The Christopher Bogart & Elizabeth O'connell Foundation

Nonprofit profile at a glance

EIN
833914345
IRS 990-PF coverage
2019–2025
Forms available
Form 990-PF 2025
Location
New York, NY, USA
Phone
2125573900
Rating
98
Verdict
STRONG
Rating confidence
Standard
Sector
Fund Raising and Fund Distribution

Reported finances

Revenue
$2,254,864
Expenses
$148,441

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 7 grants totaling $145,475. The stated grant purposes included the school is an independent, college preparatory school for boys and girls in kindergarten through 12 grade., to celebrate the history, architecture, and landscape of the hudson valley, advancing its importance and assuring its preservation., and sheldrick wildlife trust embraces all measures that compliment the conservation, preservation and protection of wildlife. these include anti-poaching, safe guarding the natural environment, enhancing community awareness, addressing animal welfare issues, providing veterinary assistance to animals in need, rescuing and hand rearing elephant and rhino orphans, along with other species that can ultimately enjoy a quality of life in wild terms when grown. the sheldrick wildlife trust usa spearheads initiatives across the u.s. to provide support and raise awareness for the trust through our multi-pronged approach - spanning public engagement programs, merchandise offerings, in-person events, and educational outreach, and plays a vital role in connecting americans with the trust's work in kenya, plus 4 other reported purposes.

Operating model

Revenue model
Donor-supported. 97% 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.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

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: 97
  • Cost Efficiency: 98
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 93

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 97%; rating input score 97; 46th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 98%; 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: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 41.74; rating input score 93; 93rd 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: 97% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 93th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 7 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • Money network: 7 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.