George A & Sophia L Gaetz Charitable Tr is a 501(c)(3) organization based in Dallas, Texas, registered in 2000, with $40,774 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$41K
▲ 8.3% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$28K
Net assets
$385K
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 George A & Sophia L Gaetz Charitable Tr— 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 George A & Sophia L Gaetz Charitable Tr: 163 mo reserves · +30% 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 George A & Sophia L Gaetz Charitable Tr— 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 George A & Sophia L Gaetz Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $15K (FY2014) to $41K (FY2025) across 12 reported years.
Financial snapshot
Operating margin
30.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$385K
Total liabilities
$0
Net assets
$385K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $40,774▲8.3% | $28,380▲8.4% | $385,293▲3.4% | $385,293▲3.4% | 990PF |
| 2024 | $37,644▲235% | $26,187▲25.0% | $372,795▲3.1% | $372,795▲3.1% | 990PF |
| 2023 | $11,223▲215% | $20,955▼30.1% | $361,728▼2.7% | $361,728▼2.7% | 990PF |
| 2022 | -$9,772▼111% | $29,993▲13.8% | $371,592▼9.7% | $371,592▼9.7% | 990PF |
| 2021 | $86,032▲196% | $26,352▲3.9% | $411,320▲17.1% | $411,320▲17.1% | 990PF |
| 2020 | $29,094▲38.6% | $25,371▲17.3% | $351,187▲1.0% | $351,187▲1.0% | 990PF |
| 2019 | $20,986▼34.5% | $21,634▼14.6% | $347,543▼0.8% | $347,543▼0.8% | 990PF |
| 2018 | $32,016▼6.2% | $25,322▲15.1% | $350,391▲2.2% | $350,391▲2.2% | 990PF |
| 2017 | $34,150▲3110% | $22,005▲3.3% | $343,016▲1.9% | $343,016▲1.9% | 990PF |
| 2016 | $1,064▼92.0% | $21,299▼6.0% | $336,779▼6.5% | $336,779▼6.5% | 990PF |
| 2015 | $13,323▼12.2% | $22,649▼40.4% | $360,280▼2.7% | $360,280▼2.7% | 990PF |
| 2014 | $15,171 | $38,006 | $370,234 | $370,234 | 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 George A & Sophia L Gaetz Charitable Tr (EIN 72-6130980) 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.