Civic Intelligence

Martha Lockhart Mason Fund

990T • Fiscal year 2022 • EIN 25-6018595

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 16, 2023

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 236-7417

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,430,748Liabilities 2020: $0Net Assets 2020: $6,430,7482020Assets 2021: $6,824,740Liabilities 2021: $0Net Assets 2021: $6,824,7402021Assets 2022: $7,250,704Liabilities 2022: $0Net Assets 2022: $7,250,7042022Assets 2023: $7,378,469Liabilities 2023: $0Net Assets 2023: $7,378,4692023Assets 2024: $7,369,822Liabilities 2024: $0Net Assets 2024: $7,369,8222024

Latest loaded filing

2024

Assets$7,369,822
Liabilities$0
Net Assets$7,369,822
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2020: $404,562Expenses 2020: $411,835Net Income 2020: -$7,2732020Revenue 2021: $843,864Expenses 2021: $445,475Net Income 2021: $398,3892021Revenue 2022: $887,268Expenses 2022: $482,996Net Income 2022: $404,2722022Revenue 2023: $587,968Expenses 2023: $428,656Net Income 2023: $159,3122023Revenue 2024: $456,669Expenses 2024: $469,979Net Income 2024: -$13,3102024

Latest loaded filing

2024

Revenue$456,669
Expenses$469,979
Net Income-$13,310
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 16, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Mason Martha Lockhart
EIN
25-6018595
Phone
4122367417
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122367417
Signed
2023-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix83 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1041ScheduleD/DiffOfSmallerAmt00
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IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0256068
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0256068
IRS1041ScheduleD/GainLessIncludedAmt0318484
IRS1041ScheduleD/GainPlusDividendsAmt0318484
IRS1041ScheduleD/NetIncomeMinusSmallerAmt0318484
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0256068
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/NetTimesPercentAmt00
IRS1041ScheduleD/QlfyDividendsEstateTrustAmt062416
IRS1041ScheduleD/SmallerGainAmt0256068
IRS1041ScheduleD/SmallerOfCalcAmt00
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt00
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt00
IRS1041ScheduleD/SmallerTimesPercentAmt00
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt00
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt00
IRS1041ScheduleD/TaxPlusTimePercentAmt00
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0256068
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0256068
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt00
IRS990T/BalanceDueAmt00
IRS990T/BookValueAssetsEOYAmt07250704
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt0-11
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-11
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-11
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0-11
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-11
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04122367417
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MASON MARTHA LOCKHART
ReturnHeader/Filer/BusinessNameControlTxt0MASO
ReturnHeader/Filer/EIN0256018595
ReturnHeader/Filer/PhoneNum04122367417
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-11T15:01:25-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.46$0.47$0.01
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.59$0.43$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.89$0.48$0.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.84$0.45$0.40
2020Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.40$0.41$0.01