BUCHOLTZ FAMILY CHARITABLE TRUST

EIN: 516506790 501(c)(3) Philanthropy & Grantmaking

WILMINGTON, DE

Total Revenue
$58,321
Total Expenses
$29,128
Total Assets
$667,278
Net Assets
$667,278
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
DE
Principal Officer
SETH KATZEN
Phone
3024272100
Tax Period
2024-07-01 to 2025-06-30

BUCHOLTZ FAMILY CHARITABLE TRUST, founded in 1999, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $58K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $29K, a strong 50% operating margin.

Mission

ADMINISTERED AND OPERATED EXCLUSIVELY FOR THE CHARITABLE, SCIENTIFIC, AND LITERARY PURPOSES OF THE JEWISH FEDERATION OF DELAWARE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,717
Program Service Revenue $0
Investment Income $56,604
Other Revenue $0
TOTAL REVENUE $58,321

Expense Breakdown

Grants Paid $17,112
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $17,112
Other Expenses $12,016
TOTAL EXPENSES $29,128

Year-over-Year Comparison

2024 2023 Change
Revenue $58,321 $97,963 -0.4%
Expenses $29,128 $30,799 -0.1%
Net Income $29,193 $67,164 -0.6%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
1
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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$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
2025 $58,321 $29,128 $667,278 $29,193
2024 $97,963 $30,799 $619,793 $67,164
2023 $23,420 $30,434 $581,993 $-7,014
2022 $38,026 $31,574 $554,854 $6,452
2021 $54,387 $29,748 $686,142 $24,639
2020 $17,918 $27,948 $563,340 $-10,030
2019 $31,989 $27,623 $569,866 $4,366
Explore More Nonprofits
→Top 100 Nonprofits in Delaware →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare BUCHOLTZ FAMILY CHARITABLE TRUST with other nonprofits in Delaware and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.