Gwendolyn Halsy-albertson Private Foundation Tr
Only null% goes to programs Strong reserves Growing revenue
Gwendolyn Halsy-albertson Private Foundation Tr is a 501(c)(3) organization based in Flat Rock, North Carolina, registered in 2003, with $71,407 in FY2024 revenue. CharityIndex grades it C+.
103 Ivey Ln, Flat Rock, NC, 28731 EIN 13-7294838 Since 2003
Revenue (FY2024)
$71K
▲ 482.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$25K
Net assets
$548K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Gwendolyn Halsy-albertson Private Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating263 mo reserves · +65% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Gwendolyn Halsy-albertson Private Foundation Tr: 263 mo reserves · +65% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Gwendolyn Halsy-albertson Private Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Gwendolyn Halsy-albertson Private Foundation Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 103 Ivey Ln, Flat Rock, NC, 28731
- City
- Flat Rock
- State
- North Carolina
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $46K (FY2015) to $71K (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $548K
Operating margin
65.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$548K
Total liabilities
$0
Net assets
$548K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $71,407▲482% | $25,025▼28.1% | $547,913▲9.2% | $547,913▲9.2% | 990PF |
| 2023 | $12,261▼48.6% | $34,820▼12.1% | $501,531▼4.3% | $501,531▼4.3% | 990PF |
| 2022 | $23,869▼58.6% | $39,617▼15.2% | $524,090▼2.9% | $524,090▼2.9% | 990PF |
| 2021 | $57,676▲4234% | $46,719▲20.9% | $539,838▲2.1% | $539,838▲2.1% | 990PF |
| 2020 | -$1,395▼106% | $38,641▼12.9% | $528,881▼7.0% | $528,881▼7.0% | 990PF |
| 2019 | $25,342▲1.3% | $44,356▲21.6% | $568,917▼3.2% | $568,917▼3.2% | 990PF |
| 2018 | $25,021▼37.6% | $36,488▲0.2% | $587,931▼1.9% | $587,931▼1.9% | 990PF |
| 2017 | $40,087▼38.2% | $36,413▼23.3% | $599,398▲0.6% | $599,398▲0.6% | 990PF |
| 2016 | $64,850▲41.8% | $47,502▼9.4% | $595,724▲3.0% | $595,724▲3.0% | 990PF |
| 2015 | $45,749 | $52,403 | $578,376 | $578,376 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Gwendolyn Halsy-albertson Private Foundation Tr a legitimate nonprofit?
- Yes. Gwendolyn Halsy-albertson Private Foundation Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 13-7294838, based in Flat Rock, North Carolina. Donations are tax-deductible.
- What is Gwendolyn Halsy-albertson Private Foundation Tr's EIN?
- Gwendolyn Halsy-albertson Private Foundation Tr's Employer Identification Number (EIN) is 13-7294838.
- How much revenue does Gwendolyn Halsy-albertson Private Foundation Tr report?
- Gwendolyn Halsy-albertson Private Foundation Tr reported $71,407 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Gwendolyn Halsy-albertson Private Foundation Tr have?
- CharityIndex grades Gwendolyn Halsy-albertson Private Foundation Tr C+, based on financial health (reserves and operating margin).
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Data for Gwendolyn Halsy-albertson Private Foundation Tr (EIN 13-7294838) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.