Thackery Foundation for Senior Living

Nonprofit profile at a glance

EIN
262474373
IRS 990-PF coverage
2023–2025
Forms available
Form 990 2019, Form 990-PF 2025, Form 990-N 2022
Location
Dallas, TX, USA
Phone
2145775564
Rating
86
Verdict
STRONG
Rating confidence
Standard
Sector
Fund Raising and Fund Distribution

Reported finances

Revenue
$52,118
Expenses
$106,177

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Fund Raising and Fund Distribution

What it reported funding in 2025

The foundation reported 3 filed grant rows totaling $34,409. The stated grant purposes included to support seniors impacted by severe floodng in texas, to help support resident activities at edgemere such as knitting rowing golf and hunting simulators, and to help support religious services for residents of edgemere in assisted living.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Hybrid. The foundation combined direct charitable work with grants to other organizations or people.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. A relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 32
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 96

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 68th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 32.4%; rating input score 32; 9th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation 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
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: 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: 55.55; rating input score 96; 96th 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: 100% of reviewed questions answered “No”
  • Investments: 96th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 12 filed related-organization links
  • 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.

  • Moderate — Cost Efficiency: Grant expense ratio scored 32/100.