Civic Intelligence

Wilson B Pettibone Trust

EIN 43-6022939 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

12th percentile

-88%

Higher net margin than 12% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$1,768

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 50.1% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

49th percentile

-2.7%

Faster asset growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$113,911

Down $3,107 (-2.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$113,911

Down $3,107 (-2.7%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin12th percentile

Revenue

Up

$3,530

Up $440 (+14%) from 2024

Expenses

Down

$6,637

Down $198 (-2.9%) from 2024

Net Income

Up

-$3,107

Up $638 (+17%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$300K$200K$100K$0Assets 2012: $209,788Liabilities 2012: $02012Assets 2013: $209,943Liabilities 2013: $02013Assets 2014: $184,572Liabilities 2014: $02014Assets 2015: $176,680Liabilities 2015: $0Net Assets 2015: $176,6802015Assets 2016: $169,294Liabilities 2016: $0Net Assets 2016: $169,2942016Assets 2017: $161,376Liabilities 2017: $0Net Assets 2017: $161,3762017Assets 2018: $154,549Liabilities 2018: $0Net Assets 2018: $154,5492018Assets 2019: $147,977Liabilities 2019: $0Net Assets 2019: $147,9772019Assets 2020: $141,753Liabilities 2020: $0Net Assets 2020: $141,7532020Assets 2021: $135,053Liabilities 2021: $0Net Assets 2021: $135,0532021Assets 2022: $127,716Liabilities 2022: $0Net Assets 2022: $127,7162022Assets 2023: $120,763Liabilities 2023: $0Net Assets 2023: $120,7632023Assets 2024: $117,018Liabilities 2024: $0Net Assets 2024: $117,0182024Assets 2025: $113,911Liabilities 2025: $0Net Assets 2025: $113,9112025

Highlighted filing

2025

Assets$113,911
Liabilities$0
Net Assets$113,911
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$40K$20K$0-$20K-$40KRevenue 2012: $5,011Expenses 2012: $12,793Net Income 2012: -$7,7822012Revenue 2013: $5,253Expenses 2013: $5,098Net Income 2013: $1552013Revenue 2014: $2,800Expenses 2014: $28,171Net Income 2014: -$25,3712014Revenue 2015: $4,280Expenses 2015: $12,154Net Income 2015: -$7,8742015Revenue 2016: $4,870Expenses 2016: $12,172Net Income 2016: -$7,3022016Revenue 2017: $3,346Expenses 2017: $11,064Net Income 2017: -$7,7182017Revenue 2018: $3,923Expenses 2018: $10,750Net Income 2018: -$6,8272018Revenue 2019: $3,899Expenses 2019: $10,471Net Income 2019: -$6,5722019Revenue 2020: $4,112Expenses 2020: $10,336Net Income 2020: -$6,2242020Revenue 2021: $3,608Expenses 2021: $10,309Net Income 2021: -$6,7012021Revenue 2022: $2,712Expenses 2022: $10,048Net Income 2022: -$7,3362022Revenue 2023: $2,396Expenses 2023: $9,348Net Income 2023: -$6,9522023Revenue 2024: $3,090Expenses 2024: $6,835Net Income 2024: -$3,7452024Revenue 2025: $3,530Expenses 2025: $6,637Net Income 2025: -$3,1072025

Highlighted filing

2025

Revenue$3,530
Expenses$6,637
Net Income-$3,107
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$113,911
Liabilities
$0
Net assets
$113,911
Revenue
$3,530
Expenses
$6,637
Net income
-$3,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.07$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.03$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04$0.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.04$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.04$0.10$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.11$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.03$0.11$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.05$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.04$0.12$0.08
2014Summary only. Only limited summary data is available for this year.$1.85$0.00$0.03$0.28$0.25
2013Summary only. Only limited summary data is available for this year.$2.10$0.00$0.05$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$0.05$0.13$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
May 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$1,768-$1,768
Filing and Contact Details

Filer

Filer Name
Wilson B Pettibone Trust
EIN
43-6022939
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-05-28
Raw XML Appendix280 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
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03594
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITY COUNCIL OF HANNIBAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0DEPT OF PARKS RECREATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HANNIBAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0634014406
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03594
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/AppliedToCurrentYearAmt04801
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0138
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01371
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0403
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04801
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01371
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01509
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILSON B PETTIBONE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PETT
ReturnHeader/Filer/EIN0436022939
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-28T13:01:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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