Paul & Daisy Soros Foundation
Paul & Daisy Soros Foundation maintains strong asset base with fluctuating revenue and zero reported officer compensation.
EIN: 137057096 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.6M |
| Total Expenses | $8.2M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $50 |
| Net Assets | $56.4M |
| Transparency Score | 92/100 |
Is Paul & Daisy Soros Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Paul & Daisy Soros Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Paul & Daisy Soros Foundation
Paul & Daisy Soros Foundation (EIN: 137057096) is a nonprofit organization based in New York, NY. The organization reported total revenue of $2.6M and total assets of $55.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Paul & Daisy Soros Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Paul & Daisy Soros Foundation is a mid-size nonprofit that has been operating for 30 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $14.4M |
| Total Expenses | $8.2M |
| Surplus / Deficit | +$6.2M |
| Total Assets | $57.8M |
| Total Liabilities | $1.4M |
| Net Assets | $56.4M |
| Operating Margin | 43.3% |
| Debt-to-Asset Ratio | 2.5% |
| Months of Reserves | 85.2 months |
Financial Health Grade: A
In 2023, Paul & Daisy Soros Foundation reported a surplus of $6.2M with revenue exceeding expenses, holds 85.2 months of operating reserves (strong position), has a debt-to-asset ratio of 2.5% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Paul & Daisy Soros Foundation's revenue has grown at a compound annual growth rate (CAGR) of 6.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +150.6% | +18.7% | +14.2% |
| 2022 | -28.3% | +6.5% | -0.4% |
| 2021 | +84.5% | +21.4% | +2.7% |
| 2020 | -64.6% | -8.2% | -2.7% |
| 2019 | +3257.5% | +25.8% | +0.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1996 |
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 Paul & Daisy Soros Foundation with a Mission Score of 92 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: 7%
- programs: 90%
- fundraising: 3%
According to IRS 990 filings, Paul & Daisy Soros Foundation allocates its expenses as follows: admin: 7%, programs: 90%, fundraising: 3%. 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:
- The organization reported a surplus of $6.2M, with revenue exceeding expenses.
- Debt-to-asset ratio: 2.5%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers received compensation from the organization, which is highly unusual for an organization of this size with assets exceeding $50 million. This suggests either a volunteer leadership structure or compensation is covered by an affiliated entity, which would require further investigation for full transparency.
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 Paul & Daisy Soros Foundation's IRS 990 filings:
- Significant fluctuation in annual revenue, indicating potential reliance on unpredictable investment gains or large, infrequent donations.
- 0% officer compensation reported across all filings, which is highly unusual for an organization with over $50 million in assets and could suggest compensation is handled by an affiliated entity or not fully disclosed in this section.
Strengths
The following positive indicators were identified for Paul & Daisy Soros Foundation:
- Strong and consistent asset base, providing long-term financial stability (e.g., $57.8M in 2023).
- High proportion of spending dedicated to program services, indicating mission effectiveness.
- Consistent reporting of 0% officer compensation, suggesting a strong focus on directing funds to programs rather than executive salaries.
- Regular IRS 990 filings demonstrate a commitment to transparency.
- Low liabilities relative to assets, indicating sound financial management (e.g., $1.4M liabilities vs. $57.8M assets in 2023).
Frequently Asked Questions about Paul & Daisy Soros Foundation
Is Paul & Daisy Soros Foundation a legitimate charity?
Paul & Daisy Soros Foundation (EIN: 137057096) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.6M. 2 red flags identified. 5 strengths noted. Financial health grade: A.
How does Paul & Daisy Soros Foundation spend its money?
Paul & Daisy Soros Foundation directs 90% of its spending to programs and services. Fundraising costs 3%. This exceeds the 65% industry benchmark.
Are donations to Paul & Daisy Soros Foundation tax-deductible?
Paul & Daisy Soros Foundation is registered as a tax-exempt nonprofit (EIN: 137057096). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Paul & Daisy Soros Foundation CEO make?
Paul & Daisy Soros Foundation's highest-compensated officer earns $50 annually. The organization reported $2.6M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Paul & Daisy Soros Foundation's spending goes to programs?
Paul & Daisy Soros Foundation directs 90% to programs, 3% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Paul & Daisy Soros Foundation located?
