James M & Melinda A Rabb Charitable Trust
James M & Melinda A Rabb Charitable Trust: Consistent Grantmaking, Minimal Overhead
EIN: 222876998 · Weston, MA · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $455K |
| Total Expenses | $160K |
| Program Spending | 99% |
| CEO/Top Officer Pay | $100,000, |
| Net Assets | $3.7M |
| Transparency Score | 85/100 |
Is James M & Melinda A Rabb Charitable Trust Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
James M & Melinda A Rabb Charitable Trust directs 99% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About James M & Melinda A Rabb Charitable Trust
James M & Melinda A Rabb Charitable Trust (EIN: 222876998) is a nonprofit organization based in Weston, MA. The organization reported total revenue of $455K and total assets of $3.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of James M & Melinda A Rabb Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
James M & Melinda A Rabb Charitable Trust is a small nonprofit that has been operating for 38 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 24.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $240K |
| Total Expenses | $160K |
| Surplus / Deficit | +$80K |
| Total Assets | $3.7M |
| Total Liabilities | $1 |
| Net Assets | $3.7M |
| Operating Margin | 33.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 278.1 months |
Financial Health Grade: A
In 2023, James M & Melinda A Rabb Charitable Trust reported a surplus of $80K with revenue exceeding expenses, holds 278.1 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), James M & Melinda A Rabb Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 24.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +147.0% | -47.2% | +2.2% |
| 2022 | -78.4% | +13.0% | -5.4% |
| 2021 | +85.2% | +52.5% | +5.0% |
| 2020 | +35.5% | +885.9% | +1.9% |
| 2019 | +10.4% | +9.8% | +21.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1988 |
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 James M & Melinda A Rabb Charitable Trust 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: 1%
- programs: 99%
- fundraising: 0%
According to IRS 990 filings, James M & Melinda A Rabb Charitable Trust allocates its expenses as follows: admin: 1%, programs: 99%, fundraising: 0%. With 99% 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 $80K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is not reported, as the trust indicates 'no officers, directors, trustees, key employees, highest compensated employees, or independent contractors' receiving over $100,000, and total compensation for all others is $0.
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 James M & Melinda A Rabb Charitable Trust:
- Extremely low administrative and fundraising overhead, maximizing funds for programs.
- Consistent grantmaking activity over many years.
- Healthy asset base relative to annual distributions, indicating long-term stability.
Frequently Asked Questions about James M & Melinda A Rabb Charitable Trust
Is James M & Melinda A Rabb Charitable Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, James M & Melinda A Rabb Charitable Trust (EIN: 222876998) appears legitimate. Mission Score: 85/100. 0 red flags identified, 3 strengths noted.
How does James M & Melinda A Rabb Charitable Trust spend its money?
James M & Melinda A Rabb Charitable Trust directs 99% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to James M & Melinda A Rabb Charitable Trust tax-deductible?
James M & Melinda A Rabb Charitable Trust is registered as a tax-exempt nonprofit (EIN: 222876998). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the James M & Melinda A Rabb Charitable Trust CEO make?
James M & Melinda A Rabb Charitable Trust's highest-compensated officer earns $100,000, annually. The organization reported $455K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
Where is James M & Melinda A Rabb Charitable Trust located?
James M & Melinda A Rabb Charitable Trust is headquartered in Weston, Massachusetts and files with the IRS under EIN 222876998.
How many years of IRS 990 filings does James M & Melinda A Rabb Charitable Trust have?
James M & Melinda A Rabb 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 $455K in total revenue.
What does James M & Melinda A Rabb Charitable Trust do?
James M & Melinda A Rabb Charitable Trust is a nonprofit organization in the Unknown sector, located in Weston, Massachusetts. It is classified under NTEE code Unknown.
How much revenue does James M & Melinda A Rabb Charitable Trust have?
James M & Melinda A Rabb Charitable Trust reported total revenue of $455,208. Based on 10 IRS 990 filings on record.
What are James M & Melinda A Rabb Charitable Trust's total assets?
James M & Melinda A Rabb Charitable Trust holds total assets of $3,754,018 as reported in IRS 990 filings.
Where is James M & Melinda A Rabb Charitable Trust located?
James M & Melinda A Rabb Charitable Trust is based in Weston, Massachusetts.
What is James M & Melinda A Rabb Charitable Trust's EIN?
James M & Melinda A Rabb Charitable Trust's Employer Identification Number (EIN) is 222876998. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is James M & Melinda A Rabb Charitable Trust?
James M & Melinda A Rabb Charitable Trust is classified under NTEE code Unknown (Unknown).
Is James M & Melinda A Rabb Charitable Trust a registered 501(c)(3)?
James M & Melinda A Rabb Charitable Trust appears in IRS records (EIN: 222876998). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does James M & Melinda A Rabb Charitable Trust file IRS Form 990?
