Civic Intelligence

The Harry Haman Charitable Remainder Unitrust(Pf)

990PF • Fiscal year 2013 • EIN 27-0182630

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 28, 2014

Organization Profile
P O Box 2736504

(251) 368-0445

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.05x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

64th percentile

$13,022

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

49th percentile

1.2%

Faster asset growth than 49% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$984,576

Up $11,769 (+1.2%) from 2012

Net Assets

Up

$980,683

Up $10,920 (+1.1%) from 2012

Liabilities

Up

$3,893

Up $849 (+28%) from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin68th percentile

Revenue

$82,986

No earlier filing loaded for comparison.

Expenses

Up

$72,066

Up $2,754 (+4.0%) from 2012

Net Income

$10,920

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,023,179Liabilities 2010: $4,047Net Assets 2010: $1,019,1322010Assets 2011: $998,188Liabilities 2011: $5,018Net Assets 2011: $993,1702011Assets 2012: $972,807Liabilities 2012: $3,044Net Assets 2012: $969,7632012Assets 2013: $984,576Liabilities 2013: $3,893Net Assets 2013: $980,6832013Assets 2014: $1,041,411Liabilities 2014: $2,268Net Assets 2014: $1,039,1432014Assets 2015: $1,030,226Liabilities 2015: $419Net Assets 2015: $1,029,8072015Assets 2016: $997,866Liabilities 2016: $2,458Net Assets 2016: $995,4082016Assets 2020: $860,879Liabilities 2020: $0Net Assets 2020: $860,8792020Assets 2021: $820,719Liabilities 2021: $0Net Assets 2021: $820,7192021Assets 2022: $785,435Liabilities 2022: $0Net Assets 2022: $785,4352022Assets 2023: $741,026Liabilities 2023: $0Net Assets 2023: $741,0262023Assets 2024: $1,093,621Liabilities 2024: $0Net Assets 2024: $1,093,6212024

Highlighted filing

2013

Assets$984,576
Liabilities$3,893
Net Assets$980,683
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $32,7042010Expenses 2011: $70,2592011Expenses 2012: $69,3122012Revenue 2013: $82,986Expenses 2013: $72,066Net Income 2013: $10,9202013Revenue 2014: $136,175Expenses 2014: $77,715Net Income 2014: $58,4602014Revenue 2015: $70,681Expenses 2015: $80,017Net Income 2015: -$9,3362015Revenue 2016: $58,073Expenses 2016: $92,472Net Income 2016: -$34,3992016Revenue 2020: $56,029Expenses 2020: $88,229Net Income 2020: -$32,2002020Revenue 2021: $54,606Expenses 2021: $94,766Net Income 2021: -$40,1602021Revenue 2022: $62,574Expenses 2022: $97,858Net Income 2022: -$35,2842022Revenue 2023: $64,933Expenses 2023: $109,342Net Income 2023: -$44,4092023Revenue 2024: $453,743Expenses 2024: $98,945Net Income 2024: $354,7982024

Highlighted filing

2013

Revenue$82,986
Expenses$72,066
Net Income$10,920
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 28, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST NATL BK TRUSTTrustee-$13,022-$13,022
Filing and Contact Details

Filer

EIN
27-0182630
Phone
2513680445

Signing Officer

Name
First National Bank Trust
Title
Trustee
Phone
2513680445
Signed
2014-04-28
Discuss with paid preparer
Yes

Preparer

Preparer
James W Crook Iii CPA
Phone
2513683186
Raw XML Appendix346 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/Amt01585
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX SERVICE
CompensationExplanation/CompensationExplanationGrp/PersonNm0FIRST NATL BK TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt014926
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt017031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt019000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt181400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt238566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt347866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt428310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt532280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt662259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt736940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt825485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1038232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1137653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1223399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1355920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1450000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1568000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1626000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1731844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1824841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1931277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2021683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2214629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2328220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2430279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2524031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2620000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2716320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt060720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt262880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt550830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt678216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt745410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt832442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt99153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1022489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1155708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1257661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1341980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1417310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1557680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1635050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1733772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1810504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1927220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2017614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2183640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2265130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2334248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2416760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2519960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2621635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALLEGHENY TECH, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALLIANCE BERNSTEIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALTRIA GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AT & T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BRE PROPERTIES, ONC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BUCKEYE PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CLOROX CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CONSOLIADTED EDISON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DU PONT E I DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FIRST ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FIRST TRUST VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GENERAL ELECTRIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16H & Q HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17H J HEINZ COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KIMBERLY CLARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20KRAFT FOODS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LEGG & PLATT, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PHILLIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24POWESHARES QQQ TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26TECO ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TORTOSIE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WESTAR ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FEDERATED AL MUNI -INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FEDERATED AL MUNI -PRINC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEDERATED TAX FREE 397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt046224
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035710
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01052
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt082986
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt082986
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01585
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035710
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03256
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013022
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt057000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt057000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt046224
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt046224
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010920
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt072500
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01051
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01052
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035710
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt079729
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt057000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03256
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt072066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt082985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt082986
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03256
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02002-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt036790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt035710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt035710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt072500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0H J HEINZ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035710
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010920
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0980683
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0969763
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0980683
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061030
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt061030
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061030
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt061827
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0797
IRS990PF/DistributableAmountGrp/TotalTaxAmt0797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0806
IRS990PF/FMVAssetsEOYAmt01152275
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt037
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt014926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt014926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt017031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0862270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0929221
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01037957
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt03044
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt03893
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0790
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01676
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02466
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0969763
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0980683
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt094784
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038753
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt094821
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0972807
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0984576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01152275
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03044
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03893
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0972807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0984576
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0969763
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0980683
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01255365
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066787
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01188578
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018830
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt061827
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01236535
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01255365
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIRST NATL BK TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 27 ATMORE AL 36504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0ATMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode036504
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt046276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt047073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt054991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt054057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt020000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt025539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt054528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.018623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.026302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01236535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01148325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01143146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01073947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0971007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01159706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt057000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.187120
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt056203
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt057000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0797
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt057000
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/RelyingCurrentNtcDsstrAsstInd0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0FIRST NATIONAL BANK TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10111 SOUTH MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0ATMORE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode036502
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02513680445
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt128500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE COLLEGE SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE COLLEGE SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AUBURN UNIVERSITY FOUNDAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF FLORIDA FOU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10317 SOUTH COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11IFAS OFFICE OF DEVELOPMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20P O BOX 110170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0368495182
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1326110170
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057000
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/AppliedToCurrentYearAmt083
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt056917
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061030
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt060947
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt056917
TaxesSchedule/TaxesDetail/Amt0459
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST NATIONAL BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02513680445
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE HARRY HAMAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20REMAINDER UNITRUST(PF)
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0270182630
ReturnHeader/Filer/PhoneNum02513680445
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 27
ReturnHeader/Filer/USAddress/City0ATMORE
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WALLER CROOK & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 920
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ATMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0365040920
ReturnHeader/PreparerPersonGrp/PhoneNum02513683186
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W CROOK III CPA
ReturnHeader/ReturnTs02014-04-28T16:34:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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
$984,576
Liabilities
$3,893
Net assets
$980,683
Revenue
$82,986
Expenses
$72,066
Net income
$10,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.45$0.10$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.06$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.05$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.14$0.08$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.08$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03