Fitzgerald Foundation

Nonprofit profile at a glance

EIN
756036748
IRS 990-PF coverage
2019–2024
Forms available
Form 990-PF 2024
Location
Boerne, TX, USA
Phone
3252804892
Rating
94
Verdict
STRONG
Rating confidence
Standard

Reported finances

Revenue
$14,490
Expenses
$9,653

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

Overview

Mission

Fitzgerald Foundation is a nonprofit. Location: Boerne, TX. EIN 756036748. Tax year 2024 Form 990-PF reports $14.5K revenue and $9.7K expenses.

What it reported funding in 2024

The foundation reported 2 grants totaling $9,000. The stated grant purposes included matching or unrestricted gift per partners in health election in either case to support charitys goals of equal access to health services especially in economically disadvantaged communities worldwide by providing health services directly or in partnership with other organizations and governments. and unrestricted gift to support preparation by professionals and delivery by volunteers of meals to disabled or elderly adults in abilene texas and some surrounding rural towns..

Operating model

Revenue model
Other-operating. 89% of the foundation's positive operating resources came from other operating revenue.
Distribution model
Grant intermediary. The foundation distributed 93% 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

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: 100
  • Cost Efficiency: 93
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 59

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 52nd percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 93.2%; rating input score 93; 78th 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: 18.49; rating input score 59; 59th 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: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 59th 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: 2 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.

  • Review — Endowment Health: Endowment-health comparison scored 59/100.