David B Terk Foundation

Nonprofit profile at a glance

EIN
742640710
IRS 990-PF coverage
2013–2025
Forms available
Form 990-PF 2025, Form 990-T 2021
Location
San Antonio, TX, USA
Phone
2107884400
Rating
78
Verdict
SUPPORTED
Rating confidence
Standard

Reported finances

Revenue
$276,170
Expenses
$102,893

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

Overview

Mission

David B Terk Foundation is a nonprofit. Location: San Antonio, TX. EIN 742640710. Tax year 2025 Form 990-PF reports $276K revenue and $103K expenses.

What it reported funding in 2025

The foundation reported 6 grants totaling $26,135. The stated grant purposes included your gift provides critical funding to broadway dallas to continue its proud 80-year legacy of presenting and promoting excellence in live musical theater at historic fair park., "guiding youth and outdoorsmen to a life with christ using experiences in god's great outdoors", and mission is to identify and support the best early career scientists pursuing research that has potention to transform cancer prevention, diagnosis and any treatment., plus 3 other reported purposes.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Hybrid. The foundation combined direct charitable work with grants to other organizations or people.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

SUPPORTED - A large share of available resources goes to charitable grants and the filed numbers largely add up. A relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: 77
  • Cost Efficiency: 25
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 95

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 77.2%; rating input score 77; 13th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 25.4%; rating input score 25; 8th 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: 43.74; rating input score 95; 95th 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: 77.2% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 95th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 13 filing years from 2013 to 2025
  • Contacts: How to reach this organization
  • Money network: 12 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 — Cost Efficiency: Grant expense ratio scored 25/100.