Clifford Family Foundation Charitable Trust
Clifford Family Foundation: Strong Asset Base, Minimal Transparency
EIN: 223025894 · Boston, MA · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $3.4M |
| Total Expenses | $3.1M |
| Program Spending | 90% |
| Net Assets | $31.3M |
| Transparency Score | 60/100 |
Is Clifford Family Foundation Charitable Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Clifford Family Foundation Charitable Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Clifford Family Foundation Charitable Trust
Clifford Family Foundation Charitable Trust (EIN: 223025894) is a nonprofit organization based in Boston, MA. The organization reported total revenue of $3.4M and total assets of $32.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Clifford Family Foundation Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Clifford Family Foundation Charitable Trust is a mid-size nonprofit that has been operating for 36 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 14.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $10.4M |
| Total Expenses | $3.1M |
| Surplus / Deficit | +$7.4M |
| Total Assets | $31.3M |
| Total Liabilities | $1 |
| Net Assets | $31.3M |
| Operating Margin | 70.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 123.0 months |
Financial Health Grade: A
In 2023, Clifford Family Foundation Charitable Trust reported a surplus of $7.4M with revenue exceeding expenses, holds 123.0 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), Clifford Family Foundation Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 14.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1321.9% | +35.0% | +13.9% |
| 2022 | -52.7% | +17.5% | -15.0% |
| 2021 | +356.4% | +1.8% | -2.0% |
| 2020 | -88.9% | +0.9% | +2.5% |
| 2019 | +684.7% | +95.0% | +227.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1990 |
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 Clifford Family Foundation Charitable Trust with a Mission Score of 60 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: 5%
- programs: 90%
- fundraising: 5%
According to IRS 990 filings, Clifford Family Foundation Charitable Trust allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% 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:
- The organization reported a surplus of $7.4M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is not reported on the Form 990-PF, as is typical for private foundations where trustees often serve without compensation or compensation is minimal and not subject to public disclosure requirements for key employees.
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 Clifford Family Foundation Charitable Trust's IRS 990 filings:
- Lack of a public website or detailed program information makes it difficult to assess impact.
- Limited transparency regarding specific grantmaking strategies or recipient organizations.
Strengths
The following positive indicators were identified for Clifford Family Foundation Charitable Trust:
- Consistent asset base over several years, indicating financial stability.
- Low administrative and fundraising expenses, suggesting efficient use of funds for charitable purposes.
Frequently Asked Questions about Clifford Family Foundation Charitable Trust
Is Clifford Family Foundation Charitable Trust a legitimate charity?
Clifford Family Foundation Charitable Trust (EIN: 223025894) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 60/100. It has 10 years of IRS 990 filings on record. Total revenue: $3.4M. 2 red flags identified. 2 strengths noted. Financial health grade: A.
How does Clifford Family Foundation Charitable Trust spend its money?
Clifford Family Foundation Charitable Trust directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Clifford Family Foundation Charitable Trust tax-deductible?
Clifford Family Foundation Charitable Trust is registered as a tax-exempt nonprofit (EIN: 223025894). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Clifford Family Foundation Charitable Trust's spending goes to programs?
Clifford Family Foundation Charitable Trust directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Clifford Family Foundation Charitable Trust located?
Clifford Family Foundation Charitable Trust is headquartered in Boston, Massachusetts and files with the IRS under EIN 223025894.
How many years of IRS 990 filings does Clifford Family Foundation Charitable Trust have?
Clifford Family Foundation Charitable 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 $3.4M in total revenue.
What does Clifford Family Foundation Charitable Trust do?
Clifford Family Foundation Charitable Trust is a nonprofit organization in the Unknown sector, located in Boston, Massachusetts. It is classified under NTEE code Unknown.
How much revenue does Clifford Family Foundation Charitable Trust have?
Clifford Family Foundation Charitable Trust reported total revenue of $3,387,558. Based on 10 IRS 990 filings on record.
What are Clifford Family Foundation Charitable Trust's total assets?
Clifford Family Foundation Charitable Trust holds total assets of $32,827,665 as reported in IRS 990 filings.
Where is Clifford Family Foundation Charitable Trust located?
Clifford Family Foundation Charitable Trust is based in Boston, Massachusetts.
What is Clifford Family Foundation Charitable Trust's EIN?
Clifford Family Foundation Charitable Trust's Employer Identification Number (EIN) is 223025894. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Clifford Family Foundation Charitable Trust?
Clifford Family Foundation Charitable Trust is classified under NTEE code Unknown (Unknown).
Is Clifford Family Foundation Charitable Trust a registered 501(c)(3)?
Clifford Family Foundation Charitable Trust appears in IRS records (EIN: 223025894). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Clifford Family Foundation Charitable Trust file IRS Form 990?
Yes, Clifford Family Foundation Charitable Trust has 10 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Clifford Family Foundation Charitable Trust's revenue in 2023?
