Brad and Ellen Soultz Foundation

Nonprofit profile at a glance

EIN
934855365
IRS 990-PF coverage
2023–2025
Forms available
Form 990-PF 2025
Location
Phoenix, AZ, USA
Phone
6024662611
Rating
89
Verdict
STRONG
Rating confidence
Standard
Sector
Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.

Reported finances

Revenue
$39,343
Expenses
$176,568

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.

What it reported funding in 2025

The foundation reported 4 grants totaling $169,968. The stated grant purposes included to provide children and youth in arizona a safe environment, free from abuse and neglect, by creating strong and successful families., to end family homelessness by restoring hope and rebuilding lives., and to save senior dogs who are often overlooked by providing them the opportunity to thrive in a safe and caring environment., plus 1 other reported purpose.

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.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 92
  • Cost Efficiency: 96
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 18

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 91.9%; rating input score 92; 28th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 96.3%; rating input score 96; 88th 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: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 8.17; rating input score 18; 18th 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: 91.9% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 18th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: 4 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 — Endowment Health: Endowment-health comparison scored 18/100.