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Fichtenbaum Charitable Tr

Bank Of America Na Ttee
  • Dallas, TX
  • Tax-exempt since Aug. 2019
  • EIN: 30-6575133

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.51M (2024)

Expenses
$2.79M (2024)

Total Assets
$37.7M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2019 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,510,598
Expenses
$2,785,485
Net Income
-$274,887
Net Assets
$37,665,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $822,766
32.8%
Sales of Assets $1,259,913
50.2%
Other Income $413,293
16.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,311,503
83.0%
Compensation of Officers* $542,716
19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $37,665,394
Total Liabilities $0
Net Assets $37,665,394
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $357,085 $0
Leonard A Epstein (Co Trustee) $185,631 $0

Document Links

990-PF
Filed on Dec. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,716,730
Expenses
$2,920,755
Net Income
-$1,204,025
Net Assets
$37,474,157
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $854,306
49.8%
Sales of Assets $190,554
11.1%
Other Income $660,038
38.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,460,748
84.3%
Compensation of Officers* $510,110
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $37,474,157
Total Liabilities $0
Net Assets $37,474,157
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $335,718 $0
Leonard A Epstein (Co Trustee) $174,392 $0

Document Links

990-PF
Filed on Dec. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,432,610
Expenses
$2,995,087
Net Income
-$562,477
Net Assets
$38,866,129
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $702,122
28.9%
Sales of Assets $1,034,948
42.5%
Other Income $689,833
28.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,434,475
81.3%
Compensation of Officers* $556,441
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $38,866,129
Total Liabilities $0
Net Assets $38,866,129
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $361,733 $0
Leonard A Epstein (Co Trustee) $194,708 $0

Document Links

990-PF
Filed on May 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,653,044
Expenses
$2,678,086
Net Income
-$25,042
Net Assets
$39,750,822
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $57,062
2.2%
Interest Revenue $0
Dividends $599,387
22.6%
Sales of Assets $1,542,715
58.1%
Other Income $441,766
16.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,186,669
81.7%
Compensation of Officers* $599,821
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $39,750,822
Total Liabilities $0
Net Assets $39,750,822
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $353,605 $0
Leonard A Epstein (Co Trustee) $246,216 $0

Document Links

990-PF
Filed on May 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,409,072
Expenses
$1,996,431
Net Income
-$587,359
Net Assets
$39,727,141
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $774,416
55.0%
Interest Revenue $0
Dividends $706,157
50.1%
Sales of Assets $0
Other Income $43,421
3.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,574,798
78.9%
Compensation of Officers* $426,510
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $39,727,142
Total Liabilities $1
Net Assets $39,727,141
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $297,347 $0
Leonard A Epstein (Co Trustee) $129,163 $0

Document Links

990-PF
Filed on June 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,885,086
Expenses
$2,317,011
Net Income
$12,568,075
Net Assets
$40,799,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $11,758,070
79.0%
Interest Revenue $0
Dividends $771,100
5.2%
Sales of Assets $2,259,185
15.2%
Other Income $96,731
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,915,938
82.7%
Compensation of Officers* $382,116
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $40,799,659
Total Liabilities $0
Net Assets $40,799,659

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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