Kelly Family Charitable Foundation

Nonprofit profile at a glance

EIN
043494117
IRS 990-PF coverage
2011–2012
Forms available
Form 990-PF 2012
Location
West Newbury, MA, USA
Phone
9783635837
Rating
30
Verdict
REVIEW
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$17,691
Expenses
$81,500

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

Overview

Mission

Private Independent Foundations

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
No current program activity. The filing reports no charitable disbursements for the current year.

The verdict

REVIEW - A large share of spending goes to grants. The filing does not identify all grant recipients and the available information about grant readiness automatic revocation leaves an important question unanswered.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 99
  • Transparency: 0
  • Compliance: 50
  • Endowment Health: NotEnoughData

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 99.1%; rating input score 99; 92nd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Scored; rating input score 0

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: 2 filing years from 2011 to 2012
  • Money network: 1 filed money-flow record
  • 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 — Transparency: Grant recipient disclosure scored 0/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.