TPhilanthropy, Voluntarism & GrantmakingEIN: 316265830· Ruling Year: 2017

Charles R & Rena W Fondersmith Charitable Trust

Hamilton, Ohio

DHealth Score
32D

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Poor

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org14.34×
Peer Median18.82×
💰
$159K
Total Revenue
📊
$184K
Total Expenses
🏦
$2.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+747.6%
Year-over-year change (2022 → 2023)
Net Margin
-15.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.34
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$159,232748%$183,98311%$2,638,5081%
2022-$24,589109%$207,66010%$2,663,2608%
2021$284,346211%$189,1022%$2,897,7193%
2020$91,36441%$184,6101%$2,803,1743%
2019$155,59061%$185,63926%$2,898,0682%
2015$403,602193%$147,3033%$2,948,60110%
2014$137,73066%$152,4816%$2,690,7041%
2013$407,943281%$143,62210%$2,707,04511%
2012$107,0373%$130,4617%$2,442,7141%
2011$110,153$140,199$2,466,137

Frequently Asked Questions

What does Charles R & Rena W Fondersmith Charitable Trust do?

Charles R & Rena W Fondersmith Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Ohio. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Charles R & Rena W Fondersmith Charitable Trust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Charles R & Rena W Fondersmith Charitable Trust.

How much revenue does Charles R & Rena W Fondersmith Charitable Trust generate?

Revenue data for Charles R & Rena W Fondersmith Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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