Kelly Heflin Foundation Charitable Tr

Nonprofit profile at a glance

EIN
456182252
IRS 990-PF coverage
2020–2025
Forms available
Form 990-PF 2025
Location
Bryn Mawr, PA, USA
Phone
6105190400
Rating
39
Verdict
REVIEW
Rating confidence
Moderate
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$0
Expenses
$0

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Grantmaking Foundations

What it reported funding in 2025

The foundation reported 2 grants totaling $0. The stated grant purposes included sponsorship for attendees with cancer to be at no cost to them and scholarship for students in need affected by cancer.

Operating model

Revenue model
No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model
No current program activity. The filing reports no charitable disbursements for the current year.

The verdict

REVIEW - The filing identifies who received its grants and the filing clearly reports transactions involving insiders. A relatively small share of available resources goes to charitable grants and some filed totals do not add up.

Rating breakdown

  • Grant Deployment: 0
  • Cost Efficiency: NotEnoughData
  • Transparency: 100
  • Compliance: 95
  • Endowment Health: NotEnoughData

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 0%; rating input score 0; 6th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: Limited

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 18 of 18 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: NotApplicable
    • 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 90

Endowment Health

  • Endowment-health comparison: Limited

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At most 0% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Consistency: 9 of 10 current checks pass · 1 finding to review
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • 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 — Grant Deployment: Grant deployment ratio scored 0/100.
  • Moderate — Transparency & Controls: The filing reports $0 in revenue and $0 in expenses.