Philanthropy & Grantmaking
(T22Z)
990 on File
CHARLES BURR CHARITABLE TR
Financial strength (30%)
95/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$77K
Total Revenue
$68K
Total Expenses
$1.0M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
84.6%
Fundraising Efficiency
N/A
Operating Reserve
176.02x
Liability-to-Asset
0.0%
Revenue Diversification
88.1%
Executive Compensation
$10K
Compared with Peers
FY 2026
Compared with 359 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2026.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
84.6% | 81.8% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
176.0 mo | 143.6 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
88.1% | 88.2% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
11.4% | 14.9% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
6.6% | 5.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
11.5% | 20.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $77K | $68K | $1.0M | 84.6% | — |
| 2025 | $69K | $64K | $998K | 85.4% | — |
| 2024 | $33K | $65K | $993K | 86.6% | — |
| 2023 | $36K | $75K | $1.0M | 85.4% | — |
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