THE BESSEMER GIVING FUND C/O BESSEMER TRUST COMPANY TRUSTEE (EIN 137111099) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

BESSEMER TRUST COMPANY

Phone

7328550800

Tax Period

2023-01-01 to 2023-12-31

THE BESSEMER GIVING FUND C/O BESSEMER TRUST COMPANY TRUSTEE, founded in 1997, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $145.4M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $131.0M left a modest 10% surplus.

Mission

TO RECEIVE CONTRIBUTIONS FROM THE PUBLIC AND MAKE GRANTS TO QUALIFIED RECIPIENT CHARITABLE ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $132,182,404

Program Service Revenue $0

Investment Income $13,192,503

Other Revenue $0

TOTAL REVENUE $145,374,907

Expense Breakdown

Grants Paid $129,408,414

Salaries & Benefits $45,000

Fundraising Expenses $0

Program Expenses $129,791,198

Other Expenses $1,526,953

TOTAL EXPENSES $130,980,367

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,374,907	$111,261,443	+0.3%
Expenses	$130,980,367	$109,632,842	+0.2%
Net Income	$14,394,540	$1,628,601	+7.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	20.00		$45,000	$0	$45,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$145,374,907	$130,980,367	$736,215,121	$14,394,540
2022	$111,261,443	$109,632,842	$638,749,745	$1,628,601
2021	$291,598,256	$126,231,468	$757,899,558	$165,366,788
2020	$215,208,816	$96,940,931	$574,514,115	$118,267,885
2019	$210,062,584	$123,597,084	$409,066,331	$86,465,500

THE BESSEMER GIVING FUND C/O BESSEMER TRUST COMPANY TRUSTEE