Nonprofit · EIN 48-1104136
TRIO FOUNDATION
Tax-exempt · STAMFORD, CT 06905
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $744,766 | $904,104 | -$159,338 | $4,306,173 | $0 | $4,306,173 |
| September 30, 2024 | 990-PF | $597,833 | $584,334 | $13,499 | $4,427,049 | $0 | $4,427,049 |
| September 30, 2023 | 990-PF | $523,429 | $185,955 | $337,474 | $4,413,550 | $0 | $4,413,550 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $215,567
- Dividends
- $58,722
- Interest
- $32,238
- Net gain from sales of assets
- $435,022
- Other income
- $3,217
Expenses
- Grants and similar amounts paid
- $834,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $855,497
- Excise tax on investment income
- $6,829
Balance sheet and other
- Total assets, start of year
- $4,427,049
- Total assets, end of year
- $4,306,173
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,306,173
- Fair market value of assets
- $4,970,237
- Qualifying distributions
- $855,497
- Net investment income
- $529,199
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHELA BLITT C/O TROVE FS LLC 2777 SUMMER ST STE, 401, STAMFORD, CT 06905 | TRUSTEE | 3 | $0 |
| DORIANNA BLITT C/O TROVE FS LLC 2777 SUMMER ST STE, 401, STAMFORD, CT 06905 | TRUSTEE | 3 | $0 |
| RITA BLITT C/O TROVE FS LLC 2777 SUMMER ST STE, 401, STAMFORD, CT 06905 | TRUSTEE | 3 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chela Blitt Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 3 | $0 |
| Dorianna Blitt Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 3 | $0 |
| Rita Blitt Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 3 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYDA BEARDSLEY 1069 LAS GALINAS AVE, SAN RAFAEL, CA 94903 | EXEC DIRECTOR Highest-paid employee | 20 | $52,000 |
| Chela Blitt Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 3 | $0 |
| Dorianna Blitt Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 3 | $0 |
| Rita Blitt Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 2777 SUMMER ST STE 401, STAMFORD, CT 06905-4324
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- CHELA BLITT, TRUSTEE
- Phone
- (866) 931-3297
- Return prepared by
- TROVE FS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 48-1104136
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,306,173
- Income (IRS master file)
- $638,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $744,766 | $904,104 | $4,306,173 | XML |
| 990-PF | September 2024 | $597,833 | $584,334 | $4,427,049 | XML |
| 990-PF | September 2023 | $523,429 | $185,955 | $4,413,550 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 48-1104136).
Questions about TRIO FOUNDATION
- What is the EIN of TRIO FOUNDATION?
- The employer identification number (EIN) of TRIO FOUNDATION is 48-1104136.
- Is TRIO FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to TRIO FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRIO FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRIO FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRIO FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of TRIO FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does TRIO FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $744,766, expenses of $904,104 and total assets of $4,306,173 at year end.
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