Belvedere Foundation

Belvedere Foundation consistently spends more than it earns, drawing down assets over the past decade.

EIN: 136992357 · Norwalk, CT · Updated: 2026-03-28

$383KRevenue
$808KAssets
65/100Mission Score (Good)
Belvedere Foundation Financial Summary
MetricValue
Total Revenue$383K
Total Expenses$88K
Program Spending70%
Net Assets$713K
Transparency Score65/100

Is Belvedere Foundation Legit?

Some Concerns

GoodFiling Consistency
GoodSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Belvedere Foundation directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About Belvedere Foundation

Belvedere Foundation (EIN: 136992357) is a nonprofit organization based in Norwalk, CT. The organization reported total revenue of $383K and total assets of $808K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Belvedere Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

34Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Belvedere Foundation is a small nonprofit that has been operating for 34 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 12.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$43K
Total Expenses$88K
Surplus / Deficit$-44,650
Total Assets$713K
Total Liabilities$1
Net Assets$713K
Operating Margin-104.1%
Debt-to-Asset Ratio0.0%
Months of Reserves97.8 months

Financial Health Grade: B

In 2023, Belvedere Foundation reported a deficit of $45K with expenses exceeding revenue, holds 97.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Belvedere Foundation's revenue has grown at a compound annual growth rate (CAGR) of 12.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+34.9%+71.8%-5.9%
2022-40.4%+22.8%-2.6%
2021+316.1%+15.1%+1.5%
2020-56.6%+14.2%-3.0%
2019-37.6%-43.3%-21.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1992

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Belvedere Foundation appears to be a small, private foundation based on its consistent revenue and expense figures, which are typically under $100,000 annually. Its financial health shows a gradual decline in assets over the past decade, from over $1 million in 2015 to $713,461 in 2023, while liabilities remain negligible. The organization consistently spends more than it brings in, as evidenced by the 2023 period where expenses were $87,525 against revenue of $42,875, and similar trends in other years like 2022 ($50,946 expenses vs. $31,785 revenue) and 2020 ($36,047 expenses vs. $12,821 revenue). This pattern of deficit spending, while not immediately critical given its asset base, is unsustainable long-term without a significant increase in revenue or reduction in expenses. 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 consistent lack of reported officer compensation (0% in all filings) suggests that executive costs are either very low or covered by other means, which can be a positive indicator for efficiency. The organization's transparency is good in terms of filing its IRS 990s consistently, but the lack of an NTEE code makes it harder to understand its specific mission and compare its financial performance to peer organizations. The consistent liabilities of $0 or $1 also suggest a very clean balance sheet. Overall, the Belvedere Foundation demonstrates a stable, albeit declining, asset base and consistent filing compliance. Its primary financial challenge is the recurring deficit spending, which has led to a reduction in its total assets over time. While executive compensation is not a concern, a clearer understanding of its spending allocation would provide a more complete picture of its operational efficiency and program impact.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Belvedere Foundation with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 70%
  • fundraising: 10%

According to IRS 990 filings, Belvedere Foundation allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$43KTotal Revenue
$88KTotal Expenses
$713KTotal Assets
$1Total Liabilities
$713KNet Assets
  • The organization reported a deficit of $45K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either unpaid or compensated through non-officer roles, which is highly efficient for an organization of its size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Belvedere Foundation's IRS 990 filings:

  • Consistent deficit spending, with expenses frequently exceeding revenue (e.g., 2023 expenses $87,525 vs. revenue $42,875).
  • Declining asset base over the past decade, from over $1 million to $713,461, indicating unsustainable financial practices.
  • Unknown NTEE code, which limits understanding of its specific mission and comparative analysis.

Strengths

The following positive indicators were identified for Belvedere Foundation:

  • Consistent IRS 990 filing history, demonstrating good transparency and compliance.
  • Negligible liabilities ($0 or $1 across all filings), indicating a very clean balance sheet.
  • 0% officer compensation reported, suggesting highly efficient executive cost management.

Frequently Asked Questions about Belvedere Foundation

Is Belvedere Foundation a legitimate charity?

Belvedere Foundation (EIN: 136992357) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 65/100. It has 10 years of IRS 990 filings on record. Total revenue: $383K. 3 red flags identified. 3 strengths noted. Financial health grade: B.

How does Belvedere Foundation spend its money?

Belvedere Foundation directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.

Are donations to Belvedere Foundation tax-deductible?

Belvedere Foundation is registered as a tax-exempt nonprofit (EIN: 136992357). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Belvedere Foundation's spending goes to programs?

Belvedere Foundation directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.

Where is Belvedere Foundation located?

Belvedere Foundation is headquartered in Norwalk, Connecticut and files with the IRS under EIN 136992357.

How many years of IRS 990 filings does Belvedere Foundation have?

Belvedere Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $383K in total revenue.

Is Belvedere Foundation financially sustainable given its consistent deficit spending?

The foundation has consistently spent more than its revenue, for example, $87,525 in expenses against $42,875 in revenue in 2023. While it has a substantial asset base of $713,461, this pattern is not sustainable long-term as it depletes assets.

What is the primary cause of the decline in assets from $1,059,265 in 2013 to $713,461 in 2023?

The decline in assets is primarily due to the organization consistently incurring more expenses than its revenue, leading to a draw-down from its asset base to cover operational costs.

How does the lack of officer compensation impact the organization's financial health?

The consistent 0% officer compensation is a positive indicator, suggesting that a significant portion of potential overhead is avoided, which can free up funds for programs or other operational needs.

Filing History

IRS 990 filing history for Belvedere Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Belvedere Foundation's revenue has grown by 329.9%, moving from $10K to $43K. Total assets decreased by 30.1% over the same period, from $1.0M to $713K. Total functional expenses rose by 140.6%, from $36K to $88K. In its most recent filing year (2023), Belvedere Foundation reported a deficit of $45K, with expenses exceeding revenue. The organization holds $1 in liabilities against $713K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $713K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $43K $88K $713K $1 View 990
2022 $32K $51K $758K $1 View 990
2021 $53K $41K $778K $1
2020 $13K $36K $766K $1
2019 $30K $32K $790K $0 View 990
2015 $47K $56K $1.0M $0 View 990
2014 $16K $59K $1.0M $0 View 990
2013 $72K $33K $1.1M $0 View 990
2012 $25K $25K $1.0M $0 View 990
2011 $10K $36K $1.0M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $43K, expenses of $88K, and assets of $713K (revenue +34.9% year-over-year).
  • 2022: Revenue of $32K, expenses of $51K, and assets of $758K (revenue -40.4% year-over-year).
  • 2021: Revenue of $53K, expenses of $41K, and assets of $778K (revenue +316.1% year-over-year).
  • 2020: Revenue of $13K, expenses of $36K, and assets of $766K (revenue -56.6% year-over-year).
  • 2019: Revenue of $30K, expenses of $32K, and assets of $790K (revenue -37.6% year-over-year).
  • 2015: Revenue of $47K, expenses of $56K, and assets of $1.0M (revenue +193.1% year-over-year).
  • 2014: Revenue of $16K, expenses of $59K, and assets of $1.0M (revenue -77.5% year-over-year).
  • 2013: Revenue of $72K, expenses of $33K, and assets of $1.1M (revenue +183.2% year-over-year).
  • 2012: Revenue of $25K, expenses of $25K, and assets of $1.0M (revenue +153.8% year-over-year).
  • 2011: Revenue of $10K, expenses of $36K, and assets of $1.0M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Belvedere Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Belvedere Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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