Fichtenbaum Charitable Trust EIN 30-6575133

Fichtenbaum Charitable Trust FY2022 filing

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A private foundation based in Dallas, TX. It reported about $2.4M in revenue for 2021. For fiscal year 2022 it reported $2.4M in revenue, $3.0M in expenses, and $38.9M in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Dallas, TX
Filings
5 on file (2020–2022)
Revenue
$2.4MFY2022
Expenses
$3.0M
Net assets
$38.9M
People
0
Filings
5
Updates
0
More identity details & actions ⌄
EIN  30-6575133 Private foundation / grantmaker Dallas, TX
Form 990 (PDF)
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →
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Size
$1–10M
What they do
A private foundation based in Dallas, TX. It reported about $2.4M in revenue for 2021.
Money in and out
$2.4M revenue, $3.0M expenses
Bottom line
Grants paid & assets · FY2022
Total revenue
$2.4M
Pt VIII · Ln 12
Total expenses
$3.0M
Pt IX · Ln 25
Net assets
$38.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$562K
Total assets
38.9M
deployed as grants and operations
Grants paid
2.1M
in FY2022
Grants made
56grants
total in period
Payout rate
5%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 56 grants · $2.2M · 2024–2024
Ut Southwestern Medical CenterFY2024$250,000
Retina Foundation of the SouthwestFY2024$200,000
Nasher Sculpture CenterFY2024$100,000
Akiba Yavneh Academy of DallasFY2024$90,000
Dallas Children's Theater INCFY2024$75,000
The Dallas OperaFY2024$70,000
Notre Dame of Dallas Schools INCFY2024$70,000
Jewish Community Center of DallasFY2024$70,000
Dallas Symphony Association INCFY2024$60,000
Shakespeare Festival of DallasFY2024$60,000
Texas Ballet Theater INCFY2024$50,000
Foundation for the Callier CenterFY2024$50,000
Jewish Family Service of Dallas INCFY2024$50,000
Wipe Out Kids Cancer INCFY2024$50,000
Dallas Museum of ArtFY2024$50,000
YMCA of Metropolitan DallasFY2024$50,000
Southern Methodist UniversityFY2024$50,000
Be the Difference FoundationFY2024$50,000
See all 56 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$39K
Median grantPart XV$25K
Largest grantPart XV$250K

Summary of the Filing

Part I · fiscal year 2022 · Form 990-T
Revenue
$2.4M
FY2022▼ -8%
Expenses
$3.0M
FY2022▲ +12%
Total assets
$38.9M
FY2022▼ -2%
Total liabilities
$0
FY2022
Total revenue
$2.4M
Pt VIII · Ln 12
Total expenses
$3.0M
Pt IX · Ln 25
Net assets
$38.9M
Pt X · Ln 32
Total assetsPt II$38.9M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CFichtenbaum Charitable Trust
EINHdr · item D30-6575133
Principal addressHdr · item CDallas, TX
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MTX
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20)
Ruling yearIRS BMFAug 2019

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a
Whistleblower policyPt VI · Ln 13
Document retention policyPt VI · Ln 14
CEO/top-official compensation independently reviewedPt VI · Ln 15a
Family or business relationships among officers/directorsPt VI · Ln 2

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2024
Bank of America$384,555$357,085
Leonard a Epstein$202,011$185,631

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Fichtenbaum Charitable Trust executive salaries →

Statement of Revenue

Part VIII
Investment income$1.7M · 71%
Other revenue$696K · 29%
Investment income71%$1.7M
Other revenue29%$696K
Total revenueLn 12$2.4M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.70 Operating & administrative $0.30
Grants & contributions paid70%$2.1M
Operating & administrative30%$908K
Total functional expensesLn 25$3.0M

Balance Sheet

Part X · end of year
CashLn 1$1.2M
Total assetsLn 16$38.9M
Total liabilitiesLn 26$0
Total net assetsLn 32$38.9M
Months of cash on handcomputed5.0

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$2.5M revenue · ⤓ 990 PDF
FY2023$1.7M revenue · ⤓ 990 PDF
FY2022$2.4M revenue · viewing · ⤓ 990 PDF
FY2021$2.7M revenue · ⤓ 990 PDF
FY2020$1.4M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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