Civic Intelligence

Augusta M Stocker Charitable Trust

990PF • Fiscal year 2025 • EIN 39-6791084

Oct 01, 2024 to Sep 30, 2025 • Filed on Jan 05, 2026

PO Box 505 Mac H0006-092Saint Louis, MO 63166

(888) 730-4933

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

3rd percentile

-100%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

59th percentile

$51,398

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 32.1% of source-year revenue.

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

Asset Growth

20th percentile

-3.9%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

11th percentile

-24%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Down

$4,003,450

Down $161,834 (-3.9%) from 2024

Net Assets

Down

$4,003,450

Down $161,834 (-3.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$160,121

Down $50,953 (-24%) from 2024

Expenses

Up

$319,641

Up $46,784 (+17%) from 2024

Net Income

Down

-$159,520

Down $97,737 (-158%) from 2024

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,776,116Liabilities 2011: $02011Assets 2012: $1,686,308Liabilities 2012: $02012Assets 2013: $1,662,213Liabilities 2013: $02013Assets 2014: $1,654,957Liabilities 2014: $02014Assets 2015: $1,556,340Liabilities 2015: $02015Assets 2018: $1,083,981Liabilities 2018: $0Net Assets 2018: $1,083,9812018Assets 2019: $920,873Liabilities 2019: $1Net Assets 2019: $920,8732019Assets 2020: $803,972Liabilities 2020: $1Net Assets 2020: $803,9722020Assets 2021: $827,085Liabilities 2021: $1Net Assets 2021: $827,0852021Assets 2022: $4,285,992Liabilities 2022: $1Net Assets 2022: $4,285,9922022Assets 2023: $4,225,659Liabilities 2023: $1Net Assets 2023: $4,225,6592023Assets 2024: $4,165,284Liabilities 2024: $0Net Assets 2024: $4,165,2842024Assets 2025: $4,003,450Liabilities 2025: $0Net Assets 2025: $4,003,4502025

Highlighted filing

2025

Assets$4,003,450
Liabilities$0
Net Assets$4,003,450

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $135,718Expenses 2011: $194,164Net Income 2011: -$58,4462011Revenue 2012: $151,691Expenses 2012: $195,235Net Income 2012: -$43,5442012Revenue 2013: $142,056Expenses 2013: $166,151Net Income 2013: -$24,0952013Revenue 2014: $160,007Expenses 2014: $167,113Net Income 2014: -$7,1062014Revenue 2015: $105,527Expenses 2015: $204,173Net Income 2015: -$98,6462015Revenue 2018: $112,345Expenses 2018: $289,847Net Income 2018: -$177,5022018Revenue 2019: $113,134Expenses 2019: $276,117Net Income 2019: -$162,9832019Revenue 2020: $121,968Expenses 2020: $239,028Net Income 2020: -$117,0602020Revenue 2021: $245,807Expenses 2021: $222,653Net Income 2021: $23,1542021Revenue 2022: $3,730,954Expenses 2022: $265,683Net Income 2022: $3,465,2712022Revenue 2023: $144,709Expenses 2023: $206,641Net Income 2023: -$61,9322023Revenue 2024: $211,074Expenses 2024: $272,857Net Income 2024: -$61,7832024Revenue 2025: $160,121Expenses 2025: $319,641Net Income 2025: -$159,5202025

Highlighted filing

2025

Revenue$160,121
Expenses$319,641
Net Income-$159,520
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 5, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$51,398-$51,398
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN CANCER SOCIETY INCGENERAL SUPPORT GRANTPCATLANTA, GA, US$83,000
Paid GrantAMERICAN HEART ASSOCIATIONGENERAL SUPPORT GRANTPCST PETERSBURG, FL, US$83,000
Paid GrantAMERICAN KIDNEY FUNDGENERAL SUPPORT GRANTPCROCKVILLE, MD, US$83,000
Filing and Contact Details

Filer

Filer Name
Augusta M Stocker Charitable Trust
EIN
39-6791084
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2026-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm494106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm609247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm887612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm911135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1058933Y105 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11532457108 ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12911312106 UNITED PARCEL SERVIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1517275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1691324P102 UNITEDHEALTH GROUP I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1889151E109 TOTALENERGIES SE -SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20904767704 UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2130303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2200287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2575513E101 RTX CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3202079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3300724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34007903107 ADVANCED MICRO DEVIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4309290D101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44278865100 ECOLAB INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48620076307 MOTOROLA SOLUTIONS,
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5067066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5179466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5290353T100 UBER TECHNOLOGIES IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55G87052109 TE CONNECTIVITY PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56N07059210 ASML HOLDING NV-NY R
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