Civic Intelligence

Roy a Hunt Foundation

990PF • Fiscal year 2024 • EIN 25-6105162

Jun 01, 2023 to May 31, 2024 • Filed on Oct 16, 2024

Organization Profile

View Organization Page

Bny Mellon Na - PO Box 185Pittsburgh, PA 15230-0185

(412) 281-8734

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.05x

Higher debt load relative to revenue than 24% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

7th percentile

-44%

Higher net margin than 7% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$195,502

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

18th percentile

-2.0%

Faster asset growth than 18% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-25%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$78,053,836

Down $1,604,844 (-2.0%) from 2023

Net Assets

Down

$77,892,836

Down $1,690,844 (-2.1%) from 2023

Liabilities

Up

$161,000

Up $86,000 (+115%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin7th percentile

Revenue

Down

$3,432,027

Down $1,147,164 (-25%) from 2023

Expenses

Up

$4,954,588

Up $74,741 (+1.5%) from 2023

Net Income

Down

-$1,522,561

Down $1,221,905 (-406%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$100M$50M$0Assets 2021: $73,367,020Liabilities 2021: $15,000Net Assets 2021: $73,352,0202021Assets 2022: $78,841,793Liabilities 2022: $0Net Assets 2022: $78,841,7932022Assets 2023: $79,658,680Liabilities 2023: $75,000Net Assets 2023: $79,583,6802023Assets 2024: $78,053,836Liabilities 2024: $161,000Net Assets 2024: $77,892,8362024Assets 2025: $80,727,839Liabilities 2025: $1,348,500Net Assets 2025: $79,379,3392025

Highlighted filing

2024

Assets$78,053,836
Liabilities$161,000
Net Assets$77,892,836
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2021: $8,030,266Expenses 2021: $5,167,418Net Income 2021: $2,862,8482021Revenue 2022: $10,343,020Expenses 2022: $4,924,385Net Income 2022: $5,418,6352022Revenue 2023: $4,579,191Expenses 2023: $4,879,847Net Income 2023: -$300,6562023Revenue 2024: $3,432,027Expenses 2024: $4,954,588Net Income 2024: -$1,522,5612024Revenue 2025: $6,911,988Expenses 2025: $5,134,701Net Income 2025: $1,777,2872025

Highlighted filing

2024

Revenue$3,432,027
Expenses$4,954,588
Net Income-$1,522,561
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 16, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER B KELLYExecutive DirectorFT$171,911$23,591$195,502
ADRIENNE A LANGControllerFT$109,034$17,047$126,081
GINA R PICCOLINOProgram CoordinatorFT$76,521$18,563$95,084
SEE ATTACHED STATEMENTSee AttachedFT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHEDSEE ATTACHEDSEE ATTACHEDSEE ATTACHED, PA, US$3,879,000
Filing and Contact Details

