Lloyd & Roxie Anderson Charitable Trust is a 501(c)(3) organization based in Chicago, Illinois, registered in 2000, with $761,269 in FY2024 revenue. CharityIndex grades it F.
Revenue (FY2024)
$761K
▼ 32.1% vs prior year
Religion median: $139K
Expenses (FY2024)
$1.1M
Net assets
$3.4M
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 Lloyd & Roxie Anderson Charitable 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 Lloyd & Roxie Anderson Charitable Trust: 35 mo reserves · -51% 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 Lloyd & Roxie Anderson Charitable 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 Lloyd & Roxie Anderson Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $402K (FY2018) to $761K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
-50.6%
Spent more than it raised in the latest fiscal year.
Total assets
$3.4M
Total liabilities
$0
Net assets
$3.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $761,269▼32.1% | $1,146,170▼63.0% | $3,375,575▼9.7% | $3,375,575▼9.7% | 990PF |
| 2023 | $1,121,896▼65.3% | $3,098,853▲328% | $3,738,693▼33.9% | $3,738,693▼33.9% | 990PF |
| 2022 | $3,231,857▲484% | $724,437▲152% | $5,653,516▲85.2% | $5,653,516▲85.2% | 990PF |
| 2021 | $553,138▲38.1% | $287,685▼10.0% | $3,052,857▲1.8% | $3,052,857▲1.8% | 990PF |
| 2020 | $400,630▲31.5% | $319,573▲1.9% | $2,999,987▲3.0% | $2,999,987▲3.0% | 990PF |
| 2019 | $304,589▼24.3% | $313,725▲7.9% | $2,912,742▼0.3% | $2,912,742▼0.3% | 990PF |
| 2018 | $402,474 | $290,739▲148% | $2,922,605▲61.7% | $2,922,605▲61.7% | 990PF |
| 2012 | — | $117,033▲11.3% | $1,807,031▼1.9% | $1,807,031▼1.9% | 990PF |
| 2011 | — | $105,138▲19.3% | $1,841,989▲12.2% | $1,841,989▲12.2% | 990PF |
| 2010 | — | $88,163 | $1,641,107 | $1,641,107 | 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 Lloyd & Roxie Anderson Charitable Trust (EIN 73-6254994) 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.