Charles Davis Trust Uw 420-2540506 is a 501(c)(92) organization based in Dallas, Texas, registered in 1972, with $16,556 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$17K
▲ 3.6% vs prior year
Expenses (FY2025)
$11K
Net assets
$156K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Charles Davis Trust Uw 420-2540506— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Charles Davis Trust Uw 420-2540506: 168 mo reserves · +33% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Charles Davis Trust Uw 420-2540506— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Charles Davis Trust Uw 420-2540506: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $8,943 (FY2019) to $17K (FY2025) across 7 reported years.
Financial snapshot
Operating margin
32.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$156K
Total liabilities
$0
Net assets
$156K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $16,556▲3.6% | $11,128▲9.5% | $155,821▲3.6% | $155,821▲3.6% | 990PF |
| 2024 | $15,986▲225% | $10,160▲29.3% | $150,343▲3.9% | $150,343▲3.9% | 990PF |
| 2023 | $4,912▲245% | $7,856▼33.7% | $144,677▼2.0% | $144,677▼2.0% | 990PF |
| 2022 | -$3,379▼110% | $11,850▲14.5% | $147,681▼9.3% | $147,681▼9.3% | 990PF |
| 2021 | $34,137▲180% | $10,350▲3.0% | $162,755▲17.3% | $162,755▲17.3% | 990PF |
| 2020 | $12,183▲36.2% | $10,047▲23.0% | $138,779▲1.6% | $138,779▲1.6% | 990PF |
| 2019 | $8,943 | $8,171 | $136,636 | $136,636 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Charles Davis Trust Uw 420-2540506 (EIN 04-6018612) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.