Civic Intelligence

Gilfillan Margaret B Char Trust

EIN 81-6101376 • 501(c)3 • Pittsburgh, PA

Profile

To provide support for the historical society of upper st. Clair, pa.

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$20,525

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.7%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

284%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,401,081

Down $23,695 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,401,081

Down $23,695 (-1.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin14th percentile

Revenue

Up

$109,512

Up $81,011 (+284%) from 2023

Expenses

Up

$132,815

Up $797 (+0.6%) from 2023

Net Income

Up

-$23,303

Up $80,214 (+77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,363,726Liabilities 2011: $0Net Assets 2011: $1,363,7262011Assets 2012: $1,332,615Liabilities 2012: $0Net Assets 2012: $1,332,6152012Assets 2013: $1,331,855Liabilities 2013: $0Net Assets 2013: $1,331,8552013Assets 2014: $1,392,303Liabilities 2014: $0Net Assets 2014: $1,392,3032014Assets 2015: $1,413,220Liabilities 2015: $0Net Assets 2015: $1,413,2202015Assets 2016: $1,370,471Liabilities 2016: $0Net Assets 2016: $1,370,4712016Assets 2017: $1,376,568Liabilities 2017: $0Net Assets 2017: $1,376,5682017Assets 2018: $1,395,044Liabilities 2018: $0Net Assets 2018: $1,395,0442018Assets 2019: $1,437,617Liabilities 2019: $0Net Assets 2019: $1,437,6172019Assets 2020: $1,458,533Liabilities 2020: $0Net Assets 2020: $1,458,5332020Assets 2021: $1,496,076Liabilities 2021: $0Net Assets 2021: $1,496,0762021Assets 2022: $1,530,048Liabilities 2022: $0Net Assets 2022: $1,530,0482022Assets 2023: $1,424,776Liabilities 2023: $0Net Assets 2023: $1,424,7762023Assets 2024: $1,401,081Liabilities 2024: $0Net Assets 2024: $1,401,0812024

Highlighted filing

2024

Assets$1,401,081
Liabilities$0
Net Assets$1,401,081
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $183,0832011Expenses 2012: $121,8812012Revenue 2013: $90,936Expenses 2013: $91,696Net Income 2013: -$7602013Revenue 2014: $139,594Expenses 2014: $92,517Net Income 2014: $47,0772014Revenue 2015: $96,438Expenses 2015: $62,587Net Income 2015: $33,8512015Revenue 2016: $66,514Expenses 2016: $109,265Net Income 2016: -$42,7512016Revenue 2017: $101,828Expenses 2017: $95,731Net Income 2017: $6,0972017Revenue 2018: $130,618Expenses 2018: $112,146Net Income 2018: $18,4722018Revenue 2019: $142,803Expenses 2019: $100,230Net Income 2019: $42,5732019Revenue 2020: $147,069Expenses 2020: $124,898Net Income 2020: $22,1712020Revenue 2021: $142,868Expenses 2021: $104,830Net Income 2021: $38,0382021Revenue 2022: $152,780Expenses 2022: $119,556Net Income 2022: $33,2242022Revenue 2023: $28,501Expenses 2023: $132,018Net Income 2023: -$103,5172023Revenue 2024: $109,512Expenses 2024: $132,815Net Income 2024: -$23,3032024

Highlighted filing

2024

Revenue$109,512
Expenses$132,815
Net Income-$23,303
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,401,081
Liabilities
$0
Net assets
$1,401,081
Revenue
$109,512
Expenses
$132,815
Net income
-$23,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.15$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.14$0.10$0.04
2018Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.13$0.11$0.02
2017Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.10$0.10$0.01
2016Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.07$0.11$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.14$0.09$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.09$0.09$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.2
Gross Receipts
$499,090
Mission and Program Overview

Mission

To provide support for the historical society of upper st. Clair, pa.

To provide support for the historical society of upper st. Clair

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,424,776--
Cap Stk Tr Prin Current Funds-$1,401,081-
Investments in Publicly Traded Securities$1,391,676$1,319,462▼ $72,214
Savings and Temporary Cash Investments$33,100$81,619▲ $48,519
Total Assets$1,424,776$1,401,081▼ $23,695
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,424,776$1,401,081▼ $23,695
Total Liabilities and Net Assets / Fund Balance$1,424,776$1,401,081▼ $23,695
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Trustee$20,525$20,525
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$109,512
Other Revenue
$0
Change in Net Assets
$-23,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,714
Salaries, Compensation, and Employee Benefits$20,525
Other Expenses$576
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,714--$111,714
Current Officers, Directors, Trustees, and Key Employees$4,105$16,420-$20,525
Other Expenses-$126-$126
Total Functional Expenses$115,819$16,996$0$132,815
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Historical Society of Upper St ClairUpper St Clair, PA501(c)(3)To Provide Support for the Historical Society of Upper St. Clair$111,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The gilfillan, margaret b char trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The gilfillan, margaret b char trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank, as sole trustee, arranges for the preparation of form 990. Tax returns are submitted to the trustee for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through request.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through request. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Gilfillan Margaret B Char Trust
EIN
81-6101376
Phone
4127626538
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127626538
Signed
2025-07-31
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Return of Capital Adjustment -276.63; 2023 Transaction Posted in 2024 1463.59; 2024 Transaction Posted in 2025 -1566.37; Adjustment to Income -11.33; Rounding -1.26”

Raw XML Appendix349 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Gilfillan, Margaret B. Charitable Trust is a trust fund that disburses funds to qualifying charitable organization as directed by the trust's governing instrument to be used as decreed by the instrument.The trustee holds regular meetings with the supported organization to better understand its needs. Further, the supported organization is provided with the annual statements that contains
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1the investments, income and expense activities of the supporting organization for the given tax year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The Historical Society of Upper St. Clair exists to operate, restore and preserve the Gilfillan Farm, a mid-late 1800s working farm designated as a National Historical Place by the United States Department of the Interior, for general public educational, historical, and cultural purposes.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4This trust is the main source of funding that allows the Historical Society to continue to operate in such a manner by paying the various expenses needed to discharge their duties to pay the expenses, capital expenditures, repairs and maintenance cost relating to the Gilfillan Farm.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5There is frequent and regular interaction between the trustee and the Historical Society in trying to budget for these expenses, paying these expenses and maintaining the trust so that it can continue in perpetuity.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GILFILLIAN, MARGARET B CHAR TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GILFILLAN, MARGARET B CHAR TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GILFILLAN, MARGARET B CHAR TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK, AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. TAX RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Return of Capital Adjustment -276.63; 2023 Transaction Posted in 2024 1463.59; 2024 Transaction Posted in 2025 -1566.37; Adjustment to Income -11.33; Rounding -1.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 12681
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01424776
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01401081
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0109512
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01424776
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01401081
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04127626538
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GILFILLAN MARGARET B CHAR TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GILF
ReturnHeader/Filer/EIN0816101376
ReturnHeader/Filer/PhoneNum04127626538
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-13T10:01:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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