Sophia G Coxe Charitable Trust Fund is a 501(c)(3) organization based in West Chester, Pennsylvania, registered in 1951, with $763,394 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$763K
▲ 137.9% vs prior year
Expenses (FY2024)
$292K
Net assets
$3.5M
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 Sophia G Coxe Charitable Trust Fund— 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 Sophia G Coxe Charitable Trust Fund: 145 mo reserves · +62% 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 Sophia G Coxe Charitable Trust Fund— 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 Sophia G Coxe Charitable Trust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $122K (FY2013) to $763K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
61.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.5M
Total liabilities
$0
Net assets
$3.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $763,394▲138% | $291,640▼3.1% | $3,520,731▲15.5% | $3,520,731▲15.5% | 990PF |
| 2023 | $320,899▲268% | $300,826▲4.3% | $3,048,977▲0.7% | $3,048,977▲0.7% | 990PF |
| 2022 | $87,244▼82.4% | $288,442▲16.0% | $3,028,904▼6.2% | $3,028,904▼6.2% | 990PF |
| 2021 | $495,963▲220% | $248,630▼6.9% | $3,230,102▲8.3% | $3,230,102▲8.3% | 990PF |
| 2020 | $154,796▼37.9% | $266,923▼5.1% | $2,982,769▼3.6% | $2,982,769▼3.6% | 990PF |
| 2019 | $249,341▲44.6% | $281,403▲9.1% | $3,094,896▼1.0% | $3,094,896▼1.0% | 990PF |
| 2018 | $172,491▼48.5% | $257,893▼5.3% | $3,126,958▼2.7% | $3,126,958▼2.7% | 990PF |
| 2017 | $335,183▲56.2% | $272,325▲3.3% | $3,212,360▲2.0% | $3,212,360▲2.0% | 990PF |
| 2016 | $214,650▲205% | $263,568▲1.8% | $3,149,502▼1.5% | $3,149,502▼1.5% | 990PF |
| 2015 | $70,422▼75.4% | $258,902▲1.7% | $3,198,420▼5.6% | $3,198,420▼5.6% | 990PF |
| 2014 | $286,234▲134% | $254,517▼1.7% | $3,386,900▲0.9% | $3,386,900▲0.9% | 990PF |
| 2013 | $122,405 | $258,789▼3.3% | $3,355,183▼3.9% | $3,355,183▼3.9% | 990PF |
| 2012 | — | $267,572▲0.2% | $3,491,567▲0.4% | $3,491,567▲0.4% | 990PF |
| 2011 | — | $267,013 | $3,478,053 | $3,478,053 | 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.
Explore more
Data for Sophia G Coxe Charitable Trust Fund (EIN 23-6001974) 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.