Civic Intelligence

Harte Charitable Foundation

990PF • Fiscal year 2022 • EIN 45-0489907

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 14, 2023

20742 Stone Oak Parkway Rm/Ste 107San Antonio, TX 78258

(210) 828-1505

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

12th percentile

-37%

Higher net margin than 12% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

47th percentile

-1.2%

Faster asset growth than 47% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-51%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Down

$36,897,196

Down $445,731 (-1.2%) from 2021

Net Assets

Down

$36,887,937

Down $427,891 (-1.1%) from 2021

Liabilities

Down

$9,259

Down $17,840 (-66%) from 2021

Revenue

Down

$1,288,579

Down $1,322,766 (-51%) from 2021

Expenses

Down

$1,763,525

Down $933,308 (-35%) from 2021

Net Income

Down

-$474,946

Down $389,458 (-456%) from 2021

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $7,684,359Liabilities 2011: $02011Assets 2012: $7,877,821Liabilities 2012: $02012Assets 2013: $7,340,926Liabilities 2013: $02013Assets 2014: $7,440,695Liabilities 2014: $02014Assets 2015: $7,172,425Liabilities 2015: $02015Assets 2018: $39,321,894Liabilities 2018: $0Net Assets 2018: $39,321,8942018Assets 2019: $38,093,851Liabilities 2019: $0Net Assets 2019: $38,093,8512019Assets 2020: $37,568,682Liabilities 2020: $0Net Assets 2020: $37,568,6822020Assets 2021: $37,342,927Liabilities 2021: $27,099Net Assets 2021: $37,315,8282021Assets 2022: $36,897,196Liabilities 2022: $9,259Net Assets 2022: $36,887,9372022Assets 2023: $33,918,183Liabilities 2023: $9,900Net Assets 2023: $33,908,2832023Assets 2024: $33,515,330Liabilities 2024: $24,410Net Assets 2024: $33,490,9202024Assets 2025: $31,968,996Liabilities 2025: $0Net Assets 2025: $31,968,9962025

Highlighted filing

2022

Assets$36,897,196
Liabilities$9,259
Net Assets$36,887,937

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $440,171Expenses 2011: $377,295Net Income 2011: $62,8762011Revenue 2012: $566,681Expenses 2012: $373,219Net Income 2012: $193,4622012Revenue 2013: $264,318Expenses 2013: $801,213Net Income 2013: -$536,8952013Revenue 2014: $2,102,634Expenses 2014: $2,002,865Net Income 2014: $99,7692014Revenue 2015: $2,409,554Expenses 2015: $2,469,389Net Income 2015: -$59,8352015Revenue 2018: $619,836Expenses 2018: $2,950,447Net Income 2018: -$2,330,6112018Revenue 2019: $1,262,025Expenses 2019: $2,442,750Net Income 2019: -$1,180,7252019Revenue 2020: $2,511,876Expenses 2020: $2,555,358Net Income 2020: -$43,4822020Revenue 2021: $2,611,345Expenses 2021: $2,696,833Net Income 2021: -$85,4882021Revenue 2022: $1,288,579Expenses 2022: $1,763,525Net Income 2022: -$474,9462022Revenue 2023: -$163,195Expenses 2023: $3,095,742Net Income 2023: -$3,258,9372023Revenue 2024: $1,484,877Expenses 2024: $1,902,768Net Income 2024: -$417,8912024Revenue 2025: $2,840,577Expenses 2025: $4,423,800Net Income 2025: -$1,583,2232025

Highlighted filing

2022

Revenue$1,288,579
Expenses$1,763,525
Net Income-$474,946
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 14, 2023
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L SINAKTrs,Sec,Director-$0--
ELIZABETH H OWENSDirector-$0--
JULIA HARTE WIDDOWSONPres,COB,Director-$0--
CHRISTOPHER M HARTEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harte Charitable Foundation
EIN
45-0489907
Phone
2108281505
Address
20742 STONE OAK PARKWAY RM/STE 107, SAN ANTONIO, TX 78258