Filer

Filer Name
Roy a Hunt Foundation
EIN
25-6105162
Phone
4122818734
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Jennifer Kelly
Title
Executive Director
Phone
4122818734
Signed
2024-10-16
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/CategoryOrItemTxt54060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5574052BAA5 PREMIER HEALTH PART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56CONSTITUTION IRONSIDES PARTNER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57CONSTITUTION IRONSIDES CO-INVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58STEPSTONE VS IMPACT I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59PATHSTONE/PERSHING EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60SUMMIT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61GENERATION IM CLIMATE SOLUTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62HIGHVISTA PRIVATE EQUITY VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63ECOSYSTEMS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64912828YG9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6568389XBT1 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66912828ZE3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67912828YB0 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6800287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6905587K832 BNYM US EQUITY FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70337738AU2 FISERV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71464287499 ISHARES TR RUSSELL M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72191216100 COCA-COLA CO USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7400766Y513 CHAMPLAIN MID CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt759128286T2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76031162CT5 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7722160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78225433AC5 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7967066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80278642AV5 EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8187612EBL9 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82912828ZB9 TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8305587K857 BNYM INTL STCK-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85701094AM6 PARKER-HANNIFIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8600914AAF9 AIR LEASE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8789236TGL3 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88092113AR0 BLACK HILLS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8942225UAD6 HEALTHCARE TRUST OF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90443201108 HOWMET AEROSPACE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9105588E850 BNY MELLON HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92912828ZN3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9374437E404 PGIM JENNISON GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94NEW SUMMIT IMPACT FUND II-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95254687FX9 WALT DISNEY COMPANY/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96518439104 ESTEE LAUDER COMPANI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9703076C106 AMERIPRISE FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98036752AJ2 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9914913R2K2 CATERPILLAR FINL SER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10091324PEC2 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10178355HKQ1 RYDER SYSTEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10278468R796 S P D R S&P FOSSIL F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103023135BQ8 AMAZON.COM INC 0.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10405589K855 BNY MELLON BOND MARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10504636NAA1 ASTRAZENECA FINANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106369550BN7 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1073130ALZS6 FEDERAL HOME LOAN BA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108341271AE4 STATE BOARD OF ADMIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109912828ZC7 TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111548661DX2 LOWE'S COS INC 1.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11200206RKG6 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113517834107 LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114579780AR8 MCCORMICK & CO 0.9%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115912828ZT0 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116235851102 DANAHER CORP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11769371RR24 PACCAR FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118872540AV1 T J X COS I 1.15% 5/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11991282CBJ9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12073358W4V3 PORT AUTHORITY OF NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1213136G4H63 FEDERAL NATL MTG ASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12275513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12391282CAM3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12437045V100 GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253134GWND4 FREDDIE MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126110122DN5 BRISTOL-MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127HIGHVISTA PRIVATE EQUITY VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128ECOSYSTEM INTEGRITY FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1293130ARAB7 FEDERAL HOME LOAN BA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13000206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13191282CDJ7 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1323133ENUH1 FEDERAL FARM CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13338378BT82 GOVERNMENT NATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13491282CDK4 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13591282CCS8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13691282CEF4 US TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13724422EVR7 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138404280CX5 HSBC HOLDINGS PLC 2.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139444859BP6 HUMANA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1403130ARDV0 FEDERAL HOME BANK LO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14138141GYM0 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14202665WDZ1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14302666TAC1 AMERICAN HOMES 4 REN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144025816CV9 AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14591282CCV1 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14614064D873 F&T BHVRL SM CAP EQ-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14764990FD76 NEW YORK ST DORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14891282CCB5 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14991282CDQ1 WI TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15087264ABD6 T-MOBILE USA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15121037T109 CONSTELLATION ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15291282CEH0 W I TREASURY SEC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153ILLUMEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154MOONRISE VENTURE PARTNERS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155HIGHVISTA PRIVATE EQUITY IX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156STEPSTONE VC IMPACT II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157G0403H108 AON PLC/IRELAND A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158149123101 CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15914949P208 CAUSEWAY CAP MGMT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16016679L109 CHEWY INC - CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16117275R102 CISCO SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162172908105 CINTAS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163G3223R108 EVEREST RE GRP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164G4863A108 INTERNATIONAL GAME T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16522160N109 COSTAR GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16702079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168031100100 AMETEK INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16928176E108 EDWARDS LIFESCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170252131107 DEXCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17125659T107 DOLBY LABORATORIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17203662Q105 ANSYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173666807102 NORTHROP GRUMMAN COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17469351T106 PPL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17570614W100 PELOTON INTERACTIVE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,053,836
Liabilities
$161,000
Net assets
$77,892,836
Revenue
$3,432,027
Expenses
$4,954,588
Net income
-$1,522,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$80.7$1.35$79.4$6.91$5.13$1.78
2024Detailed filing. Detailed filing data is available for this year.$78.1$0.16$77.9$3.43$4.95$1.52
2023Detailed filing. Detailed filing data is available for this year.$79.7$0.08$79.6$4.58$4.88$0.30
2022Detailed filing. Detailed filing data is available for this year.$78.8$0.00$78.8$10.3$4.92$5.42
2021Detailed filing. Detailed filing data is available for this year.$73.4$0.02$73.4$8.03$5.17$2.86