FIDUCIARY CHARITABLE FOUNDATION DB… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

TODD ECKLER

Phone

6172926766

Tax Period

2023-01-01 to 2023-12-31

FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE, founded in 1990, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $52.4M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. Net assets of $108.8M represent 25 months of operating reserves.

Mission

CHARITABLE TRUST ORGANIZED TO FACILITATE CHARITABLE GIVING BY 1) ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS TO VARIOUS DESIGNATED CHARITIES, AND 2) SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS.

Program Service Accomplishments

Program 1

Expenses: $2,375,969

THE ORGANIZATION FACILITATES CHARITABLE GIVING BY ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS AS GRANTS TO VARIOUS 501(C)(3) CHARITABLE ORGANIZATIONS PER THE...

THE ORGANIZATION FACILITATES CHARITABLE GIVING BY ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS AS GRANTS TO VARIOUS 501(C)(3) CHARITABLE ORGANIZATIONS PER THE DONOR'S INSTRUCTIONS INCLUDED WITH THE GIFT.

Program 2

Expenses: $48,145,445

THE FOUNDATION FACILITATES CHARITABLE GIVING BY SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $20,243,701

Program Service Revenue $0

Investment Income $32,169,711

Other Revenue $0

TOTAL REVENUE $52,413,412

Expense Breakdown

Grants Paid $50,454,027

Salaries & Benefits $88,500

Fundraising Expenses $0

Program Expenses $50,521,414

Other Expenses $964,045

TOTAL EXPENSES $51,506,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,413,412	$36,442,800	+0.4%
Expenses	$51,506,572	$29,327,141	+0.8%
Net Income	$906,840	$7,115,659	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER BROWN	TRUSTEE	1.00	Director	$0	$0	$0
EMILY MCCANN	TRUSTEE	1.00	Director	$0	$0	$0
DOUG MARSHALL	TRUSTEE	1.00	Director	$0	$0	$0
TODD ECKLER	PRESIDENT/EXECUTIVE DIRECT	1.00	Officer	$0	$0	$0
ADAM THOMPSON	CFO	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$52,413,412	$51,506,572	$108,834,291	$906,840
2022	$36,442,800	$29,327,141	$115,277,256	$7,115,659
2021	$103,573,534	$7,270,604	$117,480,981	$96,302,930
2020	$19,649,743	$5,321,554	$21,159,232	$14,328,189

FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE