The Ltd Fund

Analysis

The Ltd Fund is a registered charity in United States, based in Jackson, NJ. It received its IRS tax-exemption ruling in December 2018, 8 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, The Ltd Fund reported income of $706k and spending of $685k, spending 97% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $399k to $706k (+77%), an average of +15% a year. The sharpest change came in the year to December 2020, when income rose by 42%. Over the whole period it spent 97% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, The Ltd Fund sits at the 77th percentile: it is larger than about 77% of them. Against every charity in United States with reported income it ranks in the 75th percentile, and in the 79th percentile within NJ. Charities of a similar size with the same main cause include United Way of Mesa County Inc ($706k), Youth Emergency Service Foundation ($706k) and Bikes for Kids Foundation ($704k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 100% of the total. At year end it held assets of $77k against liabilities of $3,009, net assets of $74k.