Evelyn M Davies Foundation Trust is a 501(c)(3) organization based in Houston, Texas, registered in 2008, with $355,671 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$356K
▲ 1774.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$332K
Net assets
$5.5M
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 Foundation 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 Foundation Trust: 199 mo reserves · +7% 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 Foundation 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 Foundation Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $1.3M (FY2016) to $356K (FY2024) across 9 reported years.
Financial snapshot
Operating margin
6.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.5M
Total liabilities
$0
Net assets
$5.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $355,671▲1775% | $332,313▼0.9% | $5,523,800▲0.4% | $5,523,800▲0.4% | 990PF |
| 2023 | $18,973▼77.4% | $335,239▲22.8% | $5,500,442▼5.4% | $5,500,442▼5.4% | 990PF |
| 2022 | $84,000▼89.3% | $272,967▼35.8% | $5,816,708▼3.1% | $5,816,708▼3.1% | 990PF |
| 2021 | $788,415▼32.9% | $424,953▲34.0% | $6,005,675▲6.4% | $6,005,675▲6.4% | 990PF |
| 2020 | $1,175,063▲477% | $317,059▼0.4% | $5,642,213▲17.9% | $5,642,213▲17.9% | 990PF |
| 2019 | $203,790▼7.5% | $318,492▼2.0% | $4,784,209▼2.3% | $4,784,209▼2.3% | 990PF |
| 2018 | $220,239▲34.7% | $325,021▲17.7% | $4,898,911▼2.1% | $4,898,911▼2.1% | 990PF |
| 2017 | $163,475▼87.7% | $276,259▲53.6% | $5,003,693▼2.2% | $5,003,693▼2.2% | 990PF |
| 2016 | $1,328,083 | $179,897▲87.6% | $5,116,477▲180% | $5,116,477▲180% | 990PF |
| 2011 | — | $95,918 | $1,827,875 | $1,827,875 | 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 Foundation Trust (EIN 26-3103871) 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.