The Canaday Family Charitable Trust Agreement

Dallas, TX
Tax-exempt since Jan. 2002
EIN: 91-2158408

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Type of Nonprofit

Designated as a 501(c)(3) 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 Independent Foundations (NTEE)

Revenue

$6.77M (2024)

Expenses

$3.89M (2024)

Total Assets

$49.1M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 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 Dec.
2024

Revenue

$6,770,679

Expenses

$3,894,271

Net Income

$2,876,408

Net Assets

$49,088,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	7.4%
Interest Revenue	$0
Dividends	$1,561,360	23.1%
Sales of Assets	$4,709,051	69.6%
Other Income	$268	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,428,756	88.0%
Compensation of Officers*	$612,106	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,088,606
Total Liabilities	$0
Net Assets	$49,088,606

Compensation

Key Employees and Officers	Compensation	Other
Family Capital Trust Co (Investment Mgmt)	$408,077	$0
Bank Of America (Trustee)	$204,029	$0
Nicholas Spitzer (Co Trustee)	$0	$0
Lydia Spitzer (Co Trustee)	$0	$0
Lukas Saul (Co Trustee)	$0	$0

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990-PF

Filed on April 10, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$5,710,232

Expenses

$3,781,386

Net Income

$1,928,846

Net Assets

$46,218,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$390,000	6.8%
Interest Revenue	$0
Dividends	$1,452,739	25.4%
Sales of Assets	$3,867,493	67.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,441,286	91.0%
Compensation of Officers*	$193,060	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,218,812
Total Liabilities	$0
Net Assets	$46,218,812

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$193,060	$0
Nicholas Spitzer (Co Trustee)	$0	$0
Lydia Spitzer (Co Trustee)	$0	$0
Lukas Saul (Co Trustee)	$0	$0
Family Capital Trust Co (Investment Mgmt)	$0	$0

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990-PF

Filed on April 16, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$3,449,385

Expenses

$4,377,089

Net Income

-$927,704

Net Assets

$44,294,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$398,000	11.5%
Interest Revenue	$0
Dividends	$1,207,009	35.0%
Sales of Assets	$1,844,376	53.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,944,968	90.1%
Compensation of Officers*	$199,065	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,294,523
Total Liabilities	$0
Net Assets	$44,294,523

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$199,065	$0
Nicholas Spitzer (Co Trustee)	$0	$0
Lydia Spitzer (Co Trustee)	$0	$0
Lukas Saul (Co Trustee)	$0	$0
Family Capital Trust Co (Investment Mgmt)	$0	$0

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990-PF

Filed on May 2, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$6,071,175

Expenses

$2,864,182

Net Income

$3,206,993

Net Assets

$45,203,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$390,000	6.4%
Interest Revenue	$0
Dividends	$1,188,984	19.6%
Sales of Assets	$4,477,813	73.8%
Other Income	$14,378	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,504,053	87.4%
Compensation of Officers*	$220,292	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,203,384
Total Liabilities	$0
Net Assets	$45,203,384

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$220,292	$0
Nicholas Spitzer (Co Trustee)	$0	$0
Lydia Spitzer (Co Trustee)	$0	$0
Lukas Saul (Co Trustee)	$0	$0
Family Capital Trust Co (Investment Mgmt)	$0	$0

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990-PF

Filed on Nov. 7, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$2,625,418

Expenses

$3,219,746

Net Income

-$594,328

Net Assets

$42,000,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,045,224	39.8%
Sales of Assets	$1,580,170	60.2%
Other Income	$24	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,688,161	83.5%
Compensation of Officers*	$173,886	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,000,590
Total Liabilities	$1
Net Assets	$42,000,589

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$173,886	$0
Nicholas Spitzer (Co Trustee)	$0	$0
Lydia Spitzer (Co Trustee)	$0	$0
Lukas Saul (Co Trustee)	$0	$0

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990-PF

Filed on April 30, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$7,857,461

Expenses

$3,172,889

Net Income

$4,684,572

Net Assets

$42,635,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$350,000	4.5%
Interest Revenue	$0
Dividends	$1,219,814	15.5%
Sales of Assets	$6,271,064	79.8%
Other Income	$16,583	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,786,545	87.8%
Compensation of Officers*	$164,958	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,635,362
Total Liabilities	$0
Net Assets	$42,635,362

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$2,042,144

Expenses

$1,924,547

Net Income

$117,597

Net Assets

$38,881,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$305,624	15.0%
Interest Revenue	$0
Dividends	$971,931	47.6%
Sales of Assets	$752,067	36.8%
Other Income	$12,522	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,590,343	82.6%
Compensation of Officers*	$144,430	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,881,814
Total Liabilities	$0
Net Assets	$38,881,814

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$4,402,257

Expenses

$2,216,445

Net Income

$2,185,812

Net Assets

$38,762,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$320,470	7.3%
Interest Revenue	$0
Dividends	$958,890	21.8%
Sales of Assets	$3,122,897	70.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,606,453	72.5%
Compensation of Officers*	$118,171	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,762,679
Total Liabilities	$0
Net Assets	$38,762,679

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$8,530,706

Expenses

$2,222,643

Net Income

$6,308,063

Net Assets

$36,577,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$512,365	6.0%
Interest Revenue	$0
Dividends	$914,681	10.7%
Sales of Assets	$7,103,568	83.3%
Other Income	$92	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,902,438	85.6%
Compensation of Officers*	$107,701	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,577,004
Total Liabilities	$0
Net Assets	$36,577,004

990-PF

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

PDF

PDF (2 of 2)

990-T

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,354,360

Expenses

$1,958,363

Net Income

-$604,003

Net Assets

$30,268,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$909,602	67.2%
Sales of Assets	$444,758	32.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,655,693	84.5%
Compensation of Officers*	$93,394	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,268,381
Total Liabilities	$0
Net Assets	$30,268,381

990-PF

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

PDF

990-T

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$16,109,008

Expenses

$1,358,313

Net Income

$14,750,695

Net Assets

$30,847,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,051,352	93.4%
Interest Revenue	$0
Dividends	$713,894	4.4%
Sales of Assets	$343,762	2.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,209,757	89.1%
Compensation of Officers*	$198,410	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,847,705
Total Liabilities	$0
Net Assets	$30,847,705

990-PF

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

PDF

990-T

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

PDF

Fiscal Year Ending Dec.
2010

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2004

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

990-PF

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

PDF

About This Data

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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.

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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.

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

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Updated November 19, 2025

The Canaday Family Charitable Trust Agreement

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.77M (2024)

Expenses $3.89M (2024)

Total Assets $49.1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$6.77M (2024)

Expenses

$3.89M (2024)

Total Assets

$49.1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004