PUTNAM FAMILY CHARITABLE TRUST

EIN: 436104724 501(c)(3)

DALLAS, TX

Total Revenue
$942,099
Total Expenses
$561,154
Total Assets
$8,960,877
Net Assets
$8,960,877
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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
1969
Legal Domicile
IL
Phone
8888663275
Tax Period
2024-10-01 to 2025-09-30

PUTNAM FAMILY CHARITABLE TRUST, founded in 1969, is a small nonprofit that reported $942K in total revenue in fiscal year 2024. Revenue surged 201% from the prior year, signaling strong growth momentum. The organization ran a surplus of $381K, a strong 40% operating margin.

Mission

SUPPORT THE PROTESTANT EPISOPAL DIOCESE OF SPRINGFIELD

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $926,060
Other Revenue $16,039
TOTAL REVENUE $942,099

Expense Breakdown

Grants Paid $527,848
Salaries & Benefits $21,151
Fundraising Expenses $0
Program Expenses $536,308
Other Expenses $12,155
TOTAL EXPENSES $561,154

Year-over-Year Comparison

2024 2023 Change
Revenue $942,099 $313,343 +2.0%
Expenses $561,154 $644,258 -0.1%
Net Income $380,945 $-330,915 -2.2%
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

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Governance

Voting Members
2
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
2
$21,152
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BANK OF AMERICA CO-TRUSTEE N/A
Director
$18,678 $0 $18,678
BISHOP BRIAN K BURGESS CO-TRUSTEE N/A
Director
$2,474 $0 $2,474
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
2025 $942,099 $561,154 $8,960,877 $380,945
2024 $313,343 $644,258 $8,543,535 $-330,915
2023 $-52,385 $461,897 $8,684,702 $-514,282
2022 $1,694,720 $435,794 $8,944,181 $1,258,926
2021 $354,923 $337,013 $9,041,021 $17,910
2020 $260,923 $412,327 $7,905,891 $-151,404
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