Civic Intelligence

Halbert Harmon Foundation Inc.

990PF • Fiscal year 2020 • EIN 20-0214688

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 27, 2021

Organization Profile
55 Main Street ste 200Colleyville, TX 76034

(817) 514-7411

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

58th percentile

6.7%

Faster asset growth than 58% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

917%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$5,658,977

Up $356,177 (+6.7%) from 2019

Net Assets

$5,658,977

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin86th percentile

Revenue

Up

$780,216

Up $703,474 (+917%) from 2019

Expenses

Up

$424,039

Up $14,575 (+3.6%) from 2019

Net Income

Up

$356,177

Up $688,899 (+207%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$10M$5.0M$0Assets 2011: $3,267,807Liabilities 2011: $0Net Assets 2011: $3,267,8072011Assets 2012: $3,562,947Liabilities 2012: $12012Assets 2013: $3,981,540Liabilities 2013: $0Net Assets 2013: $3,981,5402013Assets 2014: $4,389,534Liabilities 2014: $0Net Assets 2014: $4,389,5342014Assets 2015: $4,827,679Liabilities 2015: $0Net Assets 2015: $4,827,6792015Assets 2016: $4,829,462Liabilities 2016: $0Net Assets 2016: $4,829,4622016Assets 2017: $5,076,416Liabilities 2017: $0Net Assets 2017: $5,076,4162017Assets 2018: $5,635,522Liabilities 2018: $0Net Assets 2018: $5,635,5222018Assets 2019: $5,302,800Liabilities 2019: $02019Assets 2020: $5,658,977Liabilities 2020: $0Net Assets 2020: $5,658,9772020Assets 2021: $7,155,417Liabilities 2021: $0Net Assets 2021: $7,155,4172021Assets 2022: $7,297,510Liabilities 2022: $0Net Assets 2022: $7,297,5102022Assets 2023: $7,171,402Liabilities 2023: $0Net Assets 2023: $7,171,4022023Assets 2024: $8,137,447Liabilities 2024: $0Net Assets 2024: $8,137,4472024

Highlighted filing

2020

Assets$5,658,977
Liabilities$0
Net Assets$5,658,977
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $65,0642011Revenue 2012: $489,405Expenses 2012: $70,214Net Income 2012: $419,1912012Revenue 2013: $482,827Expenses 2013: $64,234Net Income 2013: $418,5932013Revenue 2014: $515,799Expenses 2014: $107,805Net Income 2014: $407,9942014Revenue 2015: $575,232Expenses 2015: $137,087Net Income 2015: $438,1452015Revenue 2016: $285,890Expenses 2016: $284,107Net Income 2016: $1,7832016Revenue 2017: $562,068Expenses 2017: $315,114Net Income 2017: $246,9542017Revenue 2018: $915,438Expenses 2018: $356,332Net Income 2018: $559,1062018Revenue 2019: $76,742Expenses 2019: $409,464Net Income 2019: -$332,7222019Revenue 2020: $780,216Expenses 2020: $424,039Net Income 2020: $356,1772020Revenue 2021: $1,926,902Expenses 2021: $430,462Net Income 2021: $1,496,4402021Revenue 2022: $792,879Expenses 2022: $650,786Net Income 2022: $142,0932022Revenue 2023: $448,538Expenses 2023: $574,646Net Income 2023: -$126,1082023Revenue 2024: $1,615,305Expenses 2024: $649,260Net Income 2024: $966,0452024

Highlighted filing

2020

Revenue$780,216
Expenses$424,039
Net Income$356,177
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 27, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David S HalbertDir, Pres-$0--
Andrew W HarmonDirector-$0--
Belinda Jo HarmonDir, VP-$0--
Christopher HarmonSec, Director-$0--
David Todd HarmonDirector-$0--
Jon Mark HarmonVP, Director-$0--
Robert G HarmonDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
Halbert Harmon Foundation
EIN
20-0214688
In Care Of
% Halbert Harmon Foundation
Phone
8175147411
Address
55 Main Street ste 200, Colleyville, TX 76034

