The William And Mary Buckley Foundation
The William And Mary Buckley Foundation consistently grows assets with minimal liabilities and no reported officer compensation.
EIN: 133748080 · Charleston, SC · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.7M |
| Total Expenses | $407K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $8 |
| Net Assets | $7.4M |
| Transparency Score | 90/100 |
Is The William And Mary Buckley Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The William And Mary Buckley Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The William And Mary Buckley Foundation
The William And Mary Buckley Foundation (EIN: 133748080) is a nonprofit organization based in Charleston, SC. The organization reported total revenue of $2.7M and total assets of $8.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The William And Mary Buckley Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The William And Mary Buckley Foundation is a mid-size nonprofit that has been operating for 32 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 14.8%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.2M |
| Total Expenses | $407K |
| Surplus / Deficit | +$814K |
| Total Assets | $7.4M |
| Total Liabilities | $1 |
| Net Assets | $7.4M |
| Operating Margin | 66.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 218.9 months |
Financial Health Grade: A
In 2024, The William And Mary Buckley Foundation reported a surplus of $814K with revenue exceeding expenses, holds 218.9 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 (2012–2024), The William And Mary Buckley Foundation's revenue has grown at a compound annual growth rate (CAGR) of 14.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +542.5% | -7.6% | +6.5% |
| 2023 | -78.4% | -34.9% | -3.5% |
| 2022 | +12.0% | +73.2% | -4.3% |
| 2021 | -76.3% | -29.5% | +0.1% |
| 2020 | +735.1% | +103.7% | +74.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1994 |
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 The William And Mary Buckley Foundation with a Mission Score of 90 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, The William And Mary Buckley Foundation 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 (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $814K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that executive leadership is either uncompensated, compensated through a related entity, or that compensation is categorized differently within the expense structure. This suggests a very lean administrative cost structure at the executive level relative to the organization's asset base of over $8 million.
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 The William And Mary Buckley Foundation's IRS 990 filings:
- NTEE Code Unknown: Lack of a specified NTEE code makes it difficult to benchmark against peer organizations and understand its specific charitable focus.
- Fluctuating Revenue: Significant year-to-year revenue fluctuations (e.g., $3.3M in 2020 vs. $190K in 2023) suggest reliance on unpredictable large contributions or investment gains, which could impact long-term stability if not managed well.
- Minimal Expense Detail: Without a detailed breakdown of expenses beyond total expenses, it's challenging to definitively assess the proportion of spending dedicated to programs versus administrative costs.
Strengths
The following positive indicators were identified for The William And Mary Buckley Foundation:
- Strong Asset Growth: Assets have grown significantly from $3,063,333 in 2012 to $8,278,416, indicating robust financial health and capacity.
- Extremely Low Liabilities: Consistently reporting liabilities as $1 demonstrates excellent financial management and minimal debt risk.
- No Reported Officer Compensation: The absence of officer compensation suggests a highly efficient operational model or significant volunteer leadership, maximizing resources for the mission.
- Consistent IRS 990 Filings: A history of 10 filings demonstrates transparency and compliance with regulatory requirements.
- Positive Net Income: In most years, revenue significantly exceeds expenses, leading to asset accumulation and a strong financial position.
Frequently Asked Questions about The William And Mary Buckley Foundation
Is The William And Mary Buckley Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, The William And Mary Buckley Foundation (EIN: 133748080) some concerns. Mission Score: 90/100. 3 red flags identified, 5 strengths noted.
How does The William And Mary Buckley Foundation spend its money?
The William And Mary Buckley Foundation directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to The William And Mary Buckley Foundation tax-deductible?
The William And Mary Buckley Foundation is registered as a tax-exempt nonprofit (EIN: 133748080). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the The William And Mary Buckley Foundation CEO make?
The William And Mary Buckley Foundation's highest-compensated officer earns $8 annually. The organization reported $2.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of The William And Mary Buckley Foundation's spending goes to programs?
