Phoebus Fund

Nonprofit profile at a glance

EIN
236856169
IRS 990-PF coverage
2012–2024
Forms available
Form 990-PF 2024
Location
Shelburne, VT, USA
Phone
8028469500
Rating
85
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$36,370
Expenses
$91,056

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

Overview

Mission

Phoebus Fund is a nonprofit. Location: Shelburne, VT. EIN 236856169. Tax year 2024 Form 990-PF reports $36.4K revenue and $91.1K expenses.

What it reported funding in 2024

The foundation reported 1 grant totaling $81,644. The stated grant purpose was general support.

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 96% of its reported charitable disbursements as grants.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 90
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 71

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 57th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 89.7%; rating input score 90; 73rd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 20.61; rating input score 71; 71st 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: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: Filed self-dealing detail
  • Investments: 71th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 12 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.