Herman Abbott Family Foundation Inc

Herman Abbott Family Foundation consistently spends more than it earns, drawing down assets.

EIN: 133920551 · Branford, CT · NTEE: T31J · Updated: 2026-03-28

$153KRevenue
$367KAssets
65/100Mission Score (Good)
T31J
Herman Abbott Family Foundation Inc Financial Summary
MetricValue
Total Revenue$153K
Total Expenses$38K
Program Spending80%
Net Assets$381K
Transparency Score65/100

Is Herman Abbott Family Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

Herman Abbott Family Foundation Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Herman Abbott Family Foundation Inc

Herman Abbott Family Foundation Inc (EIN: 133920551) is a nonprofit organization based in Branford, CT, classified under NTEE code T31J. The organization reported total revenue of $153K and total assets of $367K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Herman Abbott Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

29Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Herman Abbott Family Foundation Inc is a small nonprofit that has been operating for 29 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 15.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$17K
Total Expenses$38K
Surplus / Deficit$-20,253
Total Assets$381K
Total Liabilities$1
Net Assets$381K
Operating Margin-116.9%
Debt-to-Asset Ratio0.0%
Months of Reserves121.7 months

Financial Health Grade: B

In 2023, Herman Abbott Family Foundation Inc reported a deficit of $20K with expenses exceeding revenue, holds 121.7 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), Herman Abbott Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 15.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023+23.0%-5.3%-5.0%
2022-72.9%-9.6%-6.0%
2021+172.4%+21.8%+1.9%
2020+151.7%-12.5%-3.9%
2019-59.6%+96.1%-18.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1997

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

AI Transparency Report

The Herman Abbott Family Foundation Inc. appears to be a small private foundation, as indicated by its NTEE code T31J (Private Grantmaking Foundations). Its financial health shows a consistent trend of expenses exceeding revenue in most recent years, leading to a gradual decline in assets from $666,213 in 2011 to $381,257 in 2023. For example, in 2023, the organization reported revenue of $17,332 against expenses of $37,585, and in 2022, revenue was $14,093 with expenses of $39,689. This operational deficit suggests the foundation is drawing down its principal to fund its activities. Spending efficiency is difficult to fully assess without a detailed breakdown of program service expenses versus administrative and fundraising costs, which are not provided in the summary data. However, the consistent lack of reported officer compensation (0% in all available filings) suggests low overhead in terms of executive salaries. The organization's transparency is generally good, as it consistently files its IRS Form 990s, making its financial data publicly available. The minimal liabilities reported across all periods ($1 in most recent years) indicates a healthy balance sheet in terms of debt. Overall, while the foundation is transparent with its filings and avoids executive compensation, its long-term financial sustainability is a concern given the consistent trend of expenses outpacing revenue and the resulting decline in assets. This pattern suggests a planned spend-down or a need for increased revenue generation to maintain its asset base.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Herman Abbott Family Foundation Inc 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: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Herman Abbott Family Foundation Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. 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:

$17KTotal Revenue
$38KTotal Expenses
$381KTotal Assets
$1Total Liabilities
$381KNet Assets
  • The organization reported a deficit of $20K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation has consistently been reported as 0% across all available filings, indicating that the organization's officers are not drawing salaries, which is a positive for minimizing administrative overhead 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 Herman Abbott Family Foundation Inc's IRS 990 filings:

  • Consistent operational deficits (expenses exceeding revenue) in most recent years, leading to asset depletion.
  • Significant decline in total assets over the past decade, from $666,213 in 2011 to $381,257 in 2023.

Strengths

The following positive indicators were identified for Herman Abbott Family Foundation Inc:

  • No reported officer compensation, indicating efficient use of funds regarding executive salaries.
  • Consistently low liabilities, suggesting good financial management of debt.
  • Regular and transparent IRS 990 filings.

Frequently Asked Questions about Herman Abbott Family Foundation Inc

Is Herman Abbott Family Foundation Inc a legitimate charity?

