Myrtle V Fitschen Charitable Trust
Nonprofit profile at a glance
- EIN
- 946551204
- IRS 990-PF coverage
- 2009–2009
- Forms available
- Form 990-PF 2009
- Location
- San Francisco, CA, USA
- Phone
- 4153556767
- Rating
- 19
- Verdict
- AVOID
- Rating confidence
- Moderate
- Sector
- Private Independent Foundations
Reported finances
- Revenue
- $8,171
- Expenses
- $84,586
Source: IRS Form 990-PF. Selected filing: tax year 2009. Amounts in USD.
Overview
Mission
Private Independent Foundations
Operating model
- Revenue model
- Investment-supported. 98% of the foundation's positive operating resources came from recurring investment income.
- Distribution model
- Grant intermediary. The foundation distributed 61% 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
AVOID - The strongest available result is that the filed numbers largely add up. The filing does not identify all grant recipients and a relatively small share of spending goes to grants.
Rating breakdown
- Grant Deployment: NotEnoughData
- Cost Efficiency: 45
- Transparency: 0
- Compliance: 50
- Endowment Health: NotEnoughData
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: Limited
Cost Efficiency
- Grant expense ratio: 44.7%; rating input score 45; 24th 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
- Money network: 9 filed money-flow records
- 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.
- Moderate — Cost Efficiency: Grant expense ratio scored 45/100.
- High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.