Paul & Daisy Soros Foundation is headquartered in New York, New York and files with the IRS under EIN 137057096.
How many years of IRS 990 filings does Paul & Daisy Soros Foundation have?
Paul & Daisy Soros Foundation 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 $2.6M in total revenue.
Is the Paul & Daisy Soros Foundation a good charity?
Based on the available data, the Paul & Daisy Soros Foundation appears to be a very good charity. It maintains a strong asset base ($57.8M in 2023), consistently spends on its mission, and reports 0% officer compensation, indicating a strong commitment to program services and financial efficiency.
How does the foundation manage its significant assets?
With assets consistently over $50 million, the foundation likely employs sophisticated investment strategies to generate revenue, as seen in the fluctuating but often substantial revenue figures (e.g., $14.3M in 2023). This asset base provides long-term stability for its programs.
What is the reason for 0% officer compensation?
The consistent reporting of 0% officer compensation is highly unusual for an organization of this size. It could indicate that officers are volunteers, compensated by an affiliated entity, or that compensation is structured in a way not reported under 'officer compensation' on the 990. This practice, while seemingly efficient, warrants further inquiry for complete understanding.
How stable are the foundation's revenue streams?
The foundation's revenue streams have shown significant volatility, ranging from $240,975 in 2012 to $29,040,602 in 2013 and $14,364,245 in 2023. This suggests a reliance on investment returns or large, infrequent donations rather than consistent, predictable annual fundraising.
Filing History
IRS 990 filing history for Paul & Daisy Soros Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Paul & Daisy Soros Foundation's revenue has grown by 105.3%, moving from $7.0M to $14.4M. Total assets increased by 29.6% over the same period, from $44.6M to $57.8M. Total functional expenses rose by 127.6%, from $3.6M to $8.2M. In its most recent filing year (2023), Paul & Daisy Soros Foundation reported a surplus of $6.2M, with revenue exceeding expenses. The organization holds $1.4M in liabilities against $57.8M in assets (debt-to-asset ratio: 2.5%), resulting in net assets of $56.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $14.4M | $8.2M | $57.8M | $1.4M | — | — |
| 2022 | $5.7M | $6.9M | $50.7M | $1.1M | — | View 990 |
| 2021 | $8.0M | $6.4M | $50.9M | $250K | — | View 990 |
| 2020 | $4.3M | $5.3M | $49.5M | $250K | — | View 990 |
| 2019 | $12.2M | $5.8M | $50.9M | $250K | — | View 990 |
| 2015 | $365K | $4.6M | $50.8M | $1 | — | View 990 |
| 2014 | $594K | $4.2M | $55.6M | $1 | — | View 990 |
| 2013 | $29.0M | $5.7M | $59.4M | $1 | — | View 990 |
| 2012 | $241K | $4.4M | $40.5M | $1 | — | View 990 |
| 2011 | $7.0M | $3.6M | $44.6M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $14.4M, expenses of $8.2M, and assets of $57.8M (revenue +150.6% year-over-year).
- 2022: Revenue of $5.7M, expenses of $6.9M, and assets of $50.7M (revenue -28.3% year-over-year).
- 2021: Revenue of $8.0M, expenses of $6.4M, and assets of $50.9M (revenue +84.5% year-over-year).
- 2020: Revenue of $4.3M, expenses of $5.3M, and assets of $49.5M (revenue -64.6% year-over-year).
- 2019: Revenue of $12.2M, expenses of $5.8M, and assets of $50.9M (revenue +3257.5% year-over-year).
- 2015: Revenue of $365K, expenses of $4.6M, and assets of $50.8M (revenue -38.7% year-over-year).
- 2014: Revenue of $594K, expenses of $4.2M, and assets of $55.6M (revenue -98.0% year-over-year).
- 2013: Revenue of $29.0M, expenses of $5.7M, and assets of $59.4M (revenue +11951.3% year-over-year).
- 2012: Revenue of $241K, expenses of $4.4M, and assets of $40.5M (revenue -96.6% year-over-year).
- 2011: Revenue of $7.0M, expenses of $3.6M, and assets of $44.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Paul & Daisy Soros Foundation:
Data Sources and Methodology
This transparency report for Paul & Daisy Soros Foundation 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.