Civic Intelligence

Jon and Janet Harrington 2015-I Charitable Trust

990PF • Fiscal year 2021 • EIN 47-3935506

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 10, 2022

116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 768-6324

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,192,824

Flat from 2021

Net Assets

Flat

$5,192,824

Flat from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses

Revenue

Flat

$481,168

Flat from 2021

Expenses

Flat

$207,642

Flat from 2021

Net Income

Flat

$273,526

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2018: $2,687,439Liabilities 2018: $0Net Assets 2018: $2,687,4392018Assets 2019: $2,587,637Liabilities 2019: $0Net Assets 2019: $2,587,6372019Assets 2020: $4,927,281Liabilities 2020: $1Net Assets 2020: $4,927,2812020Assets 2021: $5,192,824Liabilities 2021: $0Net Assets 2021: $5,192,8242021Assets 2021: $5,192,824Liabilities 2021: $1Net Assets 2021: $5,192,8242021Assets 2022: $5,109,657Liabilities 2022: $1Net Assets 2022: $5,109,6572022Assets 2023: $4,959,357Liabilities 2023: $1Net Assets 2023: $4,959,3572023Assets 2024: $4,870,049Liabilities 2024: $0Net Assets 2024: $4,870,0492024Assets 2025: $4,769,139Liabilities 2025: $0Net Assets 2025: $4,769,1392025

Highlighted filing

2021

Assets$5,192,824
Liabilities$0
Net Assets$5,192,824

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $337,236Expenses 2018: $155,846Net Income 2018: $181,3902018Revenue 2019: $36,357Expenses 2019: $137,177Net Income 2019: -$100,8202019Revenue 2020: $4,862,463Expenses 2020: $191,361Net Income 2020: $4,671,1022020Revenue 2021: $481,168Expenses 2021: $207,642Net Income 2021: $273,5262021Revenue 2021: $481,168Expenses 2021: $207,642Net Income 2021: $273,5262021Revenue 2022: $234,983Expenses 2022: $316,381Net Income 2022: -$81,3982022Revenue 2023: $187,857Expenses 2023: $338,257Net Income 2023: -$150,4002023Revenue 2024: $214,306Expenses 2024: $302,061Net Income 2024: -$87,7552024Revenue 2025: $203,093Expenses 2025: $304,422Net Income 2025: -$101,3292025

Highlighted filing

2021

Revenue$481,168
Expenses$207,642
Net Income$273,526
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 10, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ACo-TrusteePT$52,792-$52,792
JON HARRINGTONCo-Trustee-$0--
JANET HARRINGTONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Harrington 2015-i Charitable Tr
EIN
47-3935506
Phone
4127686324
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127686324
Signed
2022-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6525809K105 DOORDASH INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6627579R104 EAST WEST BANCORP IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6828414H103 ELANCO ANIMAL HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6929472R108 EQUITY LIFESTYLE PRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7030744W107 FARFETCH LTD-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7131428X106 FEDEX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73368736104 GENERAC HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74369550108 GENERAL DYNAMICS COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7537940X102 GLOBAL PAYMENTS INC-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7640412C101 HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77461202103 INTUIT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78517834107 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7959410T106 MICHELIN (CGDE) UNSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80606822104 MITSUBISHI UFJ FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8160937P106 MONGODB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8372352L106 PINTEREST INC- CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84749685103 RPM INTERNATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85848637104 SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86866674104 SUN CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8790184L102 TWITTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88902494103 TYSON FOODS INC CLAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8990364P105 UIPATH INC - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9198419M100 XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9298980L101 ZOOM VIDEO COMMUNICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0101191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1239000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2403469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3204000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4303856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5283919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6219000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7223996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8225000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9242000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10296605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11350249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12149058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13221000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14224751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15237135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16176333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17151246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18257483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - EQUITY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt300769G543 CAMBIAR INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt446090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5461418444 WCM FOCUSED INTL GRO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt746432F842 ISHARES CORE MSCI EA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt974440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1077958B402 T ROWE PRICE INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11957663669 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1297717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1446434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15592905749 METROPOLITAN WEST UN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18464287606 ISHARES S&P MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19464287887 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2081369Y860 REAL ESTATE SELECT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0133343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1261092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2560207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3294245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4411864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5309845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6218797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7229985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8225529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9238955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10355747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11361152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12177128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13222015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14312174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15320945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16237253
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18308705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0104208
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt064340
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0168548
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0168548
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt064340
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010558
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt042234
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052792
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0312620
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0104197
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0104208
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0273526
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0722709
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt064340
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0122037
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01627
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt052211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0110558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0207642

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