Civic Intelligence

Grace M Harvie Trust

990PF • Fiscal year 2019 • EIN 31-6301759

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 08, 2020

Organization Profile
600 Vine Street Suite 2650Cincinnati, OH 45202

(513) 381-9200

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-252%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$2,918

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 45.2% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-5.6%

Faster asset growth than 33% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-98%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$271,378

Down $16,141 (-5.6%) from 2018

Net Assets

Down

$271,378

Down $16,141 (-5.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$6,461

Down $256,557 (-98%) from 2018

Expenses

Up

$22,750

Up $4,233 (+23%) from 2018

Net Income

Down

-$16,289

Down $260,790 (-107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2011: $55,333Liabilities 2011: $0Net Assets 2011: $55,3332011Assets 2012: $52,839Liabilities 2012: $0Net Assets 2012: $52,8392012Assets 2013: $52,619Liabilities 2013: $0Net Assets 2013: $52,6192013Assets 2014: $54,123Liabilities 2014: $0Net Assets 2014: $54,1232014Assets 2015: $49,052Liabilities 2015: $0Net Assets 2015: $49,0522015Assets 2016: $48,796Liabilities 2016: $0Net Assets 2016: $48,7962016Assets 2017: $43,393Liabilities 2017: $0Net Assets 2017: $43,3932017Assets 2018: $287,519Liabilities 2018: $0Net Assets 2018: $287,5192018Assets 2019: $271,378Liabilities 2019: $0Net Assets 2019: $271,3782019Assets 2020: $252,043Liabilities 2020: $0Net Assets 2020: $252,0432020Assets 2021: $277,043Liabilities 2021: $0Net Assets 2021: $277,0432021Assets 2022: $265,647Liabilities 2022: $0Net Assets 2022: $265,6472022Assets 2023: $243,838Liabilities 2023: $0Net Assets 2023: $243,8382023Assets 2024: $240,912Liabilities 2024: $0Net Assets 2024: $240,9122024

Highlighted filing

2019

Assets$271,378
Liabilities$0
Net Assets$271,378
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $14,3562011Expenses 2012: $15,0382012Revenue 2013: $13,956Expenses 2013: $14,176Net Income 2013: -$2202013Revenue 2014: $25,121Expenses 2014: $23,619Net Income 2014: $1,5022014Revenue 2015: $9,241Expenses 2015: $14,311Net Income 2015: -$5,0702015Revenue 2016: $18,496Expenses 2016: $18,752Net Income 2016: -$2562016Revenue 2017: $23,215Expenses 2017: $28,619Net Income 2017: -$5,4042017Revenue 2018: $263,018Expenses 2018: $18,517Net Income 2018: $244,5012018Revenue 2019: $6,461Expenses 2019: $22,750Net Income 2019: -$16,2892019Revenue 2020: -$1,120Expenses 2020: $18,404Net Income 2020: -$19,5242020Revenue 2021: $48,052Expenses 2021: $23,029Net Income 2021: $25,0232021Revenue 2022: $4,911Expenses 2022: $16,940Net Income 2022: -$12,0292022Revenue 2023: -$3,106Expenses 2023: $18,297Net Income 2023: -$21,4032023Revenue 2024: $20,408Expenses 2024: $23,151Net Income 2024: -$2,7432024

Highlighted filing

2019

Revenue$6,461
Expenses$22,750
Net Income-$16,289
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 8, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H FRYTrustee-$2,918-$2,918
Filing and Contact Details

Filer

Filer Name
Grace M Harvie Trust
EIN
31-6301759
Phone
5133819200
Address
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202

