Civic Intelligence

The Mackenzie Foundation

990PF • Fiscal year 2018 • EIN 35-1955434

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 09, 2018

Organization Profile
Harbour Trust 1024 N Karwick RoadMichigan City, IN 46360

(219) 877-3500

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$4,250

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

420%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$233,622

Up $5,256 (+2.3%) from 2017

Net Assets

Up

$233,622

Up $5,256 (+2.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

Up

$25,809

Up $20,846 (+420%) from 2017

Expenses

Down

$20,554

Down $449 (-2.1%) from 2017

Net Income

Up

$5,255

Up $21,295 (+133%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2013: $342,995Liabilities 2013: $0Net Assets 2013: $342,9952013Assets 2015: $261,037Liabilities 2015: $0Net Assets 2015: $261,0372015Assets 2016: $244,406Liabilities 2016: $0Net Assets 2016: $244,4062016Assets 2017: $228,366Liabilities 2017: $0Net Assets 2017: $228,3662017Assets 2018: $233,622Liabilities 2018: $0Net Assets 2018: $233,6222018Assets 2019: $217,052Liabilities 2019: $0Net Assets 2019: $217,0522019Assets 2020: $226,538Liabilities 2020: $0Net Assets 2020: $226,5382020Assets 2021: $223,032Liabilities 2021: $0Net Assets 2021: $223,0322021Assets 2022: $256,502Liabilities 2022: $0Net Assets 2022: $256,5022022Assets 2023: $295,189Liabilities 2023: $0Net Assets 2023: $295,1892023Assets 2024: $312,318Liabilities 2024: $0Net Assets 2024: $312,3182024Assets 2025: $298,455Liabilities 2025: $0Net Assets 2025: $298,4552025

Highlighted filing

2018

Assets$233,622
Liabilities$0
Net Assets$233,622
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2013: $51,0632013Revenue 2015: $52,026Expenses 2015: $105,657Net Income 2015: -$53,6312015Revenue 2016: $7,625Expenses 2016: $24,256Net Income 2016: -$16,6312016Revenue 2017: $4,963Expenses 2017: $21,003Net Income 2017: -$16,0402017Revenue 2018: $25,809Expenses 2018: $20,554Net Income 2018: $5,2552018Revenue 2019: $4,149Expenses 2019: $20,719Net Income 2019: -$16,5702019Revenue 2020: $29,174Expenses 2020: $19,688Net Income 2020: $9,4862020Revenue 2021: $20,792Expenses 2021: $23,748Net Income 2021: -$2,9562021Revenue 2022: $53,751Expenses 2022: $20,019Net Income 2022: $33,7322022Revenue 2023: $45,977Expenses 2023: $5,763Net Income 2023: $40,2142023Revenue 2024: $44,942Expenses 2024: $27,159Net Income 2024: $17,7832024Revenue 2025: $15,509Expenses 2025: $28,766Net Income 2025: -$13,2572025

Highlighted filing

2018

Revenue$25,809
Expenses$20,554
Net Income$5,255
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,250-$4,250
Filing and Contact Details

Filer

Filer Name
The Mackenzie Foundation
EIN
35-1955434
Phone
2198773500
Address
HARBOUR TRUST 1024 N KARWICK ROAD, MICHIGAN CITY, IN 46360

Signing Officer

Name
Harbour Trust
Title
Trustee
Phone
2198773500
Signed
2018-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Parkison & Hinton Inc Pc
Address
PO BOX 638, LAPORTE, IN 46352-0638
Preparer
John E Spiggle CPA
Phone
2193628547
Raw XML Appendix328 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/Amt0975
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52011-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0GE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1ALTRIA GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2AMERIGAS PARTNERS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3BANK OF AMERICA BONDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4CONSUMER STAPLES SECLECT SPDR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5S&P SMALLCAP 600 INDEX FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6UNITED TECHNOLOGIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7UNITED HEALTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt08194
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt13260
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt24153
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt325000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt42349
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt53271
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt65552
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt72663
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt05231
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt15722
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt23993
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt325000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt45396
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt58595
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt68823
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt710011
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32018-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42017-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62017-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72017-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-2963
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12462
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-160
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33047
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt45324
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt53271
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt67348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt055351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt193830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt242852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt334031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ETFS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06325
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt018329
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01022
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0133
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07347
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt018462
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025809
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015240
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06325
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06325
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05255
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt072771
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01155
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01155
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt018329
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03791
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt020554
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025809
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03689
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05314
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05255
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0233622
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0228366
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0233622
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015227
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015227
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015227
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015303
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt076
IRS990PF/DistributableAmountGrp/TotalTaxAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt076
IRS990PF/FMVAssetsEOYAmt07558
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0201970
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0226064
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0228366
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0233622
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt026396
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07558
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07558
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0228366
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0233622
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0228366
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0233622
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0228366
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0233622
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0310721
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07673
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0303048
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04661
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015303
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0306060
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0310721
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0HARBOUR TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01024 N KARWICK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MICHIGAN CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046360
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt036523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt036561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt019742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0101039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt042398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt047452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.119332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.065556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.255852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.105824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.114810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0306060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0301020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0301147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0394912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0400645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0413309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.596660
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015890
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015890
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015890
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01024 N KARWICK ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MICHIGAN CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046360
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HARBOUR TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum02198773500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FCNL EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ROTARY DISTRICT 6000 HEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0619 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1245 2ND STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MICHIGAN CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASJINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015240
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/AppliedToCurrentYearAmt015227
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt082271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06676
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06676
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111800
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt082271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022654
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015890
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0663
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0118476
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117813
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/Amt134
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt055
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt134
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARBOUR TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02198773500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MACKENZIE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MACK
ReturnHeader/Filer/EIN0351955434
ReturnHeader/Filer/PhoneNum02198773500
ReturnHeader/Filer/USAddress/AddressLine1Txt0HARBOUR TRUST 1024 N KARWICK ROAD
ReturnHeader/Filer/USAddress/CityNm0MICHIGAN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046360
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD2932C65B781444E5FF53F3AF2111FCE75E402B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD2932C65B781444E5FF53F3AF2111FCE75E402B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.74.225.165
ReturnHeader/FilingSecurityInformation/IPDt02019-01-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:35:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351723943
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARKISON & HINTON INC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 638
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAPORTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0463520638
ReturnHeader/PreparerPersonGrp/PhoneNum02193628547
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E SPIGGLE CPA
ReturnHeader/ReturnTs02019-01-14T10:35:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,622
Liabilities
$0
Net assets
$233,622
Revenue
$25,809
Expenses
$20,554
Net income
$5,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.16$0.29$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.45$0.27$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.46$0.06$0.40
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.54$0.20$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.21$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.29$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.04$0.21$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.26$0.21$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.05$0.21$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.08$0.24$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.52$1.06$0.54
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.51