Vicki Lynn Bartz Memorial Scholarship Fund

Nonprofit profile at a glance

EIN
881551637
IRS 990-PF coverage
2022–2025
Forms available
Form 990-PF 2025
Location
San Jose, CA, USA
Phone
4086565644
Rating
65
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$13,585
Expenses
$5,335

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

Overview

Mission

Private Grantmaking Foundations

What it reported funding in 2025

The foundation reported 2 grants totaling $4,000. The stated grant purpose was scholarship.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

SUPPORTED - The filing identifies who received its grants and a large share of spending goes to grants. A relatively small share of available resources goes to charitable grants.

Rating breakdown

  • Grant Deployment: 21
  • Cost Efficiency: 75
  • Transparency: 100
  • Compliance: 71
  • Endowment Health: 98

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 20.9%; rating input score 21; 5th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 75%; rating input score 75; 53rd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 8 of 19 controls in place; rating input score 42
    • Property sale or exchange with a disqualified person: Missing
    • Borrowing from or lending to a disqualified person: Missing
    • Goods, services, or facilities involving a disqualified person: Missing
    • Compensation paid to a disqualified person: Missing
    • Assets transferred to a disqualified person: Missing
    • Payment to a government official: Missing
    • Uncorrected prior self-dealing: Missing
    • Prior-year undistributed income: Missing
    • Excess business holdings: Missing
    • Investments that may jeopardize charitable purposes: Missing
    • Uncorrected prior-year jeopardizing investments: Missing
    • 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: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 99; rating input score 98; 98th 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: 20.9% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 98th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 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.

  • High — Grant Deployment: Grant deployment ratio scored 21/100.