Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg

Shirley Brownrigg Charitable Trust maintains stable assets and no officer compensation.

EIN: 137059466 · Williamstown, MA · NTEE: T20J · Updated: 2026-03-28

$523KRevenue

$2.3MAssets

85/100Mission Score (Excellent)

T20J

About Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg

Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg (EIN: 137059466) is a nonprofit organization based in Williamstown, MA, classified under NTEE code T20J. The organization reported total revenue of $523K and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg operates as a private foundation, primarily distributing funds rather than conducting direct programs. Its financial health appears stable, with assets consistently over $2 million and revenues generally exceeding expenses in recent years, such as $180,051 in revenue against $147,094 in expenses in 2023. The organization maintains minimal liabilities, consistently reported as $1 or $0 across all filings, indicating a very strong balance sheet.

Spending efficiency is difficult to assess in traditional program vs. administrative terms for a trust of this nature, as its primary function is likely grantmaking. However, the consistent lack of officer compensation (0% across all reported periods) suggests very low overhead for executive management. Transparency is high given the consistent filing of IRS Form 990, which provides public access to its financial activities. The organization's structure as a trust implies a focus on fulfilling its charitable mandate through distributions, which are not detailed in the provided summary but would constitute its program spending.

Overall, the trust demonstrates sound financial management with stable assets and prudent expense control relative to its revenue streams. Its operational model, characterized by no officer compensation and minimal liabilities, points to an efficient structure for a grant-making entity.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg 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, Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg 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 available filings, indicating that no officers or trustees receive salaries from the organization. This is highly efficient and suggests that administrative functions are either performed by volunteers or compensated through other means not reflected as officer compensation.

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 Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg:

Consistent asset stability, with assets consistently over $2 million.
Zero officer compensation across all reported periods, indicating high efficiency in executive management.
Minimal liabilities, consistently reported as $0 or $1, reflecting strong financial health.
Revenue generally exceeds expenses in recent years (e.g., $180,051 revenue vs. $147,094 expenses in 2023), contributing to financial sustainability.

Frequently Asked Questions about Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg

Is Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg a good charity?

Based on the provided financial data, the trust appears to be a well-managed entity with stable assets, minimal liabilities, and no executive compensation. Its primary function as a charitable trust suggests it fulfills its mission through distributions, which is a common and effective model for such organizations.

What is the primary purpose of this organization?

As a 'Charitable Tr Uw Fbo Shirley Brownrigg' with NTEE code T20J (likely related to grantmaking or supporting organizations), its primary purpose is to manage and distribute funds for charitable purposes as outlined in its trust document, rather than directly operating programs.

How has the organization's financial health changed over time?

The organization's assets have remained remarkably stable, consistently above $2 million, peaking at $2,257,307. Revenue has fluctuated, with a notable spike to $523,142 (latest) and $229,080 in 2022, but expenses have been consistently managed, ensuring the trust's long-term stability.

Filing History

IRS 990 filing history for Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg's revenue has grown by 45.4%, moving from $124K to $180K. Total assets decreased by 1% over the same period, from $2.2M to $2.1M. Total functional expenses rose by 23.9%, from $119K to $147K. In its most recent filing year (2023), Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg reported a surplus of $33K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.1M.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$180K	$147K	$2.1M	$1	—	View 990
2022	$229K	$152K	$2.1M	$1	—	View 990
2021	$209K	$142K	$2.0M	$1	—	View 990
2020	$57K	$145K	$2.0M	$1	—	View 990
2019	$124K	$156K	$2.0M	$1	—	View 990
2015	$161K	$151K	$2.2M	$0	—	View 990
2014	$135K	$132K	$2.2M	$0	—	View 990
2013	$122K	$125K	$2.2M	$0	—	View 990
2012	$127K	$120K	$2.2M	$0	—	View 990
2011	$124K	$119K	$2.2M	$0	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $180K, expenses of $147K, and assets of $2.1M (revenue -21.4% year-over-year).
2022: Revenue of $229K, expenses of $152K, and assets of $2.1M (revenue +9.8% year-over-year).
2021: Revenue of $209K, expenses of $142K, and assets of $2.0M (revenue +263.1% year-over-year).
2020: Revenue of $57K, expenses of $145K, and assets of $2.0M (revenue -53.7% year-over-year).
2019: Revenue of $124K, expenses of $156K, and assets of $2.0M (revenue -23.1% year-over-year).
2015: Revenue of $161K, expenses of $151K, and assets of $2.2M (revenue +19.7% year-over-year).
2014: Revenue of $135K, expenses of $132K, and assets of $2.2M (revenue +10.8% year-over-year).
2013: Revenue of $122K, expenses of $125K, and assets of $2.2M (revenue -4.5% year-over-year).
2012: Revenue of $127K, expenses of $120K, and assets of $2.2M (revenue +2.9% year-over-year).
2011: Revenue of $124K, expenses of $119K, and assets of $2.2M.

Data Sources and Methodology

This transparency report for Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg 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.