The William And Mary Buckley Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is The William And Mary Buckley Foundation located?
The William And Mary Buckley Foundation is headquartered in Charleston, South Carolina and files with the IRS under EIN 133748080.
How many years of IRS 990 filings does The William And Mary Buckley Foundation have?
The William And Mary Buckley Foundation 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 $2.7M in total revenue.
What are the specific programs or grants funded by The William And Mary Buckley Foundation?
The provided IRS 990 data does not detail specific programs or grants. To understand the foundation's programmatic impact, one would need to review the full 990 forms, specifically Schedule I (Grants and Other Assistance to Organizations, Governments, and Individuals) or the organization's website.
How does the foundation manage its investments to achieve such significant asset growth?
The consistent growth in assets from $3,063,333 in 2012 to $8,278,416 currently, alongside fluctuating but often substantial revenues, suggests effective investment management. The 990 data alone doesn't detail investment strategies, but the financial outcomes indicate a successful approach to growing its endowment.
Is the 'Liabilities=$1' reported consistently across filings a standard practice or an anomaly?
Reporting liabilities as $1 consistently across multiple filings is unusual. While it indicates extremely low debt, it might also be a placeholder or a simplified reporting method for negligible liabilities. A deeper dive into the full 990 forms would be needed to understand the exact nature of this reporting.
Filing History
IRS 990 filing history for The William And Mary Buckley Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2024), The William And Mary Buckley Foundation's revenue has grown by 422.6%, moving from $234K to $1.2M. Total assets increased by 142.4% over the same period, from $3.1M to $7.4M. Total functional expenses rose by 53.8%, from $265K to $407K. In its most recent filing year (2024), The William And Mary Buckley Foundation reported a surplus of $814K, with revenue exceeding expenses. The organization holds $1 in liabilities against $7.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $1.2M | $407K | $7.4M | $1 | — | View 990 |
| 2023 | $190K | $441K | $7.0M | $1 | — | View 990 |
| 2022 | $878K | $677K | $7.2M | $1 | — | View 990 |
| 2021 | $784K | $391K | $7.5M | $1 | — | View 990 |
| 2020 | $3.3M | $555K | $7.5M | $1 | — | View 990 |
| 2016 | $396K | $272K | $4.3M | $0 | — | View 990 |
| 2015 | $249K | $205K | $4.3M | $0 | — | View 990 |
| 2014 | $426K | $189K | $4.3M | $0 | — | View 990 |
| 2013 | $1.9M | $225K | $4.1M | $0 | — | View 990 |
| 2012 | $234K | $265K | $3.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $1.2M, expenses of $407K, and assets of $7.4M (revenue +542.5% year-over-year).
- 2023: Revenue of $190K, expenses of $441K, and assets of $7.0M (revenue -78.4% year-over-year).
- 2022: Revenue of $878K, expenses of $677K, and assets of $7.2M (revenue +12.0% year-over-year).
- 2021: Revenue of $784K, expenses of $391K, and assets of $7.5M (revenue -76.3% year-over-year).
- 2020: Revenue of $3.3M, expenses of $555K, and assets of $7.5M (revenue +735.1% year-over-year).
- 2016: Revenue of $396K, expenses of $272K, and assets of $4.3M (revenue +59.0% year-over-year).
- 2015: Revenue of $249K, expenses of $205K, and assets of $4.3M (revenue -41.5% year-over-year).
- 2014: Revenue of $426K, expenses of $189K, and assets of $4.3M (revenue -77.3% year-over-year).
- 2013: Revenue of $1.9M, expenses of $225K, and assets of $4.1M (revenue +703.8% year-over-year).
- 2012: Revenue of $234K, expenses of $265K, and assets of $3.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The William And Mary Buckley Foundation:
Data Sources and Methodology
This transparency report for The William And Mary Buckley Foundation 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.