Charl Ormond Williams Foundation

Nonprofit profile at a glance

EIN
237089442
IRS 990-PF coverage
2014–2020
Forms available
Form 990-PF 2020
Location
Winchester, VA, USA
Rating
48
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$40,102
Expenses
$21,079

Source: IRS Form 990-PF. Selected filing: tax year 2020. Amounts in USD.

Overview

Mission

Charl Ormond Williams Foundation is a nonprofit. Location: Winchester, VA. EIN 237089442. Tax year 2020 Form 990-PF reports $40.1K revenue and $21.1K expenses.

What it reported funding in 2020

The foundation reported 1 grant totaling $10,000. The stated grant purpose was religious liberty.

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.

The verdict

MIXED - The filing identifies who received its grants and the endowment provides a meaningful financial cushion. A relatively small share of spending goes to grants and the available information about grant readiness automatic revocation leaves an important question unanswered.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 47
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 90

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 47.4%; rating input score 47; 19th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 8; rating input score 100

Endowment Health

  • Endowment-health comparison: 34.86; rating input score 90; 90th 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
  • Investments: 90th percentile for endowment coverage
  • Consistency: 8 of 8 current checks pass
  • Filing history: 6 filing years from 2014 to 2020
  • Contacts: How to reach this organization
  • Money network: 3 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Cost Efficiency: Grant expense ratio scored 47/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.