In the 202312 filing period, Clifford Family Foundation Charitable Trust reported total revenue of $10,402,233, total expenses of $3,052,096, and net assets of $31,292,703.
Is Clifford Family Foundation Charitable Trust's revenue growing or declining?
Clifford Family Foundation Charitable Trust's revenue is growing. Revenue went from $731,570 (202212) to $10,402,233 (202312), a +1321.9% change. Based on 10 filings on record.
What is Clifford Family Foundation Charitable Trust's most recent 990 filing?
The most recent IRS Form 990 filing for Clifford Family Foundation Charitable Trust covers tax period 202312. It shows revenue of $10,402,233, expenses of $3,052,096, total assets of $31,292,703, and liabilities of $1.
How much does Clifford Family Foundation Charitable Trust spend on programs vs administration?
Based on IRS 990 analysis, Clifford Family Foundation Charitable Trust allocates approximately 90% of expenses to program services, 5% to administrative costs, and 5% to fundraising. This indicates strong program focus.
Is Clifford Family Foundation Charitable Trust a trustworthy charity?
Based on AI analysis of IRS 990 data, Clifford Family Foundation Charitable Trust shows mixed signals. Mission Score: 60/100 (Good). 2 red flags identified. 2 strengths noted.
What are the red flags for Clifford Family Foundation Charitable Trust?
The following concerns were identified: Lack of a public website or detailed program information makes it difficult to assess impact.. Limited transparency regarding specific grantmaking strategies or recipient organizations.. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are Clifford Family Foundation Charitable Trust's strengths?
Positive indicators for Clifford Family Foundation Charitable Trust include: Consistent asset base over several years, indicating financial stability.. Low administrative and fundraising expenses, suggesting efficient use of funds for charitable purposes.. These findings are derived from AI analysis of the organization's financial filings.
How does Clifford Family Foundation Charitable Trust compensate executives?
Executive compensation is not reported on the Form 990-PF, as is typical for private foundations where trustees often serve without compensation or compensation is minimal and not subject to public disclosure requirements for key employees. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the substantial assets, what is the primary focus of the foundation's grantmaking, and how does it identify and select beneficiaries?
The provided data does not specify the primary focus of grantmaking or the selection process. Further investigation into their Schedule B (Schedule of Contributors) or specific grant listings, if available, would be necessary to understand their philanthropic priorities.
Filing History
IRS 990 filing history for Clifford Family Foundation Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Clifford Family Foundation Charitable Trust's revenue has grown by 388.5%, moving from $2.1M to $10.4M. Total assets increased by 409.6% over the same period, from $6.1M to $31.3M. Total functional expenses rose by 1090%, from $256K to $3.1M. In its most recent filing year (2023), Clifford Family Foundation Charitable Trust reported a surplus of $7.4M, with revenue exceeding expenses. The organization holds $1 in liabilities against $31.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $31.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $10.4M | $3.1M | $31.3M | $1 | — | — |
| 2022 | $732K | $2.3M | $27.5M | $1 | — | View 990 |
| 2021 | $1.5M | $1.9M | $32.3M | $1 | — | View 990 |
| 2020 | $339K | $1.9M | $33.0M | $1 | — | View 990 |
| 2019 | $3.1M | $1.9M | $32.2M | $1 | — | View 990 |
| 2015 | $391K | $960K | $9.8M | $0 | — | View 990 |
| 2014 | $2.0M | $486K | $10.3M | $0 | — | View 990 |
| 2013 | $813K | $284K | $8.7M | $0 | — | View 990 |
| 2012 | $2.1M | $357K | $7.9M | $0 | — | View 990 |
| 2011 | $2.1M | $256K | $6.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $10.4M, expenses of $3.1M, and assets of $31.3M (revenue +1321.9% year-over-year).
- 2022: Revenue of $732K, expenses of $2.3M, and assets of $27.5M (revenue -52.7% year-over-year).
- 2021: Revenue of $1.5M, expenses of $1.9M, and assets of $32.3M (revenue +356.4% year-over-year).
- 2020: Revenue of $339K, expenses of $1.9M, and assets of $33.0M (revenue -88.9% year-over-year).
- 2019: Revenue of $3.1M, expenses of $1.9M, and assets of $32.2M (revenue +684.7% year-over-year).
- 2015: Revenue of $391K, expenses of $960K, and assets of $9.8M (revenue -80.8% year-over-year).
- 2014: Revenue of $2.0M, expenses of $486K, and assets of $10.3M (revenue +150.9% year-over-year).
- 2013: Revenue of $813K, expenses of $284K, and assets of $8.7M (revenue -61.6% year-over-year).
- 2012: Revenue of $2.1M, expenses of $357K, and assets of $7.9M (revenue -0.6% year-over-year).
- 2011: Revenue of $2.1M, expenses of $256K, and assets of $6.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Clifford Family Foundation Charitable Trust:
Data Sources and Methodology
This transparency report for Clifford Family Foundation Charitable 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.