The Ltd Fund
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Grants funds to other charitable, religious, educational, and scientific organizations. For fiscal year 2023 it reported $706K in revenue, $685K in expenses, and $74K in net assets.Pt I
Summary of the Filing
Where the work happens
Our responsibility is to serve our fundholders who have entrusted us with their charitable dollars. We take this responsibility very seriously and are dedicated to treating our fundholders with the utmost integrity and respect.
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 100% | — | — |
| Overhead ratio | 0.2% | — | — |
| Fundraising cost ratio | 0% | — | — |
| Revenue growth | 13% | — | — |
| Accounting fee ratio | 0.1% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Grants
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Filings & Schedule Manifest
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Sources
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