Lowenberg Charitable Trust

Nonprofit profile at a glance

EIN
436768599
IRS 990-PF coverage
2012–2016
Forms available
Form 990-PF 2016
Location
Saint Joseph, MO, USA
Rating
50
Verdict
MIXED
Rating confidence
Moderate
Sector
Named Trusts N.E.C.

Reported finances

Revenue
$6,852
Expenses
$293,082

Source: IRS Form 990-PF. Selected filing: tax year 2016. Amounts in USD.

Overview

Mission

Named Trusts N.E.C.

What it reported funding in 2016

The foundation reported 1 grant totaling $286,022. The stated grant purpose was charitable and educational 501c3 orgs.

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 99% 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

MIXED - The filing identifies who received its grants and a large share of spending goes to grants. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 98
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 4

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 97.6%; rating input score 98; 80th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 7; rating input score 100

Endowment Health

  • Endowment-health comparison: 0; rating input score 4; 4th 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
  • Trustees: Filed trustees detail
  • Investments: 4th percentile for endowment coverage
  • Consistency: 7 of 7 current checks pass
  • Filing history: 4 filing years from 2012 to 2016
  • 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.

  • High — Endowment Health: Endowment-health comparison scored 4/100.