The@James A And Gwendolyn L Pell Foundation
Pell Foundation maintains robust financial health with minimal expenses and no officer compensation.
EIN: 200458204 · Virginia Bch, VA · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.6M |
| Total Expenses | $113K |
| Program Spending | 95% |
| Net Assets | $3.1M |
| Transparency Score | 92/100 |
Is The@James A And Gwendolyn L Pell Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The@James A And Gwendolyn L Pell Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The@James A And Gwendolyn L Pell Foundation
The@James A And Gwendolyn L Pell Foundation (EIN: 200458204) is a nonprofit organization based in Virginia Bch, VA, classified under NTEE code T22. The organization reported total revenue of $1.6M and total assets of $3.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The@James A And Gwendolyn L Pell Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The@James A And Gwendolyn L Pell Foundation is a mid-size nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 219.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.1M |
| Total Expenses | $113K |
| Surplus / Deficit | +$1.0M |
| Total Assets | $3.1M |
| Total Liabilities | $1 |
| Net Assets | $3.1M |
| Operating Margin | 90.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 331.6 months |
Financial Health Grade: A
In 2023, The@James A And Gwendolyn L Pell Foundation reported a surplus of $1.0M with revenue exceeding expenses, holds 331.6 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), The@James A And Gwendolyn L Pell Foundation's revenue has grown at a compound annual growth rate (CAGR) of 219.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +10.0% | +24.5% | +44.7% |
| 2022 | -50.4% | +293.6% | +36.5% |
| 2021 | +330.4% | +1331.4% | +225.5% |
| 2020 | +48791200.0% | — | +48582400.0% |
| 2019 | +0.0% | — | +0.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
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@James A And Gwendolyn L Pell Foundation with a Mission Score of 92 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, The@James A And Gwendolyn L Pell Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 $1.0M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the foundation's leadership is either unpaid or compensated through other means not reported as officer compensation, which significantly reduces administrative overhead.
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 The@James A And Gwendolyn L Pell Foundation:
- Exceptional financial health with growing assets (e.g., $3,122,029 in 2023).
- Very low expense ratio relative to revenue (e.g., 9.8% in 2023).
- No reported officer compensation, indicating high efficiency and dedication.
- Minimal liabilities ($1 across recent filings), signifying strong financial stability.
- Consistent revenue generation and asset growth over recent periods.
Frequently Asked Questions about The@James A And Gwendolyn L Pell Foundation
Is The@James A And Gwendolyn L Pell Foundation a legitimate charity?
The@James A And Gwendolyn L Pell Foundation (EIN: 200458204) is a registered tax-exempt nonprofit based in Virginia. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.6M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does The@James A And Gwendolyn L Pell Foundation spend its money?
The@James A And Gwendolyn L Pell Foundation directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to The@James A And Gwendolyn L Pell Foundation tax-deductible?
The@James A And Gwendolyn L Pell Foundation is registered as a tax-exempt nonprofit (EIN: 200458204). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does The@James A And Gwendolyn L Pell Foundation compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), The@James A And Gwendolyn L Pell Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is The@James A And Gwendolyn L Pell Foundation located?
The@James A And Gwendolyn L Pell Foundation is headquartered in Virginia Bch, Virginia and files with the IRS under EIN 200458204. It is classified under NTEE code T22.
How many years of IRS 990 filings does The@James A And Gwendolyn L Pell Foundation have?
The@James A And Gwendolyn L Pell 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 $1.6M in total revenue.
Is The James A And Gwendolyn L Pell Foundation a good charity?
Based on its financial data, The James A And Gwendolyn L Pell Foundation appears to be a very efficient and financially sound organization. With consistently low expenses relative to revenue (e.g., $112,970 in expenses against $1,145,890 in revenue in 2023) and no reported officer compensation, it demonstrates excellent stewardship of its funds. Its primary function as a grant-making foundation (NTEE T22) means its 'program spending' is effectively its grant distributions, which are supported by its substantial asset growth.
How does the foundation manage its expenses?
The foundation manages its expenses exceptionally well, consistently reporting very low total expenses. For example, in 2023, total expenses were only $112,970, which is a small fraction of its $1,145,890 revenue. This indicates a highly lean operational structure, likely focusing resources directly on its grant-making activities rather than administrative overhead.
What is the trend in the foundation's assets?
The foundation's assets have shown significant and consistent growth, particularly in recent years. From $485,825 in 2020, assets grew to $1,581,488 in 2021, $2,158,256 in 2022, and reached $3,122,029 in 2023. This strong asset accumulation indicates effective financial management and investment strategies.
Filing History
IRS 990 filing history for The@James A And Gwendolyn L Pell Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The@James A And Gwendolyn L Pell Foundation's revenue has grown by 114588900%, moving from $1 to $1.1M. Total assets increased by 312202800% over the same period, from $1 to $3.1M. In its most recent filing year (2023), The@James A And Gwendolyn L Pell Foundation reported a surplus of $1.0M, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.1M | $113K | $3.1M | $1 | — | View 990 |
| 2022 | $1.0M | $91K | $2.2M | $1 | — | View 990 |
| 2021 | $2.1M | $23K | $1.6M | $1 | — | — |
| 2020 | $488K | $2K | $486K | $1 | — | — |
| 2019 | $1 | $0 | $1 | $0 | — | View 990 |
| 2015 | $1 | $0 | $1 | $0 | — | View 990 |
| 2014 | $1 | $0 | $1 | $0 | — | View 990 |
| 2013 | $1 | $0 | $1 | $0 | — | View 990 |
| 2012 | $1 | $0 | $1 | $0 | — | View 990 |
| 2011 | $1 | $0 | $1 | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.1M, expenses of $113K, and assets of $3.1M (revenue +10.0% year-over-year).
- 2022: Revenue of $1.0M, expenses of $91K, and assets of $2.2M (revenue -50.4% year-over-year).
- 2021: Revenue of $2.1M, expenses of $23K, and assets of $1.6M (revenue +330.4% year-over-year).
- 2020: Revenue of $488K, expenses of $2K, and assets of $486K (revenue +48791200.0% year-over-year).
- 2019: Revenue of $1, expenses of $0, and assets of $1 (revenue +0.0% year-over-year).
- 2015: Revenue of $1, expenses of $0, and assets of $1 (revenue +0.0% year-over-year).
- 2014: Revenue of $1, expenses of $0, and assets of $1 (revenue +0.0% year-over-year).
- 2013: Revenue of $1, expenses of $0, and assets of $1 (revenue +0.0% year-over-year).
- 2012: Revenue of $1, expenses of $0, and assets of $1 (revenue +0.0% year-over-year).
- 2011: Revenue of $1, expenses of $0, and assets of $1.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The@James A And Gwendolyn L Pell Foundation:
Data Sources and Methodology
This transparency report for The@James A And Gwendolyn L Pell 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.