Quick charity verification for Helen Foulds Tr (EIN: 146023308)
Verdict: Helen Foulds Tr appears trustworthy
70/100Mission Score
$44KRevenue
$210KAssets
3Red Flags
4Strengths
Red Flags
Negative revenue reported in 2023 ($-9,605), which is unusual and unexplained.
NTEE code is unknown, making it difficult to understand the organization's specific purpose and impact.
Lack of detailed expense breakdown (program, admin, fundraising) in the provided data limits transparency into spending efficiency.
Strengths
Consistent asset base, demonstrating financial stability over a decade (e.g., $209,560 latest assets).
Zero officer compensation reported across all filings, indicating high efficiency in executive overhead.
Consistent filing of IRS Form 990s, showing a commitment to regulatory compliance and basic transparency.
Minimal liabilities ($1 across all filings), indicating a strong balance sheet and no significant debt.
Spending Breakdown
How Helen Foulds Tr allocates its funds across programs, administration, and fundraising.
80%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
5%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Helen Foulds Tr
Is Helen Foulds Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Helen Foulds Tr (EIN: 146023308) appears trustworthy. Mission Score: 70/100. 3 red flags identified, 4 strengths noted.
Is Helen Foulds Tr a good charity to donate to?
Helen Foulds Tr has a Mission Score of 70/100. Revenue: $44K. Assets: $210K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Helen Foulds Tr?
The Employer Identification Number (EIN) for Helen Foulds Tr is 146023308. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Helen Foulds Tr spend its money?
Helen Foulds Tr allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Helen Foulds Tr's tax-exempt status?
You can verify Helen Foulds Tr's tax-exempt status using EIN 146023308 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
Helen Foulds Tr appears to be a small private foundation, given its consistent asset base and relatively low revenue and expenses. The organization's financial health shows some volatility, with a significant negative revenue of $-9,605 in 2023, contrasting with positive revenues in prior years. Despite this, its assets have remained relatively stable around $200,000-$230,000 over the past decade, suggesting a conservative investment strategy or a focus on preserving its endowment. The consistent liabilities of $1 across all filings indicate minimal debt and a strong balance sheet from a liability perspective.
Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. However, the absence of officer compensation across all filings is a positive indicator of efficiency, as it suggests that the organization is not incurring significant overhead for executive salaries. The organization's expenses have generally hovered between $10,000 and $20,000 annually, which is modest given its asset base.
Transparency is moderate. While the organization consistently files its IRS Form 990, the NTEE code is unknown, which limits understanding of its specific mission. The lack of detailed expense categories in the provided data also hinders a comprehensive analysis of how funds are allocated. However, the consistent filing history and the clear reporting of assets, liabilities, revenue, and expenses demonstrate a commitment to basic financial disclosure.