Keith D Stoltz Foundation

Nonprofit profile at a glance

EIN
510394841
IRS 990-PF coverage
2020–2023
Forms available
Form 990-PF 2023, Form 990-T 2022
Location
Montchanin, DE, USA
Phone
3026543600
Rating
77
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$2,626
Expenses
$9,845

Source: IRS Form 990-PF. Selected filing: tax year 2023. Amounts in USD.

Overview

Mission

Private Grantmaking Foundations

What it reported funding in 2023

The foundation reported 1 grant totaling $3,170. The stated grant purpose was to support all aspects of st johns health foundation's local hospital, including medical equipment additions and upgrades, professional development scholarships, patient assistance grants, community programming and more..

Operating model

Revenue model
Other-operating. 91% of the foundation's positive operating resources came from other operating revenue.
Distribution model
Hybrid. The foundation combined direct charitable work with grants to other organizations or people.

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 and assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 32
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 7

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 82nd percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 32.2%; rating input score 32; 49th 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: 8; rating input score 100

Endowment Health

  • Endowment-health comparison: 0; rating input score 7; 7th 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: 7th percentile for endowment coverage
  • Consistency: 8 of 8 current checks pass
  • Filing history: 3 filing years from 2020 to 2023
  • 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.

  • Moderate — Cost Efficiency: Grant expense ratio scored 32/100.
  • High — Endowment Health: Endowment-health comparison scored 7/100.