Lindsay & Alex Ramsay Foundation

Nonprofit profile at a glance

EIN
943350516
IRS 990-PF coverage
2015–2024
Forms available
Form 990-PF 2024
Location
San Francisco, CA, USA
Phone
4152848610
Rating
82
Verdict
STRONG
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$525,659
Expenses
$86,065

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2024

The foundation reported 16 filed grant rows totaling $74,750. The stated grant purposes included to support the organization's mission to empower the youth in our community with equitable access to social, academic, and career opportunities to thrive., to support the here we grow capital campaign., and general operating support, plus 8 other reported purposes.

Operating model

Revenue model
Mixed. The foundation's positive operating resources came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The foundation distributed 90% of its reported charitable disbursements as grants.

The verdict

STRONG - The filing identifies who received its grants and the filed numbers largely add up. A relatively small share of available resources goes to charitable grants and the filing reports one or more activities that warrant closer review.

Rating breakdown

  • Grant Deployment: 54
  • Cost Efficiency: 87
  • Transparency: 100
  • Compliance: 98
  • Endowment Health: 93

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 53.7%; rating input score 54; 7th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 86.9%; rating input score 87; 64th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: 18 of 19 controls in place; rating input score 95
    • 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: Fail
    • 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
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: 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: 45.03; rating input score 93; 93rd 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: 53.7% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 93th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 9 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 16 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.

  • Review — Grant Deployment: Grant deployment ratio scored 54/100.
  • Review — Compliance: Foundation activity disclosures: Compensation paid to a disqualified person not reported.