Civic Intelligence

Putnam Family Charitable Trust

EIN 43-6104724 • 501(c)3 • Dallas, TX

Profile

Support the protestant episopal diocese of springfield

PO Box 653067Dallas, TX 75265-3067

none

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

24th percentile

$18,678

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

52nd percentile

4.9%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

201%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$8,960,877

Up $417,342 (+4.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$8,960,877

Up $417,342 (+4.9%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin85th percentile

Revenue

Up

$942,099

Up $628,756 (+201%) from 2024

Expenses

Down

$561,154

Down $83,104 (-13%) from 2024

Net Income

Up

$380,945

Up $711,860 (+215%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$10M$5.0M$0Assets 2011: $2,252,636Liabilities 2011: $02011Assets 2012: $2,252,462Liabilities 2012: $02012Assets 2013: $5,645,892Liabilities 2013: $02013Assets 2014: $6,137,006Liabilities 2014: $0Net Assets 2014: $6,137,0062014Assets 2015: $5,937,907Liabilities 2015: $02015Assets 2019: $7,878,429Liabilities 2019: $02019Assets 2020: $7,905,891Liabilities 2020: $0Net Assets 2020: $7,905,8912020Assets 2021: $9,041,021Liabilities 2021: $0Net Assets 2021: $9,041,0212021Assets 2022: $8,944,181Liabilities 2022: $0Net Assets 2022: $8,944,1812022Assets 2023: $8,684,702Liabilities 2023: $0Net Assets 2023: $8,684,7022023Assets 2024: $8,543,535Liabilities 2024: $0Net Assets 2024: $8,543,5352024Assets 2025: $8,960,877Liabilities 2025: $0Net Assets 2025: $8,960,8772025

Highlighted filing

2025

Assets$8,960,877
Liabilities$0
Net Assets$8,960,877
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $100,396Expenses 2011: $95,777Net Income 2011: $4,6192011Revenue 2012: $108,719Expenses 2012: $108,864Net Income 2012: -$1452012Revenue 2013: $499,410Expenses 2013: $347,237Net Income 2013: $152,1732013Revenue 2014: $783,548Expenses 2014: $349,264Net Income 2014: $434,2842014Revenue 2015: $410,094Expenses 2015: $608,188Net Income 2015: -$198,0942015Revenue 2019: -$184,753Expenses 2019: $452,008Net Income 2019: -$636,7612019Revenue 2020: $260,923Expenses 2020: $412,327Net Income 2020: -$151,4042020Revenue 2021: $354,923Expenses 2021: $337,013Net Income 2021: $17,9102021Revenue 2022: $1,694,720Expenses 2022: $435,794Net Income 2022: $1,258,9262022Revenue 2023: -$52,385Expenses 2023: $461,897Net Income 2023: -$514,2822023Revenue 2024: $313,343Expenses 2024: $644,258Net Income 2024: -$330,9152024Revenue 2025: $942,099Expenses 2025: $561,154Net Income 2025: $380,9452025

Highlighted filing

2025

Revenue$942,099
Expenses$561,154
Net Income$380,945
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,960,877
Liabilities
$0
Net assets
$8,960,877
Revenue
$942,099
Expenses
$561,154
Net income
$380,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.94$0.56$0.38
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.54$0.00$8.54$0.31$0.64$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.00$8.68$0.05$0.46$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.94$0.00$8.94$1.69$0.44$1.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.04$0.00$9.04$0.35$0.34$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.91$0.00$7.91$0.26$0.41$0.15
2019Summary only. Only limited summary data is available for this year.$7.88$0.00$0.18$0.45$0.64
2015Summary only. Only limited summary data is available for this year.$5.94$0.00$0.41$0.61$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.78$0.35$0.43
2013Summary only. Only limited summary data is available for this year.$5.65$0.00$0.50$0.35$0.15
2012Summary only. Only limited summary data is available for this year.$2.25$0.00$0.11$0.11$0.00
2011Summary only. Only limited summary data is available for this year.$2.25$0.00$0.10$0.10$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 28, 2026
Return Version
2024v5.2
Gross Receipts
$1,585,239
Mission and Program Overview

