Civic Intelligence

William E Ward Nect

990 • Fiscal year 2025 • EIN 34-6512698

Jun 01, 2024 to May 31, 2025

Organization ProfileN/A
500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

(412) 807-6299

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$13,685

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

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

Source year 2025

Revenue Growth

Score unavailable

No value available

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

Source year 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

$4,819,604

No earlier filing loaded for comparison.

Net Assets

$4,819,604

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin10th percentile

Revenue

$226,981

No earlier filing loaded for comparison.

Expenses

$294,321

No earlier filing loaded for comparison.

Net Income

-$67,340

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.

$6.0M$4.0M$2.0M$0Assets 2025: $4,819,604Liabilities 2025: $0Net Assets 2025: $4,819,6042025

Highlighted filing

2025

Assets$4,819,604
Liabilities$0
Net Assets$4,819,604
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2025: $226,981Expenses 2025: $294,321Net Income 2025: -$67,3402025

Highlighted filing

2025

Revenue$226,981
Expenses$294,321
Net Income-$67,340
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 3, 2026
Return Version
2024v5.2
Gross Receipts
$458,373
Mission and Program Overview

Mission

Supporting the cleveland museum of art

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,622,264$4,819,604▲ $197,340
Investments in Publicly Traded Securities$4,585,951$4,654,289▲ $68,338
Savings and Temporary Cash Investments$36,313$165,535▲ $129,222
Cash and Non-Interest-Bearing Accounts-$-220-
Total Assets$4,622,264$4,819,604▲ $197,340
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,622,264$4,819,604▲ $197,340
Total Liabilities and Net Assets / Fund Balance$4,622,264$4,819,604▲ $197,340
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
-Trustee$13,685$13,685
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$226,981
Other Revenue
$0
Change in Net Assets
$-67,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$273,702
Salaries, Compensation, and Employee Benefits$13,685
Other Expenses$6,934
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$273,702--$273,702
Current Officers, Directors, Trustees, and Key Employees$2,737$10,948-$13,685
Fees for Services Legal-$4,350-$4,350
Other Expenses$200$2,384-$200
Total Functional Expenses$276,639$17,682$0$294,321
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cleveland Musuem of ArtCleveland, OH501c3Operation of the Art Museum$273,702
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“William e. Ward fb cma is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“William e. Ward fb cma is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank, as co-trustee, arranges for the preparation of form 990. Returns are submitted to pnc bank for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 19

“As the sole trustee, pnc bank na makes copies available upon request by mail, phone or walk in requests.”

Filing and Contact Details

Filer

Filer Name
William E Ward Fb Cma
EIN
34-6512698
Phone
4128076299
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4128076299
Signed
2026-04-03
Discuss with paid preparer
Yes

Organization Details

Formed
1944
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Tax cost adj for common trust fund: $268,569, cwru diversified timing/cost basis adj: ($3,889)”

Raw XML Appendix400 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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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02384
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WILLIAM E. WARD FB CMA IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT, WHICH STATES THAT 100% NET INCOME OF WILLIAM E. WARD FB CMA SHOULD BE PAID OVER TO THE SUPPORTED ORGANIZATION, EACH QUARTER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEE HOLDS REGULAR MEETINGS WITH THE SUPPORTED ORGANIZATION TO BETTER UNDERSTAND ITS NEEDS. FURTHER, THE SUPPORTED ORGANIZATION IS PROVIDED WITH THE ANNUAL STATEMENTS THAT CONTAIN THE INVESTMENTS, INCOME AND EXPENSE ACTIVITIES OF THE SUPPORTING ORGANIZATION FOR THE GIVEN TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2MOREOVER, THE TRUSTEE FOLLOWS THE DICTATES OF THE GOVERNING INSTRUMENT, WHICH STATES THAT 100% NET INCOME OF WILLIAM E. WARD FB CMA TO BE PAID TO THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The Trust was established before 11/20/1970 and did not receive any additional contributions, grants, requests, or other transfers on or after that date. The governing instrument requires the trust to distribute all of the net income to a designated public charity and the trustee has no discretion to vary the beneficiaries or the
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4amounts payable to the beneficiaries. The trustees, none of which would be disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section D, Line 3, Continued
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part V, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Part V, Line 1 (continued)
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATION OF THE ART MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CLEVELAND MUSUEM OF ART
IRS990ScheduleI/RecipientTable/RecipientEIN0340714336
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011150 East Boulevard
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044106
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST WORKS CLOSELY WITH THE CLEVELAND MUSEUM OF ART
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLIAM E. WARD FB CMA IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILLIAM E. WARD FB CMA IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK, AS CO-TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO PNC BANK FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS THE SOLE TRUSTEE, PNC BANK NA MAKES COPIES AVAILABLE UPON REQUEST BY MAIL, PHONE OR WALK IN REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX COST ADJ FOR COMMON TRUST FUND: $268,569, CWRU DIVERSIFIED TIMING/COST BASIS ADJ: ($3,889)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02026-04-13T19:01:21-04:00
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ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,819,604
Liabilities
$0
Net assets
$4,819,604
Revenue
$226,981
Expenses
$294,321
Net income
-$67,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.23$0.29$0.07