Civic Intelligence

Anne L & George H Clapp Charitable & Educational Trust

990PF • Fiscal year 2023 • EIN 25-6018976

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 26, 2024

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-1634

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

17th percentile

0.00x

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

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

Net Margin

25th percentile

-10%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

38th percentile

$108,518

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

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

Asset Growth

30th percentile

-0.8%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

15th percentile

-31%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$15,682,375

Down $125,487 (-0.8%) from 2022

Net Assets

Down

$15,682,375

Down $125,487 (-0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin25th percentile

Revenue

Down

$1,064,042

Down $470,672 (-31%) from 2022

Expenses

Down

$1,171,994

Down $71,610 (-5.8%) from 2022

Net Income

Down

-$107,952

Down $399,062 (-137%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$20M$15M$10M$5.0M$0Assets 2020: $16,222,853Liabilities 2020: $0Net Assets 2020: $16,222,8532020Assets 2021: $15,534,856Liabilities 2021: $0Net Assets 2021: $15,534,8562021Assets 2022: $15,807,862Liabilities 2022: $0Net Assets 2022: $15,807,8622022Assets 2023: $15,682,375Liabilities 2023: $0Net Assets 2023: $15,682,3752023Assets 2024: $15,263,430Liabilities 2024: $0Net Assets 2024: $15,263,4302024Assets 2025: $15,019,805Liabilities 2025: $0Net Assets 2025: $15,019,8052025

Highlighted filing

2023

Assets$15,682,375
Liabilities$0
Net Assets$15,682,375
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $559,534Expenses 2020: $1,166,213Net Income 2020: -$606,6792020Revenue 2021: $589,513Expenses 2021: $1,279,290Net Income 2021: -$689,7772021Revenue 2022: $1,534,714Expenses 2022: $1,243,604Net Income 2022: $291,1102022Revenue 2023: $1,064,042Expenses 2023: $1,171,994Net Income 2023: -$107,9522023Revenue 2024: $874,653Expenses 2024: $1,358,478Net Income 2024: -$483,8252024Revenue 2025: $1,065,601Expenses 2025: $1,342,846Net Income 2025: -$277,2452025

Highlighted filing

2023

Revenue$1,064,042
Expenses$1,171,994
Net Income-$107,952
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 26, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$108,518-$108,518
William Collin CO Annette CalgaroCo-TrusteePT$55,000-$55,000
Hubbard Galbraith CO Annette CalgaCo-TrusteePT$55,000-$55,000
Filing and Contact Details