Signing Officer

Name
William H Fry
Title
Trustee
Phone
5133819200
Signed
2020-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Midwest CPA LLC
Address
4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer
Jeffrey Tate
Phone
5135882830
Raw XML Appendix400 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/Amt0910
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0227
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt520116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1113374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1215156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1521061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1611232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1715709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1814394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt198519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt208615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2215910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2316818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2514081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2613448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1114949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1215992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1523059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1611216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1717585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1814494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt198418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt209114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2217676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2316844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt245829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2514303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2614417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ANGEL OAK STRATEGY INC INST CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ARBITRAGE FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BLACKROCK STRATEGIC INCOME INST CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DWS RREEF REAL ASSETS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4EATON VANCE LOW DURATION GOVT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EATON VANCE SHORT DURATION STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FIRST EAGLE FUNDS SOGEN OVERSEAS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FIRST TR CAPITAL STRNGTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FIRST TR DEVELOPED MKTS EX-US ALPHDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9FIRST TR EMERGING MARKETS ALPHADEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FIRST TR ENERGY ALPHDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FIRST TR EUROPE ALPHADEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FIRST TR FINANCIAL ALPHADEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FIRST TR HLTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FIRST TR LARGE CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FIRST TR LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FIRST TR SMALL CAP CORE ALPHADEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FIRST TR TECHNLGY ALPHADEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FIRST TR VALUE LINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GOLDMAN SACHS ACCESS TREASURY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GOLDMAN SACHS GQS PTNRS INTL OPPTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GOLDMAN SACHS TR ABSOLUTE RETURN I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GUGGENHEIM TR MACRO OPPORTUNITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HARTFORD SCHRODERS EMERGING MKTS EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HARTFORD WORLD BD FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25INVESCO DWA MOMENTUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26INVESCO TR II DWA DEV MKTS MOMENTUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27INVESCO TR II DWA SMALLCAP MOMENTUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ISHARES CORE MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JOHN HANCOCK INTL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JP MORGAN TR I INFLATION MANAGED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JP MORGAN ULTRA-SHORT INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MFS SER TR INTL NEW DISCOVERY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MFS SER TR X EMERGING MKTS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PACER FDS US CASH COWS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PACIFIC FUNDS STRATEGIC INC ADVISOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PROSHARES S&P 500 DIVIDEND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06456
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-16
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt021
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06461
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06461
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0227
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0683
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0910
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01459
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01459
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02918
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06456
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16289
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0227875
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0845
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02537
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03382
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-16
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02198
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0102
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06979
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt022750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06477
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02531
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06979
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt085958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1141933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt084062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2143550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO ST WASH SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WELLS FARGO LT WASH SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-16
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16289
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0148
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0271378
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0287519
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0271378
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013806
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013806
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013806
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0286085
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0287519
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0271378
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013090
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03046
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03046
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0274429
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0268332
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0283039
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0287519
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0271378
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0286085
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0287519
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0271378
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0287519
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0271378
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0280320
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03827
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0276493
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04205
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013806
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0276115
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0280320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02918
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM H FRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt013912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt012378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt022965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt09924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.069755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.033686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.060862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0276115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0291485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0329226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0319294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0294600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0306019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251924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 H FRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05133819200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM H FRY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05133819200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FOUNDATION FOR OHIO RIVER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EAST END ADULT EDUCATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KNOW THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MAPLE KNOLL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JUVENILE DIABETES RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0DAN BEARD COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05735 KELLOG AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110078 READING RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24015 EASTERN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31120 JACKSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411100 SPRINGFIELD PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt58050 HOSBROOK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0NO 314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145241
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd545236
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
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/AppliedToCurrentYearAmt010531
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0364
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03275
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010531
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03308
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RENDIGS, FRY, KILEY AND DENNIS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0845
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03382
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02537
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TREASURY OF STATE OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0148
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCOUNTING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02198
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02198
TaxesSchedule/TaxesDetail/Amt05140
TaxesSchedule/TaxesDetail/Amt1102
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN PAID TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0102
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H FRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05133819200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE M HARVIE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0316301759
ReturnHeader/Filer/PhoneNum05133819200
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270890231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDWEST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE ASH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452423760
ReturnHeader/PreparerPersonGrp/PhoneNum05135882830
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TATE
ReturnHeader/ReturnTs02020-06-23T14:22:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$271,378
Liabilities
$0
Net assets
$271,378
Revenue
$6,461
Expenses
$22,750
Net income
-$16,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.20$0.23$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.03$0.18$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.05$0.17$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.48$0.23$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.01$0.18$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.06$0.23$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$2.63$0.19$2.45
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.23$0.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.18$0.19$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.09$0.14$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.25$0.24$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.14$0.14$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.15
2011Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.14