Putnam Family Charitable Trust

Foundation · Grantmaker Dallas, TX EIN: 43-6104724

SUPPORT THE PROTESTANT EPISOPAL DIOCESE OF SPRINGFIELD

Key facts about Putnam Family Charitable Trust

EIN
43-6104724
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$527,848
Grants made (2025)
1
Average grant
$527,848
Median grant
$527,848
Total assets
$8,960,877
Primary geography
Illinois (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Next steps with Putnam Family Charitable Trust

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$9.0M

+4.9% YoY

Annual Giving

$528K

-13.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$528K

-13.8% YoY

About Putnam Family Charitable Trust

Based on IRS filings

Putnam Family Charitable Trust is a nonprofit organization, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $9.0M in total assets. In 2025, it awarded 1 grant totaling $528K. Net investment income was $926K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Springfield

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$466K$932K$1M$2M202020212022202320242025
Metric202520242023
Total Assets$8,960,877$8,543,535$8,684,702
Revenue$942,099$313,343$-52,385
Expenses$561,154$644,258$461,897
Qualifying Distributions———
Net Investment Income$926,060$296,503$-68,080
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS March 1, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS February 1, 2022)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS February 13, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS February 25, 2025)
  5. Updated Form 990 for fiscal year 2025 (received by the IRS March 1, 2026)

Giving Over Time

Total grant dollars and number of grants per year

$0$153K$306K$460K$613K1 grants20201 grants20210 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Diocese of Springfield: $528KDiocese of Springfield$528K

Grant Size Distribution

4 grants across all recorded years

<$50K$50–100K$100–250K2$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Diocese of Springfield ($527,848).

RecipientPurposeAmount
DIOCESE OF SPRINGFIELD Springfield, IL—$527,848

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Bank of America — Co-Trustee: $19KBank of AmericaCo-Trustee$19KBishop Brian K Burgess — Co-Trustee: $2KBishop Brian K BurgessCo-Trustee$2K

From 2025 IRS filing

NameTitleHoursCompensation
Bank of AmericaCo-Trustee—$18,678
Bishop Brian K BurgessCo-Trustee—$2,474

Frequently Asked Questions

How large is Putnam Family Charitable Trust?

As of 2025, Putnam Family Charitable Trust holds $9.0M in total assets with $942K in annual revenue. It awarded 1 grant totaling $528K in 2025.

Where does Putnam Family Charitable Trust operate?

Putnam Family Charitable Trust has awarded grants in Illinois.

What size grants does Putnam Family Charitable Trust award?

In 2025, Putnam Family Charitable Trust awarded 1 grant totaling $528K — an average of about $528K per grant, based on its IRS Form 990 filings.

What is Putnam Family Charitable Trust's EIN?

Putnam Family Charitable Trust's EIN (Employer Identification Number) is 43-6104724. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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