Civic Intelligence

The Djr Trust-Foundation

EIN 13-7148229 • New York, NY

1271 Ave Of The Americas 42 FLNew York, NY 10020
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

20%

Higher net margin than 52% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$7,148

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

1.8%

Faster asset growth than 48% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

67%

Faster revenue growth than 63% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,809,128

Up $32,086 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,809,128

Up $32,086 (+1.8%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin52nd percentile

Revenue

Up

$157,207

Up $63,176 (+67%) from 2023

Expenses

Down

$125,121

Down $20,760 (-14%) from 2023

Net Income

Up

$32,086

Up $83,936 (+162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,902,858Liabilities 2011: $02011Assets 2012: $1,878,667Liabilities 2012: $02012Assets 2013: $1,840,309Liabilities 2013: $0Net Assets 2013: $1,840,3092013Assets 2014: $1,833,999Liabilities 2014: $02014Assets 2015: $1,815,392Liabilities 2015: $02015Assets 2017: $1,673,007Liabilities 2017: $0Net Assets 2017: $1,673,0072017Assets 2018: $1,666,937Liabilities 2018: $0Net Assets 2018: $1,666,9372018Assets 2019: $1,784,411Liabilities 2019: $0Net Assets 2019: $1,784,4112019Assets 2020: $1,803,101Liabilities 2020: $0Net Assets 2020: $1,803,1012020Assets 2021: $1,867,635Liabilities 2021: $0Net Assets 2021: $1,867,6352021Assets 2022: $1,828,892Liabilities 2022: $0Net Assets 2022: $1,828,8922022Assets 2023: $1,777,042Liabilities 2023: $0Net Assets 2023: $1,777,0422023Assets 2024: $1,809,128Liabilities 2024: $0Net Assets 2024: $1,809,1282024

Highlighted filing

2024

Assets$1,809,128
Liabilities$0
Net Assets$1,809,128
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $90,999Expenses 2011: $101,099Net Income 2011: -$10,1002011Revenue 2012: $77,072Expenses 2012: $100,844Net Income 2012: -$23,7722012Revenue 2013: $82,083Expenses 2013: $119,975Net Income 2013: -$37,8922013Revenue 2014: $167,288Expenses 2014: $173,216Net Income 2014: -$5,9282014Revenue 2015: $95,032Expenses 2015: $113,480Net Income 2015: -$18,4482015Revenue 2017: $124,098Expenses 2017: $89,111Net Income 2017: $34,9872017Revenue 2018: $111,256Expenses 2018: $117,110Net Income 2018: -$5,8542018Revenue 2019: $146,096Expenses 2019: $28,368Net Income 2019: $117,7282019Revenue 2020: $102,555Expenses 2020: $83,580Net Income 2020: $18,9752020Revenue 2021: $145,360Expenses 2021: $80,654Net Income 2021: $64,7062021Revenue 2022: $68,035Expenses 2022: $106,778Net Income 2022: -$38,7432022Revenue 2023: $94,031Expenses 2023: $145,881Net Income 2023: -$51,8502023Revenue 2024: $157,207Expenses 2024: $125,121Net Income 2024: $32,0862024