Mission

Support the protestant episopal diocese of springfield

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,543,535$8,960,877▲ $417,342
Investments Other Securities-$8,911,551-
Investments in Publicly Traded Securities$8,495,412--
Savings and Temporary Cash Investments$48,122$49,325▲ $1,203
Total Assets$8,543,535$8,960,877▲ $417,342
Other Assets Total$1$1→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,543,535$8,960,877▲ $417,342
Total Liabilities and Net Assets / Fund Balance$8,543,535$8,960,877▲ $417,342
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleBaseTotal
Bank of AmericaCo-trustee$18,678$18,678
Bishop Brian K BurgessCo-trustee$2,474$2,474
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$926,060
Other Revenue
$16,039
Change in Net Assets
$380,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$527,848
Salaries, Compensation, and Employee Benefits$21,151
Other Expenses$12,155
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$527,848--$527,848
Current Officers, Directors, Trustees, and Key Employees$8,460$12,691-$21,151
All Other Expenses-$12,155-$12,155
Total Functional Expenses$536,308$24,846$0$561,154
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Diocese of SpringfieldSpringfield, IL--$527,848
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“When decisions are made, they are documented in the permanet record”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Tax department prepares, reviews and files 990.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual statement of compliance signed and documented by all employees of the corporate fiduciary.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The trust has a corporate co-trustee and co-trustee. Fee is basis on a bank fee schedule”

FORM 990, PAGE 6, PART VI, LINE 15B

“Trustee fees per applicable compensation schedule and state law requirements”

Form 990, Page 6, Part VI, Line 19

“The organization, and the Bank as corporate fiduciary, make governing documents, conflicts of interest policy, and financial statements available to the public as required by federal and state laws.”

Filing and Contact Details

Filer

Filer Name
Putnam Family Charitable Trust
EIN
43-6104724
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2026-02-28

Organization Details

Formed
1969
Legal Domicile
Il
Voting Board Members
2
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Schedule A, Part IV, Supporting Organization Section D. 3.

“The co-trustee is a bishop of the supported church. The bank co-trustee meet with the church bishop frequently throughout the year and review investments.”

Explanation for Form 990, Part XI, Line 9

“Common trust fund timing $36,397.”

Raw XML Appendix355 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.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0643140
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherWebsiteInd0X
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0163002
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0149612
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt010703784
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt09824494
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0374632
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0343857
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt010866786
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt09974106
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0374632
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0343857
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0370729908
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0527848
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DIOCESE OF SPRINGFIELD
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0527848
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0527848
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DIOCESE OF SPRINGFIELD
IRS990ScheduleI/RecipientTable/RecipientEIN0370729908
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0521 S 2ND ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0627042601
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0VERIFICATION OF PUBLIC CHARITY STATUS AND USE OF FUNDS PERTRUST DOCUMENT PROVISIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The co-trustee is a bishop of the supported church. The bank co-trustee meet with the church bishop frequently throughout the year and review investments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN THE PERMANET RECORD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX DEPARTMENT PREPARES, REVIEWS AND FILES 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL STATEMENT OF COMPLIANCE SIGNED AND DOCUMENTED BY ALL EMPLOYEES OF THE CORPORATE FIDUCIARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST HAS A CORPORATE CO-TRUSTEE AND CO-TRUSTEE. FEE IS BASIS ON A BANK FEE SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEE FEES PER APPLICABLE COMPENSATION SCHEDULE AND STATE LAW REQUIREMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The organization, and the Bank as corporate fiduciary, make governing documents, conflicts of interest policy, and financial statements available to the public as required by federal and state laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMON TRUST FUND TIMING $36,397.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SUPPORTING ORGANIZATION SECTION D. 3.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08543535
IRS990/TotalAssetsEOYAmt08960877
IRS990/TotalAssetsGrp/BOYAmt08543535
IRS990/TotalAssetsGrp/EOYAmt08960877
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024846
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0536308
IRS990/TotalFunctionalExpensesGrp/TotalAmt0561154
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08543535
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08960877
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0536308
IRS990/TotalReportableCompFromOrgAmt021152
IRS990/TotalRevenueGrp/ExclusionAmt0244842
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0942099
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08543535
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08960877
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUTNAM FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PUTN
ReturnHeader/Filer/EIN0436104724
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02026-03-01T14:01:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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