Evelyn M@davies Charitable Trust is a 501(c)(3) organization based in Poughkeepsie, New York, registered in 2017, with $556,348 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$556K
▲ 798.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$299K
Net assets
$3.5M
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 Evelyn M@davies Charitable Trust— 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 Evelyn M@davies Charitable Trust: 140 mo reserves · +46% 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 Evelyn M@davies Charitable Trust— 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 Evelyn M@davies Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $91K (FY2018) to $556K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
46.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.5M
Total liabilities
$0
Net assets
$3.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $556,348▲798% | $298,808 | $3,496,419▲8.0% | $3,496,419▲7.8% | 990PF |
| 2023 | $61,951▼48.5% | $298,863▼11.2% | $3,238,879▼6.8% | $3,243,879▼6.7% | 990PF |
| 2022 | $120,275▼64.8% | $336,649▲13.8% | $3,475,791▼5.9% | $3,475,791▼6.0% | 990PF |
| 2021 | $342,058▲941% | $295,930▲6.4% | $3,692,165▲1.3% | $3,696,115▲1.4% | 990PF |
| 2020 | -$40,657▼19.3% | $278,256▲2.2% | $3,646,037▼8.0% | $3,646,037▼10.2% | 990PF |
| 2019 | -$34,071▼137% | $272,256▲138% | $3,964,950▼7.2% | $4,062,200▼5.2% | 990PF |
| 2018 | $91,189 | $114,245 | $4,271,277 | $4,284,277 | 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 Evelyn M@davies Charitable Trust (EIN 46-7353543) 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.