Helen S McBurney Foundation 1003561 Trust Co Bank

Analysis

Helen S McBurney Foundation 1003561 Trust Co Bank is a registered charity in United States, based in Orlando, FL. It received its IRS tax-exemption ruling in October 1971, 55 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Helen S McBurney Foundation 1003561 Trust Co Bank reported income of $217k and spending of $424k, spending 196% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income fell from $728k to $217k (-70%), an average of -26% a year. The sharpest change came in the year to December 2023, when income rose by 163%. Over the whole period it spent 90% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Helen S McBurney Foundation 1003561 Trust Co Bank sits at the 54th percentile: it is larger than about 54% of them. Against every charity in United States with reported income it ranks in the 55th percentile, and in the 59th percentile within FL. Charities of a similar size with the same main cause include California Federation of Womens Clubs ($217k), Family Support Center of Barry County ($217k) and Midshipmans Foundation ($217k).

Compensation of current officers, directors and key employees was $39k (9.3% of expenses). At year end it held assets of $8.5m against liabilities of $0, net assets of $8.5m.