The Roe Foundation Inc C/o Pan Am Equities Inc

Overview

Mission

The Roe Foundation Inc C/o Pan Am Equities Inc is a nonprofit based in New York, NY. EIN 133840700. FY2024 Form 990-PF reports $1M revenue and $1.4M expenses.

What it reported funding in 2024

The foundation reported 40 grants totaling $1,226,119. The stated grant purpose was general support.

Operating model

Revenue model
Donor-supported. 74% of the foundation's positive operating resources came from contributions.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

Nonprofit profile at a glance

EIN
133840700
IRS 990-PF coverage
2019–2024
Forms available
Form 990-PF 2024
Headquarters
New York, NY, USA
Rating
90
Verdict
STRONG
Rating confidence
Standard

The verdict

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. Assets provide a limited cushion relative to annual grants and the filing reports one or more activities that warrant closer review.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 99
  • Transparency: 100
  • Compliance: 98
  • Endowment Health: 3

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 94th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 99.4%; rating input score 99; 97th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 18 of 19 controls in place; rating input score 95
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 2.53; rating input score 3; 3rd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 3th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 5 annual filings from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 44 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.