Gertrude B & Mortimer May Foundation
Nonprofit profile at a glance
- EIN
- 620963317
- IRS 990-PF coverage
- 2011–2025
- Forms available
- Form 990-PF 2025
- Location
- Chapel Hill, NC, USA
- Phone
- 9199672596
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Standard
Reported finances
- Revenue
- $36,383
- Expenses
- $51,909
Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.
Overview
Mission
Gertrude B & Mortimer May Foundation is a nonprofit. Location: Chapel Hill, NC. EIN 620963317.
What it reported funding in 2025
The foundation reported 27 grants totaling $41,395. The stated grant purposes included reform jewish synagogue supporting the chapel hill/ raleigh/durham jewish community, support lutheran church activities and worship, and trains volunteer and professional medical responders to provide pre-hospital emergency needs, including medical, disaster, ambulance and blood services, plus 23 other reported purposes.
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 100% 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: 80
- Cost Efficiency: 80
- Transparency: 100
- Compliance: 100
- Endowment Health: 21
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: 80.2%; rating input score 80; 15th percentile among comparable filings
Cost Efficiency
- Grant expense ratio: 79.7%; rating input score 80; 61st 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: 9; rating input score 100
Endowment Health
- Endowment-health comparison: 6.3; rating input score 21; 21st 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: 80.2% grant deployment rate
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 21th percentile for endowment coverage
- Consistency: 9 of 9 current checks pass
- Filing history: 14 filing years from 2011 to 2025
- Contacts: How to reach this organization
- Money network: 27 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 — Endowment Health: Endowment-health comparison scored 21/100.