Grace H Westerfield Tr Uw
Small private foundation shows stable asset growth despite fluctuating revenue and minimal operational expenses.
EIN: 16044199 · Camden, ME · NTEE: T20 · Updated: 2026-03-28
Is Grace H Westerfield Tr Uw Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Grace H Westerfield Tr Uw directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Grace H Westerfield Tr Uw
Grace H Westerfield Tr Uw (EIN: 16044199) is a nonprofit organization based in Camden, ME, classified under NTEE code T20. The organization reported total revenue of $181K and total assets of $396K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Grace H Westerfield Tr Uw's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Grace H Westerfield Tr Uw with a Mission Score of 85 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
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Grace H Westerfield Tr Uw allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Executive Compensation Analysis
Executive compensation is consistently reported as $0 across all filings, indicating that no officers or key employees receive salaries from the organization, 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 Grace H Westerfield Tr Uw's IRS 990 filings:
- Lack of detailed expense breakdown in provided data makes it difficult to fully assess program spending ratio.
Strengths
The following positive indicators were identified for Grace H Westerfield Tr Uw:
- Consistent asset growth over a decade, from $243,203 in 2011 to $359,796 in 2023.
- Zero executive compensation reported across all filings, indicating high efficiency in administrative costs.
- Very low liabilities ($1 consistently reported), suggesting strong financial stability and low risk.
- Consistent IRS 990 filing history over 10 periods, demonstrating commitment to transparency.
- Stable expense levels, generally between $15,000-$30,000, indicating predictable operational costs.
Frequently Asked Questions about Grace H Westerfield Tr Uw
Is Grace H Westerfield Tr Uw a legitimate charity?
Based on AI analysis of IRS 990 filings, Grace H Westerfield Tr Uw (EIN: 16044199) some concerns. Mission Score: 85/100. 1 red flag identified, 5 strengths noted.
How does Grace H Westerfield Tr Uw spend its money?
Grace H Westerfield Tr Uw directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Grace H Westerfield Tr Uw tax-deductible?
Grace H Westerfield Tr Uw is registered as a tax-exempt nonprofit (EIN: 16044199). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What is the primary purpose of Grace H Westerfield Tr Uw?
As a Private Grantmaking Foundation (NTEE T20), its primary purpose is likely to provide grants to other organizations or individuals, though specific beneficiaries are not detailed in the provided data.
Why did revenue spike in 2020?
The data shows a significant revenue spike to $128,157 in 2020, compared to typical revenues below $16,000. This could be due to a large donation, investment gains, or a specific endowment distribution, but the filings do not provide further detail.
How does the organization manage its assets?
The organization's assets have shown consistent growth over the decade, from $243,203 in 2011 to $359,796 in 2023, suggesting prudent management, likely through investments, given its nature as a trust.
Filing History
IRS 990 filing history for Grace H Westerfield Tr Uw showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Grace H Westerfield Tr Uw's revenue has declined by 53.7%, moving from $25K to $12K. Total assets increased by 47.9% over the same period, from $243K to $360K. Total functional expenses fell by 9.1%, from $24K to $22K. In its most recent filing year (2023), Grace H Westerfield Tr Uw reported a deficit of $10K, with expenses exceeding revenue. The organization holds $1 in liabilities against $360K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $360K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. | |
|---|---|---|---|---|---|---|
| 2023 | $12K | $22K | $360K | $1 | — | View 990 |
| 2022 | $1K | $28K | $370K | $1 | — | View 990 |
| 2021 | $15K | $32K | $399K | $1 | — | View 990 |
| 2020 | $128K | $27K | $415K | $1 | — | — |
| 2019 | $11K | $26K | $314K | $1 | — | View 990 |
| 2015 | $6K | $19K | $199K | $1 | — | View 990 |
| 2014 | $10K | $17K | $212K | $1 | — | View 990 |
| 2013 | $5K | $15K | $219K | $1 | — | View 990 |
| 2012 | $1K | $15K | $229K | $1 | — | View 990 |
| 2011 | $25K | $24K | $243K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $12K, expenses of $22K, and assets of $360K (revenue +970.4% year-over-year).
- 2022: Revenue of $1K, expenses of $28K, and assets of $370K (revenue -92.9% year-over-year).
- 2021: Revenue of $15K, expenses of $32K, and assets of $399K (revenue -88.1% year-over-year).
- 2020: Revenue of $128K, expenses of $27K, and assets of $415K (revenue +1084.3% year-over-year).
- 2019: Revenue of $11K, expenses of $26K, and assets of $314K (revenue +70.8% year-over-year).
- 2015: Revenue of $6K, expenses of $19K, and assets of $199K (revenue -39.4% year-over-year).
- 2014: Revenue of $10K, expenses of $17K, and assets of $212K (revenue +111.5% year-over-year).
- 2013: Revenue of $5K, expenses of $15K, and assets of $219K (revenue +304.0% year-over-year).
- 2012: Revenue of $1K, expenses of $15K, and assets of $229K (revenue -95.1% year-over-year).
- 2011: Revenue of $25K, expenses of $24K, and assets of $243K.
Data Sources and Methodology
This transparency report for Grace H Westerfield Tr Uw 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.