Grace G Robertson Memorial Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1976, with $22,884 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$23K
▲ 176.3% vs prior year
Expenses (FY2024)
$18K
Net assets
$235K
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 Grace G Robertson Memorial 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 Grace G Robertson Memorial Trust: 159 mo reserves · +22% 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 Grace G Robertson Memorial 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 Grace G Robertson Memorial Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $7,491 (FY2014) to $23K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
22.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$235K
Total liabilities
$0
Net assets
$235K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $22,884▲176% | $17,808▲13.5% | $235,398▲2.1% | $235,398▲2.1% | 990PF |
| 2023 | $8,283▲623% | $15,691▲13.5% | $230,461▲0.1% | $230,461▲0.1% | 990PF |
| 2022 | -$1,585▼104% | $13,828▼23.8% | $230,340▼5.0% | $230,340▼5.0% | 990PF |
| 2021 | $45,018▲178% | $18,149▲11.2% | $242,428▼4.2% | $242,428▼4.2% | 990PF |
| 2020 | $16,185▼14.6% | $16,328▲33.7% | $253,021▲13.7% | $253,021▲13.7% | 990PF |
| 2019 | $18,954▲42.2% | $12,212▼19.4% | $222,577▲2.8% | $222,577▲2.8% | 990PF |
| 2018 | $13,326▼33.6% | $15,150▲5.4% | $216,580▼2.2% | $216,580▼2.2% | 990PF |
| 2017 | $20,076▲104% | $14,380▲12.1% | $221,492▲2.9% | $221,492▲2.9% | 990PF |
| 2016 | $9,838▲5197% | $12,828▲4.1% | $215,284▲0.7% | $215,284▲0.7% | 990PF |
| 2015 | -$193▼103% | $12,327▼11.2% | $213,776▼6.0% | $213,776▼6.0% | 990PF |
| 2014 | $7,491 | $13,885 | $227,363 | $227,363 | 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 Grace G Robertson Memorial Trust (EIN 74-6258571) 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.