Civic Intelligence

Harrison Alexander Trust Robert Mcdonald Treasurer

990PF • Fiscal year 2013 • EIN 22-2676408

Oct 01, 2012 to Sep 30, 2013 • Filed on Jan 09, 2014

Organization Profile
C/O Mike Buckley 75 South St Pmb250 No 703301
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$700,048

Flat from 2013

Net Assets

$699,056

No earlier filing loaded for comparison.

Liabilities

Flat

$992

Flat from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$33,005

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $601,489Liabilities 2011: $9702011Assets 2012: $653,809Liabilities 2012: $6802012Assets 2013: $700,048Liabilities 2013: $992Net Assets 2013: $699,0562013Assets 2013: $700,048Liabilities 2013: $9922013Assets 2014: $697,391Liabilities 2014: $801Net Assets 2014: $696,5902014Assets 2015: $632,650Liabilities 2015: $0Net Assets 2015: $632,6502015Assets 2016: $661,915Liabilities 2016: $100Net Assets 2016: $661,8152016Assets 2017: $682,531Liabilities 2017: $100Net Assets 2017: $682,4312017Assets 2018: $721,899Liabilities 2018: $4,976Net Assets 2018: $716,9232018Assets 2019: $708,655Liabilities 2019: $1,951Net Assets 2019: $706,7042019Assets 2020: $756,182Liabilities 2020: $2,548Net Assets 2020: $753,6342020Assets 2021: $866,199Liabilities 2021: $4,998Net Assets 2021: $861,2012021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2013

Assets$700,048
Liabilities$992
Net Assets$699,056
Open 2013 Filing

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $11,559Expenses 2011: $33,602Net Income 2011: -$22,0432011Revenue 2012: $14,657Expenses 2012: $34,662Net Income 2012: -$20,0052012Expenses 2013: $33,0052013Revenue 2013: $23,691Expenses 2013: $33,005Net Income 2013: -$9,3142013Revenue 2014: $67,254Expenses 2014: $35,699Net Income 2014: $31,5552014Revenue 2015: $52,747Expenses 2015: $33,748Net Income 2015: $18,9992015Revenue 2016: $22,742Expenses 2016: $33,788Net Income 2016: -$11,0462016Revenue 2017: $7,924Expenses 2017: $31,724Net Income 2017: -$23,8002017Revenue 2018: $161,566Expenses 2018: $36,333Net Income 2018: $125,2332018Revenue 2019: $29,785Expenses 2019: $28,546Net Income 2019: $1,2392019Revenue 2020: $34,827Expenses 2020: $34,649Net Income 2020: $1782020Revenue 2021: $24,121Expenses 2021: $37,343Net Income 2021: -$13,2222021Revenue 2022: $137,181Expenses 2022: $0Net Income 2022: $137,1812022

Highlighted filing

2013

Revenue-
Expenses$33,005
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jan 9, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN PATRICK AHERNChair-$0--
WILLIAM LONERGANVice Chair-$0--
MIKE BUCKLEYTreasurer-$0--
CINDY GRAYClerk-$0--
SHARYN FINDLAYTrustee-$0--
ROBERT MCDONALDTrustee-$0--
DR WAYNE WHITETrustee-$0--
ANGELA KOUROYENTrustee-$0--
ANGELA LORINGTrustee-$0--
REBECCA RUTTERTrustee-$0--
LARRY VANDEVENTERTrustee-$0--
EARLE ROSSETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALEXANDER EASTMAN FOUNDATIONTO FURTHER THEIR CHARITABLE PURPOSEPRIVATE FOUNDATIONCONCORD, NH, US$30,031
Filing and Contact Details

