Bernard And Heidi Baldwin Private Foundation Trust
Bernard And Heidi Baldwin Private Foundation Trust maintains low expenses and zero executive compensation amidst fluctuating revenues.
EIN: 208049574 · Lynchburg, VA · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $249K |
| Total Expenses | $8K |
| Program Spending | 80% |
| Net Assets | $123K |
| Transparency Score | 75/100 |
Is Bernard And Heidi Baldwin Private Foundation Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Bernard And Heidi Baldwin Private Foundation Trust directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Bernard And Heidi Baldwin Private Foundation Trust
Bernard And Heidi Baldwin Private Foundation Trust (EIN: 208049574) is a nonprofit organization based in Lynchburg, VA, classified under NTEE code T20. The organization reported total revenue of $249K and total assets of $328K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bernard And Heidi Baldwin Private Foundation Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Bernard And Heidi Baldwin Private Foundation Trust is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -117.3% | -20.1% | -7.2% |
| 2022 | +37.4% | +15.3% | -3.0% |
| 2020 | -105.3% | +43.8% | -4.5% |
| 2019 | +94.0% | +17.7% | +31.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Bernard And Heidi Baldwin Private Foundation Trust with a Mission Score of 75 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: 80%
- fundraising: 0%
According to IRS 990 filings, Bernard And Heidi Baldwin Private Foundation Trust allocates its expenses as follows: admin: 20%, programs: 80%, fundraising: 0%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% across all available filings, indicating that no salaries or other compensation are paid to officers, directors, trustees, or key employees, which is highly favorable for a nonprofit of this 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 Bernard And Heidi Baldwin Private Foundation Trust's IRS 990 filings:
- Lack of detailed expense breakdown in provided data makes it difficult to assess program efficiency.
- Negative revenue reported in multiple years (e.g., 2023, 2020) could indicate investment losses or other financial challenges.
Strengths
The following positive indicators were identified for Bernard And Heidi Baldwin Private Foundation Trust:
- Consistent zero executive compensation across all reported years.
- Low overall expenses relative to asset base.
- Long-term growth in assets despite revenue fluctuations.
Frequently Asked Questions about Bernard And Heidi Baldwin Private Foundation Trust
Is Bernard And Heidi Baldwin Private Foundation Trust a legitimate charity?
Bernard And Heidi Baldwin Private Foundation Trust (EIN: 208049574) is a registered tax-exempt nonprofit based in Virginia. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $249K. 2 red flags identified. 3 strengths noted. Financial health grade: B.
How does Bernard And Heidi Baldwin Private Foundation Trust spend its money?
Bernard And Heidi Baldwin Private Foundation Trust directs 80% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Bernard And Heidi Baldwin Private Foundation Trust tax-deductible?
Bernard And Heidi Baldwin Private Foundation Trust is registered as a tax-exempt nonprofit (EIN: 208049574). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Bernard And Heidi Baldwin Private Foundation Trust compare to similar nonprofits?
With a transparency score of 75/100 (Good), Bernard And Heidi Baldwin Private Foundation Trust is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Bernard And Heidi Baldwin Private Foundation Trust located?
Bernard And Heidi Baldwin Private Foundation Trust is headquartered in Lynchburg, Virginia and files with the IRS under EIN 208049574. It is classified under NTEE code T20.
How many years of IRS 990 filings does Bernard And Heidi Baldwin Private Foundation Trust have?
Bernard And Heidi Baldwin Private Foundation Trust 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 $249K in total revenue.
What are the specific program activities funded by the Bernard And Heidi Baldwin Private Foundation Trust?
The provided data does not detail specific program activities or grants made. Further investigation into their Form 990-PF (for private foundations) would be necessary to understand their grantmaking and program focus.
Why does the foundation report negative revenue in some years?
Negative revenue, as seen in 2023 ($-1,326) and 2020 ($-542), typically indicates a net loss from investments or other activities, where expenses or losses exceeded income for that period.
How does the foundation manage its assets given the fluctuating revenues?
Despite fluctuating and sometimes negative revenues, the foundation has maintained and grown its asset base over the long term, from $105,908 in 2011 to $123,262 in 2023, suggesting prudent financial management of its endowment or investment portfolio.
Filing History
IRS 990 filing history for Bernard And Heidi Baldwin Private Foundation Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Bernard And Heidi Baldwin Private Foundation Trust's revenue has declined by 121.3%, moving from $6K to $-1,326. Total assets increased by 16.4% over the same period, from $106K to $123K. Total functional expenses rose by 145.9%, from $3K to $8K. The organization holds $1 in liabilities against $123K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $123K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $-1,326 | $8K | $123K | $1 | — | View 990 |
| 2022 | $8K | $10K | $133K | $1 | — | View 990 |
| 2021 | $6K | $9K | $137K | $1 | — | — |
| 2020 | $-542 | $9K | $141K | $1 | — | — |
| 2019 | $10K | $6K | $148K | $0 | — | View 990 |
| 2015 | $5K | $5K | $113K | $0 | — | View 990 |
| 2014 | $21K | $5K | $112K | $0 | — | View 990 |
| 2013 | $-3,124 | $4K | $96K | $0 | — | View 990 |
| 2012 | $2K | $5K | $103K | $0 | — | View 990 |
| 2011 | $6K | $3K | $106K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $-1,326, expenses of $8K, and assets of $123K (revenue -117.3% year-over-year).
- 2022: Revenue of $8K, expenses of $10K, and assets of $133K (revenue +37.4% year-over-year).
- 2021: Revenue of $6K, expenses of $9K, and assets of $137K.
- 2020: Revenue of $-542, expenses of $9K, and assets of $141K (revenue -105.3% year-over-year).
- 2019: Revenue of $10K, expenses of $6K, and assets of $148K (revenue +94.0% year-over-year).
- 2015: Revenue of $5K, expenses of $5K, and assets of $113K (revenue -75.5% year-over-year).
- 2014: Revenue of $21K, expenses of $5K, and assets of $112K.
- 2013: Revenue of $-3,124, expenses of $4K, and assets of $96K (revenue -271.1% year-over-year).
- 2012: Revenue of $2K, expenses of $5K, and assets of $103K (revenue -70.7% year-over-year).
- 2011: Revenue of $6K, expenses of $3K, and assets of $106K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Bernard And Heidi Baldwin Private Foundation Trust:
Data Sources and Methodology
This transparency report for Bernard And Heidi Baldwin Private Foundation Trust 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.