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Trellis Charitable Fund

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.36M (2023)

Expenses
$3.85M (2023)

Total Assets
$84.1M (2023)

Total Liabilities
$291k (2023)

Source: Form 990 tax filings from 2013 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,362,016
Expenses
$3,854,246
Net Income
-$1,492,230
Net Assets
$83,808,301
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $212,351
9.0%
Dividends $1,765,794
74.8%
Sales of Assets -$116,030
Other Income $498,268
21.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,157,500
81.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $84,099,353
Total Liabilities $291,052
Net Assets $83,808,301
Compensation
Key Employees and Officers Compensation Other
Betsy Karel (Chair/Secret) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,355,977
Expenses
$3,962,403
Net Income
-$606,426
Net Assets
$83,586,551
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $238,799
7.1%
Dividends $1,347,861
40.2%
Sales of Assets $1,766,022
52.6%
Other Income $804
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,260,000
82.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $83,586,608
Total Liabilities $57
Net Assets $83,586,551
Compensation
Key Employees and Officers Compensation Other
Betsy Karel (Chair/Secret) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$92,986,395
Expenses
$2,175,792
Net Income
$90,810,603
Net Assets
$84,261,763
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,243,160
44.4%
Interest Revenue $119,642
0.1%
Dividends $782,856
0.8%
Sales of Assets $50,518,187
54.3%
Other Income $320,896
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,925,000
88.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $84,261,788
Total Liabilities $25
Net Assets $84,261,763
Compensation
Key Employees and Officers Compensation Other
Betsy Karel (Chair/Secret) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,524,804
Expenses
$2,043,510
Net Income
$9,481,294
Net Assets
$32,934,707
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,755,839
67.3%
Interest Revenue $119,464
1.0%
Dividends $578,241
5.0%
Sales of Assets $2,494,688
21.6%
Other Income $575,001
5.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,825,000
89.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $32,934,807
Total Liabilities $100
Net Assets $32,934,707
Compensation
Key Employees and Officers Compensation Other
Betsy Karel (Chair/Secret) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,011,368
Expenses
$2,204,116
Net Income
$2,807,252
Net Assets
$30,288,086
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,711,926
34.2%
Interest Revenue $134,343
2.7%
Dividends $817,326
16.3%
Sales of Assets $2,266,292
45.2%
Other Income $81,481
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,000,000
90.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $30,288,086
Total Liabilities $0
Net Assets $30,288,086

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,775,983
Expenses
$1,046,492
Net Income
$729,491
Net Assets
$28,601,540
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $93,093
5.2%
Interest Revenue $69,521
3.9%
Dividends $775,198
43.6%
Sales of Assets $603,662
34.0%
Other Income $234,509
13.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $875,000
83.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,601,540
Total Liabilities $0
Net Assets $28,601,540
Compensation
Key Employees and Officers Compensation Other
Betsy Karel (Chair/Secret) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,339,707
Expenses
$1,694,629
Net Income
$7,645,078
Net Assets
$28,000,747
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,108,795
65.4%
Interest Revenue $20,764
0.2%
Dividends $678,741
7.3%
Sales of Assets $2,496,884
26.7%
Other Income $34,523
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,585,000
93.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,000,747
Total Liabilities $0
Net Assets $28,000,747
Compensation
Key Employees and Officers Compensation Other
Betsy Karel (Chair/Secret) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,726,809
Expenses
$1,294,513
Net Income
$1,432,296
Net Assets
$22,849,839
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,071,314
39.3%
Interest Revenue $20,403
0.7%
Dividends $584,221
21.4%
Sales of Assets $929,448
34.1%
Other Income $121,423
4.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,171,000
90.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,849,839
Total Liabilities $0
Net Assets $22,849,839
Compensation
Key Employees and Officers Compensation Other
Betsy Karel (Chair/Secret) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,729,287
Expenses
$1,325,070
Net Income
$3,404,217
Net Assets
$22,232,098
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,160,408
45.7%
Interest Revenue $6,290
0.1%
Dividends $552,326
11.7%
Sales of Assets $1,979,031
41.8%
Other Income $31,232
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,157,500
87.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,237,098
Total Liabilities $5,000
Net Assets $22,232,098
Compensation
Key Employees and Officers Compensation Other
Betsy Karel (Chair/Secret) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,177,200
Expenses
$1,080,471
Net Income
$5,096,729
Net Assets
$20,540,518
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,948,913
47.7%
Interest Revenue $468
0.0%
Dividends $559,267
9.1%
Sales of Assets $2,316,483
37.5%
Other Income $352,073
5.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $905,000
83.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,540,518
Total Liabilities $0
Net Assets $20,540,518

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$809,119
Expenses
$1,142,013
Net Income
-$332,894
Net Assets
$17,871,472
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $40,156
5.0%
Interest Revenue $78
0.0%
Dividends $468,080
57.9%
Sales of Assets $300,908
37.2%
Other Income -$99
Notable Expenses Percent of Total Expenses
Charitable Disbursements $992,686
86.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,872,982
Total Liabilities $1,510
Net Assets $17,871,472

Document Links

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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