The Dietrich W Botstiber Foundation

Nonprofit profile at a glance

EIN
237807828
IRS 990-PF coverage
2015–2024
Forms available
Form 990-PF 2024
Location
Media, PA, USA
Phone
6105663375
Rating
78
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$3,254,746
Expenses
$1,875,015

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 20 grants totaling $819,537. The stated grant purposes included grant to support qualified charitable organizations, promote an understanding of the historic relationship between united states and austria, and grant to provide four-year scholarships to students selected by the delaware valley science fairs and for general operating support of the science fairs., plus 3 other reported purposes.

Operating model

Revenue model
Investment-supported. 95% 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.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

SUPPORTED - A large share of available resources goes to charitable grants and the filing identifies who received its grants. A relatively small share of spending goes to grants and the filing reports one or more activities that warrant closer review.

Rating breakdown

  • Grant Deployment: 77
  • Cost Efficiency: 36
  • Transparency: 100
  • Compliance: 92
  • Endowment Health: 92

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 76.9%; rating input score 77; 13th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 36%; rating input score 36; 12th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 16 of 19 controls in place; rating input score 84
    • 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: Fail
    • 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: Fail
    • Grants to organizations: Fail
    • 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: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 76.81; 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: 76.9% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 92th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 29 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Moderate — Cost Efficiency: Grant expense ratio scored 36/100.
  • Review — Compliance: Part VII-B activity disclosures: 3 of 19 not reported.