Civic Intelligence

Herman Stanley Char Tr FBO Vicksburg Fd

EIN 38-6567489 • Wilmington, DE

4250 Lancaster Pike Suite 100Wilmington, DE 19805
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

70th percentile

21%

Higher net margin than 70% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$4,466

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

46th percentile

1.6%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

5.6%

Faster revenue growth than 45% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,043,029

Up $16,720 (+1.6%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$1,043,029

Up $16,720 (+1.6%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin70th percentile

Revenue

Up

$81,302

Up $4,278 (+5.6%) from 2024

Expenses

Up

$64,575

Up $3,648 (+6.0%) from 2024

Net Income

Up

$16,727

Up $630 (+3.9%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $945,492Liabilities 2012: $02012Assets 2013: $968,861Liabilities 2013: $02013Assets 2014: $963,833Liabilities 2014: $02014Assets 2015: $964,690Liabilities 2015: $02015Assets 2018: $956,500Liabilities 2018: $0Net Assets 2018: $956,5002018Assets 2019: $1,019,337Liabilities 2019: $0Net Assets 2019: $1,019,3372019Assets 2021: $1,012,064Liabilities 2021: $1Net Assets 2021: $1,012,0642021Assets 2022: $1,011,256Liabilities 2022: $1Net Assets 2022: $1,011,2562022Assets 2023: $1,010,211Liabilities 2023: $1Net Assets 2023: $1,010,2112023Assets 2024: $1,026,309Liabilities 2024: $1Net Assets 2024: $1,026,3092024Assets 2025: $1,043,029Liabilities 2025: $0Net Assets 2025: $1,043,0292025

Highlighted filing

2025

Assets$1,043,029
Liabilities$0
Net Assets$1,043,029
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $26,069Expenses 2012: $67,849Net Income 2012: -$41,7802012Revenue 2013: $92,013Expenses 2013: $68,580Net Income 2013: $23,4332013Revenue 2014: $56,597Expenses 2014: $61,489Net Income 2014: -$4,8922014Revenue 2015: $61,782Expenses 2015: $60,925Net Income 2015: $8572015Revenue 2018: $74,599Expenses 2018: $66,268Net Income 2018: $8,3312018Revenue 2019: $126,890Expenses 2019: $59,580Net Income 2019: $67,3102019Revenue 2021: $68,509Expenses 2021: $67,134Net Income 2021: $1,3752021Revenue 2022: $67,038Expenses 2022: $67,845Net Income 2022: -$8072022Revenue 2023: $60,585Expenses 2023: $61,630Net Income 2023: -$1,0452023Revenue 2024: $77,024Expenses 2024: $60,927Net Income 2024: $16,0972024Revenue 2025: $81,302Expenses 2025: $64,575Net Income 2025: $16,7272025

Highlighted filing

2025

Revenue$81,302
Expenses$64,575
Net Income$16,727
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,043,029
Liabilities
$0
Net assets
$1,043,029
Revenue
$81,302
Expenses
$64,575
Net income
$16,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.06$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.08$0.06$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.06$0.06$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.07$0.07$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.07$0.07$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.13$0.06$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$0.96$0.00$0.06$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$0.06$0.06$0.00
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.09$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$0.95$0.00$0.03$0.07$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES SCHWAB TRUST COMPANY OF DELTrustee-$4,466-$4,466
Filing and Contact Details

Filer

Filer Name
Herman Stanley Char Tr Fbo Vicksburg Fd
EIN
38-6567489
Phone
8007457721
Address
4250 LANCASTER PIKE SUITE 100, WILMINGTON, DE 19805

Signing Officer

Name
Katherine R Eberle
Title
Sr TX Manager
Phone
8007457721
Signed
2025-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel D Waltman
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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt054367
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF THE VICKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VICKSBURG FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VICKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054367
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt054441
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025548
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05634
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02159
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025915
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023756
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03852
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03852
TaxesSchedule/TaxesDetail/Amt0255
TaxesSchedule/TaxesDetail/Amt1984
TaxesSchedule/TaxesDetail/Amt2603
TaxesSchedule/TaxesDetail/Amt348
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2603
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt348
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE R EBERLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR TX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08007457721
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMAN STANLEY CHAR TR FBO VICKSBURG FD
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0386567489
ReturnHeader/Filer/PhoneNum08007457721
ReturnHeader/Filer/USAddress/AddressLine1Txt04250 LANCASTER PIKE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019805
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL D WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-02T14:01:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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