Civic Intelligence

The Frances Neal Boyd Charitable Trust

EIN 58-6260854 • Birmingham, AL

P O Box 11647Birmingham, AL 35202
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 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

47th percentile

3.4%

Higher net margin than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,909

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.1%

Faster asset growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

34%

Faster revenue growth than 73% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,009,901

Down $48,028 (-2.3%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin47th percentile

Revenue

Down

$73,216

Down $80,563 (-52%) from 2022

Expenses

Down

$121,259

Down $12,263 (-9.2%) from 2022

Net Income

Down

-$48,043

Down $68,300 (-337%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,885,265Liabilities 2011: $0Net Assets 2011: $1,885,2652011Assets 2012: $1,903,382Liabilities 2012: $0Net Assets 2012: $1,903,3822012Assets 2013: $1,896,620Liabilities 2013: $0Net Assets 2013: $1,896,6202013Assets 2014: $2,020,986Liabilities 2014: $0Net Assets 2014: $2,020,9862014Assets 2015: $2,123,316Liabilities 2015: $02015Assets 2018: $2,070,696Liabilities 2018: $0Net Assets 2018: $2,070,6962018Assets 2019: $2,025,114Liabilities 2019: $12019Assets 2020: $1,998,493Liabilities 2020: $0Net Assets 2020: $1,998,4932020Assets 2021: $2,038,440Liabilities 2021: $0Net Assets 2021: $2,038,4402021Assets 2022: $2,057,929Liabilities 2022: $0Net Assets 2022: $2,057,9292022Assets 2023: $2,009,901Liabilities 2023: $12023

Highlighted filing

2023

Assets$2,009,901
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $106,1482011Expenses 2012: $111,7232012Revenue 2013: $107,732Expenses 2013: $115,141Net Income 2013: -$7,4092013Revenue 2014: $243,972Expenses 2014: $119,606Net Income 2014: $124,3662014Revenue 2015: $169,753Expenses 2015: $67,423Net Income 2015: $102,3302015Revenue 2018: $112,268Expenses 2018: $120,918Net Income 2018: -$8,6502018Revenue 2019: $67,588Expenses 2019: $113,670Net Income 2019: -$46,0822019Revenue 2020: $98,467Expenses 2020: $125,186Net Income 2020: -$26,7192020Revenue 2021: $153,363Expenses 2021: $113,546Net Income 2021: $39,8172021Revenue 2022: $153,779Expenses 2022: $133,522Net Income 2022: $20,2572022Revenue 2023: $73,216Expenses 2023: $121,259Net Income 2023: -$48,0432023

Highlighted filing

2023

Revenue$73,216
Expenses$121,259
Net Income-$48,043
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$2,009,901
Liabilities
$1
Net assets
-
Revenue
$73,216
Expenses
$121,259
Net income
-$48,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.01$0.00$0.07$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.15$0.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.15$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10$0.13$0.03
2019Summary only. Only limited summary data is available for this year.$2.03$0.00$0.07$0.11$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.11$0.12$0.01
2015Summary only. Only limited summary data is available for this year.$2.12$0.00$0.17$0.07$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.24$0.12$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.11$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$20,255-$20,255
Filing and Contact Details

Filer

Filer Name
The Frances Neal Boyd Charitable Trust
EIN
58-6260854
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2023-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 8,311 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7604314H600 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77189054109 CLOROX CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78298706110 EUROPACIFIC GROWTH F
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8031402RUN7 FNMA POOL 0735989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt813138WF2Z8 FNMA POOL # AS6191
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt833138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84553530106 MSC INDUSTRIAL DIREC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8559022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8661744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8778012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt880258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89166764100 CHEVRON CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90191216100 COCA-COLA CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9125746U109 DOMINION ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92312943WG4 FG A95147 4% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt933135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt943138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt953138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt963138WPJG0 FNMA POOL # AT2062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9731410G2Q5 FNMA POOL 0889183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9831410GJW4 FNMA POOL 888677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9946625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100501044DE8 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10165339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105G491BT108 INVESCO LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106464287309 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10761761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10869351T106 PPL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110009158106 AIR PRODS & CHEMS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11206828M876 BARON SELECT FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113N53745100 LYONDELLBASELL INDU-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11506416CAB4 BANK OF NOVA SCOTIA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11710373QAB6 BP CAP MKTS AMER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11820030N101 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1193128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1203128MMTP8 FG G18557 3% 01 JUN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1223138MFTC1 FNMA POOL AQ0546
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1243138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12531402DDB3 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1263140J57D5 FN BM1791 3% 01 JUN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128363576109 GALLAGHER ARTHUR J &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13317275R102 CISCO SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134035240AR1 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1353140X4DE3 FN FM1000 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1363140X4TN6 FN FM1456 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13731635T807 FIDELITY SALEM STR T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138464287879 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13946432F842 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140404280CC1 HSBC HLDGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141459200KA8 INTERNATIONAL BUSINE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143871829107 SYSCO CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14692647Q363 VICTORY PORTFOLIOS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148126650100 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149316773100 FIFTH THIRD BANCORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15129476L107 EQUITY RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15230231GBE1 EXXON MOBIL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1543138X0Y36 F N M A POOL AU1629
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16089832Q109 TRUIST FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16220825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16326614N102 DUPONT DE NEMOURS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16400914AAB8 AIR LEASE CORP MED T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16506051GHT9 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16611135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16791324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168372460105 GENUINE PARTS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16930231GBG6 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17014040HCE3 CAPITAL ONE FINL COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172606822BV5 MITSUBISHI UFJ FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173912828ZT0 US TREASURY N/B .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17591282CAL5 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176064159TF3 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1773140FPDG1 FN BE3702 4% 01 JUN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18792343VFS8 VERIZON COMMUNICATIO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189912828ZG8 US TREASURY N/B .375
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193548661DR5 LOWES COS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19530161N101 EXELON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt196808513BF1 SCHWAB CHARLES CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2003132ADSD1 FR ZT1416 3% 01 JUL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt202177376AG5 CITRIX SYS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt204G3223R108 EVEREST RE GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20578016EZM2 ROYAL BK CDA GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt206458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20789236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt208440452AG5 HORMEL FOODS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21091282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2113132DMVD4 FR SD0612 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt212770323103 ROBERT HALF INTL INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21589788MAD4 TRUIST FINL CORP SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21689236THW8 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21731620MBS4 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2180641593U8 BANK NOVA SCOTIA B C
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22291282CBE0 US TREASURY N/B .125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2233140QELR1 FN CA6635 2.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2243140XHLY1 FN FS2142 3.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt225609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2263133KNCZ4 FR RA6388 2.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2273140QNUS9 FN CB3292 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt228464287804 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22925159K705 DEUTSCHE DWS MKT TR

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