Filer

Filer Name
Clapp G H Decd Char and Ed Tr
EIN
25-6018976
Phone
4122341634
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122341634
Signed
2024-01-26
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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85912828ZC7 TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86912828ZE3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8768389XBT1 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88023135BQ8 AMAZON.COM INC 0.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89092113AR0 BLACK HILLS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90278642AV5 EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9187612EBL9 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9289236TGL3 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93031162CT5 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt943136G4H63 FEDERAL NATL MTG ASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95337738AU2 FISERV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96341271AE4 STATE BOARD OF ADMIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9778355HKQ1 RYDER SYSTEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9880283LAY9 SANTANDER UK PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99912828YG9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10000206RKG6 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101912828ZB9 TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102912828ZN3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10300914AAF9 AIR LEASE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10422160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10514064D873 F&T BHVRL SM CAP EQ-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106225433AC5 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107254687FX9 WALT DISNEY COMPANY/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1083134GWND4 FREDDIE MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109548661107 LOWES COMPANIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11069371RR24 PACCAR FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11102666TAC1 AMERICAN HOMES 4 REN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112698813102 PAPA JOHNS INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1139DDI00547 MOLSSF LIQUIDATING T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11437045V100 GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115369550BN7 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11691282CAQ4 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11791282CCS8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118771195104 ROCHE HLDG LTD SPONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11991282CBJ9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12004636NAA1 ASTRAZENECA FINANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12191324PEC2 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12314913R2K2 CATERPILLAR FINL SER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12509247X101 BLACKROCK INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126254687106 DISNEY (WALT) COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1283130ALZS6 FEDERAL HOME LOAN BA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12924422EVR7 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130025537101 AMERICAN ELECTRIC PO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131579780AR8 MCCORMICK & CO 0.9%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132548661DX2 LOWE'S COS INC 1.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133110122DN5 BRISTOL-MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134651639106 NEWMONT MINING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135921075297 VAN ECK CM COMMODITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13602665WDZ1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137444859BP6 HUMANA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138912828ZT0 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13964990FD76 NEW YORK ST DORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14091282CCB5 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141617446448 MORGAN STANLEY DEAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142036752AJ2 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143693475105 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144872540AV1 T J X COS I 1.15% 5/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146539830109 LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14791282CCV1 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149125269100 CF INDS HLDGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1509DDQ00713 LIAB-COMMONFUND VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15191282CDJ7 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15291282CFE6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15391282CFJ5 WI TREASURY SEC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15438141GYM0 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155025816CV9 AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15691282CFC0 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15791282CDK4 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1583133ENUH1 FEDERAL FARM CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1599EEA00772 LIAB-NEUBERGER SECON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16038378BT82 GOVERNMENT NATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1613134GXS54 FREDDIE MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1623130ARDV0 FEDERAL HOME BANK LO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163126650CX6 C V S HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164037833CJ7 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16569447T771 P F FLOATING RATE IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16691282CEG2 WI TREASURY SEC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1679EEB00796 NB SECONDARY OPPS FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16891282CEQ0 WI TREASURY SEC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16991282CDQ1 WI TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170404280CX5 HSBC HOLDINGS PLC 2.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1723130ARAB7 FEDERAL HOME LOAN BA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173405552100 HALEON PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17442225UAK0 HEALTHCARE TRUST OF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1759DDQ00721 COMMONFUND CAPITAL V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17690353T100 UBER TECHNOLOGIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17791282CFB2 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17891282CEF4 US TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17937733W204 GSK PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18005587N794 BNYM GLBL RL RTRN -Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18187264ABD6 T-MOBILE USA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18291282CEH0 W I TREASURY SEC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18391282CEP2 WI TREASURY SEC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18491282CAT8 WI TREASURY N/B .250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185912828X70 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18600206RDK5 A T & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18700287YBX6 ABBVIE INC 3.2% 11/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18800724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18900774MAG0 AERCAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190031162CS7 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191035242AN6 ANHEUSER-BUSH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192037833BH2 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19304273WAC5 ARROW ELECTRONICS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19405971KAE9 BANCO SANTANDER SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19510373QBT6 B P CAP MARKETS AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19611134LAR0 BROADCOM CRP / CAYM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197125523100 CIGNA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt198126650CY4 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt199172967KA8 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20022160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201235851102 DANAHER CORP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20225160PAH0 DEUTSCHE BANK NY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20330231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20430303M8J4 META PLATFORMS INC 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2053132CWZZ0 FREDDIE MAC SUPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2063132DPLT3 FHLMC SD2138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2073132DPQE1 FHLMC SD2253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2083132DPXX1 FHLMC SD2494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2093132DQQN9 FEDERAL NATL MTGE AS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2103132DWC35 FHLMC SD8190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2113132DWC43 FHLMC SD8191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2123132DWDC4 FHLMC SD8199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2133132DWDJ9 FHLMC SD8205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2143133N2TB2 FHLMC POOL RE5046

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,682,375
Liabilities
$0
Net assets
$15,682,375
Revenue
$1,064,042
Expenses
$1,171,994
Net income
-$107,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.07$1.34$0.28
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.87$1.36$0.48
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.06$1.17$0.11
2022Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$1.53$1.24$0.29
2021Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.59$1.28$0.69
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.56$1.17$0.61