Gertrude G Bancroft Charitable Remainder Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 2002, with $125,740 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$126K
▲ 158.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$84K
Net assets
$1.3M
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 Gertrude G Bancroft Charitable Remainder 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 Gertrude G Bancroft Charitable Remainder Trust: 188 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 Gertrude G Bancroft Charitable Remainder 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 Gertrude G Bancroft Charitable Remainder Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $153K (FY2014) to $126K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
32.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.3M
Total liabilities
$0
Net assets
$1.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $125,740▲158% | $84,343▲19.5% | $1,324,384▲2.4% | $1,324,384▲2.4% | 990PF |
| 2023 | $48,743▲271% | $70,598▼10.0% | $1,293,917▼0.3% | $1,293,917▼0.3% | 990PF |
| 2022 | -$28,587▼111% | $78,451▼15.5% | $1,298,059▼7.3% | $1,298,059▼7.3% | 990PF |
| 2021 | $265,102▲204% | $92,816▲20.4% | $1,400,181▲2.7% | $1,400,181▲2.7% | 990PF |
| 2020 | $87,164▲44.8% | $77,061▲16.8% | $1,363,552▲13.4% | $1,363,552▲13.4% | 990PF |
| 2019 | $60,185▲18.4% | $65,976▼13.4% | $1,202,294▼3.0% | $1,202,294▼3.0% | 990PF |
| 2018 | $50,813▼69.2% | $76,191▲7.7% | $1,239,182▼3.3% | $1,239,182▼3.3% | 990PF |
| 2017 | $164,872▲154% | $70,757▲18.1% | $1,281,063▲8.8% | $1,281,063▲8.8% | 990PF |
| 2016 | $64,875▲17.7% | $59,902▼9.5% | $1,177,861▲1.0% | $1,177,861▲1.0% | 990PF |
| 2015 | $55,135▼64.0% | $66,195▼7.1% | $1,166,351▼0.7% | $1,166,351▼0.7% | 990PF |
| 2014 | $152,980 | $71,238 | $1,174,964 | $1,174,964 | 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 Gertrude G Bancroft Charitable Remainder Trust (EIN 30-0060326) 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.