Civic Intelligence

Carl Buck Charitable Trust 1055002289

EIN 63-6171340 • 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

86th percentile

48%

Higher net margin than 86% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$28,915

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

8.1%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

94th percentile

249%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,717,803

Up $203,328 (+8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,717,803

Up $203,328 (+8.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin86th percentile

Revenue

Up

$425,438

Up $303,562 (+249%) from 2023

Expenses

Up

$221,181

Up $23,983 (+12%) from 2023

Net Income

Up

$204,257

Up $279,579 (+371%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,328,327Liabilities 2011: $02011Assets 2012: $2,296,462Liabilities 2012: $02012Assets 2013: $2,414,094Liabilities 2013: $02013Assets 2014: $2,551,215Liabilities 2014: $02014Assets 2015: $2,472,449Liabilities 2015: $02015Assets 2016: $2,502,266Liabilities 2016: $0Net Assets 2016: $2,502,2662016Assets 2017: $2,583,488Liabilities 2017: $0Net Assets 2017: $2,583,4882017Assets 2018: $2,616,025Liabilities 2018: $0Net Assets 2018: $2,616,0252018Assets 2019: $2,605,544Liabilities 2019: $0Net Assets 2019: $2,605,5442019Assets 2020: $2,563,214Liabilities 2020: $0Net Assets 2020: $2,563,2142020Assets 2021: $2,635,536Liabilities 2021: $0Net Assets 2021: $2,635,5362021Assets 2022: $2,589,812Liabilities 2022: $0Net Assets 2022: $2,589,8122022Assets 2023: $2,514,475Liabilities 2023: $0Net Assets 2023: $2,514,4752023Assets 2024: $2,717,803Liabilities 2024: $0Net Assets 2024: $2,717,8032024

Highlighted filing

2024

Assets$2,717,803
Liabilities$0
Net Assets$2,717,803
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $312,955Expenses 2011: $103,346Net Income 2011: $209,6092011Revenue 2012: $118,730Expenses 2012: $147,788Net Income 2012: -$29,0582012Revenue 2013: $276,605Expenses 2013: $155,221Net Income 2013: $121,3842013Revenue 2014: $310,385Expenses 2014: $166,787Net Income 2014: $143,5982014Revenue 2015: $99,584Expenses 2015: $174,008Net Income 2015: -$74,4242015Revenue 2016: $202,080Expenses 2016: $171,869Net Income 2016: $30,2112016Revenue 2017: $279,250Expenses 2017: $196,060Net Income 2017: $83,1902017Revenue 2018: $221,509Expenses 2018: $188,882Net Income 2018: $32,6272018Revenue 2019: $173,368Expenses 2019: $183,852Net Income 2019: -$10,4842019Revenue 2020: $143,732Expenses 2020: $185,549Net Income 2020: -$41,8172020Revenue 2021: $294,316Expenses 2021: $222,253Net Income 2021: $72,0632021Revenue 2022: $162,941Expenses 2022: $208,342Net Income 2022: -$45,4012022Revenue 2023: $121,876Expenses 2023: $197,198Net Income 2023: -$75,3222023Revenue 2024: $425,438Expenses 2024: $221,181Net Income 2024: $204,2572024

Highlighted filing

2024

Revenue$425,438
Expenses$221,181
Net Income$204,257
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,717,803
Liabilities
$0
Net assets
$2,717,803
Revenue
$425,438
Expenses
$221,181
Net income
$204,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.43$0.22$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.12$0.20$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.16$0.21$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.29$0.22$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.14$0.19$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.17$0.18$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.22$0.19$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.28$0.20$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.20$0.17$0.03
2015Summary only. Only limited summary data is available for this year.$2.47$0.00$0.10$0.17$0.07
2014Summary only. Only limited summary data is available for this year.$2.55$0.00$0.31$0.17$0.14
2013Summary only. Only limited summary data is available for this year.$2.41$0.00$0.28$0.16$0.12
2012Summary only. Only limited summary data is available for this year.$2.30$0.00$0.12$0.15$0.03
2011Summary only. Only limited summary data is available for this year.$2.33$0.00$0.31$0.10$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$28,915-$28,915
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEYESIGHT FOUNDATION OF ALABAMAGENERAL OPERATINGPCBIRMINGHAM, AL, US$146,830
Paid GrantUAB DEPARTMENT OF OPHTHALMOLOGYGENERAL OPERATINGPCBIRMINGHAM, AL, US$40,170
Filing and Contact Details

Filer

Filer Name
Carl Buck Charitable Trust
EIN
63-6171340
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 7,240 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/CategoryOrItemTxt1500206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1602079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1814040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19192446102 COGNIZANT TECHNOLOGY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2668389XBR5 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27369622SM8 GENERAL ELEC CAP COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3092343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31931142103 WAL MART STORES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34921943858 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35922042858 VANGUARD INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3602665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3806416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3912572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40166764100 CHEVRON CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41256677105 DOLLAR GENERAL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4731419DL74 FNMA POOL 0AE3049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50744320102 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5174432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5289233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5309247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5417275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5526441CAW5 DUKE ENERGY CORP NEW
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