Centros Sor Isolina Ferre Endowment Trust

Analysis

Centros Sor Isolina Ferre Endowment Trust is a registered charity in United States, based in San Juan, PR. It received its IRS tax-exemption ruling in August 1994, 32 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Centros Sor Isolina Ferre Endowment Trust reported income of $205k and spending of $61k, leaving 70% of income unspent that year. Across the 4 years on record, from December 2019 to December 2023, income fell from $266k to $205k (-23%), an average of -8.3% a year. The sharpest change came in the year to December 2022, when income dropped by 66%. Over the whole period it spent 82% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Centros Sor Isolina Ferre Endowment Trust sits at the 58th percentile: it is larger than about 58% of them. Against every charity in United States with reported income it ranks in the 54th percentile, and in the 38th percentile within PR. Charities of a similar size with the same main cause include Spring Run Charitable Foundation Inc ($205k), Earthshare New Jersey Inc ($205k) and Maki International ($205k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 60% of the total. At year end it held assets of $3.7m against liabilities of $0, net assets of $3.7m.