The Beulah Fund

Nonprofit profile at a glance

EIN
271517611
IRS 990-PF coverage
2011–2024
Forms available
Form 990-PF 2024
Location
Los Angeles, CA, USA
Phone
3105531707
Rating
91
Verdict
STRONG
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$392,512
Expenses
$295,554

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

Overview

Mission

Private Independent Foundations

What it reported funding in 2024

The foundation reported 4 grants totaling $290,000. The stated grant purposes included to conquer cancer and diabetes for people everywhere by integrating scientific discovery, clinical ingenuity and compassion., through immersion in the 12 steps, spirituality, music, group discussions, and daily nature walks, we help guests rediscover their passion for life and reconnect with their true selves., and dedicated to redefining the journey for previously justice impacted individuals through training and employment opportunities. this video gives you an inside look at the transformative impact your support can make. every step taken is a step closer to a life renewed, offering hope, growth, and a sense of belonging. embrace the power of change., plus 1 other reported purpose.

Operating model

Revenue model
Investment-supported. 75% 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

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. Assets provide a limited cushion relative to annual grants and some filed totals do not add up.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 98
  • Transparency: 100
  • Compliance: 90
  • Endowment Health: 35

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 74th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 98.1%; rating input score 98; 93rd 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: 8; rating input score 80

Endowment Health

  • Endowment-health comparison: 14.61; rating input score 35; 35th 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: 35th percentile for endowment coverage
  • Consistency: 8 of 10 current checks pass · 2 findings to review
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Endowment Health: Endowment-health comparison scored 35/100.
  • Moderate — Transparency & Controls: Assets equal liabilities and net assets did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Balance sheet eoy total did not reconcile in the filed values.