Civic Intelligence

Adrian H Jackson Charitable Trust

990PF • Fiscal year 2021 • EIN 13-6078615

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 13, 2022

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-5565

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,612,992

Flat from 2021

Net Assets

Flat

$5,612,992

Flat from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses

Revenue

Flat

$836,732

Flat from 2021

Expenses

Flat

$383,209

Flat from 2021

Net Income

Flat

$453,523

Flat from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,809,231Liabilities 2011: $02011Assets 2012: $4,680,959Liabilities 2012: $02012Assets 2013: $4,714,534Liabilities 2013: $02013Assets 2014: $4,951,006Liabilities 2014: $02014Assets 2015: $5,000,962Liabilities 2015: $02015Assets 2019: $5,269,350Liabilities 2019: $02019Assets 2020: $5,159,603Liabilities 2020: $0Net Assets 2020: $5,159,6032020Assets 2021: $5,612,992Liabilities 2021: $0Net Assets 2021: $5,612,9922021Assets 2021: $5,612,992Liabilities 2021: $0Net Assets 2021: $5,612,9922021Assets 2022: $5,639,942Liabilities 2022: $0Net Assets 2022: $5,639,9422022Assets 2023: $5,787,706Liabilities 2023: $12023

Highlighted filing

2021

Assets$5,612,992
Liabilities$0
Net Assets$5,612,992
Open 2021 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: -$145,929Expenses 2011: $293,892Net Income 2011: -$439,8212011Revenue 2012: $139,099Expenses 2012: $259,564Net Income 2012: -$120,4652012Revenue 2013: $314,480Expenses 2013: $281,303Net Income 2013: $33,1772013Revenue 2014: $553,691Expenses 2014: $318,193Net Income 2014: $235,4982014Revenue 2015: $374,956Expenses 2015: $322,635Net Income 2015: $52,3212015Revenue 2019: $430,960Expenses 2019: $311,086Net Income 2019: $119,8742019Revenue 2020: $242,105Expenses 2020: $351,303Net Income 2020: -$109,1982020Revenue 2021: $836,732Expenses 2021: $383,209Net Income 2021: $453,5232021Revenue 2021: $836,732Expenses 2021: $383,209Net Income 2021: $453,5232021Revenue 2022: $462,442Expenses 2022: $435,497Net Income 2022: $26,9452022Revenue 2023: $479,273Expenses 2023: $329,836Net Income 2023: $149,4372023

Highlighted filing

2021

Revenue$836,732
Expenses$383,209
Net Income$453,523
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 13, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$45,768-$45,768
Filing and Contact Details

Filer

Filer Name
Adrian H Jackson Charitable Trust
EIN
13-6078615
Phone
4122345565
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122345565
Signed
2022-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7943758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8017633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8128008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8237523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8359288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8443113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt85205748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8635149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8733688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd85AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd86AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd87AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0168436
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0664740
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03556
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0836732
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0836732
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0664740
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018307
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027461
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045768
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0331938
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0331938
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0168029
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0168436
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0453523
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01940611
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0664740
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0801539
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,612,992
Liabilities
$0
Net assets
$5,612,992
Revenue
$836,732
Expenses
$383,209
Net income
$453,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.79$0.00$0.48$0.33$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.46$0.44$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.84$0.38$0.45
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.84$0.38$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$0.24$0.35$0.11
2019Summary only. Only limited summary data is available for this year.$5.27$0.00$0.43$0.31$0.12
2015Summary only. Only limited summary data is available for this year.$5.00$0.00$0.37$0.32$0.05
2014Summary only. Only limited summary data is available for this year.$4.95$0.00$0.55$0.32$0.24
2013Summary only. Only limited summary data is available for this year.$4.71$0.00$0.31$0.28$0.03
2012Summary only. Only limited summary data is available for this year.$4.68$0.00$0.14$0.26$0.12
2011Summary only. Only limited summary data is available for this year.$4.81$0.00$0.15$0.29$0.44