F P Bolton Payne Fund Inc 208679
F P Bolton Payne Fund Inc maintains strong asset base despite fluctuating investment income and consistent grantmaking.
EIN: 136069816 · Dallas, TX · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.3M |
| Total Expenses | $731K |
| Program Spending | 90% |
| Net Assets | $13.9M |
| Transparency Score | 85/100 |
Is F P Bolton Payne Fund Inc 208679 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
F P Bolton Payne Fund Inc 208679 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About F P Bolton Payne Fund Inc 208679
F P Bolton Payne Fund Inc 208679 (EIN: 136069816) is a nonprofit organization based in Dallas, TX. The organization reported total revenue of $2.3M and total assets of $14.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of F P Bolton Payne Fund Inc 208679's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
F P Bolton Payne Fund Inc 208679 is a mid-size nonprofit that has been operating for 68 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -3.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $594K |
| Total Expenses | $731K |
| Surplus / Deficit | $-136,520 |
| Total Assets | $13.9M |
| Total Liabilities | $1 |
| Net Assets | $13.9M |
| Operating Margin | -23.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 229.0 months |
Financial Health Grade: B
In 2023, F P Bolton Payne Fund Inc 208679 reported a deficit of $137K with expenses exceeding revenue, holds 229.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), F P Bolton Payne Fund Inc 208679's revenue has declined at a compound annual growth rate (CAGR) of -3.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -15.6% | -26.1% | -1.0% |
| 2022 | -48.5% | +14.6% | -2.0% |
| 2021 | +61.3% | -2.4% | +3.6% |
| 2020 | +5.5% | +18.8% | -0.2% |
| 2019 | +29.4% | -9.3% | +4.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 1958 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates F P Bolton Payne Fund Inc 208679 with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, F P Bolton Payne Fund Inc 208679 allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $137K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either entirely volunteer-based or compensated through an external management entity, which significantly reduces direct overhead costs for the fund.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of F P Bolton Payne Fund Inc 208679's IRS 990 filings:
- NTEE code is unknown, limiting understanding of specific charitable focus.
- Detailed breakdown of expenses (program, admin, fundraising) is not provided in the summary data, hindering precise efficiency analysis.
Strengths
The following positive indicators were identified for F P Bolton Payne Fund Inc 208679:
- Strong and stable asset base, consistently over $13 million, indicating long-term financial stability.
- Consistently low liabilities ($0 or $1), demonstrating sound financial management.
- No reported officer compensation, suggesting very low administrative overhead and potentially high efficiency in directing funds to mission.
- Consistent IRS 990 filing history, indicating good transparency and compliance.
Frequently Asked Questions about F P Bolton Payne Fund Inc 208679
Is F P Bolton Payne Fund Inc 208679 a legitimate charity?
F P Bolton Payne Fund Inc 208679 (EIN: 136069816) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.3M. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does F P Bolton Payne Fund Inc 208679 spend its money?
F P Bolton Payne Fund Inc 208679 directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to F P Bolton Payne Fund Inc 208679 tax-deductible?
F P Bolton Payne Fund Inc 208679 is registered as a tax-exempt nonprofit (EIN: 136069816). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is F P Bolton Payne Fund Inc 208679 located?
F P Bolton Payne Fund Inc 208679 is headquartered in Dallas, Texas and files with the IRS under EIN 136069816.
How many years of IRS 990 filings does F P Bolton Payne Fund Inc 208679 have?
F P Bolton Payne Fund Inc 208679 has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.3M in total revenue.
What is the primary mission or program area of F P Bolton Payne Fund Inc?
Based on the provided data, the NTEE code is unknown, and specific program details are not available. However, as a private foundation, its primary mission would typically involve making grants to other charitable organizations or individuals in specific areas.
How does the organization manage its expenses when revenue falls below expenses, as seen in 2023 and 2022?
As a private foundation with a substantial asset base (e.g., $13,946,939 in 2023), the organization likely covers expense shortfalls from its endowment or accumulated investment gains from prior periods, which is a common practice for such entities.
Does the F P Bolton Payne Fund Inc engage in any fundraising activities?
Given the nature of a private foundation and the absence of reported officer compensation, it is highly probable that the organization does not engage in public fundraising activities. Its revenue primarily stems from investment income, not public donations.
Filing History
IRS 990 filing history for F P Bolton Payne Fund Inc 208679 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), F P Bolton Payne Fund Inc 208679's revenue has declined by 31%, moving from $862K to $594K. Total assets increased by 19% over the same period, from $11.7M to $13.9M. Total functional expenses rose by 1.8%, from $718K to $731K. In its most recent filing year (2023), F P Bolton Payne Fund Inc 208679 reported a deficit of $137K, with expenses exceeding revenue. The organization holds $1 in liabilities against $13.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $13.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $594K | $731K | $13.9M | $1 | — | View 990 |
| 2022 | $705K | $989K | $14.1M | $1 | — | View 990 |
| 2021 | $1.4M | $863K | $14.4M | $1 | — | — |
| 2020 | $848K | $884K | $13.9M | $1 | — | — |
| 2019 | $804K | $744K | $13.9M | $0 | — | View 990 |
| 2015 | $621K | $820K | $13.3M | $0 | — | View 990 |
| 2014 | $1.5M | $870K | $13.5M | $0 | — | View 990 |
| 2013 | $649K | $785K | $12.8M | $0 | — | View 990 |
| 2012 | $2.0M | $717K | $13.0M | $0 | — | View 990 |
| 2011 | $862K | $718K | $11.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $594K, expenses of $731K, and assets of $13.9M (revenue -15.6% year-over-year).
- 2022: Revenue of $705K, expenses of $989K, and assets of $14.1M (revenue -48.5% year-over-year).
- 2021: Revenue of $1.4M, expenses of $863K, and assets of $14.4M (revenue +61.3% year-over-year).
- 2020: Revenue of $848K, expenses of $884K, and assets of $13.9M (revenue +5.5% year-over-year).
- 2019: Revenue of $804K, expenses of $744K, and assets of $13.9M (revenue +29.4% year-over-year).
- 2015: Revenue of $621K, expenses of $820K, and assets of $13.3M (revenue -59.3% year-over-year).
- 2014: Revenue of $1.5M, expenses of $870K, and assets of $13.5M (revenue +135.2% year-over-year).
- 2013: Revenue of $649K, expenses of $785K, and assets of $12.8M (revenue -67.1% year-over-year).
- 2012: Revenue of $2.0M, expenses of $717K, and assets of $13.0M (revenue +128.9% year-over-year).
- 2011: Revenue of $862K, expenses of $718K, and assets of $11.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for F P Bolton Payne Fund Inc 208679:
Data Sources and Methodology
This transparency report for F P Bolton Payne Fund Inc 208679 is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.