Signing Officer

Name
David L Sinak
Title
Trs,sec,Director
Phone
2108281505
Signed
2023-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Collie & Company Cpas Pllc
Address
20742 STONE OAK PARKWAY SUITE 107, SAN ANTONIO, TX 78258-7478
Preparer
Wayne E Collie
Phone
2108281505
Raw XML AppendixShowing 400 of 411 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078258
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02108281505
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S PRIMARY ACTIVITY IS THE DISTRIBUTION OF FUNDS TO VARIOUS ORGANIZATIONS WHICH ARE DESCRIBED IN SECTION 170(C) OF THE INTERNAL REVENUE CODE.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1499609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2266868
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE EDUCATION PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DR. TUNNELL GULF OF MEXICO FELLOWSHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL CHARITABLE PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GULF OF MAINE RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TEXAS A&M UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TEXAS A&M UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TEXAS WATER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TEXAS WATER TRADE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0AMERICAN FARMLAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1GULF OF MAINE RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2TEXAS A&M UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3TEXAS A&M UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt4TEXAS WATER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5TEXAS WATER TRADE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01150 CONNECTICUT NW 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1350 COMMERCIAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26300 OCEAN DRIVE 5741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36300 OCEAN DRIVE 5741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 13252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5611 S CONGRESS AVE NO 125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt01150 CONNECTICUT NW 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1350 COMMERCIAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt26300 OCEAN DRIVE 5741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt36300 OCEAN DRIVE 5741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4PO BOX 13252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5611 S CONGRESS AVE NO 125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5AUSTIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278412
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378412
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578704
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01291477
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/AppliedToCurrentYearAmt01310068
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02576506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0989179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0172160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0134661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0640510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041848
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0989179
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01310068
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0989179
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0277259
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0UHL FITZSIMONS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01424
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02848
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01424
OtherDecreasesSchedule/OtherDecreasesDetail/Amt076969
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE SECURITIES SOLD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0146
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LITIGATION/CLASS ACTION SUITS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OIL & GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CARRARA PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3MERIT ENERGY PARTNERS E-III
OtherIncomeSchedule2/OtherIncomeDetail/Desc4MERIT ENERGY PARTNERS E-III
OtherIncomeSchedule2/OtherIncomeDetail/Desc5MERIT ENERGY PARTNERS F-III
OtherIncomeSchedule2/OtherIncomeDetail/Desc6MERIT ENERGY PARTNERS F-III
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04568
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11535
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04568
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11535
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt25495
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-4867
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt41
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5723
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt62
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0124024
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE PARTERSHIP DISSOLUTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033096
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt138924
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2349670
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt39689
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FROST BROKERAGE ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1DUCENTA SQUARED ASSET MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CAPITAL COUNSEL ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3FEISIBILITY STUDY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09689
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt033096
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt138924
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2349670
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt123000
TaxesSchedule/TaxesDetail/Amt25
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2SEC OF STATE CHARTER REPORT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L SINAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRS,SEC,DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02108281505
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARTE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HART
ReturnHeader/Filer/EIN0450489907
ReturnHeader/Filer/PhoneNum02108281505
ReturnHeader/Filer/USAddress/AddressLine1Txt020742 STONE OAK PARKWAY RM/STE 107
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078258
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814756062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLIE & COMPANY CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020742 STONE OAK PARKWAY SUITE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782587478

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$2.84$4.42$1.58
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$0.02$33.5$1.48$1.90$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$0.01$33.9$0.16$3.10$3.26
2022Detailed filing. Detailed filing data is available for this year.$36.9$0.01$36.9$1.29$1.76$0.47
2021Detailed filing. Detailed filing data is available for this year.$37.3$0.03$37.3$2.61$2.70$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.6$0.00$37.6$2.51$2.56$0.04
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$1.26$2.44$1.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$0.00$39.3$0.62$2.95$2.33
2015Summary only. Only limited summary data is available for this year.$7.17$0.00$2.41$2.47$0.06
2014Summary only. Only limited summary data is available for this year.$7.44$0.00$2.10$2.00$0.10
2013Summary only. Only limited summary data is available for this year.$7.34$0.00$0.26$0.80$0.54
2012Summary only. Only limited summary data is available for this year.$7.88$0.00$0.57$0.37$0.19
2011Summary only. Only limited summary data is available for this year.$7.68$0.00$0.44$0.38$0.06