Klein Foundation Inc
Overview
Mission
Private Independent Foundations
Operating model
- Revenue model
- Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
- Distribution model
- No current program activity. The filing reports no charitable disbursements for the current year.
- Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.
Nonprofit profile at a glance
- EIN
- 133864130
- IRS 990-PF coverage
- 2011–2012
- Forms available
- Form 990-PF 2012
- Headquarters
- North Bellmore, NY, USA
- Rating
- 20
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Private Independent Foundations
The verdict
REVIEW - The filed numbers largely add up. A relatively small share of spending goes to grants and the filing does not identify all grant recipients.
Rating breakdown
- Grant Deployment: NotEnoughData
- Cost Efficiency: 0
- Transparency: 0
- Compliance: 100
- Endowment Health: NotEnoughData
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: Limited
Cost Efficiency
- Grant expense ratio: 0%; rating input score 0; 7th percentile among comparable filings
Transparency
- Grant recipient disclosure: Scored; rating input score 0
Compliance
- Part VII-B activity disclosures: Limited
- Filing consistency checks: 4; rating input score 100
Endowment Health
- Endowment-health comparison: Limited
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Investments: Filed investments detail
- Consistency: 4 of 4 current checks pass
- Filing history: 2 annual filings from 2011 to 2012
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.