The Beth Foundation

Nonprofit profile at a glance

EIN
820686649
IRS 990-PF coverage
2017–2024
Forms available
Form 990-PF 2024
Location
South Boston, MA, USA
Phone
6037458226
Rating
88
Verdict
STRONG
Rating confidence
Standard
Sector
Single Organization Support

Reported finances

Revenue
$2,574
Expenses
$2,471

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

Overview

Mission

Single Organization Support

What it reported funding in 2024

The foundation reported 3 grants totaling $1,492. The stated grant purposes included assist in helping america's heroes by providing mortgage-free homes to gold star and fallen first responder families with young children and by building specially-adapted smart homes for catastrophically injured veterans and first responders. we are also committed to eradicating veteran homelessness and helping america to never forget september 11, 2001., assists in providing housing to veterans., and to help wounded warriors (veterans) get back on track and become a positive force in their communities..

Operating model

Revenue model
Donor-supported. 100% of the foundation's positive operating resources came from contributions.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

STRONG - 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: 91
  • Cost Efficiency: 60
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 92

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 90.7%; rating input score 91; 21st percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 60.4%; rating input score 60; 57th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

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: 22.37; rating input score 92; 92nd 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: 90.7% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 92th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 7 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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.