Civic Intelligence

Janet Traeger Salz Charitable Trust

EIN 35-7144794 • New York, NY

c/o McDermott Will Schulte LLP 1 VaNew York, NY 10017
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

728%

Higher net margin than 100% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$21,112

Higher top officer pay than 68% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Asset Growth

36th percentile

0.6%

Faster asset growth than 36% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$13,177,724

Down $1,068,444 (-7.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$13,177,724

Down $1,068,444 (-7.5%) from 2023

Revenue

Down

-$151,860

Down $2,252,003 (-107%) from 2023

Expenses

Up

$953,937

Up $87,050 (+10%) from 2023

Net Income

Down

-$1,105,797

Down $2,339,053 (-190%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2020: $27,058Liabilities 2020: $0Net Assets 2020: $27,0582020Assets 2021: $10,580,775Liabilities 2021: $0Net Assets 2021: $10,580,7752021Assets 2022: $13,012,912Liabilities 2022: $0Net Assets 2022: $13,012,9122022Assets 2023: $14,246,168Liabilities 2023: $0Net Assets 2023: $14,246,1682023Assets 2024: $13,177,724Liabilities 2024: $0Net Assets 2024: $13,177,7242024

Latest loaded filing

2024

Assets$13,177,724
Liabilities$0
Net Assets$13,177,724

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $1,226,257Expenses 2020: $1,203,522Net Income 2020: $22,7352020Revenue 2021: $13,750,154Expenses 2021: $618,533Net Income 2021: $13,131,6212021Revenue 2022: $757,154Expenses 2022: $810,005Net Income 2022: -$52,8512022Revenue 2023: $2,100,143Expenses 2023: $866,887Net Income 2023: $1,233,2562023Revenue 2024: -$151,860Expenses 2024: $953,937Net Income 2024: -$1,105,7972024

Latest loaded filing

2024

Revenue-$151,860
Expenses$953,937
Net Income-$1,105,797

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 24, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carlyn S McCaffreyTrustee-$22,157-$22,157
William RobbinsTrustee-$22,157-$22,157
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSave Our Strays IncMedical care &adoption ofuncared for animals-Brooklyn, NY, US$100,000
Paid GrantThe New York Botanical GardenGeneral purposes-Bronx, NY, US$100,000
Paid GrantVizcaya Museum and Gardens Trust IncGeneral purposes-Miami, FL, US$100,000
Paid GrantNew York-Presbyterian Fund IncGeneral purposes-New York, NY, US$100,000
Paid GrantThe Raymond F Kravis Center for the Performing Arts IncSponsorship ofS*T*A*R EducationalSeries-West Palm Beach, FL, US$100,000
Paid GrantGuide Dog Foundation for the Blind IncGuide dogtraining-Smithtown, NY, US$50,000
Paid GrantThe Animal Medical CenterGeneral purposes-New York, NY, US$50,000
Paid GrantChildren's Rights IncGeneral purposes-New York, NY, US$50,000
Paid GrantFlorida Grand OperaGeneral purposes-Miami, FL, US$50,000
Paid GrantPalm Beach Cultural Innovation Center dba Glazer HallCommunityEngagementProgram-Palm Beach, FL, US$50,000
Paid GrantAlzheimer's Drug Discovery FoundationGeneral Purposes-New York, NY, US$50,000
Paid GrantDreyfoos School of the Arts Foundation IncGeneral Purposes-West Palm Beach, FL, US$50,000
Filing and Contact Details

Filer

Filer Name
Janet Traeger Salz Charitable Trust
EIN
35-7144794
Phone
2125475371
Address
c/o McDermott Will Schulte LLP 1 Va, New York, NY 10017

Signing Officer

Name
Carlyn S McCaffrey
Title
Trustee
Phone
2125475371
Signed
2026-03-24
Discuss with paid preparer
Yes

Preparer

Firm
McDermott Will & Emery LLP
Address
444 W Lake St Ste 4000, Chicago, IL 60606
Preparer
Jay E Rivlin
Phone
2125475400
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Guide dogtraining
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Medical care &adoption ofuncared for animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Sponsorship ofS*T*A*R EducationalSeries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CommunityEngagementProgram
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Guide Dog Foundation for the Blind Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Save Our Strays Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2The Animal Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Children's Rights Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The New York Botanical Garden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Vizcaya Museum and Gardens Trust Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6New York-Presbyterian Fund Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7The Raymond F Kravis Center for the Performing Arts Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Florida Grand Opera
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Palm Beach Cultural Innovation Center dba Glazer Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Alzheimer's Drug Discovery Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Dreyfoos School of the Arts Foundation Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 1286
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2510 East 62nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt388 Pine Street Suite 800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53251 South Miami Avenue
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0497660
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0McDermott Will & Emery LLP Legal fees and disbursements
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1McDermott Will & Schulte LLP Legal fees and disbursements
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt09890
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt17591
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt019780
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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt09890
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt17591
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01019723
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11174
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Book/tax timing adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State filing fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Artwork insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12770
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt162
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22770
TaxesSchedule/TaxesDetail/Amt07058
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax payments
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carlyn S McCaffrey
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Janet Traeger Salz Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JANE
ReturnHeader/Filer/EIN0357144794
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ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o McDermott Will Schulte LLP 1 Va
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McDermott Will & Emery LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 W Lake St Ste 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago

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