Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee
Only null% goes to programs Strong reserves Declining revenue
Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee is a 501(c)(3) organization based in Dallas, Texas, registered in 1996, with $675,963 in FY2024 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 54-6030447 Since 1996
Revenue (FY2024)
$676K
▲ 209.8% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$519K
Net assets
$6.9M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating161 mo reserves · +23% margin
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 Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee: 161 mo reserves · +23% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 653067, Dallas, TX, 75265
- City
- Dallas
- State
- Texas
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $384K (FY2018) to $676K (FY2024) across 7 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $6.9M
Operating margin
23.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$6.9M
Total liabilities
$0
Net assets
$6.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $675,963▲210% | $519,161▲6.1% | $6,945,269▲2.7% | $6,945,269▲2.7% | 990PF |
| 2023 | $218,177▲220% | $489,130▲1.8% | $6,764,033▼3.7% | $6,764,033▼3.7% | 990PF |
| 2022 | -$182,209▼112% | $480,301▲2.0% | $7,026,177▼8.5% | $7,026,177▼8.5% | 990PF |
| 2021 | $1,500,585▲249% | $470,829▲8.5% | $7,676,488▲5.9% | $7,676,488▲5.9% | 990PF |
| 2020 | $430,466▼3.6% | $433,885▲4.4% | $7,251,696▲8.7% | $7,251,696▲8.7% | 990PF |
| 2019 | $446,573▲16.3% | $415,489▼9.6% | $6,669,197▲0.5% | $6,669,197▲0.5% | 990PF |
| 2018 | $383,927 | $459,529 | $6,635,064 | $6,635,064 | 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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Frequently asked questions
- Is Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee a legitimate nonprofit?
- Yes. Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 54-6030447, based in Dallas, Texas. Donations are tax-deductible.
- What is Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee's EIN?
- Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee's Employer Identification Number (EIN) is 54-6030447.
- How much revenue does Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee report?
- Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee reported $675,963 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee have?
- CharityIndex grades Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee C+, based on financial health (reserves and operating margin).
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Data for Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee (EIN 54-6030447) 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.