Soros Fund Charitable Foundation
Soros Fund Charitable Foundation maintains substantial assets with 100% program spending and no officer compensation.
EIN: 133388177 · New York, NY · NTEE: B82Z · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $4.9M |
| Total Expenses | $2.5M |
| Program Spending | 100% |
| Net Assets | $66.5M |
| Transparency Score | 95/100 |
Is Soros Fund Charitable Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Soros Fund Charitable Foundation directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Soros Fund Charitable Foundation
Soros Fund Charitable Foundation (EIN: 133388177) is a nonprofit organization based in New York, NY, classified under NTEE code B82Z. The organization reported total revenue of $4.9M and total assets of $68.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Soros Fund Charitable Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Soros Fund Charitable Foundation is a mid-size nonprofit that has been operating for 39 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -5.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.3M |
| Total Expenses | $2.5M |
| Surplus / Deficit | +$777K |
| Total Assets | $66.5M |
| Total Liabilities | $1 |
| Net Assets | $66.5M |
| Operating Margin | 23.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 322.0 months |
Financial Health Grade: A
In 2023, Soros Fund Charitable Foundation reported a surplus of $777K with revenue exceeding expenses, holds 322.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Soros Fund Charitable Foundation's revenue has declined at a compound annual growth rate (CAGR) of -5.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +67.7% | +16.4% | +2.7% |
| 2022 | -28.0% | +4.7% | -8.2% |
| 2021 | -47.6% | -25.9% | +13.3% |
| 2020 | +4.8% | -24.7% | +18.1% |
| 2019 | -72.4% | -81.4% | +1.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1987 |
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 Soros Fund Charitable Foundation with a Mission Score of 95 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: 0%
- programs: 100%
- fundraising: 0%
According to IRS 990 filings, Soros Fund Charitable Foundation allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% 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 $777K, 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 officers receive salaries from the foundation, which is highly unusual for an organization of its size and asset base.
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 Soros Fund Charitable Foundation's IRS 990 filings:
- Unusually high asset base with relatively low recent revenue, suggesting significant reliance on endowment or past contributions rather than ongoing fundraising.
- Fluctuating revenue figures over its history, including a negative revenue period in 2013, which could indicate complex financial activities or significant investment losses/gains.
Strengths
The following positive indicators were identified for Soros Fund Charitable Foundation:
- 100% of expenses allocated to programs, indicating exceptional efficiency in direct mission delivery.
- Zero reported officer compensation, demonstrating a strong commitment to minimizing overhead and maximizing funds for charitable purposes.
- Substantial asset base ($68,249,292) provides long-term financial stability and capacity for significant philanthropic impact.
- Consistently low liabilities (often $1), reflecting sound financial management and minimal debt burden.
Frequently Asked Questions about Soros Fund Charitable Foundation
Is Soros Fund Charitable Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Soros Fund Charitable Foundation (EIN: 133388177) some concerns. Mission Score: 95/100. 2 red flags identified, 4 strengths noted.
How does Soros Fund Charitable Foundation spend its money?
Soros Fund Charitable Foundation directs 100% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Soros Fund Charitable Foundation tax-deductible?
Soros Fund Charitable Foundation is registered as a tax-exempt nonprofit (EIN: 133388177). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Soros Fund Charitable Foundation compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Soros Fund Charitable Foundation is above average for NTEE category B82Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Soros Fund Charitable Foundation located?
Soros Fund Charitable Foundation is headquartered in New York, New York and files with the IRS under EIN 133388177. It is classified under NTEE code B82Z.
How many years of IRS 990 filings does Soros Fund Charitable Foundation have?
Soros Fund Charitable 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 $4.9M in total revenue.
Is Soros Fund Charitable Foundation a good charity?
Based on the available IRS 990 data, the Soros Fund Charitable Foundation appears to be a highly effective and fiscally responsible charity. It directs 100% of its expenses to program services, has no reported officer compensation, and maintains substantial assets.
How does the foundation manage its administrative costs?
The IRS 990 data indicates that the foundation reports 0% for administrative and fundraising expenses, implying that these costs are either fully absorbed within program expenses or covered by other means, making it exceptionally efficient in its direct program spending.
What is the trend in the foundation's assets?
The foundation's assets have generally grown over the past decade, from $159,291,656 in 2011 to $68,249,292 currently, though there have been fluctuations, including a peak of $280,421,230 in 2013. The recent trend shows stable growth from $62,270,271 in 2020 to $66,509,142 in 2023.
Filing History
IRS 990 filing history for Soros Fund Charitable Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Soros Fund Charitable Foundation's revenue has declined by 46.3%, moving from $6.1M to $3.3M. Total assets decreased by 58.2% over the same period, from $159.3M to $66.5M. Total functional expenses fell by 67.5%, from $7.6M to $2.5M. In its most recent filing year (2023), Soros Fund Charitable Foundation reported a surplus of $777K, with revenue exceeding expenses. The organization holds $1 in liabilities against $66.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $66.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.3M | $2.5M | $66.5M | $1 | — | View 990 |
| 2022 | $1.9M | $2.1M | $64.7M | $1 | — | View 990 |
| 2021 | $2.7M | $2.0M | $70.6M | $1 | — | View 990 |
| 2020 | $5.1M | $2.7M | $62.3M | $1 | — | View 990 |
| 2019 | $4.9M | $3.6M | $52.7M | $0 | — | View 990 |
| 2015 | $17.8M | $19.6M | $51.9M | $0 | — | View 990 |
| 2014 | $346.9M | $393.1M | $52.5M | $0 | — | View 990 |
| 2013 | $-3,817,821 | $9.1M | $280.4M | $0 | — | View 990 |
| 2012 | $6.6M | $8.8M | $167.4M | $0 | — | View 990 |
| 2011 | $6.1M | $7.6M | $159.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.3M, expenses of $2.5M, and assets of $66.5M (revenue +67.7% year-over-year).
- 2022: Revenue of $1.9M, expenses of $2.1M, and assets of $64.7M (revenue -28.0% year-over-year).
- 2021: Revenue of $2.7M, expenses of $2.0M, and assets of $70.6M (revenue -47.6% year-over-year).
- 2020: Revenue of $5.1M, expenses of $2.7M, and assets of $62.3M (revenue +4.8% year-over-year).
- 2019: Revenue of $4.9M, expenses of $3.6M, and assets of $52.7M (revenue -72.4% year-over-year).
- 2015: Revenue of $17.8M, expenses of $19.6M, and assets of $51.9M (revenue -94.9% year-over-year).
- 2014: Revenue of $346.9M, expenses of $393.1M, and assets of $52.5M.
- 2013: Revenue of $-3,817,821, expenses of $9.1M, and assets of $280.4M (revenue -157.9% year-over-year).
- 2012: Revenue of $6.6M, expenses of $8.8M, and assets of $167.4M (revenue +8.8% year-over-year).
- 2011: Revenue of $6.1M, expenses of $7.6M, and assets of $159.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Soros Fund Charitable Foundation:
Data Sources and Methodology
This transparency report for Soros Fund Charitable 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.