Samuel and Gail Lindenberg Foundati

Nonprofit profile at a glance

EIN
900644624
IRS 990-PF coverage
2011–2024
Forms available
Form 990-PF 2024
Location
Fuquay Varina, NC, USA
Phone
8663863508
Rating
75
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Human Service Organizations

Reported finances

Revenue
$17,275
Expenses
$16,913

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

Overview

Mission

Human Service Organizations

What it reported funding in 2024

The foundation reported 1 grant totaling $16,713. The stated grant purpose was charitable donation to 501c3 charity.

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 100% of its reported charitable disbursements as grants.

The verdict

SUPPORTED - A large share of available resources goes to charitable grants and the filed numbers largely add up. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: 90
  • Cost Efficiency: 99
  • Transparency: NotEnoughData
  • Compliance: 100
  • Endowment Health: 78

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 90.2%; rating input score 90; 25th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 98.8%; rating input score 99; 92nd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Limited

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • 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: Pass
    • 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
    • Grants to individuals: Pass
    • Grants to organizations: 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: 22.55; rating input score 78; 78th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: Filed grants detail
  • Payout: 90.2% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Consistency: 9 of 9 current checks pass
  • Filing history: 13 filing years from 2011 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.