Civic Intelligence

Charles Farnsworth Charitable Tr

EIN 04-6096075 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Net Margin

31st percentile

-1.4%

Higher net margin than 31% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$217,110

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

32nd percentile

-0.1%

Faster asset growth than 32% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Down

$18,804,933

Down $25,161 (-0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$18,804,933

Down $25,161 (-0.1%) from 2024

Revenue

Down

$1,671,279

Down $1,260,810 (-43%) from 2024

Expenses

Up

$1,693,851

Up $28,487 (+1.7%) from 2024

Net Income

Down

-$22,572

Down $1,289,297 (-102%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $20,682,468Liabilities 2011: $02011Assets 2012: $20,608,567Liabilities 2012: $02012Assets 2013: $21,398,128Liabilities 2013: $02013Assets 2014: $21,452,295Liabilities 2014: $02014Assets 2015: $20,924,017Liabilities 2015: $02015Assets 2020: $17,391,131Liabilities 2020: $0Net Assets 2020: $17,391,1312020Assets 2021: $17,535,870Liabilities 2021: $0Net Assets 2021: $17,535,8702021Assets 2022: $18,130,160Liabilities 2022: $0Net Assets 2022: $18,130,1602022Assets 2023: $17,565,331Liabilities 2023: $0Net Assets 2023: $17,565,3312023Assets 2024: $18,830,094Liabilities 2024: $0Net Assets 2024: $18,830,0942024Assets 2025: $18,804,933Liabilities 2025: $0Net Assets 2025: $18,804,9332025

Highlighted filing

2025

Assets$18,804,933
Liabilities$0
Net Assets$18,804,933

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,021,724Expenses 2011: $1,290,455Net Income 2011: $1,731,2692011Revenue 2012: $989,448Expenses 2012: $1,063,848Net Income 2012: -$74,4002012Revenue 2013: $2,200,082Expenses 2013: $1,394,724Net Income 2013: $805,3582013Revenue 2014: $1,410,844Expenses 2014: $1,354,274Net Income 2014: $56,5702014Revenue 2015: $765,322Expenses 2015: $1,464,532Net Income 2015: -$699,2102015Revenue 2020: $1,146,058Expenses 2020: $1,590,392Net Income 2020: -$444,3342020Revenue 2021: $1,336,795Expenses 2021: $1,624,028Net Income 2021: -$287,2332021Revenue 2022: $2,398,440Expenses 2022: $1,801,793Net Income 2022: $596,6472022Revenue 2023: $1,162,531Expenses 2023: $1,725,471Net Income 2023: -$562,9402023Revenue 2024: $2,932,089Expenses 2024: $1,665,364Net Income 2024: $1,266,7252024Revenue 2025: $1,671,279Expenses 2025: $1,693,851Net Income 2025: -$22,5722025

Highlighted filing

2025

Revenue$1,671,279
Expenses$1,693,851
Net Income-$22,572

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 31, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$217,110-$217,110
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPLEASE SEE ATTACHED LISTSUPPORTS NAMED ORGANIZATIONPCPROVIDENCE, RI, US$1,360,435
Filing and Contact Details

Filer

Filer Name
Charles Farnsworth Charitable Tr
EIN
04-6096075
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2026-01-31
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44120700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45121150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46892894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47329563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt481157295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49411143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50164800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511023331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52230893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53315400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54342503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55328512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56421366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57214359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58304532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59346857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60293799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61343621
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2464287564 ISHARES SELECT U.S.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm478463X863 SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm578467Y107 SPDR S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm730231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10369550108 GENL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11438516106 HONEYWELL INTL INC D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12755111507 RAYTHEON CO COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13854502101 STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1488579Y101 3M COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18872540109 TJX COS INC NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20191216100 COCA COLA COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23713448108 PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26071813109 BAXTER INTERNTL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28478160104 JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2966987V109 NOVARTIS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30771195104 ROCHE HLDG LTD SPN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53H1467J104 CHUBB LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5530303M102 META PLATFORMS INC C
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt068159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1105643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2170000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3170000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4130000
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0217110
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01360435
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01360435
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03500
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0353
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0603
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt032474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081185
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010995

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