Trio Foundation aka Rita Blitt Fund

EIN 481104136

Lake Success, NY 11042 |(800) 839-1754

Total Given 2020–2024
$3.2M
173 grants · $636K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $1K–$15K
grant size
39%
supporter · 39/99 multi-year
repeat
$5.4M
Assets (2024)
99
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending September 30, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,821,850. This amount represents 25% or more of the Foundation's net assets of $7,058,390 (as measured by fair market value) at the beginning of the Foundation's taxable year ending September 30, 2022. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Education Health Arts & Culture Youth Development Science & Research

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person Trio Foundation
Phone (800) 839-1754
Deadlines THE POSTMARK OR EMAIL DEADLINE FOR GRANT APPLICATIONS IS JULY 1ST FOR A NOVEMBER DECISION.
How to Apply TO APPLY, PLEASE SEND A LETTER OR AN EMAIL, NO LONGER THAN ONE PAGE, OUTLINING THE PURPOSE FOR WHICH YOU REQUEST FUNDING. THERE IS NO APPLICATION FORM; THE LETTER IS YOUR APPLICATION. PLEASE INCLUDE A ONE SENTENCE SUMMARY OF YOUR PROPOSED PROJECT. THE LETTER SHOULD ADDRESS THESE BASIC QUESTIONS: - WHAT IS THE SIGNIFICANCE OF THE ISSUE YOU SEEK TO ADDRESS AND HOW DOES IT AFFECT YOUNG CHILDREN AND THEIR FAMILIES? - WHAT ARE THE CHANGES YOU SEEK TO BRING ABOUT? - WHAT PROJECT ARE YOU PROPOSING TO TRIO FOUNDATION AND APPROXIMATELY HOW MUCH FUNDING ARE YOU REQUESTING FOR IT? - HOW WILL THIS PROJECT BRING ABOUT THE CHANGES YOU SEEK? APPLICANTS WHOSE PROJECTS BEST MATCH OUR FUNDING PRIORITIES WILL BE ASKED TO SUBMIT A LONGER PROPOSAL.
Restrictions EACH YEAR THE FOUNDATION AWARDS APPROXIMATELY TWENTY-FIVE GRANTS OF $1,000 TO $15,000 IN ONE FUNDING CYCLE.

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $478K $5.9M $1.7M 47
2021 $326K $7.1M $652K 46
2022 $1.8M $4.0M $675K 36
2023 $59K $4.8M $523K 3
2024 $497K $5.4M $598K 41

Grant Size Distribution

Based on 173 grants on record

Minimum
$500
25th Pctl
$1K
Median
$5K
Average
$18K
75th Pctl
$15K
Maximum
$1.0M

Geographic Distribution

US Grant Distribution Map

Officers & Directors

RB
Rita Blitt
Trustee
DB
Dorianna Blitt
Trustee
CB
Chela Blitt
Trustee

Grants Awarded (173 total)

Purpose
Jewish Community Campus of Greater Kansas City Inc Overland Park, KS $1,000,000 General & Unrestricted 2022
Village Shalom Inc Overland Park, KS $250,000 General & Unrestricted 2022
Friends of Majal Inc Mesa, AZ $100,000 General & Unrestricted 2024
Harold Grinspoon Foundation Agawam, MA $100,000 General & Unrestricted 2022
Jewish Community Campus of Greater Kansas City Inc Overland Park, KS $100,000 Lewis & Shirley White Theater fund 2022
University Academy Kansas City, MO $100,000 General & Unrestricted 2022
Freedom for Immigrants Oakland, CA $50,000 Freedom100 formation costs Fund 2020
Gateway Foster and Adoptive Care Association of Gr Saint Louis, MO $50,000 General & Unrestricted 2022
Peace Development Fund Inc Amherst, MA $35,000 Tita Justice Fund and Chela Blitt's donor advised fund. 2021
Encampment for Citizenship Aptos, CA $34,000 General & Unrestricted 2024
Child Care Law Center Berkeley, CA $30,000 COVID-19 Rapid Response fund to provide COVID-19 related legal and advocacy information to east bay family child... 2020
East Bay Childrens Law Offices Incorporated Oakland, CA $30,000 COVID-19 Rapid Response fund to provide COVID-19 related legal, advocacy, educational, mental health, and special... 2020
Young Mens Christian Association of the East Bay Oakland, CA $30,000 COVID-19 Rapid Response fund - the Head Start Program of the YMCA of the East Bay: to purchase learning supplies and... 2020
Encampment for Citizenship Aptos, CA $30,000 General & Unrestricted 2023
Tides Foundation Los Angeles, CA $30,000 Movement Voter Project 2024
Peace Development Fund Inc Amherst, MA $26,000 For Tita Justice Fund 2024
Jewish Federation of Greater Kansas City Overland Park, KS $25,000 General & Unrestricted 2020
Jewish Federation of Greater Kansas City Overland Park, KS $25,000 General & Unrestricted 2021
Jewish Federation of Greater Kansas City Overland Park, KS $25,000 General & Unrestricted 2024
Parsons Dance Foundation Inc New York, NY $25,000 General & Unrestricted 2024
Jewish Federation of Greater Kansas City Overland Park, KS $25,000 General & Unrestricted 2022
Kansas City Friends of Alvin Ailey Kansas City, MO $25,000 General & Unrestricted 2022
Americans for Democracy & Human Rights in Bahrain Mobile, AL $24,095 General & Unrestricted 2023
Americans for Democracy & Human Rights in Bahrain Mobile, AL $21,250 General & Unrestricted 2022
Food Bank Contra Costa and Solano Concord, CA $20,000 COVID-19 Rapid Response fund to provide food, food and nutrition resources and information, and advocacy for at risk... 2020