The Buel J Staton Charitable Trust

Nonprofit profile at a glance

EIN
686249451
IRS 990-PF coverage
2016–2017
Forms available
Form 990-PF 2017
Location
Stillwater, OK, USA
Rating
38
Verdict
REVIEW
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$2
Expenses
$7,788

Source: IRS Form 990-PF. Selected filing: tax year 2017. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2017

The foundation reported 1 grant totaling $3,106. The stated grant purpose was operating capital.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
No current program activity. The filing reports no charitable disbursements for the current year.

The verdict

REVIEW - The filing identifies who received its grants. A relatively small share of spending goes to grants and assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 40
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 4

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 39.9%; rating input score 40; 41st percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 7; rating input score 100

Endowment Health

  • Endowment-health comparison: 0; rating input score 4; 4th 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
  • Trustees: Filed trustees detail
  • Investments: 4th percentile for endowment coverage
  • Consistency: 7 of 7 current checks pass
  • Filing history: 2 filing years from 2016 to 2017
  • 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.

Key Signals

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

  • Moderate — Cost Efficiency: Grant expense ratio scored 40/100.
  • High — Endowment Health: Endowment-health comparison scored 4/100.