Peter Wojtecki Trust

Nonprofit profile at a glance

EIN
900599679
IRS 990-PF coverage
2010–2012
Forms available
Form 990-PF 2012
Location
New Canaan, CT, USA
Phone
2038010060
Rating
14
Verdict
AVOID
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$25,200
Expenses
$30,496

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
Grant intermediary. The foundation distributed 88% of its reported charitable disbursements as grants.

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: 21
  • Transparency: 0
  • Compliance: 50
  • Endowment Health: NotEnoughData

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 21.3%; rating input score 21; 18th 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: 3 filing years from 2010 to 2012
  • 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 — Cost Efficiency: Grant expense ratio scored 21/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.