BURT C & N CHARITABLE TRUST 7101970

EIN: 566100025 501(c)(3)

RALEIGH, NC

Total Revenue
$199,308
Total Expenses
$119,179
Total Assets
$3,077,789
Net Assets
$3,077,789
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
NC
Principal Officer
THOMAS F WIGGINS
Phone
9197167347
Tax Period
2024-01-01 to 2024-12-31

BURT C & N CHARITABLE TRUST 7101970, founded in 1970, is a small nonprofit that reported $199K in total revenue in fiscal year 2024. The organization ran a surplus of $80K, a strong 40% operating margin.

Mission

TO PROVIDE PECUNIARY ASSISTANCE IN ACQUIRING SUITABLE EDUCATION IN SCHOOLS, COLLEGES, UNIVERSITIES, TRADE BUSINESS, PROFESSIONAL AND TECHNICAL INSTITUTIONS TO THE BOYS AND GIRLS FROM THE OXFORD MASONIC ORPHANAGE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $199,308
Other Revenue $0
TOTAL REVENUE $199,308

Expense Breakdown

Grants Paid $69,873
Salaries & Benefits $43,657
Fundraising Expenses $0
Program Expenses $69,573
Other Expenses $5,649
TOTAL EXPENSES $119,179

Year-over-Year Comparison

2024 2023 Change
Revenue $199,308 $-26,918 -8.4%
Expenses $119,179 $89,319 +0.3%
Net Income $80,129 $-116,237 -1.7%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$43,657 $0 $43,657
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $199,308 $119,179 $3,077,789 $80,129
2023 $-26,918 $89,319 $2,997,598 $-116,237
2022 $155,545 $81,131 $3,114,879 $74,414
2021 $287,916 $77,027 $3,040,852 $210,889
2020 $251,517 $77,181 $2,821,064 $174,336
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