Filer

EIN
22-2676408
Raw XML AppendixShowing 400 of 410 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN PATRICK AHERN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WILLIAM LONERGAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MIKE BUCKLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3CINDY GRAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4SHARYN FINDLAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5ROBERT MCDONALD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6DR WAYNE WHITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7ANGELA KOUROYEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8ANGELA LORING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName9REBECCA RUTTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName10LARRY VANDEVENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName11EARLE ROSSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CHAIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE CHAIR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1874 JENNIFER DRIVE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct033539
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets033317
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049999
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.053163
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.044564
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.044001
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.060527
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.047742
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0666344
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10617519
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20673821
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30613125
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40559785
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50704237
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0222
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions031061
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1032829
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2030028
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3026978
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4033882
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5033622
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.249997
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions031061
IRS990PF/QualifyingDistributions/ExpensesAndContributions031061
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions031061
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04.8
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0ALL INCOME, NET OF OPERATING EXPENSES ARE TRANSFERRED TO ALEXANDER EASTMAN FOUNDATION. - SEE STATEMENT ATTACHED
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MIKE BUCKLEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08882281821
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1075 SOUTH ST UNIT 7 PMB 250
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CONCORD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode003301
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NH
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount030031
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO FURTHER THEIR CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ALEXANDER EASTMAN FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PRIVATE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10C/O MIKE BUCKLEY 75 SOUTH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CONCORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode003301
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030031
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01030
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1030031
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted032873
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions031061
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY031843
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear030031
LegalFeesSchedule/LegalFees/Amount0455
LegalFeesSchedule/LegalFees/Category0LEGAL SERVICES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0455
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherAssetsSchedule/OtherAssets/BOYBookValue0660
OtherAssetsSchedule/OtherAssets/Description0PREPAID TAXES
OtherAssetsSchedule/OtherAssets/EOYBookValue0216
OtherAssetsSchedule/OtherAssets/EOYFMV0216
OtherIncreasesSchedule/OtherIncreases/Amount055241
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/Taxes/Amount0444
TaxesSchedule/Taxes/Amount175
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category1NH STATE FILING FEE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps175
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0222676408
ReturnHeader/Filer/Name/BusinessNameLine10HARRISON ALEXANDER TRUST
ReturnHeader/Filer/NameControl0HARR
ReturnHeader/Filer/Phone06036228881
ReturnHeader/Filer/USAddress/AddressLine10C/O MIKE BUCKLEY 75 SOUTH ST PMB
ReturnHeader/Filer/USAddress/AddressLine20250 No 7
ReturnHeader/Filer/USAddress/City0CONCORD
ReturnHeader/Filer/USAddress/State0NH
ReturnHeader/Filer/USAddress/ZIPCode003301
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-01-09
ReturnHeader/Officer/Name0MICHAEL BUCKLEY
ReturnHeader/Officer/Phone06036228881
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-01-06
ReturnHeader/PreparerFirm/EIN0260598962
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Edward C David & Company CPAs PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 925

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$700,048
Liabilities
$992
Net assets
$699,056
Revenue
-
Expenses
$33,005
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.37$0.00$1.37
2021Detailed filing. Detailed filing data is available for this year.$8.66$0.05$8.61$0.24$0.37$0.13
2020Detailed filing. Detailed filing data is available for this year.$7.56$0.03$7.54$0.35$0.35$0.00
2019Detailed filing. Detailed filing data is available for this year.$7.09$0.02$7.07$0.30$0.29$0.01
2018Detailed filing. Detailed filing data is available for this year.$7.22$0.05$7.17$1.62$0.36$1.25
2017Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.82$0.08$0.32$0.24
2016Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.23$0.34$0.11
2015Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.53$0.34$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.97$0.01$6.97$0.67$0.36$0.32
2013Detailed filing. Detailed filing data is available for this year.$7.00$0.01$6.99$0.33
2013Summary only. Only limited summary data is available for this year.$7.00$0.01$0.24$0.33$0.09
2012Summary only. Only limited summary data is available for this year.$6.54$0.01$0.15$0.35$0.20
2011Summary only. Only limited summary data is available for this year.$6.01$0.01$0.12$0.34$0.22