Julia B Thayer Testamentary Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1936, with $49,272 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$49K
▲ 9.5% vs prior year
Expenses (FY2025)
$33K
Net assets
$459K
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 Julia B Thayer Testamentary 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 Julia B Thayer Testamentary Trust: 167 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 Julia B Thayer Testamentary 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 Julia B Thayer Testamentary Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $11K (FY2014) to $49K (FY2025) across 12 reported years.
Financial snapshot
Operating margin
33.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$459K
Total liabilities
$0
Net assets
$459K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $49,272▲9.5% | $32,943▲7.4% | $458,846▲3.7% | $458,846▲3.7% | 990PF |
| 2024 | $44,996▲213% | $30,663▲26.9% | $442,375▲3.2% | $442,375▲3.2% | 990PF |
| 2023 | $14,375▲213% | $24,157▼30.7% | $428,510▼2.3% | $428,510▼2.3% | 990PF |
| 2022 | -$12,681▼112% | $34,869▲17.9% | $438,478▼9.8% | $438,478▼9.8% | 990PF |
| 2021 | $101,829▲177% | $29,568▼0.1% | $486,025▲20.3% | $486,025▲20.3% | 990PF |
| 2020 | $36,710▲39.3% | $29,599▲25.8% | $403,979▼0.4% | $403,979▼0.4% | 990PF |
| 2019 | $26,352▼30.9% | $23,525▼21.1% | $405,574▼0.1% | $405,574▼0.1% | 990PF |
| 2018 | $38,157▼13.0% | $29,826▼19.7% | $406,183▲2.3% | $406,183▲2.3% | 990PF |
| 2017 | $43,834▲993% | $37,140▲60.7% | $397,166▲0.5% | $397,166▲0.5% | 990PF |
| 2016 | $4,010▼76.2% | $23,107▼2.3% | $395,266▼5.6% | $395,266▼5.6% | 990PF |
| 2015 | $16,873▲53.7% | $23,650▼29.6% | $418,614▼2.3% | $418,614▼2.3% | 990PF |
| 2014 | $10,976 | $33,602 | $428,676 | $428,676 | 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.
Explore more
Data for Julia B Thayer Testamentary Trust (EIN 04-6055558) 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.