Civic Intelligence

Van Cliburn Trust Fund

990 • Fiscal year 2024 • EIN 75-2231693

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 19, 2024

Organization ProfileN/A
201 Main StreetFort Worth, TX 76102

(817) 738-6536

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

57th percentile

7.1%

Faster asset growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

137%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$21,276,503

Up $1,417,091 (+7.1%) from 2023

Net Assets

Up

$21,270,148

Up $3,077,383 (+17%) from 2023

Liabilities

Down

$6,355

Down $1,660,292 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin94th percentile

Revenue

Up

$2,193,002

Up $1,269,135 (+137%) from 2023

Expenses

Down

$647,794

Down $19,511 (-2.9%) from 2023

Net Income

Up

$1,545,208

Up $1,288,646 (+502%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$30M$20M$10M$0Assets 2010: $9,642,626Liabilities 2010: $0Net Assets 2010: $9,642,6262010Assets 2011: $11,198,994Liabilities 2011: $51,757Net Assets 2011: $11,147,2372011Assets 2012: $11,183,366Liabilities 2012: $1,547Net Assets 2012: $11,181,8192012Assets 2013: $12,223,204Liabilities 2013: $0Net Assets 2013: $12,223,2042013Assets 2014: $14,754,096Liabilities 2014: $449,196Net Assets 2014: $14,304,9002014Assets 2015: $13,994,175Liabilities 2015: $307,794Net Assets 2015: $13,686,3812015Assets 2016: $13,494,111Liabilities 2016: $0Net Assets 2016: $13,494,1112016Assets 2017: $14,566,031Liabilities 2017: $2,982Net Assets 2017: $14,563,0492017Assets 2018: $15,566,230Liabilities 2018: $3,322Net Assets 2018: $15,562,9082018Assets 2019: $15,652,956Liabilities 2019: $156,270Net Assets 2019: $15,496,6862019Assets 2020: $15,988,174Liabilities 2020: $577,674Net Assets 2020: $15,410,5002020Assets 2021: $21,120,983Liabilities 2021: $1,104,177Net Assets 2021: $20,016,8062021Assets 2022: $17,856,014Liabilities 2022: $1,369,269Net Assets 2022: $16,486,7452022Assets 2023: $19,859,412Liabilities 2023: $1,666,647Net Assets 2023: $18,192,7652023Assets 2024: $21,276,503Liabilities 2024: $6,355Net Assets 2024: $21,270,1482024Assets 2025: $22,452,546Liabilities 2025: $7,496Net Assets 2025: $22,445,0502025

Highlighted filing

2024

Assets$21,276,503
Liabilities$6,355
Net Assets$21,270,148
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $401,5092010Revenue 2011: $338,141Expenses 2011: $581,750Net Income 2011: -$243,6092011Expenses 2012: $962,1542012Expenses 2013: $524,9702013Revenue 2014: $673,343Expenses 2014: $45,866Net Income 2014: $627,4772014Revenue 2015: $1,118,995Expenses 2015: $0Net Income 2015: $1,118,9952015Revenue 2016: $442,910Expenses 2016: $0Net Income 2016: $442,9102016Revenue 2017: $1,219,857Expenses 2017: $0Net Income 2017: $1,219,8572017Revenue 2018: $1,894,110Expenses 2018: $520,868Net Income 2018: $1,373,2422018Revenue 2019: $568,717Expenses 2019: $613,648Net Income 2019: -$44,9312019Revenue 2020: $1,187,695Expenses 2020: $624,514Net Income 2020: $563,1812020Revenue 2021: $694,692Expenses 2021: $523,647Net Income 2021: $171,0452021Revenue 2022: $1,836,337Expenses 2022: $1,463,932Net Income 2022: $372,4052022Revenue 2023: $923,867Expenses 2023: $667,305Net Income 2023: $256,5622023Revenue 2024: $2,193,002Expenses 2024: $647,794Net Income 2024: $1,545,2082024Revenue 2025: $2,136,460Expenses 2025: $1,565,983Net Income 2025: $570,4772025

Highlighted filing

2024

Revenue$2,193,002
Expenses$647,794
Net Income$1,545,208
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 19, 2024
Return Version
2023v5.1
Gross Receipts
$4,617,673
Mission and Program Overview

