Civic Intelligence

Charles C Knox Trust UW

EIN 23-6225502 • Pittsburgh, PA

Pub. 78 Eligible
Bny Mellon Na - PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-26%

Higher net margin than 15% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$59,572

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.5%

Faster asset growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

30%

Faster revenue growth than 70% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,859,136

Down $75,201 (-1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,859,136

Down $75,201 (-1.5%) from 2023

Revenue

Up

$290,248

Up $66,376 (+30%) from 2023

Expenses

Up

$364,732

Up $37,114 (+11%) from 2023

Net Income

Up

-$74,484

Up $29,262 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2020: $5,196,420Liabilities 2020: $0Net Assets 2020: $5,196,4202020Assets 2021: $5,244,107Liabilities 2021: $0Net Assets 2021: $5,244,1072021Assets 2022: $5,039,868Liabilities 2022: $0Net Assets 2022: $5,039,8682022Assets 2023: $4,934,337Liabilities 2023: $0Net Assets 2023: $4,934,3372023Assets 2024: $4,859,136Liabilities 2024: $0Net Assets 2024: $4,859,1362024

Highlighted filing

2024

Assets$4,859,136
Liabilities$0
Net Assets$4,859,136

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2020: $454,941Expenses 2020: $298,347Net Income 2020: $156,5942020Revenue 2021: $362,566Expenses 2021: $311,521Net Income 2021: $51,0452021Revenue 2022: $135,671Expenses 2022: $337,820Net Income 2022: -$202,1492022Revenue 2023: $223,872Expenses 2023: $327,618Net Income 2023: -$103,7462023Revenue 2024: $290,248Expenses 2024: $364,732Net Income 2024: -$74,4842024

Highlighted filing

2024

Revenue$290,248
Expenses$364,732
Net Income-$74,484

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 25, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$59,572-$59,572
BARBARA FENTRESSCo-Trustee-$12,846-$12,846
JANE DELLHEIMCo-Trustee-$12,846-$12,846
Filing and Contact Details

Filer

Filer Name
Knox Charles C Uw Pers
EIN
23-6225502
Phone
2155533068
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2155533068
Signed
2025-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Raw XML AppendixShowing 400 of 3,400 raw XML fields

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149722304102 PINDUODUO INC-ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150776696106 ROPER TECHNOLOGIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15188579Y101 3M CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15298978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153G0403H108 AON PLC/IRELAND A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154G51502105 JOHNSON CTLS INTL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155G87052109 TE CONNECTIVITY PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156H01301128 ALCON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157V7780T103 ROYAL CARIBBEAN CRUI
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