Fitzhenry Family Foundation

Nonprofit profile at a glance

EIN
571108261
IRS 990-PF coverage
2010–2012
Forms available
Form 990-PF 2012
Location
Isle Of Palms, SC, USA
Rating confidence
Limited
Sector
Historical Societies, Related Historical Activities

Reported finances

Revenue
$15,187
Expenses
$23,822

Source: IRS Form 990-PF. Selected filing: tax year 2012. Amounts in USD.

Overview

Mission

Historical Societies, Related Historical Activities

Operating model

Revenue model
Investment-supported. 60% 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

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 86
  • Transparency: NotEnoughData
  • Compliance: 50
  • Endowment Health: NotEnoughData

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 86.1%; rating input score 86; 60th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Limited

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
  • Filing history: 3 filing years from 2010 to 2012
  • 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.

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

  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.