Charles Wilber Tr

Nonprofit profile at a glance

EIN
396371278
IRS 990-PF coverage
2009–2009
Forms available
Form 990-PF 2009
Location
Milwaukee, WI, USA
Phone
4148153566
Rating
24
Verdict
REVIEW
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$1,912
Expenses
$7,134

Source: IRS Form 990-PF. Selected filing: tax year 2009. Amounts in USD.

Overview

Mission

Scholarships, Student Financial Aid Services, Awards

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 89% 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.

The verdict

REVIEW - A large share of spending goes to grants. The filing does not identify all grant recipients.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 70
  • Transparency: 0
  • Compliance: 50
  • Endowment Health: NotEnoughData

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 70.1%; rating input score 70; 37th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Scored; rating input score 0

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 4; rating input score 100

Endowment Health

  • Endowment-health comparison: Limited

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Investments: Filed investments detail
  • Consistency: 4 of 4 current checks pass
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.

Key Signals

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

  • High — Transparency: Grant recipient disclosure scored 0/100.