Winfield And Frankie Payne Familyfoundation Trust

Winfield And Frankie Payne Familyfoundation Trust consistently distributes more in grants than it receives in revenue, drawing down its asset base.

EIN: 208342435 · Waikoloa, HI · NTEE: T20 · Updated: 2026-03-28

$2.2MRevenue
$5.8MAssets
85/100Mission Score (Excellent)
T20
Winfield And Frankie Payne Familyfoundation Trust Financial Summary
MetricValue
Total Revenue$2.2M
Total Expenses$505K
Program Spending90%
Net Assets$6.3M
Transparency Score85/100

Is Winfield And Frankie Payne Familyfoundation Trust Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Winfield And Frankie Payne Familyfoundation Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Winfield And Frankie Payne Familyfoundation Trust

Winfield And Frankie Payne Familyfoundation Trust (EIN: 208342435) is a nonprofit organization based in Waikoloa, HI, classified under NTEE code T20. The organization reported total revenue of $2.2M and total assets of $5.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Winfield And Frankie Payne Familyfoundation Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

9Years Operating
Mid-SizeSize Classification
6Years of Filings
MixedRevenue Trajectory

Winfield And Frankie Payne Familyfoundation Trust is a mid-size nonprofit that has been operating for 9 years, with 6 years of IRS 990 filings on record (2018–2023). Revenue has grown at a compound annual rate of 10.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$317K
Total Expenses$505K
Surplus / Deficit$-188,323
Total Assets$6.3M
Total Liabilities$1
Net Assets$6.3M
Operating Margin-59.4%
Debt-to-Asset Ratio0.0%
Months of Reserves150.6 months

Financial Health Grade: B

In 2023, Winfield And Frankie Payne Familyfoundation Trust reported a deficit of $188K with expenses exceeding revenue, holds 150.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 6 years of filings (2018–2023), Winfield And Frankie Payne Familyfoundation Trust's revenue has grown at a compound annual growth rate (CAGR) of 10.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023-14.3%+0.5%-2.6%
2022-25.6%-11.7%-4.8%
2021+121.2%+9.7%-0.5%
2020+33.1%+9.6%-3.5%
2019-13.6%+12.1%-3.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2017

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Winfield And Frankie Payne Familyfoundation Trust demonstrates consistent financial activity as a private foundation, primarily distributing grants. Over the past six years, the organization has consistently operated with expenses exceeding revenue, drawing down its asset base from $7,390,777 in 2018 to $6,339,533 in 2023. This trend is typical for a private foundation focused on grantmaking from an endowment. The foundation's transparency is high, as evidenced by its regular IRS 990 filings and the clear reporting of zero officer compensation across all periods, indicating that leadership is not drawing a salary from the organization. The consistent decline in assets alongside ongoing expenses suggests a deliberate strategy of grant distribution, which aligns with the operational model of many family foundations. The latest revenue of $316,884 against expenses of $505,207 in 2023 continues this pattern.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Winfield And Frankie Payne Familyfoundation 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: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Winfield And Frankie Payne Familyfoundation Trust 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.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$317KTotal Revenue
$505KTotal Expenses
$6.3MTotal Assets
$1Total Liabilities
$6.3MNet Assets
  • The organization reported a deficit of $188K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is not compensated through salaries, which is a positive sign for donor confidence and resource allocation.

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 Winfield And Frankie Payne Familyfoundation Trust's IRS 990 filings:

  • Consistent operating deficit (expenses exceeding revenue) could indicate long-term sustainability concerns if not managed as a deliberate spend-down strategy.

Strengths

The following positive indicators were identified for Winfield And Frankie Payne Familyfoundation Trust:

  • Zero officer compensation reported across all filings, indicating efficient use of funds and commitment to mission.
  • Consistent grantmaking activity, fulfilling its role as a private foundation.
  • High transparency with regular IRS 990 filings.

Frequently Asked Questions about Winfield And Frankie Payne Familyfoundation Trust

Is Winfield And Frankie Payne Familyfoundation Trust a legitimate charity?

