Civic Intelligence

H B Alexander Foundation Inc

990PF • Fiscal year 2020 • EIN 23-6242501

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

Organization Profile
1861 Santa Barbara DriveLancaster, PA 17601

(717) 735-8000

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

16th percentile

-35%

Higher net margin than 16% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-52%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$918,004

Down $17,708 (-1.9%) from 2019

Net Assets

Down

$918,004

Down $17,708 (-1.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin16th percentile

Revenue

Down

$50,797

Down $54,223 (-52%) from 2019

Expenses

Down

$68,505

Down $1,783 (-2.5%) from 2019

Net Income

Down

-$17,708

Down $52,440 (-151%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.0M$500K$0Assets 2018: $900,980Liabilities 2018: $0Net Assets 2018: $900,9802018Assets 2019: $935,712Liabilities 2019: $0Net Assets 2019: $935,7122019Assets 2020: $918,004Liabilities 2020: $0Net Assets 2020: $918,0042020Assets 2021: $929,937Liabilities 2021: $0Net Assets 2021: $929,9372021Assets 2022: $851,677Liabilities 2022: $0Net Assets 2022: $851,6772022Assets 2023: $839,711Liabilities 2023: $0Net Assets 2023: $839,7112023Assets 2024: $809,098Liabilities 2024: $0Net Assets 2024: $809,0982024

Highlighted filing

2020

Assets$918,004
Liabilities$0
Net Assets$918,004
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2018: $53,975Expenses 2018: $74,211Net Income 2018: -$20,2362018Revenue 2019: $105,020Expenses 2019: $70,288Net Income 2019: $34,7322019Revenue 2020: $50,797Expenses 2020: $68,505Net Income 2020: -$17,7082020Revenue 2021: $75,839Expenses 2021: $63,906Net Income 2021: $11,9332021Revenue 2022: -$2,781Expenses 2022: $75,479Net Income 2022: -$78,2602022Revenue 2023: $56,297Expenses 2023: $68,263Net Income 2023: -$11,9662023Revenue 2024: $38,025Expenses 2024: $68,638Net Income 2024: -$30,6132024

Highlighted filing

2020

Revenue$50,797
Expenses$68,505
Net Income-$17,708
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H ALEXANDERDir/V. Chair-$0--
MARION C ALEXANDERDir/Chairper-$0--
ELIZABETH A SCHLUTERDir/Secretar-$0--
GENE P OTTOVP Sageworth-$0--
Filing and Contact Details

Filer

Filer Name
H B Alexander Foundation Inc
EIN
23-6242501
Phone
7177358000
Address
1861 SANTA BARBARA DRIVE, LANCASTER, PA 17601

Signing Officer

Name
Gene P Otto
Title
VP Sageworth Trust
Phone
7179036611
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Brown Schultz Sheridan & Fritz
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
Joseph T Cawley
Phone
7177617171
Raw XML Appendix297 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01260
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SAGEWORTH TAX LETTER FEE
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01260
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02010-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0STATE STREET STC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1STATE STREET LTC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2STATE STREET LTNC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0103849
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1178910
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt263
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0104038
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1210252
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt268
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt131342
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0893082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01105702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018825
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0279
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt031536
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt086
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt166
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019109
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt031688
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt050797
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01260
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01260
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0279
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt055500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt055500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018825
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018825
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-17708
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0314637
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031815
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011149
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt011149
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0596
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0596
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt055500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013005
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt068505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt050797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013005
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0279
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-17708
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0918004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0935712
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0918004
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt051204
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt051204
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt051204
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051289
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt085
IRS990PF/DistributableAmountGrp/TotalTaxAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0589
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0589
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0674
IRS990PF/FMVAssetsEOYAmt01130624
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0957632
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0918004
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014767
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014267
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014267
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0863156
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0893082
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01105702
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-21920
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt057789
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010655
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010655
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0935712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0918004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01130624
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0935712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0918004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0935712
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0918004
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01041407
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt095876
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0945531
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015621
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051289
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01025786
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01041407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM H ALEXANDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARION C ALEXANDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH A SCHLUTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GENE P OTTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIR/V. CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIR/CHAIRPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIR/SECRETAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP SAGEWORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03300 N THIRD ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13300 N THIRD ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23300 N THIRD ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31861 SANTA BARBARA DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LANCASTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd017110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd117110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd217110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd317601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt055500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt055500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt055500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SAGEWORTH TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01861 SANTA BARBARA DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LANCASTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07177358000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SEE SUPPLEMENTARY INFORMATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07177358000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01861 SANTA BARBARA DR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LANCASTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd017601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01861 SANTA BARBARA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017601
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt051204
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040468
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012584
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04296
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054797
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050501
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt186
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt266
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011149
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SAGEWORTH TRUST INVESTMENT MGT.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011149
TaxesSchedule/TaxesDetail/Amt0596
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0596
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE P OTTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP SAGEWORTH TRUST
ReturnHeader/BusinessOfficerGrp/PhoneNum07179036611
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H B ALEXANDER FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SAGEWORTH TRUST CO
ReturnHeader/Filer/BusinessNameControlTxt0HBAL
ReturnHeader/Filer/EIN0236242501
ReturnHeader/Filer/PhoneNum07177358000
ReturnHeader/Filer/USAddress/AddressLine1Txt01861 SANTA BARBARA DRIVE
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251644159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN SCHULTZ SHERIDAN & FRITZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 GRANDVIEW AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170111706
ReturnHeader/PreparerPersonGrp/PhoneNum07177617171
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH T CAWLEY
ReturnHeader/ReturnTs02021-11-15T08:02:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OTTO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$918,004
Liabilities
$0
Net assets
$918,004
Revenue
$50,797
Expenses
$68,505
Net income
-$17,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.38$0.69$0.31
2023Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.56$0.68$0.12
2022Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.03$0.75$0.78
2021Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.76$0.64$0.12
2020Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$0.51$0.69$0.18
2019Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$1.05$0.70$0.35
2018Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.54$0.74$0.20