Leo E & Helen H Reese Trust is a 501(c)(3) organization based in Charleston, South Carolina, registered in 1993, with $7,030 in FY2023 revenue. CharityIndex grades it F.
Revenue (FY2023)
$7,030
▼ 1.0% vs prior year
Expenses (FY2023)
$12K
Net assets
$65K
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 Leo E & Helen H Reese 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 Leo E & Helen H Reese Trust: 66 mo reserves · -66% margin earns a F 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 Leo E & Helen H Reese 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 Leo E & Helen H Reese Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $4,991 (FY2014) to $7,030 (FY2023) across 10 reported years.
Financial snapshot
Operating margin
-66.2%
Spent more than it raised in the latest fiscal year.
Total assets
$65K
Total liabilities
$0
Net assets
$65K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $7,030▼1.0% | $11,686▲15.8% | $64,622▼6.7% | $64,622▼6.7% | 990PF |
| 2022 | $7,103▲1.6% | $10,094▲31.9% | $69,278▼5.0% | $69,278▼5.0% | 990PF |
| 2021 | $6,994▼8.1% | $7,652▼30.1% | $72,905▲3.5% | $72,905▲3.5% | 990PF |
| 2020 | $7,608▲6.9% | $10,952▲90.0% | $70,444▼3.2% | $70,444▼3.2% | 990PF |
| 2019 | $7,120▲20.3% | $5,764▼24.2% | $72,788▲1.9% | $72,788▲1.9% | 990PF |
| 2018 | $5,919▼12.5% | $7,602▼42.6% | $71,432▼2.5% | $71,432▼2.5% | 990PF |
| 2017 | $6,765▼46.7% | $13,240▲48.1% | $73,279▼8.8% | $73,279▼8.8% | 990PF |
| 2016 | $12,688▲119% | $8,940▲7.2% | $80,349▲5.0% | $80,349▲5.0% | 990PF |
| 2015 | $5,781▲15.8% | $8,340▼10.7% | $76,559▲2.2% | $76,559▲2.2% | 990PF |
| 2014 | $4,991 | $9,340 | $74,936 | $74,936 | 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 Leo E & Helen H Reese Trust (EIN 58-2026291) 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.