Philanthropy & Grantmaking
(T21)
990 on File
THE@HAROLD AND MARGARET TAYLOR FOUNDATION
Financial strength (30%)
92/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$301K
Total Revenue
$221K
Total Expenses
$3.8M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
83.4%
Fundraising Efficiency
N/A
Operating Reserve
204.07x
Liability-to-Asset
0.0%
Revenue Diversification
89.5%
Compared with Peers
FY 2026
Compared with 501 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2026.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
83.4% | 86.8% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
204.1 mo | 121.2 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
89.5% | 91.1% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
31.1% | 13.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
2.8% | 8.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
26.6% | 10.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $301K | $221K | $3.8M | 83.4% | — |
| 2025 | $230K | $215K | $3.7M | 84.3% | — |
| 2024 | $231K | $207K | $3.7M | 84.0% | — |
| 2023 | $176K | $229K | $3.6M | 85.3% | — |
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