Mission

The Van Cliburn Trust is organized to support the Van Cliburn Foundation, Inc. in its mission to advance classical piano music throughout the world through international piano competitions and programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,877,334$19,595,464▲ $1,718,130
Investments Other Securities$1,333,669$1,480,892▲ $147,223
Pledges and Grants Receivable$629,439$167,000▼ $462,439
Accounts Receivable$17,970$32,147▲ $14,177
Cash and Non-Interest-Bearing Accounts$1,000$1,000→ $0
Total Assets$19,859,412$21,276,503▲ $1,417,091
Liabilities
Other Liabilities$1,660,918$0▼ $1,660,918
Accounts Payable and Accrued Expenses$5,729$6,355▲ $626
Total Liabilities$1,666,647$6,355▼ $1,660,292
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,011,178$16,630,103▲ $1,618,925
Net Assets Without Donor Restrictions$3,181,587$4,640,045▲ $1,458,458
Total Net Assets Fund Balance$18,192,765$21,270,148▲ $3,077,383
Total Liabilities and Net Assets / Fund Balance$19,859,412$21,276,503▲ $1,417,091

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,480,892--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$18,192,765$1,302,956▲ $2,422,221$622,794$21,270,148
2022$16,486,745$533,000▲ $1,840,325$642,284$18,192,765
2021$20,016,806$578,887▼ $2,645,016$1,422,681$16,486,745
2020$15,410,500$117,000▲ $5,012,953$486,636$20,016,806
2019$15,496,686$853,453▼ $315,125$472,822$15,410,500
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Douglas K BrattonTrustee
Gregory L McCoyTrustee
Jeffrey B KingTrustee
Kevin AvondetTrustee
P Bradley LummisTrustee
Randall C GideonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,302,956
Program Service Revenue
$0
Investment Income
$890,046
Other Revenue
$0
All Other Contributions
$52,956
Change in Net Assets
$1,545,208

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,193,002
Revenue Not Reported on Form 990
$4,284,373
Total Revenue per Audited Statements
$6,477,375
Total Revenue per Form 990
$2,193,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$622,794
Other Expenses$25,000
Total Fundraising Expense$25,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$622,794--$622,794
Fees for Services Management$0$0$25,000$25,000
Total Functional Expenses$622,794$0$25,000$647,794

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,763,120
Expenses Not Reported on Form 990$3,115,326
Expenses per Audited Statements$647,794
Total Expenses per Form 990$647,794
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Van Cliburn Foundation IncFort Worth, TX501(c)(3)Operation$622,794
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Van Cliburn Foundation$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Van Cliburn Trust
EIN
75-2231693
Phone
8177386536
Address
201 Main Street, Fort Worth, TX 76102

Signing Officer

Name
Randall Gideon
Title
Trustee
Phone
8177386536
Signed
2024-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacques Marquis
Formed
1987
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Hatter & Associates Llp
Address
6500 WEST FREEWAY SUITE 101, FORT WORTH, TX 76116
Preparer
Walter D Hatter
Phone
8173359258
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Form 990 is reviewed and approved by the Trustees.”

Pt VI, Line 19

“The governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Pt XI

“Transfer to Van Cliburn Foundation, Inc.”

Pt VI, Line 15A

“Van Cliburn Trust does not have an employee, CEO, Executive Director, or management official.”

Pt VI, Line 15B

“Van Cliburn Trust does not have an employee, officer, or key employee.”

Financial Statement Notes

Pt V, Line 4

“The Van Cliburn Trust Funds endowments consist of approximately 55 individual donor-restricted funds established for a variety of purposes, including operating expenses, concerts, and competition costs, as well as a fund designated by the Board of Directors to function as an endowment.”

Pt X, Line 2

“The Van Cliburn Foundation, Inc. and the Van Cliburn Trust are exempt from federal income tax in accordance with Section 501(c)(3) of the Internal Revenue Code, except for tax on any unrelated business income. The Van Cliburn Trust had no material unrelated business income during the year. In addition, the Internal Revenue Service has determined the Trust is not a private foundation within the meaning of Section 509(a) of the Internal Revenue Code. The Van Cliburn Trust follows the provisions of FASB ASC 740, Income Taxes, which requires financial statement recognition and disclosure for uncertain tax positions taken or expected to be taken in a tax return. Management considers the likelihood of changes by taxing authorities to its filed exempt organization returns and recognizes a liability for or disclosed potential significant changes that are more likely than not to occur upon examination by tax authorities, including changes to the Van Cliburn Trusts tax-exempt status. Management believes the Van Cliburn Trust met the requirements to maintain its tax-exempt status and has not identified any uncertain tax positions that would require recognition or disclosure in the accompanying financial statements. With few exceptions, the Van Cliburn Trusts federal exempt organization returns for the past three years are subject to examination by tax authorities and may change upon examination.”

