Civic Intelligence

Karl B Goldfield Trust

EIN 34-6947261 • Pittsburgh, PA

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$2,704

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.0%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

881%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$177,886

Up $1,785 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$177,886

Up $1,785 (+1.0%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin78th percentile

Revenue

Up

$19,644

Up $17,641 (+881%) from 2023

Expenses

Down

$14,622

Down $114 (-0.8%) from 2023

Net Income

Up

$5,022

Up $17,755 (+139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $194,056Liabilities 2010: $0Net Assets 2010: $194,0562010Assets 2011: $192,873Liabilities 2011: $0Net Assets 2011: $192,8732011Assets 2012: $184,571Liabilities 2012: $0Net Assets 2012: $184,5712012Assets 2013: $144,191Liabilities 2013: $0Net Assets 2013: $144,1912013Assets 2014: $205,555Liabilities 2014: $0Net Assets 2014: $205,5552014Assets 2015: $193,974Liabilities 2015: $0Net Assets 2015: $193,9742015Assets 2016: $190,086Liabilities 2016: $0Net Assets 2016: $190,0862016Assets 2017: $187,952Liabilities 2017: $0Net Assets 2017: $187,9522017Assets 2018: $185,603Liabilities 2018: $0Net Assets 2018: $185,6032018Assets 2019: $188,080Liabilities 2019: $0Net Assets 2019: $188,0802019Assets 2020: $187,183Liabilities 2020: $0Net Assets 2020: $187,1832020Assets 2021: $188,182Liabilities 2021: $0Net Assets 2021: $188,1822021Assets 2022: $184,977Liabilities 2022: $0Net Assets 2022: $184,9772022Assets 2023: $176,101Liabilities 2023: $0Net Assets 2023: $176,1012023Assets 2024: $177,886Liabilities 2024: $0Net Assets 2024: $177,8862024

Highlighted filing

2024

Assets$177,886
Liabilities$0
Net Assets$177,886
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KExpenses 2010: $14,0952010Expenses 2011: $15,1272011Expenses 2012: $14,9982012Revenue 2013: $7,036Expenses 2013: $14,172Net Income 2013: -$7,1362013Revenue 2014: $3,917Expenses 2014: $14,988Net Income 2014: -$11,0712014Revenue 2015: $4,155Expenses 2015: $15,342Net Income 2015: -$11,1872015Revenue 2016: $4,105Expenses 2016: $14,940Net Income 2016: -$10,8352016Revenue 2017: $4,030Expenses 2017: $14,518Net Income 2017: -$10,4882017Revenue 2018: $7,202Expenses 2018: $15,797Net Income 2018: -$8,5952018Revenue 2019: $4,942Expenses 2019: $15,557Net Income 2019: -$10,6152019Revenue 2020: $14,210Expenses 2020: $15,108Net Income 2020: -$8982020Revenue 2021: $17,513Expenses 2021: $15,990Net Income 2021: $1,5232021Revenue 2022: $12,048Expenses 2022: $17,401Net Income 2022: -$5,3532022Revenue 2023: $2,003Expenses 2023: $14,736Net Income 2023: -$12,7332023Revenue 2024: $19,644Expenses 2024: $14,622Net Income 2024: $5,0222024

Highlighted filing

2024

Revenue$19,644
Expenses$14,622
Net Income$5,022
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$177,886
Liabilities
$0
Net assets
$177,886
Revenue
$19,644
Expenses
$14,622
Net income
$5,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.20$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.02$0.15$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.12$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.18$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.14$0.15$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.05$0.16$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.07$0.16$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.04$0.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.04$0.15$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.04$0.15$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.04$0.15$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.07$0.14$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$2,704-$2,704
SHELDON STEINTrust Advisor-$1,351-$1,351
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLEVELAND MUSEUM OF ARTGENERAL SUPPORTPCCLEVELAND, OH, US$10,373
Filing and Contact Details

Filer

Filer Name
Karl B Goldfield Fb Cma
EIN
34-6947261
Phone
4124428772
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4124428772
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Raw XML Appendix322 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0180124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0997677646 CLEVELAND MUSEUM OF
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015212
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04124428772
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010373
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CLEVELAND MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011150 EAST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010373
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010884
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01635
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03439
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03439
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015011
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01616
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05012
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01635
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03338
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01616
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018450
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016834
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02166
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12250
OtherDecreasesSchedule/OtherDecreasesDetail/Amt22563
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CY PENDING SALES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2COST BASIS ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0139
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03742
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CTF PENDING SALE BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/Amt171
TaxesSchedule/TaxesDetail/Amt25
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt171
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt25
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04124428772
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KARL B GOLDFIELD FB CMA
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0346947261
ReturnHeader/Filer/PhoneNum04124428772
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 FIRST AVE P7-PFSC-03-Z
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T12:01:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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