Civic Intelligence

Margaret B Gilfillan Charitable Tr

990 • Fiscal year 2015 • EIN 81-6101376

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 25, 2016

Organization ProfileN/A
620 Liberty Avenue 10th FloorPittsburgh, PA 15222-2705

(412) 762-2950

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

37th percentile

$16,831

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

53rd percentile

1.5%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,413,220

Up $20,917 (+1.5%) from 2014

Net Assets

Up

$1,413,220

Up $20,917 (+1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin87th percentile

Revenue

Down

$96,438

Down $43,156 (-31%) from 2014

Expenses

Down

$62,587

Down $29,930 (-32%) from 2014

Net Income

Down

$33,851

Down $13,226 (-28%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2015

Assets$1,413,220
Liabilities$0
Net Assets$1,413,220
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$96,438
Expenses$62,587
Net Income$33,851
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 25, 2016
Return Version
2015v2.0
Gross Receipts
$550,051
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,365,758$1,393,006▲ $27,248
Investments in Publicly Traded Securities$1,299,911$1,354,677▲ $54,766
Savings and Temporary Cash Investments$79,464$58,543▼ $20,921
Rtn Earn Endowment Incm Other Fnds$13,617$20,214▲ $6,597
Total Assets$1,379,375$1,413,220▲ $33,845
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,379,375$1,413,220▲ $33,845
Total Liabilities and Net Assets / Fund Balance$1,379,375$1,413,220▲ $33,845
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Trustee$16,831$16,831
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$96,438
Other Revenue
$0
Change in Net Assets
$33,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,699
Salaries, Compensation, and Employee Benefits$10,099
Other Expenses$6,789
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,699--$45,699
Current Officers, Directors, Trustees, and Key Employees-$10,099-$10,099
Fees for Service Investment Mgmnt Fees-$6,732-$6,732
All Other Expenses-$57-$57
Total Functional Expenses$45,699$16,888$0$62,587
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Historical Society of Upper St Clair PaPittsburgh, PA501(c)(3)Maintain Property Located in Upper St Clair, Pa$45,699
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 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 of the gilfillan, margaret b char trust prepares the tax returns for this trust thus form 990 is prepared by the governing body”

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”

Filing and Contact Details

Filer

Filer Name
Gilfillan Margaret B Char Trust
EIN
81-6101376
Phone
4127622950
Address
620 LIBERTY AVENUE 10TH FLOOR, PITTSBURGH, PA 15222-2705

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127622950
Signed
2016-04-25

Organization Details

Principal Officer
Joan Mastrean
Formed
2001
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

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

Description for Making Documents Public

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

Explanation for Form 990, Part XI, Line 9

“Rounding adjustment for sales and transactions: -6”

Raw XML Appendix325 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/AddressChangeInd0X
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt057
IRS990/AllOtherExpensesGrp/TotalAmt057
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/BooksInCareOfDetail/PhoneNum04127622950
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0620 LIBERTY AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0152222705
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010099
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010099
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
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IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt045699
IRS990/CYInvestmentIncomeAmt096438
IRS990/CYOtherExpensesAmt06789
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt033851
IRS990/CYSalariesCompEmpBnftPaidAmt010099
IRS990/CYTotalExpensesAmt062587
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt096438
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE SUPPORT TO THE HISTORICAL SOCIETY OF UPPER ST CLAIR, PA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt045699
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06732
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06732
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016831
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt063543
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt045699
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt045699
IRS990/GrantsToDomesticOrgsGrp/TotalAmt045699
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0517156
IRS990/GrossReceiptsAmt0550051
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt032895
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032895
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01299911
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01354677
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0453613
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY OF UPPER ST. CLAIR, PA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01379375
IRS990/NetAssetsOrFundBalancesEOYAmt01413220
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt063543
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt063543
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-6
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOAN MASTREAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt016544
IRS990/PYInvestmentIncomeAmt024619
IRS990/PYOtherExpensesAmt09
IRS990/PYRevenuesLessExpensesAmt04017
IRS990/PYSalariesCompEmpBnftPaidAmt04049
IRS990/PYTotalExpensesAmt020602
IRS990/PYTotalRevenueAmt024619
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt033851
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013617
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt020214
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079464
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058543
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROVIDED SUPPORT TO THE HISTORICAL SOCIETY OF UPPER ST. CLAIR, PA
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PROVIDED SUPPORT TO THE HISTORICAL SOCIETY OF UPPER ST. CLAIR, PA
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION E
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251832381
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt045699
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF UPPER ST CLAIR
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MAINTAIN PROPERTY LOCATED IN UPPER ST CLAIR, PA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF UPPER ST CLAIR PA
IRS990ScheduleI/RecipientTable/RecipientEIN0251832381
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02016 BLAIRMONT DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PITTSBURGH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd015241
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
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 OF THE GILFILLAN, MARGARET B CHAR TRUST PREPARES THE TAX RETURNS FOR THIS TRUST THUS FORM 990 IS PREPARED BY THE GOVERNING BODY
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 AND FROM GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING ADJUSTMENT FOR SALES AND TRANSACTIONS: -6
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/FormAndLineReferenceDesc4DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF UPPER ST CLAIR PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251832381
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY OF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02016 BLAIRMONT DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PITTSBURGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd015241
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt045699
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF UPPER ST CLAIR PA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01379375
IRS990/TotalAssetsEOYAmt01413220
IRS990/TotalAssetsGrp/BOYAmt01379375
IRS990/TotalAssetsGrp/EOYAmt01413220
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016888
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045699
IRS990/TotalFunctionalExpensesGrp/TotalAmt062587
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01379375
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01413220
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045699
IRS990/TotalReportableCompFromOrgAmt016831
IRS990/TotalRevenueGrp/ExclusionAmt096438
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096438
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01379375
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01413220
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0620 LIBERTY AVENUE
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152222705
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127622950
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GILFILLAN MARGARET B CHAR TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GILF
ReturnHeader/Filer/EIN0816101376
ReturnHeader/Filer/PhoneNum04127622950
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 LIBERTY AVENUE 10TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152222705
ReturnHeader/ReturnTs02016-04-29T11:02:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,413,220
Liabilities
$0
Net assets
$1,413,220
Revenue
$96,438
Expenses
$62,587
Net income
$33,851
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