Pt XI, Line 2D

“Income of related party (Van Cliburn Foundation, Inc.) in audited financial statements (consolidated)”

Pt XII, Line 2D

“Expenses of related party (Van Cliburn Foundation, Inc.) in audited financial statements (consolidated)and transactions removed in consolidation.”

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IRS990ScheduleD/OtherRevenueAmt02752198
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01480892
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IRS990ScheduleD/RevenueNotReportedAmt04284373
IRS990ScheduleD/RevenueSubtotalAmt02193002
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Van Cliburn Trust Funds endowments consist of approximately 55 individual donor-restricted funds established for a variety of purposes, including operating expenses, concerts, and competition costs, as well as a fund designated by the Board of Directors to function as an endowment.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Van Cliburn Foundation, Inc. and the Van Cliburn Trust are exempt from federal income tax in accordance with Section 501(c)(3) of the Internal Revenue Code, except for tax on any unrelated business income. The Van Cliburn Trust had no material unrelated business income during the year. In addition, the Internal Revenue Service has determined the Trust is not a private foundation within the meaning of Section 509(a) of the Internal Revenue Code. The Van Cliburn Trust follows the provisions of FASB ASC 740, Income Taxes, which requires financial statement recognition and disclosure for uncertain tax positions taken or expected to be taken in a tax return. Management considers the likelihood of changes by taxing authorities to its filed exempt organization returns and recognizes a liability for or disclosed potential significant changes that are more likely than not to occur upon examination by tax authorities, including changes to the Van Cliburn Trusts tax-exempt status. Management believes the Van Cliburn Trust met the requirements to maintain its tax-exempt status and has not identified any uncertain tax positions that would require recognition or disclosure in the accompanying financial statements. With few exceptions, the Van Cliburn Trusts federal exempt organization returns for the past three years are subject to examination by tax authorities and may change upon examination.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Income of related party (Van Cliburn Foundation, Inc.) in audited financial statements (consolidated)
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Expenses of related party (Van Cliburn Foundation, Inc.) in audited financial statements (consolidated)and transactions removed in consolidation.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XII, Line 2d
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IRS990ScheduleD/TotalExpensesPerForm990Amt0647794
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt02193002
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06477375
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03763120
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0622794
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Operation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Van Cliburn Foundation Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0751098332
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 Main St Ste 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Fort Worth
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd076102
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed and approved by the Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing documents, conflict of interest policy, and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Transfer to Van Cliburn Foundation, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Van Cliburn Trust does not have an employee, CEO, Executive Director, or management official.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Van Cliburn Trust does not have an employee, officer, or key employee.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Van Cliburn Foundation Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0751098332
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Present and stage piano competitions
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 Main Street Ste 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Fort Worth
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt40
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2Cash Value
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Van Cliburn Foundation Inc
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,276,503
Liabilities
$6,355
Net assets
$21,270,148
Revenue
$2,193,002
Expenses
$647,794
Net income
$1,545,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.5$0.01$22.4$2.14$1.57$0.57
2024Detailed filing. Detailed filing data is available for this year.$21.3$0.01$21.3$2.19$0.65$1.55
2023Detailed filing. Detailed filing data is available for this year.$19.9$1.67$18.2$0.92$0.67$0.26
2022Detailed filing. Detailed filing data is available for this year.$17.9$1.37$16.5$1.84$1.46$0.37
2021Detailed filing. Detailed filing data is available for this year.$21.1$1.10$20.0$0.69$0.52$0.17
2020Detailed filing. Detailed filing data is available for this year.$16.0$0.58$15.4$1.19$0.62$0.56
2019Detailed filing. Detailed filing data is available for this year.$15.7$0.16$15.5$0.57$0.61$0.04
2018Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.89$0.52$1.37
2017Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.22$0.00$1.22
2016Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.44$0.00$0.44
2015Detailed filing. Detailed filing data is available for this year.$14.0$0.31$13.7$1.12$0.00$1.12
2014Detailed filing. Detailed filing data is available for this year.$14.8$0.45$14.3$0.67$0.05$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.00$12.2$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.00$11.2$0.96
2011Summary only. Only limited summary data is available for this year.$11.2$0.05$11.1$0.34$0.58$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.64$0.00$9.64$0.40