Civic Intelligence

Helen White Harvey Foundation

990PF • Fiscal year 2020 • EIN 20-2733105

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

1314 Joseph RoadClearfield, PA 16830

(724) 689-7834

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-77%

Higher net margin than 12% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-3.4%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$249,636

Down $8,917 (-3.4%) from 2019

Net Assets

$249,636

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$11,579

Up $1,771 (+18%) from 2019

Expenses

Up

$20,496

Up $2,293 (+13%) from 2019

Net Income

Down

-$8,917

Down $522 (-6.2%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $298,796Liabilities 2011: $02011Assets 2012: $299,121Liabilities 2012: $02012Assets 2013: $275,969Liabilities 2013: $02013Assets 2014: $245,074Liabilities 2014: $02014Assets 2015: $241,366Liabilities 2015: $02015Assets 2019: $258,553Liabilities 2019: $02019Assets 2020: $249,636Liabilities 2020: $0Net Assets 2020: $249,6362020Assets 2021: $242,737Liabilities 2021: $0Net Assets 2021: $242,7372021Assets 2022: $233,757Liabilities 2022: $0Net Assets 2022: $233,7572022Assets 2023: $223,102Liabilities 2023: $0Net Assets 2023: $223,1022023Assets 2024: $220,168Liabilities 2024: $0Net Assets 2024: $220,1682024

Highlighted filing

2020

Assets$249,636
Liabilities$0
Net Assets$249,636

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $39,507Expenses 2011: $30,016Net Income 2011: $9,4912011Revenue 2012: $23,520Expenses 2012: $23,195Net Income 2012: $3252012Revenue 2013: $5,020Expenses 2013: $28,172Net Income 2013: -$23,1522013Revenue 2014: -$9,310Expenses 2014: $21,585Net Income 2014: -$30,8952014Revenue 2015: $12,455Expenses 2015: $16,163Net Income 2015: -$3,7082015Revenue 2019: $9,808Expenses 2019: $18,203Net Income 2019: -$8,3952019Revenue 2020: $11,579Expenses 2020: $20,496Net Income 2020: -$8,9172020Revenue 2021: $10,057Expenses 2021: $16,956Net Income 2021: -$6,8992021Revenue 2022: $10,230Expenses 2022: $18,768Net Income 2022: -$8,5382022Revenue 2023: $7,995Expenses 2023: $19,304Net Income 2023: -$11,3092023Revenue 2024: $16,914Expenses 2024: $18,606Net Income 2024: -$1,6922024

Highlighted filing

2020

Revenue$11,579
Expenses$20,496
Net Income-$8,917
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL R HARVEYChairman, Manager, Trustee-$0--
GIL WIDENHOFERBoard Of Directors, Truste-$0--
Filing and Contact Details

Filer

Filer Name
Helen White Harvey Foundation
EIN
20-2733105
Phone
7246897834
Address
1314 JOSEPH ROAD, CLEARFIELD, PA 16830

Signing Officer

Name
Mitchell Harvey
Title
Trustee
Phone
7246897834
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Galanter Tomosovich LLC
Address
437 GRANT STREET SUITE 1000, PITTSBURGH, PA 15219
Preparer
R Douglas Denardo
Phone
4128022690
Raw XML AppendixShowing 400 of 416 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BLUEROCK TOTAL INCOME REAL ESTATE FUND CL I 210.797 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BLUEROCK TOTAL INCOME REAL ESTATE FUND CL I 271.067 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CREDIT SUISSE AG NAS 20,000 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GRIFFIN INSTL ACCESS REAL ESTATE FUND CL I 222.715 SHARES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND .307 SHARES
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt017500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017500
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INCOME LISTED IN PART XVI-A IS EXCLUDED FROM THE UNRELATED BUSINESS TAX AS IT IS THE INTEREST AND DIVIDENDS UNDER SECTION 512 (B)(1) OR AS GAINS OR RECEIPTS FROM NON-INVENTORY PROPERTY UNDER SECTION 512 (B)(5)
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1ALL INCOME LISTED IN PART XVI-A IS EXCLUDED FROM THE UNRELATED BUSINESS TAX AS IT IS THE INTEREST AND DIVIDENDS UNDER SECTION 512 (B)(1) OR AS GAINS OR RECEIPTS FROM NON-INVENTORY PROPERTY UNDER SECTION 512 (B)(5)
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MITCHELL R HARVEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01314 JOSEPH ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEARFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd016830
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07246897834
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER REQUESTING FUNDS FROM THE ORGANIZATION, ALONG WITH A COPY OF THEIR DETERMINATION LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MITCHELL HARVEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07246897834
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01314 JOSEPH ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CLEARFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd016830
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FUNDS WILL BE DISTRIBUTED TO CHARITABLE ORGANIZATIONS THAT ADVANCE THE WORD OF GOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS SHOULD BE SUBMITTED BY DECEMBER 1 FOR CONSIDERATION AT DECEMBER BOARD OF DIRECTORS MEET
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MITCHELL R HARVEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ADVANCE WORD OF GOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ADVANCE WORD OF GOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ADVANCE WORD OF GOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ADVANCE WORD OF GOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRISTIAN FAMILY & CHILDREN'S CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILD EVANGELISM FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NORTH START YOUTH OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JOHNSTOWN CHRISTIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02166 INDIAN HEAD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131 S CARPENTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2320 ALLEGHENY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3125 CHRISTIAN SCHOOL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAMPION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOLLSOPPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015622
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd115701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215531
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd315935
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012459
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02262
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02262
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011091
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05041
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05041
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013353
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08312
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt020030
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt125796
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt232838
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt317359
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt427723
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt530016
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt63141
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt723187
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt826322
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt921705
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1028000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ALTERNATIVE CREDIT INCOME FUND - I 0/2894.89 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CREDIT SUISSE AG NASSAU 0% 6/3/2020 $20,000/0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2CAPITAL INCOME BUILDER FUND CL F-2 418.87/435.76 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3DOUBLELINE TOTAL RETURN BOND FUND CL I 3057.6/3163.98 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4GRIFFIN INSTITUTIONAL ACCESS REAL ESTATE FUND CL I 647.46/450.8 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5PIMCO INCOME FUND CL I-2 2321.77/2442.86 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6RESOURCE CREDIT INCOME FUND CL W 296.6/0 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND 379.56/0 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8BLUEROCK TOTAL INCOME & REAL ESTATE FUND CL I 781.86/330.33 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9TRANSAMERICA SHORT TERM BOND FUND CL I 2630.11/2689.85 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10ISHARES TR CORE MODERATE ALLOCATION ETF 582 SHARES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11MORGAN STANLEY FINANCE LLC NOTE INDEX LNKD 0/$28000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt031262
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt126761
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt233870
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt311065
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt429885
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt59120
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt626922
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt721705
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt829002
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt029991
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt127427
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt233855
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt311500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt429583
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt59844
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt627517
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt725142
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt831331
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02986
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHELL HARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07246897834
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN WHITE HARVEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0202733105
ReturnHeader/Filer/PhoneNum07246897834
ReturnHeader/Filer/USAddress/AddressLine1Txt01314 JOSEPH ROAD
ReturnHeader/Filer/USAddress/CityNm0CLEARFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA

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