A & W Bolyard Foundation

Nonprofit profile at a glance

EIN
872340036
IRS 990-PF coverage
2021–2023
Forms available
Form 990-PF 2023
Location
Mesa, AZ, USA
Phone
4802734850
Rating
60
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$371
Expenses
$20,095

Source: IRS Form 990-PF. Selected filing: tax year 2023. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2023

The foundation reported 27 grants totaling $18,991. The stated grant purposes included scholarships, help with care and support to families facing alzheimer's and advance research, and support fighting heart disease and stroke, plus 24 other reported purposes.

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.

The verdict

SUPPORTED - The filed numbers largely add up and the filing identifies who received its grants. A relatively small share of available resources goes to charitable grants and assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 0
  • Cost Efficiency: 95
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 7

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 0%; rating input score 0; 7th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 94.5%; rating input score 95; 76th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 8; rating input score 100

Endowment Health

  • Endowment-health comparison: 0; rating input score 7; 7th 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: At most 0% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 7th percentile for endowment coverage
  • Consistency: 8 of 8 current checks pass
  • Filing history: 3 filing years from 2021 to 2023
  • Contacts: How to reach this organization
  • Money network: 27 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Grant Deployment: Grant deployment ratio scored 0/100.
  • High — Endowment Health: Endowment-health comparison scored 7/100.