Elbaz Family Foundation Tr

Elbaz Family Foundation maintains zero officer compensation amidst fluctuating revenues and declining assets.

EIN: 206735811 · Beverly Hills, CA · NTEE: T22 · Updated: 2026-03-28

$10.6MRevenue
$12.1MAssets
90/100Mission Score (Excellent)
T22

Is Elbaz Family Foundation Tr Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Elbaz Family Foundation Tr directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Elbaz Family Foundation Tr

Elbaz Family Foundation Tr (EIN: 206735811) is a nonprofit organization based in Beverly Hills, CA, classified under NTEE code T22. The organization reported total revenue of $10.6M and total assets of $12.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Elbaz Family Foundation Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Elbaz Family Foundation Tr is a large nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 19.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$5.0M
Total Expenses$4.9M
Surplus / Deficit+$20K
Total Assets$8.7M
Total Liabilities$1
Net Assets$8.7M
Operating Margin0.4%
Debt-to-Asset Ratio0.0%
Months of Reserves21.2 months

Financial Health Grade: A

In 2023, Elbaz Family Foundation Tr reported a surplus of $20K with revenue exceeding expenses, holds 21.2 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), Elbaz Family Foundation Tr's revenue has grown at a compound annual growth rate (CAGR) of 19.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023+2809.2%+61.2%-5.6%
2022-98.6%+0.0%-23.9%
2021+273.3%+45.4%+1.2%
2020+348.6%+14.1%-11.1%
2019-53.3%+13.9%-25.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

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

AI Transparency Report

The Elbaz Family Foundation Tr demonstrates a fluctuating financial profile, typical of a private foundation that primarily makes grants. Its revenue has varied significantly, from a low of $170,247 in 2022 to a high of $11,997,628 in 2021. Despite these fluctuations, the foundation consistently reports minimal liabilities, often just $1, indicating strong financial solvency and a low-risk balance sheet. The foundation's assets have seen a gradual decline over the past decade, from over $20 million in 2011 to $8.6 million in 2023, suggesting consistent grantmaking activity exceeding investment returns or new contributions in some periods. Spending efficiency appears to be high, as the organization consistently reports 0% officer compensation, indicating that administrative costs related to executive salaries are non-existent. This suggests that the foundation's expenses are almost entirely dedicated to its programmatic activities (grantmaking) and necessary operational overhead. The lack of officer compensation also points to a lean operational structure, which is a positive indicator for donor confidence. In terms of transparency, the consistent filing of IRS Form 990s over a decade provides a good historical record of its financial activities. The absence of officer compensation is a key transparency point, as it clearly shows that no funds are being used for executive salaries. The foundation's minimal liabilities further enhance its transparent financial standing, as there are no significant debts or complex financial arrangements to obscure its operations.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Elbaz Family Foundation Tr with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Elbaz Family Foundation Tr allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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:

$5.0MTotal Revenue
$4.9MTotal Expenses
$8.7MTotal Assets
$1Total Liabilities
$8.7MNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, 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.

Strengths

The following positive indicators were identified for Elbaz Family Foundation Tr:

Frequently Asked Questions about Elbaz Family Foundation Tr

Is Elbaz Family Foundation Tr a legitimate charity?

Based on AI analysis of IRS 990 filings, Elbaz Family Foundation Tr (EIN: 206735811) appears legitimate. Mission Score: 90/100. 0 red flags identified, 4 strengths noted.

How does Elbaz Family Foundation Tr spend its money?

Elbaz Family Foundation Tr directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Elbaz Family Foundation Tr tax-deductible?

Elbaz Family Foundation Tr is registered as a tax-exempt nonprofit (EIN: 206735811). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Elbaz Family Foundation Tr a good charity?

Based on the available IRS 990 data, the Elbaz Family Foundation Tr appears to be a highly efficient and financially sound private foundation. Its consistent 0% officer compensation is a significant positive indicator, meaning nearly all expenses are directed towards its mission. While its assets have declined over time, this is often a characteristic of foundations actively distributing funds.

What is the trend in the foundation's assets?

The foundation's assets have shown a general downward trend over the past decade, decreasing from over $20 million in 2011 to $8.6 million in 2023. This suggests that the foundation has been actively distributing its capital through grants, potentially exceeding its investment returns or new contributions in certain periods.

How does the foundation manage its liabilities?

The foundation consistently reports extremely low liabilities, often just $1, across all available filings. This indicates a very strong financial position with minimal debt or outstanding obligations, reflecting excellent financial management.

What is the typical revenue fluctuation for this foundation?

The foundation experiences significant revenue fluctuations, ranging from $170,247 in 2022 to $11,997,628 in 2021. This variability is common for private foundations that may receive large, infrequent contributions or experience volatile investment returns.

Filing History

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

Over 10 years of IRS 990 filings (2011–2023), Elbaz Family Foundation Tr's revenue has grown by 767.2%, moving from $571K to $5.0M. Total assets decreased by 56.6% over the same period, from $20.1M to $8.7M. Total functional expenses rose by 296.8%, from $1.2M to $4.9M. In its most recent filing year (2023), Elbaz Family Foundation Tr reported a surplus of $20K, with revenue exceeding expenses. The organization holds $1 in liabilities against $8.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $8.7M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $5.0M $4.9M $8.7M $1
2022 $170K $3.1M $9.2M $1
2021 $12.0M $3.1M $12.1M $1 View 990
2020 $3.2M $2.1M $12.0M $1
2019 $716K $1.8M $13.5M $1 View 990
2015 $1.5M $1.6M $18.1M $1 View 990
2014 $1.3M $1.4M $19.2M $1 View 990
2013 $1.4M $1.7M $19.7M $438K View 990
2012 $2.7M $1.1M $19.8M $237K View 990
2011 $571K $1.2M $20.1M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Elbaz Family Foundation Tr:

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 Elbaz Family Foundation Tr 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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