Signing Officer

Name
Christopher Harmon
Title
Secretary
Phone
8175147411
Signed
2021-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I LINE 25 AND PART XV LINE 3A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PARTS I AND XV:
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0IN-KIND GRANTS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1form 990-pf, parts I and XV:
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF supplementary food: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $148,920 TOTAL BOOK VALUE OF PROPERTY: $148,920 TOTAL AMOUNT OF GRANTS: $148,920 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: RUSF (ready-to-use supplementary food) UNITS: 855 DATE OF DISTRIBUTION: 6/12/2020 GRANT RECIPIENT: Grant Foundation FMV OF PROPERTY: $27,360 BOOK VALUE OF PROPERTY: $27,360 TOTAL AMOUNT OF GRANT: $27,360 DESCRIPTION OF PROPERTY: RUSF (ready-to-use supplementary food) UNITS: 780 DATE OF DISTRIBUTION: 11/25/2020 GRANT RECIPIENT: Grant Foundation FMV OF PROPERTY: $24,960 BOOK VALUE OF PROPERTY: $24,960 TOTAL AMOUNT OF GRANT: $24,960 DESCRIPTION OF PROPERTY: RUTF (ready-to-use supplementary food) UNITS: 1965 DATE OF DISTRIBUTION: 11/25/2020 GRANT RECIPIENT: Grant Foundation FMV OF PROPERTY: $78,600 BOOK VALUE OF PROPERTY: $78,600 TOTAL AMOUNT OF GRANT: $78,600 DESCRIPTION OF PROPERTY: RUTF (ready-to-use supplementary food) UNITS: 450 DATE OF DISTRIBUTION: 12/10/2020 GRANT RECIPIENT: Rwanda Children FMV OF PROPERTY: $18,000 BOOK VALUE OF PROPERTY: $18,000 TOTAL AMOUNT OF GRANT: $18,000
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1TOTAL Part I, Line 25, Column (a) and Part XV, Line 3a: $318,920 Less amount counted as a qualifying distribution on Part XII, Line 2: $148,920 TOTAL Part I, Line 25, Column (d): $170,000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DISCOVERY INC (FORMERLY DISC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DOLBY LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EPIROC AB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FIREEYE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FREEPORT-MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GUARDANT HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HDFC BANK LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HEXAGON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34IMMUNOGEN, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INDUSTRIA DE DISENO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36INTERCONTINENTAL EXCHANGE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37IONIS PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JOHNSON CONTROLS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42L3HARRIS TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43LIBERTY BROADBAND CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LIBERTY BROADBAND CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LIBERTY MEDIA CORPORATION - SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LIBERTY MEDIA CORPORATION - SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LIBERTY SIRIUS XM CORP - SER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LIBERTY SIRIUS XM GROUP - SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LIONS GATE ENTERTAINMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LVMH MOET HENN UNSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MERCK KGAA SPON ADR EACH REPR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NATL OILWELL VARCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NINTENDO CO LTD ADR UNSPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NUANCE COMMUNICATIONS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NUCOR CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PENTAIR INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PERNOD-RECARD SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PRUDENTIAL PLC SC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PTC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69QURATE RETAIL INC QVC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70RELX PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71RIO TINTO PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SANDS CHINA LTD UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SEAGATE TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SHIMANO INC UNSP ADR EACH REPR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SYMRISE AG UNSPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TEAMVIEWER AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TENCENT HOLDINGS LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TESCO PLC S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TORONTO DOMINION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TWITTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UNILEVER PLC AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VERTEX PHARMCTLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VESTAS WIND SYS UNSP/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WARNER MUSIC GRP CRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WOLTERS KLUWER S/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ZOETIS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0109621
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0117514
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0215
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0227350
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0227350
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0117514
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0170000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0318920
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0552866
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0109621
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0109621
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0356177
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01284940
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0215
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0215
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0117514
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0166074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt018220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt060514
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt078734
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0762
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0213343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0424039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0227350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0780216
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt043343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt061276
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0105119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01167426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0117514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0117514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01284940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0117514
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0356177
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05658977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05302800
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05658977
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0349999
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0349999
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0349999
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0352307
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02308
IRS990PF/DistributableAmountGrp/TotalTaxAmt02308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01260
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02360
IRS990PF/FMVAssetsEOYAmt08850156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04769683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04565719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07756898
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0243533
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0400000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0243533
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0243533
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05302800
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05658977
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0133117
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0849725
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0849725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05302800
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05658977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08850156
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05302800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05658977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05302800
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05658977
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07153431
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0420433
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06489465
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0107301
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0243533
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0352307
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07046130
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07153431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Boggs Harrison Group - Morgan Stanley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt060514
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0755 East Mulberry ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd078212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,658,977
Liabilities
$0
Net assets
$5,658,977
Revenue
$780,216
Expenses
$424,039
Net income
$356,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$1.62$0.65$0.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$0.45$0.57$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$0.79$0.65$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.00$7.16$1.93$0.43$1.50
2020Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.78$0.42$0.36
2019Summary only. Only limited summary data is available for this year.$5.30$0.00$0.08$0.41$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.92$0.36$0.56
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.56$0.32$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.29$0.28$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.58$0.14$0.44
2014Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.52$0.11$0.41
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.48$0.06$0.42
2012Summary only. Only limited summary data is available for this year.$3.56$0.00$0.49$0.07$0.42
2011Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.07