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Nonprofit · EIN 91-2158408

THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT

Tax-exempt · DALLAS, TX 75265

Financials

$5.7M$3.8M2023$6.8M$3.9M2024$5.4M$3.9M2025
Revenue Expenses · by fiscal year end
Financials of THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,448,934$3,907,165$1,541,769$50,617,722$0$50,617,722
December 31, 2024990-PF$6,770,679$3,894,271$2,876,408$49,088,606$0$49,088,606
December 31, 2023990-PF$5,710,232$3,781,386$1,928,846$46,218,812$0$46,218,812
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$503,000
Dividends
$1,493,493
Net gain from sales of assets
$3,452,441

Expenses

Grants and similar amounts paid
$3,151,882
Compensation of officers, directors and key employees
$650,151
Disbursements for charitable purposes
$3,436,836
Excise tax on investment income
$62,921

Balance sheet and other

Total assets, start of year
$49,088,606
Total assets, end of year
$50,617,722
Total liabilities, end of year
$0
Net assets, end of year
$50,617,722
Fair market value of assets
$92,100,862
Qualifying distributions
$3,436,836
Net investment income
$4,939,694

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$650,151
NICHOLAS SPITZER
114 WEST 47TH ST, NEW YORK, NY 10036
CO TRUSTEE1$0
LYDIA SPITZER
114 WEST 47TH ST, NEW YORK, NY 10036
CO TRUSTEE1$0
LUKAS SAUL
515 CENTRAL AVE APT 3, DOVER, NH 03820
CO TRUSTEE1$0
FAMILY CAPITAL TRUST CO
36 CENTENNIAL DR, PEABODY, MA 01960
INVESTMENT MGMT1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
FAMILY CAPITAL TRUST CO
36 CENTENNIAL DR, PEABODY, MA 01960
INVESTMENT MGMT1$408,077
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$204,029
NICHOLAS SPITZER
114 WEST 47TH ST, NEW YORK, NY 10036
CO TRUSTEE1$0
LYDIA SPITZER
114 WEST 47TH ST, NEW YORK, NY 10036
CO TRUSTEE1$0
LUKAS SAUL
515 CENTRAL AVE APT 3, DOVER, NH 03820
CO TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$193,060
NICHOLAS SPITZER
114 WEST 47TH ST, NEW YORK, NY 10036
CO TRUSTEE1$0
LYDIA SPITZER
114 WEST 47TH ST, NEW YORK, NY 10036
CO TRUSTEE1$0
LUKAS SAUL
515 CENTRAL AVE APT 3, DOVER, NH 03820
CO TRUSTEE1$0
FAMILY CAPITAL TRUST CO
36 CENTENNIAL DR, PEABODY, MA 01960
INVESTMENT MGMT1$0

Address and contacts

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

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
91-2158408
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$50,617,722
Income (IRS master file)
$13,909,602

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,448,934$3,907,165$50,617,722IRS
990-PFDecember 2024$6,770,679$3,894,271$49,088,606XML
990-PFDecember 2023$5,710,232$3,781,386$46,218,812XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 91-2158408).

Questions about THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT

What is the EIN of THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT?
The employer identification number (EIN) of THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT is 91-2158408.
Is THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Which annual return does THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $650,151 (BANK OF AMERICA, TRUSTEE).
How much revenue does THE CANADAY FAMILY CHARITABLE TRUST AGREEMENT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,448,934, expenses of $3,907,165 and total assets of $50,617,722 at year end.

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