Civic Intelligence

Knight Charitable Trust

990PF • Fiscal year 2024 • EIN 43-6907987

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

600 Superior Ave E 1701Cleveland, OH 44114-2614

(216) 382-2000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$55,792

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

359%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,558,310

Up $1,073,096 (+11%) from 2023

Net Assets

Up

$10,558,310

Up $1,085,370 (+11%) from 2023

Liabilities

Down

$0

Down $12,274 (-100%) from 2023

Revenue

Up

$1,805,318

Up $1,411,713 (+359%) from 2023

Expenses

Up

$733,205

Up $6,610 (+0.9%) from 2023

Net Income

Up

$1,072,113

Up $1,405,103 (+422%) from 2023

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $9,495,369Liabilities 2010: $02010Assets 2011: $9,470,655Liabilities 2011: $02011Assets 2012: $9,310,433Liabilities 2012: $02012Assets 2013: $9,287,623Liabilities 2013: $02013Assets 2014: $9,456,735Liabilities 2014: $02014Assets 2015: $8,662,213Liabilities 2015: $02015Assets 2019: $8,636,165Liabilities 2019: $02019Assets 2020: $8,767,027Liabilities 2020: $0Net Assets 2020: $8,767,0272020Assets 2021: $9,778,192Liabilities 2021: $0Net Assets 2021: $9,778,1922021Assets 2022: $9,785,299Liabilities 2022: $52,612Net Assets 2022: $9,732,6872022Assets 2023: $9,485,214Liabilities 2023: $12,274Net Assets 2023: $9,472,9402023Assets 2024: $10,558,310Liabilities 2024: $0Net Assets 2024: $10,558,3102024

Highlighted filing

2024

Assets$10,558,310
Liabilities$0
Net Assets$10,558,310

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $802,721Expenses 2010: $670,751Net Income 2010: $131,9702010Revenue 2011: $677,949Expenses 2011: $702,663Net Income 2011: -$24,7142011Revenue 2012: $555,487Expenses 2012: $699,683Net Income 2012: -$144,1962012Revenue 2013: $691,785Expenses 2013: $714,595Net Income 2013: -$22,8102013Revenue 2014: $870,220Expenses 2014: $701,108Net Income 2014: $169,1122014Revenue 2015: $442,990Expenses 2015: $753,012Net Income 2015: -$310,0222015Revenue 2019: $296,062Expenses 2019: $630,693Net Income 2019: -$334,6312019Revenue 2020: $640,461Expenses 2020: $648,941Net Income 2020: -$8,4802020Revenue 2021: $1,216,670Expenses 2021: $688,042Net Income 2021: $528,6282021Revenue 2022: $233,234Expenses 2022: $826,782Net Income 2022: -$593,5482022Revenue 2023: $393,605Expenses 2023: $726,595Net Income 2023: -$332,9902023Revenue 2024: $1,805,318Expenses 2024: $733,205Net Income 2024: $1,072,1132024

Highlighted filing

2024

Revenue$1,805,318
Expenses$733,205
Net Income$1,072,113
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK F SWARYTrustee-$55,792-$55,792
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBACONE COLLEGEGENERALPCMUSKOGEE, OK, US$266,324
Paid GrantFIRST BAPTIST CHURCHGENERALPCSHAKER HEIGHTS, OH, US$133,162
Paid GrantJUDSON RETIREMENT COMMUNITYGENERALPCCLEVELAND, OH, US$133,162
Filing and Contact Details

Filer

Filer Name
Knight Charitable Trust
EIN
43-6907987
Phone
2163822000
Address
600 SUPERIOR AVE E 1701, CLEVELAND, OH 44114-2614

Signing Officer

Name
Mark F Swary
Title
Trustee
Phone
2163822000
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Western Reserve Trust Company
Address
600 SUPERIOR AVE E STE 1701, CLEVELAND, OH 44114-2614
Preparer
Dominic M Fragapane
Phone
2163822000
Raw XML AppendixShowing 400 of 407 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0OHIO REQUIRES CHARITABLE ORGANIZATIONS TO FILE AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE IN LIEU OF A COPY OF THE FORM 990-PF. THE REQUIRED ANNUAL REPORT WAS FILED WITH THE OHIO ATTORNEY GENERAL'S OFFICE BY THE FOUNDATION.
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0266324
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1133162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2133162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13630 FAIRMOUNT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22181 AMBLESIDE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MUSKOGEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SHAKER HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074403
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0532648
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0516998
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0516998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt059011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0111654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017352
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015619
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015619
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0231555
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt059011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0111654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017352
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0560536
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043538
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0247174
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0203636
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt037147
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PASSTHROUGH DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt129825
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130142
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt179
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt210588
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-408
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4688
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME FROM PASSTHROUGHS
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OtherIncomeSchedule2/OtherIncomeDetail/Desc4NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt079
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-408
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt179
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt210588
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-408
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4688
OtherIncreasesSchedule/OtherIncreasesDetail/Amt050404
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt012274
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BNY MELLON CALL OPTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt181002
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREP FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt181002
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt010588
TaxesSchedule/TaxesDetail/Amt14920
TaxesSchedule/TaxesDetail/Amt26963
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL OVERPAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14827
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK F SWARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02163822000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KNIGHT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KNIG
ReturnHeader/Filer/EIN0436907987
ReturnHeader/Filer/PhoneNum02163822000
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 SUPERIOR AVE E 1701
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441142614
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824393325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESTERN RESERVE TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 SUPERIOR AVE E STE 1701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142614

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