Louis A Cazenove Trust 01505 is a 501(c)(92) organization based in Dallas, Texas, with $42,787 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$43K
▲ 6.5% vs prior year
Expenses (FY2025)
$30K
Net assets
$402K
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 Louis A Cazenove Trust 01505— 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 Louis A Cazenove Trust 01505: 163 mo reserves · +31% 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 Louis A Cazenove Trust 01505— 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 Louis A Cazenove Trust 01505: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $11K (FY2014) to $43K (FY2025) across 12 reported years.
Financial snapshot
Operating margin
30.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$402K
Total liabilities
$0
Net assets
$402K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $42,787▲6.5% | $29,674▲5.7% | $402,330▲3.4% | $402,330▲3.4% | 990PF |
| 2024 | $40,178▲220% | $28,082▲27.7% | $389,095▲3.1% | $389,095▲3.1% | 990PF |
| 2023 | $12,555▲220% | $21,995▼28.1% | $377,411▼2.5% | $377,411▼2.5% | 990PF |
| 2022 | -$10,420▼112% | $30,591▲5.8% | $386,989▼9.6% | $386,989▼9.6% | 990PF |
| 2021 | $89,248▲180% | $28,909▲8.8% | $427,963▲16.6% | $427,963▲16.6% | 990PF |
| 2020 | $31,924▲32.9% | $26,579▲2.3% | $367,170▲1.5% | $367,170▲1.5% | 990PF |
| 2019 | $24,015▼28.5% | $25,988▲11.2% | $361,846▼1.4% | $361,846▼1.4% | 990PF |
| 2018 | $33,570▼4.6% | $23,373▲5.3% | $367,101▲3.0% | $367,101▲3.0% | 990PF |
| 2017 | $35,197▲1276% | $22,206▼0.3% | $356,366▲1.9% | $356,366▲1.9% | 990PF |
| 2016 | $2,557▼81.7% | $22,274▼6.3% | $349,718▼6.0% | $349,718▼6.0% | 990PF |
| 2015 | $13,980▲30.4% | $23,759▼4.5% | $371,933▼2.6% | $371,933▼2.6% | 990PF |
| 2014 | $10,722 | $24,872 | $381,987 | $381,987 | 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 Louis A Cazenove Trust 01505 (EIN 52-6028635) 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.