Highlighted filing

2024

Revenue$157,207
Expenses$125,121
Net Income$32,086
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,809,128
Liabilities
$0
Net assets
$1,809,128
Revenue
$157,207
Expenses
$125,121
Net income
$32,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.16$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.09$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.07$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.15$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.10$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.15$0.03$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.11$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.09$0.03
2015Summary only. Only limited summary data is available for this year.$1.82$0.00$0.10$0.11$0.02
2014Summary only. Only limited summary data is available for this year.$1.83$0.00$0.17$0.17$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.08$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$0.08$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$1.90$0.00$0.09$0.10$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSEMER TRUST COMPANY NACo-TrusteePT$7,148-$7,148
DAN I RATHERCo-TrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE UNIVERSITY OF TEXAS FOUNDATIONGENERALPUBLIC CHARITYAUSTIN, TX, US$45,000
Paid GrantCOMMITTEE TO PROJECT JOURNALISTSGENERALPUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantEAST CENTRAL SCHOOL FOUNDATIONGENERALPUBLIC CHARITYSAN ANTONIO, TX, US$10,000
Paid GrantSPRING BRANCH EDUCATION FOUNDATIONGENERALPUBLIC CHARITYHOUSTON, TX, US$10,000
Paid GrantST ANDREWS PRESBYTERIAN CHURCHGENERALPUBLIC CHARITYAUSTIN, TX, US$6,000
Paid GrantCENTRAL TEXAS FOOD BANKGENERALPUBLIC CHARITYAUSTIN, TX, US$5,000
Paid GrantMOBILE LOAVES AND FISHESGENERALPUBLIC CHARITYAUSTIN, TX, US$5,000
Paid GrantSALVATION ARMYGENERALPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantTEXAS STATE CEMETERYGENERALPUBLIC CHARITYAUSTIN, TX, US$5,000
Paid GrantUNITED WAYGENERALPUBLIC CHARITYALEXANDRIA, VA, US$5,000
Paid GrantAMERICAN RED CROSSGENERALPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantCOUNCIL ON FOREIGN RELATIONSGENERALPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantHEROES ON THE WATERGENERALPUBLIC CHARITYALLEN, TX, US$1,000
Paid GrantHORSEABILITYGENERALPUBLIC CHARITYOLD WESTBURY, NY, US$1,000
Paid GrantPEOPLES COMMUNITY CLINICGENERALPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantREPORTERS COMMITTEE TO PROTECT 1ST AMENDMENTGENERALPUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantSHOAL CREEK CONSERVANCYGENERALPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantST JAMES EPISCOPAL CHURCHGENERALPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantTHE ANN RICHARDS SCHOOL FOUNDATIONGENERALPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantWOUNDED WARRIOR PROJECTGENERALPUBLIC CHARITYWASHINGTON, DC, US$1,000
Filing and Contact Details

Filer

Filer Name
The Djr Trust-foundation
EIN
13-7148229
Phone
5165089623
Address
1271 AVE OF THE AMERICAS 42 FL, NEW YORK, NY 10020

Signing Officer

Name
Merileen Letzter
Title
Vice President
Phone
5165089623
Signed
2025-05-09
Raw XML AppendixShowing 400 of 493 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990 PF, PART I, LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0RECOVERY OF PRIOR YEAR GRANT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IN 2021, THE DJR TRUST-FOUNDATION MADE A GRANT IN THE AMOUNT OF $10,000 TO THE YOUNGBLOOD INTERMEDIATE SCHOOL. THIS GRANT WAS REPORTED AS A QUALIFYING DISTRIBUTION ON THE FORM 990-PF FILED FOR THAT YEAR AND WAS INCLUDED IN THE CALCULATION OF THE FOUNDATION'S MINIMUM DISTRIBUTION REQUIREMENT.IN THE CURRENT TAX YEAR, $9,908.27 OF THAT GRANT WAS RETURNED TO THE FOUNDATION BY THE GRANTEE. THIS WAS A PARTIAL REFUND OF A LARGER GRANT, OF WHICH THE ORGANIZATION CAN NO LONGER FULFILL THE GRANT'S ORIGINAL PURPOSETHIS RECOVERED AMOUNT IS REPORTED AS OTHER INCOME ON PART 1 , LINE 11 OF THE CURRENT YEAR'S FORM 990 -PF. THE FOUNDATION HAS ADJUSTED ITS RECORDS ACCORDINGLY AND ACKNOWLEDGES THAT THIS AMOUNT CANNOT BE TREATED AS A QUALIFYING DISTRIBUTION IN THE CURRENT YEAR.SUPPORTING DOCUMENTATION REGARDING THE ORIGINAL GRANT AND THE RECOVERY IS MAINTAINED IN THE FOUNDATION'S RECORDS.
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COMMITTEE TO PROJECT JOURNALISTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COUNCIL ON FOREIGN RELATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HEROES ON THE WATER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8PEOPLES COMMUNITY CLINIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12SPRING BRANCH EDUCATION FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14ST JAMES EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15TEXAS STATE CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16THE ANN RICHARDS SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17THE UNIVERSITY OF TEXAS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19WOUNDED WARRIOR PROJECT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5101-C N GREENVILLE AVE 55
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt79301 HOG EYE ROAD SUITE 950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81101 CAMINO LA COSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91156 15TH ST NW SUITE 1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10120 W 14TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO BOX 11520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12955 CAMPBELL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1314311 WELLS PORT DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15901 NAVASOTA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16PO BOX 41072
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18701 NORTH FAIRFAX STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AUSTIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ALLEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6OLD WESTBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7AUSTIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15AUSTIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17AUSTIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9DC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd17TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd18VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd19DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178744
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478263
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6115681717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd778724
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd878752
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd920005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1010011

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