Margaret Kelly Fund C/o Bettinger & Leech
Overview
Mission
Corporate Foundations
What it reported funding in 2020
The foundation reported 1 grant totaling $10,000. The stated grant purpose was improving teaching & learning.
Operating model
- Revenue model
- Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
- 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
- 133880821
- IRS 990-PF coverage
- 2010–2020
- Forms available
- Form 990-PF 2020
- Headquarters
- Englewood, NJ, USA
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Corporate Foundations
The verdict
SUPPORTED - The filing identifies who received its grants and the filed numbers largely add up. 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: NotEnoughData
- Cost Efficiency: 98
- Transparency: 100
- Compliance: 98
- Endowment Health: 41
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: Limited
Cost Efficiency
- Grant expense ratio: 98.3%; rating input score 98; 90th 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: 8; rating input score 100
Endowment Health
- Endowment-health comparison: 14.6; rating input score 41; 41st 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
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 41th percentile for endowment coverage
- Consistency: 8 of 8 current checks pass
- Filing history: 11 annual filings from 2010 to 2020
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.