Winfield And Frankie Payne Familyfoundation Trust (EIN: 208342435) is a registered tax-exempt nonprofit based in Hawaii. Our AI analysis gives it a Mission Score of 85/100. It has 6 years of IRS 990 filings on record. Total revenue: $2.2M. 1 red flag identified. 3 strengths noted. Financial health grade: B.

How does Winfield And Frankie Payne Familyfoundation Trust spend its money?

Winfield And Frankie Payne Familyfoundation Trust directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Winfield And Frankie Payne Familyfoundation Trust tax-deductible?

Winfield And Frankie Payne Familyfoundation Trust is registered as a tax-exempt nonprofit (EIN: 208342435). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Winfield And Frankie Payne Familyfoundation Trust compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Winfield And Frankie Payne Familyfoundation Trust is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Winfield And Frankie Payne Familyfoundation Trust located?

Winfield And Frankie Payne Familyfoundation Trust is headquartered in Waikoloa, Hawaii and files with the IRS under EIN 208342435. It is classified under NTEE code T20.

How many years of IRS 990 filings does Winfield And Frankie Payne Familyfoundation Trust have?

Winfield And Frankie Payne Familyfoundation Trust has 6 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 $2.2M in total revenue.

Is Winfield And Frankie Payne Familyfoundation Trust a good charity?

As a private family foundation, its primary purpose is to distribute grants. The consistent zero officer compensation and the pattern of distributing more than its annual revenue, drawing down assets, suggest it is effectively fulfilling its grantmaking mission without excessive administrative overhead or self-enrichment.

Why are expenses consistently higher than revenue?

This is a common characteristic of private foundations that operate by distributing grants from an endowment. They often spend down their principal or accumulated investment gains over time, rather than solely relying on annual contributions to cover expenses.

What is the trend in the organization's assets?

The organization's assets have steadily decreased from $7,390,777 in 2018 to $6,339,533 in 2023, reflecting its operational model of distributing funds through grants.

Filing History

IRS 990 filing history for Winfield And Frankie Payne Familyfoundation Trust showing financial trends over 6 years of public records:

Over 6 years of IRS 990 filings (2018–2023), Winfield And Frankie Payne Familyfoundation Trust's revenue has grown by 62.3%, moving from $195K to $317K. Total assets decreased by 14.2% over the same period, from $7.4M to $6.3M. Total functional expenses rose by 19.5%, from $423K to $505K. In its most recent filing year (2023), Winfield And Frankie Payne Familyfoundation Trust reported a deficit of $188K, with expenses exceeding revenue. The organization holds $1 in liabilities against $6.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $6.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $317K $505K $6.3M $1
2022 $370K $503K $6.5M $285K View 990
2021 $497K $570K $6.8M $489K View 990
2020 $225K $519K $6.9M $1 View 990
2019 $169K $474K $7.1M $1 View 990
2018 $195K $423K $7.4M $1

Year-by-Year Financial Summary

  • 2023: Revenue of $317K, expenses of $505K, and assets of $6.3M (revenue -14.3% year-over-year).
  • 2022: Revenue of $370K, expenses of $503K, and assets of $6.5M (revenue -25.6% year-over-year).
  • 2021: Revenue of $497K, expenses of $570K, and assets of $6.8M (revenue +121.2% year-over-year).
  • 2020: Revenue of $225K, expenses of $519K, and assets of $6.9M (revenue +33.1% year-over-year).
  • 2019: Revenue of $169K, expenses of $474K, and assets of $7.1M (revenue -13.6% year-over-year).
  • 2018: Revenue of $195K, expenses of $423K, and assets of $7.4M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Winfield And Frankie Payne Familyfoundation Trust:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing

Data Sources and Methodology

This transparency report for Winfield And Frankie Payne Familyfoundation 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.

Other Nonprofits in Hawaii

Explore more nonprofits based in Hawaii with AI-powered transparency reports.

View all Hawaii nonprofits →

Similar Organizations (NTEE T20)

Other nonprofits classified under NTEE code T20.

View all T20 nonprofits →

Explore Related Nonprofits

Browse by State