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Nonprofit · EIN 43-6104724

PUTNAM FAMILY CHARITABLE TRUST

Tax-exempt · DALLAS, TX 75265

Financials

−$52K$462K2022$313K$644K2023$942K$561K2024
Revenue Expenses · by fiscal year end
Financials of PUTNAM FAMILY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$942,099$561,154$380,945$8,960,877$0$8,960,877
September 30, 2024990$313,343$644,258-$330,915$8,543,535$0$8,543,535
September 30, 2023990-$52,385$461,897-$514,282$8,684,702$0$8,684,702
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$926,060
Net gain from sales of assets
$697,257
Other revenue
$16,039

Expenses

Grants and similar amounts paid
$527,848
Compensation of officers, directors and key employees
$21,151
Salaries, compensation and benefits (total)
$21,151
Professional fundraising fees
$0
Program services (functional)
$536,308
Management and general (functional)
$24,846

Balance sheet and other

Total assets, start of year
$8,543,535
Total assets, end of year
$8,960,877
Total liabilities, end of year
$0
Net assets, end of year
$8,960,877
Gross receipts
$1,585,239
Employees
0
Year formed
1969
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICACO-TRUSTEE
Trustee or director
–$18,678
BISHOP BRIAN K BURGESSCO-TRUSTEE
Trustee or director
–$2,474
990 for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICACO-TRUSTEE
Trustee or director
–$16,443
BISHOP BRIAN K BURGESSCO-TRUSTEE
Trustee or director
–$2,259
990 for the year ended September 30, 2023: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICACO-TRUSTEE
Trustee or director
1$16,579
BISHOP BRIAN K BURGESSCO-TRUSTEE
Trustee or director
1$2,087

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
Signed the 990
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

Mission

SUPPORT THE PROTESTANT EPISOPAL DIOCESE OF SPRINGFIELD

990 for the year ended September 30, 2025

Program accomplishments

  • SUPPORT THE PROTESTANT EPISOPAL DIOCESE OF SPRINGFIELD
    Expenses $536,308 · grants $527,848

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
43-6104724
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
1990
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,960,877
Income (IRS master file)
$1,585,239

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$942,099$561,154$8,960,877XML
990September 2024$313,343$644,258$8,543,535XML
990September 2023-$52,385$461,897$8,684,702XML
990September 2022$1,694,720$435,794$8,944,181IRS
990September 2021–––IRS
990September 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6104724).

Questions about PUTNAM FAMILY CHARITABLE TRUST

What is the EIN of PUTNAM FAMILY CHARITABLE TRUST?
The employer identification number (EIN) of PUTNAM FAMILY CHARITABLE TRUST is 43-6104724.
Is PUTNAM FAMILY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to PUTNAM FAMILY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does PUTNAM FAMILY CHARITABLE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PUTNAM FAMILY CHARITABLE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PUTNAM FAMILY CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who are the officers and directors of PUTNAM FAMILY CHARITABLE TRUST?
The 990 for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $18,678 (BANK OF AMERICA, CO-TRUSTEE).
How much revenue does PUTNAM FAMILY CHARITABLE TRUST have?
On its 990 for the year ended September 30, 2025 it reported revenue of $942,099, expenses of $561,154 and total assets of $8,960,877 at year end.

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