Sir Harold Acton Charitable Tr
Sir Harold Acton Charitable Tr maintains strong asset growth and zero liabilities with consistent expenses.
EIN: 137050560 · New York, NY · NTEE: B110 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $4.2M |
| Total Expenses | $1.2M |
| Program Spending | 85% |
| Net Assets | $25.8M |
| Transparency Score | 85/100 |
Is Sir Harold Acton Charitable Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Sir Harold Acton Charitable Tr directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Sir Harold Acton Charitable Tr
Sir Harold Acton Charitable Tr (EIN: 137050560) is a nonprofit organization based in New York, NY, classified under NTEE code B110. The organization reported total revenue of $4.2M and total assets of $27.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sir Harold Acton Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sir Harold Acton Charitable Tr is a mid-size nonprofit that has been operating for 30 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 12.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.5M |
| Total Expenses | $1.2M |
| Surplus / Deficit | +$1.4M |
| Total Assets | $25.8M |
| Net Assets | $25.8M |
| Operating Margin | 53.6% |
| Months of Reserves | 261.8 months |
Financial Health Grade: A
In 2023, Sir Harold Acton Charitable Tr reported a surplus of $1.4M with revenue exceeding expenses, holds 261.8 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Sir Harold Acton Charitable Tr's revenue has grown at a compound annual growth rate (CAGR) of 12.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +42.3% | +1.3% | +5.6% |
| 2022 | -26.6% | +3.2% | +2.6% |
| 2021 | +157.2% | +5.2% | +5.8% |
| 2020 | -33.4% | +0.0% | -0.6% |
| 2019 | +61.7% | +2.6% | +1.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1996 |
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 Sir Harold Acton Charitable Tr 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: 85%
- fundraising: 5%
According to IRS 990 filings, Sir Harold Acton Charitable Tr allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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 $1.4M, with revenue exceeding expenses.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership is either entirely volunteer-based or compensated through an external entity, which minimizes direct salary expenses from the trust's funds.
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 Sir Harold Acton Charitable Tr's IRS 990 filings:
- Lack of detailed expense breakdown in provided data to fully assess program efficiency.
Strengths
The following positive indicators were identified for Sir Harold Acton Charitable Tr:
- Consistent asset growth from $20,821,753 in 2014 to $25,759,496 in 2023.
- Zero liabilities reported across all filings, indicating strong financial health.
- 0% officer compensation reported, suggesting low overhead for executive leadership.
- Expenses consistently managed, often well below annual revenue, contributing to sustainability.
Frequently Asked Questions about Sir Harold Acton Charitable Tr
Is Sir Harold Acton Charitable Tr a legitimate charity?
Sir Harold Acton Charitable Tr (EIN: 137050560) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $4.2M. 1 red flag identified. 4 strengths noted. Financial health grade: A.
How does Sir Harold Acton Charitable Tr spend its money?
Sir Harold Acton Charitable Tr directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Sir Harold Acton Charitable Tr tax-deductible?
Sir Harold Acton Charitable Tr is registered as a tax-exempt nonprofit (EIN: 137050560). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Sir Harold Acton Charitable Tr's spending goes to programs?
Sir Harold Acton Charitable Tr directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Sir Harold Acton Charitable Tr compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Sir Harold Acton Charitable Tr is above average for NTEE category B110 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Sir Harold Acton Charitable Tr located?
Sir Harold Acton Charitable Tr is headquartered in New York, New York and files with the IRS under EIN 137050560. It is classified under NTEE code B110.
How many years of IRS 990 filings does Sir Harold Acton Charitable Tr have?
Sir Harold Acton Charitable Tr has 13 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 $4.2M in total revenue.
Is Sir Harold Acton Charitable Tr a good charity?
Based on the available financial data, Sir Harold Acton Charitable Tr appears to be a well-managed and financially stable organization. It consistently grows its assets, maintains zero liabilities, and reports no officer compensation, which are all positive indicators. However, a detailed breakdown of program spending versus administrative costs would provide a more complete picture of its direct charitable impact.
How does the organization manage its expenses relative to its revenue?
The organization generally manages its expenses effectively, with annual expenses typically around $1 million, while revenue often exceeds this amount, particularly in recent years (e.g., $2,542,118 revenue vs. $1,180,625 expenses in 2023). This allows for consistent asset growth and financial stability.
What is the trend in the organization's assets?
The organization's assets have shown a consistent upward trend, growing from $20,821,753 in 2014 to $25,759,496 in 2023, demonstrating strong financial stewardship and growth over the decade.
Filing History
IRS 990 filing history for Sir Harold Acton Charitable Tr showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Sir Harold Acton Charitable Tr's revenue has grown by 330%, moving from $591K to $2.5M. Total assets increased by 38.6% over the same period, from $18.6M to $25.8M. Total functional expenses rose by 11.9%, from $1.1M to $1.2M. In its most recent filing year (2023), Sir Harold Acton Charitable Tr reported a surplus of $1.4M, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.5M | $1.2M | $25.8M | $0 | — | — |
| 2022 | $1.8M | $1.2M | $24.4M | $0 | — | View 990 |
| 2021 | $2.4M | $1.1M | $23.8M | $0 | — | View 990 |
| 2020 | $946K | $1.1M | $22.5M | $0 | — | — |
| 2019 | $1.4M | $1.1M | $22.6M | $0 | — | View 990 |
| 2018 | $879K | $1.0M | $22.3M | $0 | — | View 990 |
| 2017 | $2.9M | $981K | $22.4M | $0 | — | View 990 |
| 2016 | $1.5M | $991K | $20.5M | $0 | — | View 990 |
| 2015 | $828K | $997K | $20.4M | $0 | — | View 990 |
| 2014 | $621K | $999K | $20.8M | $0 | — | View 990 |
| 2013 | $1.2M | $1.2M | $20.5M | $0 | — | View 990 |
| 2012 | $1.3M | $780K | $19.8M | $0 | — | View 990 |
| 2011 | $591K | $1.1M | $18.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.5M, expenses of $1.2M, and assets of $25.8M (revenue +42.3% year-over-year).
- 2022: Revenue of $1.8M, expenses of $1.2M, and assets of $24.4M (revenue -26.6% year-over-year).
- 2021: Revenue of $2.4M, expenses of $1.1M, and assets of $23.8M (revenue +157.2% year-over-year).
- 2020: Revenue of $946K, expenses of $1.1M, and assets of $22.5M (revenue -33.4% year-over-year).
- 2019: Revenue of $1.4M, expenses of $1.1M, and assets of $22.6M (revenue +61.7% year-over-year).
- 2018: Revenue of $879K, expenses of $1.0M, and assets of $22.3M (revenue -69.8% year-over-year).
- 2017: Revenue of $2.9M, expenses of $981K, and assets of $22.4M (revenue +90.0% year-over-year).
- 2016: Revenue of $1.5M, expenses of $991K, and assets of $20.5M (revenue +84.9% year-over-year).
- 2015: Revenue of $828K, expenses of $997K, and assets of $20.4M (revenue +33.2% year-over-year).
- 2014: Revenue of $621K, expenses of $999K, and assets of $20.8M (revenue -47.8% year-over-year).
- 2013: Revenue of $1.2M, expenses of $1.2M, and assets of $20.5M (revenue -9.5% year-over-year).
- 2012: Revenue of $1.3M, expenses of $780K, and assets of $19.8M (revenue +122.4% year-over-year).
- 2011: Revenue of $591K, expenses of $1.1M, and assets of $18.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sir Harold Acton Charitable Tr:
Data Sources and Methodology
This transparency report for Sir Harold Acton Charitable 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.