Bartlett Tree Foundation Inc

Nonprofit profile at a glance

EIN
222770557
IRS 990-PF coverage
2019–2024
Forms available
Form 990-PF 2024
Location
Stamford, CT, USA
Phone
2033231131
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$7,117
Expenses
$79,426

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

Bartlett Tree Foundation Inc is a nonprofit. Location: Stamford, CT. EIN 222770557. Tax year 2024 Form 990-PF reports $7.1K revenue and $79.4K expenses.

What it reported funding in 2024

The foundation reported 27 grants totaling $73,500. The stated grant purposes included academic grant, tuition assistance, and tuition assitance.

Operating model

Revenue model
Donor-supported. 78% of the foundation's positive operating resources came from contributions.
Distribution model
Grant intermediary. The foundation distributed 93% of its reported charitable disbursements as grants.

The verdict

SUPPORTED - The filed numbers largely add up and the filing identifies who received its grants. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 93
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 75

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 92.5%; rating input score 93; 79th 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: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 21.36; rating input score 75; 75th 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: Filed payout detail
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 75th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 6 filing years from 2019 to 2024
  • 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.