Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton Fund is a 501(c)(92) organization based in Dallas, Texas, with $21,158 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$21K
▲ 194.7% vs prior year
Expenses (FY2024)
$14K
Net assets
$198K
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 Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton 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 Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton Fund: 165 mo reserves · +32% 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 Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton 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 Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $8,227 (FY2014) to $21K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
32.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$198K
Total liabilities
$0
Net assets
$198K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $21,158▲195% | $14,390▲22.0% | $198,262▲3.4% | $198,262▲3.4% | 990PF |
| 2023 | $7,179▲261% | $11,795▼31.6% | $191,707▼2.4% | $191,707▼2.4% | 990PF |
| 2022 | -$4,459▼110% | $17,241▲15.9% | $196,403▼9.9% | $196,403▼9.9% | 990PF |
| 2021 | $46,741▲173% | $14,870▲3.5% | $218,100▲17.3% | $218,100▲17.3% | 990PF |
| 2020 | $17,108▲40.9% | $14,361▲19.9% | $185,989▲1.5% | $185,989▲1.5% | 990PF |
| 2019 | $12,141▼31.6% | $11,981▼15.5% | $183,252▼0.8% | $183,252▼0.8% | 990PF |
| 2018 | $17,757▼12.3% | $14,180▲23.1% | $184,793▲2.1% | $184,793▲2.1% | 990PF |
| 2017 | $20,249▲497% | $11,518▲0.4% | $180,910▲3.1% | $180,910▲3.1% | 990PF |
| 2016 | $3,392▼55.5% | $11,469▼7.5% | $175,498▼5.1% | $175,498▼5.1% | 990PF |
| 2015 | $7,620▼7.4% | $12,404▼1.2% | $184,841▼2.2% | $184,841▼2.2% | 990PF |
| 2014 | $8,227 | $12,558 | $189,011 | $189,011 | 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 Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton Fund (EIN 05-6004478) 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.