Theodore N Voss Charitable Fdn Inc

Nonprofit profile at a glance

EIN
133978579
IRS 990-PF coverage
2010–2018
Forms available
Form 990-PF 2018
Location
Katonah, NY, USA
Rating
52
Verdict
MIXED
Rating confidence
Moderate
Sector
Named Trusts N.E.C.

Reported finances

Revenue
$-39,607
Expenses
$21,316

Source: IRS Form 990-PF. Selected filing: tax year 2018. Amounts in USD.

Overview

Mission

Named Trusts N.E.C.

What it reported funding in 2018

The foundation reported 6 grants totaling $19,700. The stated grant purposes included education scientific & charitable, education scientific & chartibale, and education scientic & charitable.

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

The verdict

MIXED - The filing identifies who received its grants and a large share of spending goes to grants. Assets provide a limited cushion relative to annual grants and the available information about grant readiness automatic revocation leaves an important question unanswered.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 92
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 32

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 92.4%; rating input score 92; 76th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 8; rating input score 100

Endowment Health

  • Endowment-health comparison: 10.44; rating input score 32; 32nd 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: 32th percentile for endowment coverage
  • Consistency: 8 of 8 current checks pass
  • Filing history: 9 filing years from 2010 to 2018
  • Contacts: How to reach this organization
  • Money network: 6 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Endowment Health: Endowment-health comparison scored 32/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.