Civic Intelligence

Fox-Khatami Charitable Tr

990PF • Fiscal year 2023 • EIN 88-6248454

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 28, 2024

Organization Profile
1118 Gillespie PlaceAustin, TX 78704

(646) 335-3112

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

41st percentile

-1.3%

Higher net margin than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

88th percentile

86%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$477

Up $477 from 2022

Net Assets

Up

$477

Up $477 from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin41st percentile

Revenue

Up

$80,967

Up $37,471 (+86%) from 2022

Expenses

Up

$82,000

Up $38,504 (+89%) from 2022

Net Income

Down

-$1,033

Down $1,033 from 2022

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600$400$200$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $477Liabilities 2023: $0Net Assets 2023: $4772023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$477
Liabilities$0
Net Assets$477
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$100K$50K$0-$50KRevenue 2022: $43,496Expenses 2022: $43,496Net Income 2022: $02022Revenue 2023: $80,967Expenses 2023: $82,000Net Income 2023: -$1,0332023Revenue 2024: $83,000Expenses 2024: $83,000Net Income 2024: $02024

Highlighted filing

2023

Revenue$80,967
Expenses$82,000
Net Income-$1,033
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 28, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARYL H FOXTrustee-$0--
HOOTAN KHATAMITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fox-khatami Charitable Trust
EIN
88-6248454
Phone
6463353112
Address
1118 GILLESPIE PLACE, AUSTIN, TX 78704

Signing Officer

Name
Daryl H Fox
Title
Trustee
Phone
6462562703
Signed
2024-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Britt & Company CPA LLC
Address
980 WASHINGTON STREET SUITE 123, DEDHAM, MA 02026
Preparer
James Sullivan CPA
Phone
7813201900
Raw XML Appendix160 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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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUSTEES SHALL PRIMARILY MAKE CHARITABLE CONTRIBUTIONS TO QUALIFYING ORGANIZATIONS IN THE STATE OF TEXAS, PROVIDING SUPPORT TOWARDS SERVICES IN PERFORMING ARTS, INCLUDING BUT NOT LIMITED TO OPERA, CHAMBER MUSIC, SYMPHONY, THEATER, AND BALLET.
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARYL H FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06462562703
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX-KHATAMI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FOX-
ReturnHeader/Filer/EIN0886248454
ReturnHeader/Filer/PhoneNum06463353112
ReturnHeader/Filer/USAddress/AddressLine1Txt01118 GILLESPIE PLACE
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450604259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRITT & COMPANY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0980 WASHINGTON STREET SUITE 123
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002026
ReturnHeader/PreparerPersonGrp/PhoneNum07813201900
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SULLIVAN CPA
ReturnHeader/ReturnTs02024-10-15T14:51:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477
Liabilities
$0
Net assets
$477
Revenue
$80,967
Expenses
$82,000
Net income
-$1,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$83.0$83.0$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$81.0$82.0$1.03
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$43.5$43.5$0.00