Civic Intelligence

Trust UW Alexander Hamilton Fulton

EIN 13-6882400 • Pittsburgh, PA

PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

71st percentile

22%

Higher net margin than 71% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

41st percentile

1.9%

Faster asset growth than 41% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-0.5%

Faster revenue growth than 31% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$21,672,474

Up $1,226,465 (+6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$21,672,474

Up $1,226,465 (+6.0%) from 2023

Revenue

Up

$2,726,425

Up $979,946 (+56%) from 2023

Expenses

Up

$1,493,814

Up $128,976 (+9.4%) from 2023

Net Income

Up

$1,232,611

Up $850,970 (+223%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $17,594,696Liabilities 2011: $02011Assets 2012: $17,172,805Liabilities 2012: $02012Assets 2013: $17,676,810Liabilities 2013: $02013Assets 2014: $18,458,811Liabilities 2014: $02014Assets 2015: $18,875,212Liabilities 2015: $02015Assets 2019: $19,310,185Liabilities 2019: $02019Assets 2020: $18,752,984Liabilities 2020: $0Net Assets 2020: $18,752,9842020Assets 2021: $20,020,369Liabilities 2021: $0Net Assets 2021: $20,020,3692021Assets 2022: $20,066,227Liabilities 2022: $0Net Assets 2022: $20,066,2272022Assets 2023: $20,446,009Liabilities 2023: $0Net Assets 2023: $20,446,0092023Assets 2024: $21,672,474Liabilities 2024: $0Net Assets 2024: $21,672,4742024

Highlighted filing

2024

Assets$21,672,474
Liabilities$0
Net Assets$21,672,474

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,482,218Expenses 2011: $1,144,832Net Income 2011: $337,3862011Revenue 2012: $555,514Expenses 2012: $1,046,341Net Income 2012: -$490,8272012Revenue 2013: $1,629,852Expenses 2013: $1,124,073Net Income 2013: $505,7792013Revenue 2014: $2,067,166Expenses 2014: $1,289,836Net Income 2014: $777,3302014Revenue 2015: $1,621,938Expenses 2015: $1,264,813Net Income 2015: $357,1252015Revenue 2019: $1,039,723Expenses 2019: $1,205,271Net Income 2019: -$165,5482019Revenue 2020: $828,810Expenses 2020: $1,383,701Net Income 2020: -$554,8912020Revenue 2021: $2,794,323Expenses 2021: $1,526,545Net Income 2021: $1,267,7782021Revenue 2022: $1,755,671Expenses 2022: $1,708,248Net Income 2022: $47,4232022Revenue 2023: $1,746,479Expenses 2023: $1,364,838Net Income 2023: $381,6412023Revenue 2024: $2,726,425Expenses 2024: $1,493,814Net Income 2024: $1,232,6112024

Highlighted filing

2024

Revenue$2,726,425
Expenses$1,493,814
Net Income$1,232,611

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 17, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$195,395-$195,395
Filing and Contact Details

Filer

Filer Name
Trust Uw Alexander Hamilton Fulton
EIN
13-6882400
Phone
2129228198
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2129228198
Signed
2025-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66278642AV5 EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6791282CAM3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6822160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69341271AE4 STATE BOARD OF ADMIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70912828ZB9 TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71023135BQ8 AMAZON.COM INC 0.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72548661DX2 LOWE'S COS INC 1.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73912828ZT0 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7478355HKQ1 RYDER SYSTEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt753136G4H63 FEDERAL NATL MTG ASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7600914AAF9 AIR LEASE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7787612EBL9 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78912828ZN3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79031162CT5 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8068389XBT1 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8200206RKG6 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83872540AV1 T J X COS I 1.15% 5/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85912828ZE3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt863134GWND4 FREDDIE MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt873130ALZS6 FEDERAL HOME LOAN BA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88G1151C101 ACCENTURE PLC IRELAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8904636NAA1 ASTRAZENECA FINANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9069371RR24 PACCAR FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91579780AR8 MCCORMICK & CO 0.9%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9214913R2K2 CATERPILLAR FINL SER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93404280CX5 HSBC HOLDINGS PLC 2.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9487264ABD6 T-MOBILE USA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95369550BN7 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9638141GYM0 GOLDMAN SACHS GROUP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9802665WDZ1 AMERICAN HONDA FINAN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10291282CCS8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10391282CCB5 UNITED STATES TREAS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11101988X408 ALLSPRING GLO LNG/SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11291282CFB2 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11611135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11791282CDJ7 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11891282CFV8 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120573284106 MARTIN MARIETTA MATL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121517834107 LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12291282CFY2 US TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123744573106 PUBLIC SERVICE ENTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12400766Y513 CHAMPLAIN MID CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253133ENUH1 FEDERAL FARM CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12675886F107 REGENERON PHARMACEUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12723320G463 D F A COMMODITY STRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12838378BT82 GOVERNMENT NATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12991282CFE6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130233203421 DFA EMERG MKTS CORE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13600771X419 G Q G PART EMERG MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137020002101 ALLSTATE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13830231G102 EXXON MOBIL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14091282CAT8 WI TREASURY N/B .250
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144464287804 ISHARES TR S & P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14505722G100 BAKER HUGHES A GE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14691282CEF4 US TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1473134GXS54 FREDDIE MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14891282CFC0 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149025816CV9 AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150036752103 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15105569M806 BNY MELLON SMALL CAP
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