Wm Brian & Judith A Little Charitable Trust Ua 06 15 92

Wm Brian & Judith A Little Charitable Trust maintains strong assets and no officer compensation.

EIN: 136995435 · Hockessin, DE · Updated: 2026-03-28

$368KRevenue
$4.5MAssets
95/100Mission Score (Excellent)

Is Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Wm Brian & Judith A Little Charitable Trust Ua 06 15 92

Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 (EIN: 136995435) is a nonprofit organization based in Hockessin, DE. The organization reported total revenue of $368K and total assets of $4.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Wm Brian & Judith A Little Charitable Trust Ua 06 15 92's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

32Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 is a small nonprofit that has been operating for 32 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$335K
Total Expenses$261K
Surplus / Deficit+$74K
Total Assets$4.2M
Total Liabilities$1
Net Assets$4.2M
Operating Margin22.1%
Debt-to-Asset Ratio0.0%
Months of Reserves192.9 months

Financial Health Grade: A

In 2023, Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 reported a surplus of $74K with revenue exceeding expenses, holds 192.9 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 (2011–2023), Wm Brian & Judith A Little Charitable Trust Ua 06 15 92's revenue has grown at a compound annual growth rate (CAGR) of 9.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023-15.7%-35.1%+1.8%
2022-36.2%+19.8%-0.1%
2021+280.6%+19.9%+7.5%
2020-39.5%-8.2%-2.9%
2019+15.9%+31.1%+6.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1994

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

AI Transparency Report

The Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 appears to be a private foundation, as indicated by its consistent asset base and relatively low expenses compared to its assets. With latest reported revenue of $367,967 and assets of $4,481,167, the organization maintains a healthy financial position. Its expenses have fluctuated, for example, $261,390 in 2023 and $402,543 in 2022, but generally remain well within its revenue capacity, suggesting prudent financial management. The trust consistently reports 0% officer compensation, which is a strong indicator of efficient spending and a focus on its charitable purpose rather than administrative overhead. The organization's financial health is robust, with assets steadily growing over the past decade, from $3,526,283 in 2011 to $4,202,530 in 2023. This growth, coupled with minimal liabilities (often reported as $1 or $0), demonstrates strong financial stewardship and stability. The absence of officer compensation further enhances its spending efficiency, as all expenditures are presumably directed towards program services or necessary operational costs. While specific program spending details are not provided in the summary data, the overall financial picture suggests a well-managed and transparent entity, particularly given the lack of executive compensation.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 with a Mission Score of 95 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

According to IRS 990 filings, Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 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:

$335KTotal Revenue
$261KTotal Expenses
$4.2MTotal Assets
$1Total Liabilities
$4.2MNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no executive salaries are paid, which is highly favorable for a charitable trust of this size.

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 Wm Brian & Judith A Little Charitable Trust Ua 06 15 92:

Frequently Asked Questions about Wm Brian & Judith A Little Charitable Trust Ua 06 15 92

Is Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 a legitimate charity?

Based on AI analysis of IRS 990 filings, Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 (EIN: 136995435) appears legitimate. Mission Score: 95/100. 0 red flags identified, 4 strengths noted.

How does Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 spend its money?

Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 tax-deductible?

Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 is registered as a tax-exempt nonprofit (EIN: 136995435). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 a good charity?

Based on the provided financial data, the trust appears to be a very good charity. It maintains a strong asset base, consistently reports 0% officer compensation, and has minimal liabilities, all indicating sound financial management and a high degree of efficiency in directing resources towards its charitable mission.

How does the trust manage its finances given its revenue fluctuations?

Despite revenue fluctuations (e.g., $624,179 in 2021 vs. $164,005 in 2020), the trust has consistently maintained and grown its asset base, from $3,526,283 in 2011 to $4,202,530 in 2023. This suggests effective investment strategies and prudent expense management to ensure long-term stability.

Filing History

IRS 990 filing history for Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Wm Brian & Judith A Little Charitable Trust Ua 06 15 92's revenue has grown by 196.2%, moving from $113K to $335K. Total assets increased by 19.2% over the same period, from $3.5M to $4.2M. Total functional expenses fell by 43.6%, from $464K to $261K. In its most recent filing year (2023), Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 reported a surplus of $74K, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $335K $261K $4.2M $1
2022 $398K $403K $4.1M $1
2021 $624K $336K $4.1M $1 View 990
2020 $164K $280K $3.8M $1 View 990
2019 $271K $305K $4.0M $0 View 990
2015 $234K $233K $3.7M $0 View 990
2014 $414K $239K $3.7M $0 View 990
2013 $290K $281K $3.6M $0 View 990
2012 $211K $186K $3.6M $1 View 990
2011 $113K $464K $3.5M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Wm Brian & Judith A Little Charitable Trust Ua 06 15 92:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Wm Brian & Judith A Little Charitable Trust Ua 06 15 92 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.

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