Civic Intelligence

The Doris Pilgrim Julian Charitable Trust

EIN 54-6882534 • 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

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

8th percentile

-64%

Higher net margin than 8% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$30,582

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

23rd percentile

-3.0%

Faster asset growth than 23% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

6th percentile

-53%

Faster revenue growth than 6% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$5,595,768

Down $174,027 (-3.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$5,595,768

Down $174,027 (-3.0%) from 2024

Revenue

Down

$270,262

Down $303,228 (-53%) from 2024

Expenses

Up

$443,050

Up $135,289 (+44%) from 2024

Net Income

Down

-$172,788

Down $438,517 (-165%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,833,090Liabilities 2012: $02012Assets 2013: $4,795,044Liabilities 2013: $02013Assets 2014: $4,704,142Liabilities 2014: $02014Assets 2015: $4,742,619Liabilities 2015: $0Net Assets 2015: $4,742,6192015Assets 2016: $4,579,939Liabilities 2016: $0Net Assets 2016: $4,579,9392016Assets 2017: $4,606,000Liabilities 2017: $0Net Assets 2017: $4,606,0002017Assets 2018: $4,822,085Liabilities 2018: $0Net Assets 2018: $4,822,0852018Assets 2019: $4,913,478Liabilities 2019: $0Net Assets 2019: $4,913,4782019Assets 2020: $4,815,071Liabilities 2020: $0Net Assets 2020: $4,815,0712020Assets 2021: $5,136,602Liabilities 2021: $0Net Assets 2021: $5,136,6022021Assets 2022: $5,500,181Liabilities 2022: $0Net Assets 2022: $5,500,1812022Assets 2023: $5,505,496Liabilities 2023: $0Net Assets 2023: $5,505,4962023Assets 2024: $5,769,795Liabilities 2024: $0Net Assets 2024: $5,769,7952024Assets 2025: $5,595,768Liabilities 2025: $0Net Assets 2025: $5,595,7682025

Highlighted filing

2025

Assets$5,595,768
Liabilities$0
Net Assets$5,595,768

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $256,456Expenses 2012: $258,812Net Income 2012: -$2,3562012Revenue 2013: $232,630Expenses 2013: $270,808Net Income 2013: -$38,1782013Revenue 2014: $180,706Expenses 2014: $271,497Net Income 2014: -$90,7912014Revenue 2015: $359,810Expenses 2015: $319,905Net Income 2015: $39,9052015Revenue 2016: $165,140Expenses 2016: $325,086Net Income 2016: -$159,9462016Revenue 2017: $337,202Expenses 2017: $310,794Net Income 2017: $26,4082017Revenue 2018: $562,531Expenses 2018: $346,342Net Income 2018: $216,1892018Revenue 2019: $448,805Expenses 2019: $355,396Net Income 2019: $93,4092019Revenue 2020: $277,869Expenses 2020: $375,788Net Income 2020: -$97,9192020Revenue 2021: $687,663Expenses 2021: $364,582Net Income 2021: $323,0812021Revenue 2022: $912,183Expenses 2022: $545,807Net Income 2022: $366,3762022Revenue 2023: $408,215Expenses 2023: $402,737Net Income 2023: $5,4782023Revenue 2024: $573,490Expenses 2024: $307,761Net Income 2024: $265,7292024Revenue 2025: $270,262Expenses 2025: $443,050Net Income 2025: -$172,7882025

Highlighted filing

2025

Revenue$270,262
Expenses$443,050
Net Income-$172,788

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.27$0.44$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.00$5.77$0.57$0.31$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.41$0.40$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.50$0.00$5.50$0.91$0.55$0.37
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.69$0.36$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.28$0.38$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.45$0.36$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.56$0.35$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$0.34$0.31$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.17$0.33$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.36$0.32$0.04
2014Summary only. Only limited summary data is available for this year.$4.70$0.00$0.18$0.27$0.09
2013Summary only. Only limited summary data is available for this year.$4.80$0.00$0.23$0.27$0.04
2012Summary only. Only limited summary data is available for this year.$4.83$0.00$0.26$0.26$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Sep 2, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ACo-Trustee-$30,582-$30,582
AUBREY HAL PILGRIMCo-Trustee-$0--
EVANNE PILGRIMCo-Trustee-$0--
PAULETTE ROLSTONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Doris Pilgrim Julian Charitable Trust
EIN
54-6882534
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-09-02
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14002824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1500287Y109 ABBVIE INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16478160104 JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1938141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2046625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23053015103 AUTOMATIC DATA PROC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2526441C204 DUKE ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26722005667 PIMCO COMMODITY REAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2772201P175 PIMCO COMMODITIESPLU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28714199106 PERMANENT PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2959156R108 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3002079K107 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3117275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33464287655 ISHARES TR RUSSELL 2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34921943858 VANGUARD FTSE DEVELO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3668902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3775513E101 RTX CORP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38254687106 DISNEY (WALT) CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3919766M758 COLUMBIA TOTAL RETUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40315806703 FIDELITY ADV FLOATIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41573874104 MARVELL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4267066G104 NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4379466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4492826C839 VISA INC CL A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45277902235 EATON VANCE ATL CAPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4629444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4774340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4835671D857 FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49149123101 CATERPILLAR INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50244199105 DEERE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5248251W104 KKR & CO INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5347103D405 JANUS HENDERSON ENTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5447803W703 JOHN HANCOCK DISCIPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55277907705 EATON VANCE INCOME F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5638147X325 GOLDMAN SACHS ABSOLU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5749177J102 KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5883444M101 SOLVENTUM CORP REG S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5930303M102 META PLATFORMS INC C
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0400000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0227639
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0227639
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0270262
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-06-10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-06-01
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt030582
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AUBREY HAL PILGRIM

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