The Hampshire Charitable Trust Michael Greenberg Trustee

Nonprofit profile at a glance

EIN
223233353
IRS 990-PF coverage
2020–2025
Forms available
Form 990-PF 2025
Location
Carle Place, NY, USA
Phone
5162794900
Rating
87
Verdict
STRONG
Rating confidence
Standard

Reported finances

Revenue
$369,399
Expenses
$202,063

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

The Hampshire Charitable Trust Michael Greenberg Trustee is a nonprofit. Location: Carle Place, NY. EIN 223233353.

What it reported funding in 2025

The foundation reported 1 filed grant row totaling $174,000. The stated grant purpose was see statement attacheddisbursements were made to multiple 501 (c)(3) publicly - supported charitable organizations through a donor-advised account the hampshire charitable trust maintains with the community foundation of western massachusetts. the grants disbursed were made to further the exempt purpose of each recipent charitable organization..

Operating model

Revenue model
Mixed. The foundation's positive operating resources came from several sources; no one source provided a clear majority.
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. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 87
  • Cost Efficiency: 86
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 38

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 87.1%; rating input score 87; 21st percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 86.1%; rating input score 86; 62nd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation 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
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: 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: 15.26; rating input score 38; 38th 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: 87.1% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 38th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • 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 — Endowment Health: Endowment-health comparison scored 38/100.