Joseph Jack Sitt 1986 Charitable Tr

Joseph Jack Sitt 1986 Charitable Tr consistently distributes funds from its endowment with no officer compensation.

EIN: 133406764 · New York, NY · Updated: 2026-03-28

$4.4MRevenue
$8.6MAssets
85/100Mission Score (Excellent)
Joseph Jack Sitt 1986 Charitable Tr Financial Summary
MetricValue
Total Revenue$4.4M
Total Expenses$138K
Program Spending90%
Net Assets$7.1M
Transparency Score85/100

Is Joseph Jack Sitt 1986 Charitable 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 →

Joseph Jack Sitt 1986 Charitable Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Joseph Jack Sitt 1986 Charitable Tr

Joseph Jack Sitt 1986 Charitable Tr (EIN: 133406764) is a nonprofit organization based in New York, NY. The organization reported total revenue of $4.4M and total assets of $8.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Joseph Jack Sitt 1986 Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

38Years Operating
Mid-SizeSize Classification
10Years of Filings
DecliningRevenue Trajectory

Joseph Jack Sitt 1986 Charitable Tr is a mid-size nonprofit that has been operating for 38 years, with 10 years of IRS 990 filings on record (2011–2023).

Financial Trends

YearRevenue ChangeExpense ChangeAsset Change
2021-145.6%+40.6%-3.4%
2020-89.3%-2.2%-2.1%
2019-83.3%-66.3%-1.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1988

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

AI Transparency Report

The Joseph Jack Sitt 1986 Charitable Tr appears to function primarily as a grant-making private foundation, as indicated by its consistent negative revenue in recent years and relatively low expenses compared to its asset base. For instance, in 2023, the organization reported negative revenue of $-395,590 and expenses of $137,588, while maintaining assets of $7,060,254. This pattern suggests that the trust is distributing funds from its endowment rather than actively fundraising for operational revenue. The organization consistently reports 0% officer compensation, which is a positive indicator of efficiency regarding executive pay. However, without a detailed breakdown of expenses into program, administrative, and fundraising categories, it's challenging to fully assess spending efficiency. The NTEE code is unknown, which limits the ability to benchmark against similar organizations. The consistent negative revenue over the last three years ($-395,590 in 2023, $-755,809 in 2022, and $-23,329 in 2021) suggests a strategy of distributing capital rather than generating income, which is typical for certain types of charitable trusts. The organization's assets have fluctuated but remained substantial, at $7,060,254 in 2023, indicating a stable financial base for its grant-making activities.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Joseph Jack Sitt 1986 Charitable 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, Joseph Jack Sitt 1986 Charitable 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:

$-395,590Total Revenue
$138KTotal Expenses
$7.1MTotal Assets
$1Total Liabilities
$7.1MNet Assets
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported at 0% across all available filings, indicating that no officers or key employees receive salaries from the organization, which is highly efficient.

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 Joseph Jack Sitt 1986 Charitable Tr's IRS 990 filings:

  • Consistent negative revenue in recent years, indicating reliance on asset depletion rather than income generation.
  • Unknown NTEE code, which limits detailed comparative analysis of its charitable purpose and efficiency.

Strengths

The following positive indicators were identified for Joseph Jack Sitt 1986 Charitable Tr:

  • Consistent 0% officer compensation, demonstrating high efficiency in executive pay.
  • Substantial asset base ($7,060,254 in 2023) provides a strong foundation for its charitable activities.
  • Low reported expenses relative to asset size, suggesting a lean operational structure.

Frequently Asked Questions about Joseph Jack Sitt 1986 Charitable Tr

Is Joseph Jack Sitt 1986 Charitable Tr a legitimate charity?

Joseph Jack Sitt 1986 Charitable Tr (EIN: 133406764) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $4.4M. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Joseph Jack Sitt 1986 Charitable Tr spend its money?

Joseph Jack Sitt 1986 Charitable Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Joseph Jack Sitt 1986 Charitable Tr tax-deductible?

Joseph Jack Sitt 1986 Charitable Tr is registered as a tax-exempt nonprofit (EIN: 133406764). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Joseph Jack Sitt 1986 Charitable Tr located?

Joseph Jack Sitt 1986 Charitable Tr is headquartered in New York, New York and files with the IRS under EIN 133406764.

How many years of IRS 990 filings does Joseph Jack Sitt 1986 Charitable Tr have?

Joseph Jack Sitt 1986 Charitable Tr has 10 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 $4.4M in total revenue.

Is Joseph Jack Sitt 1986 Charitable Tr actively fundraising?

Based on the consistent negative revenue reported in recent years (e.g., $-395,590 in 2023, $-755,809 in 2022), it appears the organization is not actively fundraising for operational revenue but rather distributing from its existing assets.

What is the primary activity of this organization?

Given the financial patterns, including negative revenue and substantial assets, the organization likely functions as a private grant-making foundation, distributing funds to other charitable causes.

How has the organization's asset base changed over time?

The organization's assets have fluctuated, decreasing from a high of $9,600,274 in 2014 to $7,060,254 in 2023, suggesting ongoing distributions from its capital.

Filing History

IRS 990 filing history for Joseph Jack Sitt 1986 Charitable Tr showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Joseph Jack Sitt 1986 Charitable Tr's revenue has declined by 314060.3%, moving from $126 to $-395,590. Total assets decreased by 18.1% over the same period, from $8.6M to $7.1M. Total functional expenses fell by 52.7%, from $291K to $138K. The organization holds $1 in liabilities against $7.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.1M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $-395,590 $138K $7.1M $1
2022 $-755,809 $134K $7.6M $1 View 990
2021 $-23,329 $272K $8.4M $1 View 990
2020 $51K $193K $8.7M $1 View 990
2019 $477K $197K $8.9M $50K
2015 $2.9M $586K $9.0M $1 View 990
2014 $666K $695K $9.6M $2.8M
2013 $46 $484K $9.2M $2.4M View 990
2012 $60 $561K $9.2M $1.9M View 990
2011 $126 $291K $8.6M $788K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $-395,590, expenses of $138K, and assets of $7.1M.
  • 2022: Revenue of $-755,809, expenses of $134K, and assets of $7.6M.
  • 2021: Revenue of $-23,329, expenses of $272K, and assets of $8.4M (revenue -145.6% year-over-year).
  • 2020: Revenue of $51K, expenses of $193K, and assets of $8.7M (revenue -89.3% year-over-year).
  • 2019: Revenue of $477K, expenses of $197K, and assets of $8.9M (revenue -83.3% year-over-year).
  • 2015: Revenue of $2.9M, expenses of $586K, and assets of $9.0M (revenue +329.2% year-over-year).
  • 2014: Revenue of $666K, expenses of $695K, and assets of $9.6M (revenue +1448637.0% year-over-year).
  • 2013: Revenue of $46, expenses of $484K, and assets of $9.2M (revenue -23.3% year-over-year).
  • 2012: Revenue of $60, expenses of $561K, and assets of $9.2M (revenue -52.4% year-over-year).
  • 2011: Revenue of $126, expenses of $291K, and assets of $8.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Joseph Jack Sitt 1986 Charitable Tr:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Joseph Jack Sitt 1986 Charitable 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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