2016 $1.1M $1.7M $23.6M $0 View 990
2015 $2.7M $1.7M $24.2M $0 View 990
2014 $2.4M $1.5M $23.1M $0 View 990
2013 $1.7M $1.3M $22.2M $0 View 990
2012 $1.5M $1.5M $21.8M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.0M, expenses of $2.0M, and assets of $16.0M (revenue -70.0% year-over-year).
  • 2022: Revenue of $3.5M, expenses of $3.3M, and assets of $16.9M (revenue +42.9% year-over-year).
  • 2021: Revenue of $2.4M, expenses of $1.7M, and assets of $16.7M (revenue -41.1% year-over-year).
  • 2020: Revenue of $4.2M, expenses of $8.9M, and assets of $15.9M (revenue +264.4% year-over-year).
  • 2016: Revenue of $1.1M, expenses of $1.7M, and assets of $23.6M (revenue -58.4% year-over-year).
  • 2015: Revenue of $2.7M, expenses of $1.7M, and assets of $24.2M (revenue +11.8% year-over-year).
  • 2014: Revenue of $2.4M, expenses of $1.5M, and assets of $23.1M (revenue +47.4% year-over-year).
  • 2013: Revenue of $1.7M, expenses of $1.3M, and assets of $22.2M (revenue +11.9% year-over-year).
  • 2012: Revenue of $1.5M, expenses of $1.5M, and assets of $21.8M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Georges Lurcy Tr Uw Ua Fbo Lurcy Charitable And Educational Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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