Herman Abbott Family Foundation Inc (EIN: 133920551) 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: $153K. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Herman Abbott Family Foundation Inc spend its money?

Herman Abbott Family Foundation Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Herman Abbott Family Foundation Inc tax-deductible?

Herman Abbott Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 133920551). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Herman Abbott Family Foundation Inc's spending goes to programs?

Herman Abbott Family Foundation Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Herman Abbott Family Foundation Inc compare to similar nonprofits?

With a transparency score of 65/100 (Good), Herman Abbott Family Foundation Inc is above average for NTEE category T31J nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Herman Abbott Family Foundation Inc located?

Herman Abbott Family Foundation Inc is headquartered in Branford, Connecticut and files with the IRS under EIN 133920551. It is classified under NTEE code T31J.

How many years of IRS 990 filings does Herman Abbott Family Foundation Inc have?

Herman Abbott Family Foundation Inc 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 $153K in total revenue.

Is the Herman Abbott Family Foundation Inc. financially sustainable long-term?

Based on the provided data, the foundation has consistently reported expenses exceeding revenue in most recent years (e.g., $37,585 expenses vs. $17,332 revenue in 2023), leading to a significant decline in assets from $666,213 in 2011 to $381,257 in 2023. This trend suggests it is not financially sustainable without a change in revenue generation or spending patterns, or it is intentionally spending down its endowment.

What is the primary purpose of the foundation's spending?

The NTEE code T31J indicates it is a Private Grantmaking Foundation, meaning its primary purpose is to make grants to other organizations or individuals. Without a detailed breakdown of expenses, it's assumed the majority of its spending is on these programmatic grants, though administrative costs are also incurred.

How does the lack of officer compensation impact the organization?

The consistent 0% officer compensation is a strength, as it means no funds are being used for executive salaries, potentially allowing more resources to be directed towards its mission. This is common for smaller family foundations where officers may be volunteers.

Filing History

IRS 990 filing history for Herman Abbott Family Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Herman Abbott Family Foundation Inc's revenue has grown by 435.6%, moving from $3K to $17K. Total assets decreased by 42.8% over the same period, from $666K to $381K. Total functional expenses fell by 27.6%, from $52K to $38K. In its most recent filing year (2023), Herman Abbott Family Foundation Inc reported a deficit of $20K, with expenses exceeding revenue. The organization holds $1 in liabilities against $381K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $381K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $17K $38K $381K $1
2022 $14K $40K $402K $1
2021 $52K $44K $427K $1
2020 $19K $36K $419K $1 View 990
2019 $8K $41K $436K $1 View 990
2015 $19K $21K $535K $1 View 990
2014 $5K $5K $537K $1 View 990
2013 $53K $84K $540K $3K View 990
2012 $3K $52K $568K $1 View 990
2011 $3K $52K $666K $50K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $17K, expenses of $38K, and assets of $381K (revenue +23.0% year-over-year).
  • 2022: Revenue of $14K, expenses of $40K, and assets of $402K (revenue -72.9% year-over-year).
  • 2021: Revenue of $52K, expenses of $44K, and assets of $427K (revenue +172.4% year-over-year).
  • 2020: Revenue of $19K, expenses of $36K, and assets of $419K (revenue +151.7% year-over-year).
  • 2019: Revenue of $8K, expenses of $41K, and assets of $436K (revenue -59.6% year-over-year).
  • 2015: Revenue of $19K, expenses of $21K, and assets of $535K (revenue +272.7% year-over-year).
  • 2014: Revenue of $5K, expenses of $5K, and assets of $537K (revenue -90.5% year-over-year).
  • 2013: Revenue of $53K, expenses of $84K, and assets of $540K (revenue +1510.2% year-over-year).
  • 2012: Revenue of $3K, expenses of $52K, and assets of $568K (revenue +2.2% year-over-year).
  • 2011: Revenue of $3K, expenses of $52K, and assets of $666K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Herman Abbott Family Foundation Inc:

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 Herman Abbott Family Foundation Inc 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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