Civic Intelligence

David and Pauline Gregory Tr Fund

990PF • Fiscal year 2012 • EIN 27-6957945

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 08, 2013

Organization Profile
C/O Pnc Bank 620 Liberty Avenue No10 FL15222
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

86th percentile

$8,595

Higher top officer pay than 86% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$779,998

No earlier filing loaded for comparison.

Net Assets

$779,998

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$34,792

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2012: $779,998Liabilities 2012: $0Net Assets 2012: $779,9982012Assets 2013: $804,842Liabilities 2013: $0Net Assets 2013: $804,8422013Assets 2014: $817,064Liabilities 2014: $0Net Assets 2014: $817,0642014Assets 2015: $807,136Liabilities 2015: $0Net Assets 2015: $807,1362015Assets 2016: $787,683Liabilities 2016: $0Net Assets 2016: $787,6832016Assets 2017: $788,979Liabilities 2017: $0Net Assets 2017: $788,9792017Assets 2018: $805,186Liabilities 2018: $0Net Assets 2018: $805,1862018Assets 2019: $868,664Liabilities 2019: $0Net Assets 2019: $868,6642019Assets 2020: $836,062Liabilities 2020: $0Net Assets 2020: $836,0622020Assets 2021: $866,316Liabilities 2021: $0Net Assets 2021: $866,3162021Assets 2022: $825,885Liabilities 2022: $0Net Assets 2022: $825,8852022Assets 2023: $790,480Liabilities 2023: $0Net Assets 2023: $790,4802023Assets 2024: $787,815Liabilities 2024: $0Net Assets 2024: $787,8152024

Highlighted filing

2012

Assets$779,998
Liabilities$0
Net Assets$779,998
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2012: $34,7922012Revenue 2013: $71,951Expenses 2013: $47,107Net Income 2013: $24,8442013Revenue 2014: $62,428Expenses 2014: $50,281Net Income 2014: $12,1472014Revenue 2015: $41,148Expenses 2015: $51,074Net Income 2015: -$9,9262015Revenue 2016: $33,809Expenses 2016: $53,260Net Income 2016: -$19,4512016Revenue 2017: $52,033Expenses 2017: $50,737Net Income 2017: $1,2962017Revenue 2018: $68,925Expenses 2018: $52,720Net Income 2018: $16,2052018Revenue 2019: $116,337Expenses 2019: $52,856Net Income 2019: $63,4812019Revenue 2020: $25,178Expenses 2020: $55,906Net Income 2020: -$30,7282020Revenue 2021: $84,488Expenses 2021: $54,345Net Income 2021: $30,1432021Revenue 2022: $18,111Expenses 2022: $59,144Net Income 2022: -$41,0332022Revenue 2023: $16,858Expenses 2023: $54,831Net Income 2023: -$37,9732023Revenue 2024: $40,775Expenses 2024: $48,572Net Income 2024: -$7,7972024

Highlighted filing

2012

Revenue-
Expenses$34,792
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANKTrustee-$8,595-$8,595
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLOCK HAVEN UNIVERSITY OF PENNSYLVANIAPROVIDE SCHOLARSHIP FOR NATHANIEL E GALMISHPUBLIC CHARITYLOCK HAVEN, PA, US$11,750
Paid GrantGANNON UNIVERSITYPROVIDE SCHOLARSHIP FOR VALERIE M GALMISHPUBLIC CHARITYERIE, PA, US$11,750
Filing and Contact Details

Filer

EIN
27-6957945
Raw XML Appendix313 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.

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InvestmentsOtherSchedule2/InvestmentsOther/BookValue0220981
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1523095
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS - FIXED
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj038604
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0786026
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable011790
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn038712
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0774236
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0786026
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation08595
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10620 LIBERTY AVENUE
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OtherExpensesSchedule/OtherExpenses/Description0ACCOUNT MAINTENANCE FEE
OtherExpensesSchedule/OtherExpenses/Description1MANAGEMENT FEE
OtherExpensesSchedule/OtherExpenses/Description2MANAGEMENT FEE PER RECIPIENT
OtherExpensesSchedule/OtherExpenses/Description3COPY APPLICATIONS AND SUPPORTING MATERIALS
OtherExpensesSchedule/OtherExpenses/Description4PREPARATION OF SPREADSHEET FOR COMMITTEE
OtherExpensesSchedule/OtherExpenses/Description5DISTRIBUTION OF APPLICATIONS MATERIALS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
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OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2170
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps36
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps475
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OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0500
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome40
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome50
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0500
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1700
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2170
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks36
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks475
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks54
TaxesSchedule/Taxes/Amount0262
TaxesSchedule/Taxes/Amount1280
TaxesSchedule/Taxes/Category0BALANCE OF 2011 FEDERAL EXCISE TAX PAID
TaxesSchedule/Taxes/Category1ESTIMATED 2012 EXCISE TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0276957945
ReturnHeader/Filer/Name/BusinessNameLine10DAVID AND PAULINE GREGORY TRUST
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/Phone04127685898
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010 FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/Officer/DateSigned02013-03-08
ReturnHeader/Officer/Name0DALE W KOHSER
ReturnHeader/Officer/Phone04127685898
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-08T08:54:34-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$779,998
Liabilities
$0
Net assets
$779,998
Revenue
-
Expenses
$34,792
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.41$0.49$0.08
2023Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.17$0.55$0.38
2022Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.18$0.59$0.41
2021Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.84$0.54$0.30
2020Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.25$0.56$0.31
2019Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$1.16$0.53$0.63
2018Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.69$0.53$0.16
2017Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.52$0.51$0.01
2016Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.34$0.53$0.19
2015Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.41$0.51$0.10
2014Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.62$0.50$0.12
2013Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.72$0.47$0.25
2012Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.35