Civic Intelligence

Fichtenbaum Charitable Trust

990T • Fiscal year 2023 • EIN 30-6575133

Aug 01, 2022 to Jul 31, 2023 • Filed on Nov 30, 2023

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2020: $39,727,142Liabilities 2020: $0Net Assets 2020: $39,727,1422020Assets 2021: $39,750,822Liabilities 2021: $0Net Assets 2021: $39,750,8222021Assets 2022: $38,866,129Liabilities 2022: $0Net Assets 2022: $38,866,1292022

Latest loaded filing

2022

Assets$38,866,129
Liabilities$0
Net Assets$38,866,129
Open 2022 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1,409,072Expenses 2020: $1,996,431Net Income 2020: -$587,3592020Revenue 2021: $2,653,044Expenses 2021: $2,678,086Net Income 2021: -$25,0422021Revenue 2022: $2,432,610Expenses 2022: $2,995,087Net Income 2022: -$562,4772022

Latest loaded filing

2022

Revenue$2,432,610
Expenses$2,995,087
Net Income-$562,477
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 30, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Fichtenbaum Charitable Trust
EIN
30-6575133
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2023-11-30
Raw XML Appendix78 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/CapitalGainDistributionsAmt045759
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0111789
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/UnrecapturedSection1250GainAmt0255
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0111789
IRS1041ScheduleD/Form4797GainOrLossAmt066030
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0111789
IRS1041ScheduleD/TaxAmt01516
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0111789
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/UnrecapturedSection1250GainAmt0255
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0111789
IRS990T/BookValueAssetsEOYAmt037474157
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt011819
IRS990T/OverpaymentSection/OverpaymentAmt011819
IRS990T/PriorYearOverpaymentCreditAmt013335
IRS990TScheduleA/NetOperatingLossDeductionAmt052824
IRS990TScheduleA/OtherDeductionsAmt062
IRS990TScheduleA/OtherIncomeAmt0762
IRS990TScheduleA/PrincipalBusinessActivityCd0110000
IRS990TScheduleA/PrincipalBusinessActivityCd1211110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalDeductionsAmt062
IRS990TScheduleA/TotalOrdinaryGainLossAmt066030
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt066030
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1762
IRS990TScheduleA/TotUnrltTrdBusIncmAmt066030
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1762
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0TIMBER
IRS990TScheduleA/TradeOrBusinessDesc1WORKING INTEREST
IRS990TScheduleA/UBIBeforeNOLDedAmt066030
IRS990TScheduleA/UBIBeforeNOLDedAmt1700
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt013206
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1700
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt01516
IRS990T/TaxLessCreditsAmt01516
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt013335
IRS990T/TotalTaxAmt01516
IRS990T/TotalTaxComputationAmt01516
IRS990T/TotalUBTIAmt012906
IRS990T/TotalUBTIBeforeNOLSpecificAmt013906
IRS990T/TotalUBTIBeforeSection199AAmt013906
IRS990T/TotalUBTIComputedAmt013906
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FICHTENBAUM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FICH
ReturnHeader/Filer/EIN0306575133
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02023-12-01T11:00:40-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.9$0.00$38.9$2.43$3.00$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.8$0.00$39.8$2.65$2.68$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$0.00$39.7$1.41$2.00$0.59