J & J Family Foundation Tr
J & J Family Foundation Tr maintains substantial assets and minimal liabilities with no reported officer compensation.
EIN: 206077711 · Naples, FL · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $17.4M |
| Total Expenses | $2.3M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $27 |
| Net Assets | $24.3M |
| Transparency Score | 90/100 |
Is J & J Family Foundation Tr Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
J & J Family Foundation Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About J & J Family Foundation Tr
J & J Family Foundation Tr (EIN: 206077711) is a nonprofit organization based in Naples, FL, classified under NTEE code T22. The organization reported total revenue of $17.4M and total assets of $27.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of J & J Family Foundation Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
J & J Family Foundation Tr is a large nonprofit that has been operating for 22 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 18.8%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $7.2M |
| Total Expenses | $2.3M |
| Surplus / Deficit | +$4.8M |
| Total Assets | $24.3M |
| Total Liabilities | $1 |
| Net Assets | $24.3M |
| Operating Margin | 67.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 124.2 months |
Financial Health Grade: A
In 2022, J & J Family Foundation Tr reported a surplus of $4.8M with revenue exceeding expenses, holds 124.2 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 (2011–2022), J & J Family Foundation Tr's revenue has grown at a compound annual growth rate (CAGR) of 18.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -40.8% | +24.5% | +4.4% |
| 2021 | +176.0% | +15.5% | +13.6% |
| 2020 | -51.0% | +41.5% | +4.7% |
| 2019 | +1369.7% | +15.1% | +5.7% |
| 2015 | -88.7% | -63.7% | -2.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates J & J Family Foundation Tr with a Mission Score of 90 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, J & J Family Foundation 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 (2022)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $4.8M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient for an organization of its size with assets exceeding $27 million.
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.
Strengths
The following positive indicators were identified for J & J Family Foundation Tr:
- Consistently low liabilities ($1 reported in most periods), indicating strong financial stability.
- No reported officer compensation across all filings, demonstrating high administrative efficiency.
- Significant and growing asset base, reaching $27,153,125, providing a strong foundation for future grantmaking.
- Consistent filing of IRS 990s over nine periods, indicating good transparency and compliance.
- Strong program focus implied by the nature of a private grantmaking foundation and low operational overhead.
Frequently Asked Questions about J & J Family Foundation Tr
Is J & J Family Foundation Tr a legitimate charity?
J & J Family Foundation Tr (EIN: 206077711) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 90/100. It has 9 years of IRS 990 filings on record. Total revenue: $17.4M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does J & J Family Foundation Tr spend its money?
J & J Family Foundation Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to J & J Family Foundation Tr tax-deductible?
J & J Family Foundation Tr is registered as a tax-exempt nonprofit (EIN: 206077711). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the J & J Family Foundation Tr CEO make?
J & J Family Foundation Tr's highest-compensated officer earns $27 annually. The organization reported $17.4M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does J & J Family Foundation Tr compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), J & J Family Foundation Tr is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is J & J Family Foundation Tr located?
J & J Family Foundation Tr is headquartered in Naples, Florida and files with the IRS under EIN 206077711. It is classified under NTEE code T22.
How many years of IRS 990 filings does J & J Family Foundation Tr have?
J & J Family Foundation 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 $17.4M in total revenue.
What is the primary purpose of J & J Family Foundation Tr given its financial structure?
Based on the NTEE code T22 (Private Grantmaking Foundations), the consistent accumulation of assets, and minimal expenses relative to revenue, the foundation's primary purpose is likely to make grants to other charitable organizations rather than directly operate programs.
How does the foundation manage to have 0% officer compensation?
The 0% officer compensation suggests that the foundation may be managed by unpaid volunteers, or its administrative functions are handled by an external entity or a related party without direct compensation reported on the 990 for officers.
What explains the significant fluctuations in annual revenue?
As a private foundation, revenue fluctuations are common and can be attributed to varying investment returns on its substantial asset base, or large, infrequent contributions from its founders or related entities.
Filing History
IRS 990 filing history for J & J Family Foundation Tr showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2022), J & J Family Foundation Tr's revenue has grown by 562.9%, moving from $1.1M to $7.2M. Total assets increased by 24.8% over the same period, from $19.5M to $24.3M. Total functional expenses rose by 68.1%, from $1.4M to $2.3M. In its most recent filing year (2022), J & J Family Foundation Tr reported a surplus of $4.8M, with revenue exceeding expenses. The organization holds $1 in liabilities against $24.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $24.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $7.2M | $2.3M | $24.3M | $1 | — | View 990 |
| 2021 | $12.1M | $1.9M | $23.3M | $1 | — | View 990 |
| 2020 | $4.4M | $1.6M | $20.5M | $1 | — | — |
| 2019 | $8.9M | $1.2M | $19.5M | $1 | — | View 990 |
| 2015 | $608K | $1.0M | $18.5M | $1 | — | View 990 |
| 2014 | $5.4M | $2.8M | $18.9M | $1 | — | View 990 |
| 2013 | $1.6M | $2.8M | $16.8M | $0 | — | View 990 |
| 2012 | $2.8M | $3.6M | $19.9M | $1.7M | — | View 990 |
| 2011 | $1.1M | $1.4M | $19.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $7.2M, expenses of $2.3M, and assets of $24.3M (revenue -40.8% year-over-year).
- 2021: Revenue of $12.1M, expenses of $1.9M, and assets of $23.3M (revenue +176.0% year-over-year).
- 2020: Revenue of $4.4M, expenses of $1.6M, and assets of $20.5M (revenue -51.0% year-over-year).
- 2019: Revenue of $8.9M, expenses of $1.2M, and assets of $19.5M (revenue +1369.7% year-over-year).
- 2015: Revenue of $608K, expenses of $1.0M, and assets of $18.5M (revenue -88.7% year-over-year).
- 2014: Revenue of $5.4M, expenses of $2.8M, and assets of $18.9M (revenue +228.0% year-over-year).
- 2013: Revenue of $1.6M, expenses of $2.8M, and assets of $16.8M (revenue -41.8% year-over-year).
- 2012: Revenue of $2.8M, expenses of $3.6M, and assets of $19.9M (revenue +160.0% year-over-year).
- 2011: Revenue of $1.1M, expenses of $1.4M, and assets of $19.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for J & J Family Foundation Tr:
Data Sources and Methodology
This transparency report for J & J Family Foundation 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.