Sarah W George Charitable Trust is a 501(c)(3) organization based in Eustis, Florida, registered in 1998, with $168,305 in FY2024 revenue. CharityIndex grades it C.
Revenue (FY2024)
$168K
▼ 18.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$195K
Net assets
$1.0M
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 Sarah W George 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 Sarah W George Charitable Trust: 64 mo reserves · -16% margin earns a C+ 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 Sarah W George 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 Sarah W George Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $115K (FY2013) to $168K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-16.0%
Spent more than it raised in the latest fiscal year.
Total assets
$1.1M
Total liabilities
$35K
Net assets
$1.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $168,305▼18.9% | $195,166▲9.9% | $1,046,229▼2.5% | $1,081,282▲0.8% | 990PF |
| 2023 | $207,512▲51.1% | $177,572▼37.0% | $1,073,098▲2.9% | $1,073,098▲2.9% | 990PF |
| 2022 | $137,337▲61.4% | $281,727▲330% | $1,043,158▼12.2% | $1,043,158▼12.2% | 990PF |
| 2021 | $85,069▼31.5% | $65,589▼56.4% | $1,187,548▲1.7% | $1,187,548▼1.3% | 990PF |
| 2020 | $124,169▼52.1% | $150,426▲40.6% | $1,168,068▼2.3% | $1,203,068▼2.0% | 990PF |
| 2019 | $259,415▲588% | $106,962▲0.8% | $1,195,938▲14.6% | $1,227,134▲15.2% | 990PF |
| 2018 | $37,723▼79.6% | $106,139▼20.6% | $1,043,485▼6.2% | $1,064,885▼6.0% | 990PF |
| 2017 | $184,682▲18.2% | $133,758▲39.7% | $1,111,901▲4.8% | $1,132,857▲5.0% | 990PF |
| 2016 | $156,243▲88.9% | $95,778▼15.8% | $1,060,977▲6.0% | $1,079,112▲5.9% | 990PF |
| 2015 | $82,693▼43.5% | $113,708▲18.4% | $1,000,513▼3.0% | $1,018,866▼3.0% | 990PF |
| 2014 | $146,480▲27.5% | $96,027▲1.4% | $1,031,528▲5.2% | $1,050,059▲4.7% | 990PF |
| 2013 | $114,914 | $94,671 | $980,428 | $1,002,928 | 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 Sarah W George Charitable Trust (EIN 59-6929360) 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.