Yes, James M & Melinda A Rabb Charitable Trust has 10 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was James M & Melinda A Rabb Charitable Trust's revenue in 2023?
In the 202312 filing period, James M & Melinda A Rabb Charitable Trust reported total revenue of $239,694, total expenses of $160,059, and net assets of $3,709,510.
Is James M & Melinda A Rabb Charitable Trust's revenue growing or declining?
James M & Melinda A Rabb Charitable Trust's revenue is growing. Revenue went from $97,033 (202212) to $239,694 (202312), a +147.0% change. Based on 10 filings on record.
What is James M & Melinda A Rabb Charitable Trust's most recent 990 filing?
The most recent IRS Form 990 filing for James M & Melinda A Rabb Charitable Trust covers tax period 202312. It shows revenue of $239,694, expenses of $160,059, total assets of $3,709,510, and liabilities of $1.
How much does James M & Melinda A Rabb Charitable Trust spend on programs vs administration?
Based on IRS 990 analysis, James M & Melinda A Rabb Charitable Trust allocates approximately 99% of expenses to program services, 1% to administrative costs, and 0% to fundraising. This indicates strong program focus.
Is James M & Melinda A Rabb Charitable Trust a trustworthy charity?
Based on AI analysis of IRS 990 data, James M & Melinda A Rabb Charitable Trust appears trustworthy. Mission Score: 85/100 (Excellent). No red flags identified. 3 strengths noted.
What are James M & Melinda A Rabb Charitable Trust's strengths?
Positive indicators for James M & Melinda A Rabb Charitable Trust include: Extremely low administrative and fundraising overhead, maximizing funds for programs.. Consistent grantmaking activity over many years.. Healthy asset base relative to annual distributions, indicating long-term stability.. These findings are derived from AI analysis of the organization's financial filings.
How does James M & Melinda A Rabb Charitable Trust compensate executives?
Executive compensation is not reported, as the trust indicates 'no officers, directors, trustees, key employees, highest compensated employees, or independent contractors' receiving over $100,000, and total compensation for all others is $0. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the consistent reporting of $0 for executive compensation and minimal administrative costs, what is the operational model of the trust?
The trust appears to be managed with minimal to no paid staff, likely relying on volunteer efforts or external, low-cost administrative services, allowing nearly all revenue to be directed to grants.
Filing History
IRS 990 filing history for James M & Melinda A Rabb Charitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), James M & Melinda A Rabb Charitable Trust's revenue has grown by 1264.1%, moving from $18K to $240K. Total assets increased by 157% over the same period, from $1.4M to $3.7M. Total functional expenses rose by 828.8%, from $17K to $160K. In its most recent filing year (2023), James M & Melinda A Rabb Charitable Trust reported a surplus of $80K, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $240K | $160K | $3.7M | $1 | — | — |
| 2022 | $97K | $303K | $3.6M | $1 | — | View 990 |
| 2021 | $450K | $268K | $3.8M | $1 | — | View 990 |
| 2020 | $243K | $176K | $3.7M | $1 | — | View 990 |
| 2019 | $179K | $18K | $3.6M | $1 | — | View 990 |
| 2015 | $162K | $16K | $3.0M | $0 | — | View 990 |
| 2014 | $178K | $20K | $2.8M | $0 | — | View 990 |
| 2013 | $184K | $19K | $2.6M | $0 | — | View 990 |
| 2012 | $52K | $125K | $1.4M | $1 | — | View 990 |
| 2011 | $18K | $17K | $1.4M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $240K, expenses of $160K, and assets of $3.7M (revenue +147.0% year-over-year).
- 2022: Revenue of $97K, expenses of $303K, and assets of $3.6M (revenue -78.4% year-over-year).
- 2021: Revenue of $450K, expenses of $268K, and assets of $3.8M (revenue +85.2% year-over-year).
- 2020: Revenue of $243K, expenses of $176K, and assets of $3.7M (revenue +35.5% year-over-year).
- 2019: Revenue of $179K, expenses of $18K, and assets of $3.6M (revenue +10.4% year-over-year).
- 2015: Revenue of $162K, expenses of $16K, and assets of $3.0M (revenue -8.8% year-over-year).
- 2014: Revenue of $178K, expenses of $20K, and assets of $2.8M (revenue -3.3% year-over-year).
- 2013: Revenue of $184K, expenses of $19K, and assets of $2.6M (revenue +255.9% year-over-year).
- 2012: Revenue of $52K, expenses of $125K, and assets of $1.4M (revenue +194.4% year-over-year).
- 2011: Revenue of $18K, expenses of $17K, and assets of $1.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for James M & Melinda A Rabb Charitable Trust:
Data Sources and Methodology
This transparency report for James M & Melinda A Rabb 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.