Civic Intelligence

The Harkness Trust C/O Th Ashford Trustee

EIN 51-6498255 • Wilmington, DE

One Walkers Mill RoadWilmington, DE 19807
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

41st percentile

1.9%

Faster asset growth than 41% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

79%

Faster revenue growth than 85% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$12,142,255

Up $223,563 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,142,255

Up $223,563 (+1.9%) from 2023

Revenue

Up

$838,602

Up $371,269 (+79%) from 2023

Expenses

Down

$633,710

Down $47,524 (-7.0%) from 2023

Net Income

Up

$204,892

Up $418,793 (+196%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $3,189,648Liabilities 2011: $02011Assets 2012: $3,218,122Liabilities 2012: $02012Assets 2013: $3,505,559Liabilities 2013: $02013Assets 2014: $3,659,054Liabilities 2014: $02014Assets 2015: $4,060,055Liabilities 2015: $02015Assets 2019: $5,532,694Liabilities 2019: $02019Assets 2020: $7,829,607Liabilities 2020: $0Net Assets 2020: $7,829,6072020Assets 2021: $12,590,643Liabilities 2021: $0Net Assets 2021: $12,590,6432021Assets 2022: $12,029,122Liabilities 2022: $0Net Assets 2022: $12,029,1222022Assets 2023: $11,918,692Liabilities 2023: $0Net Assets 2023: $11,918,6922023Assets 2024: $12,142,255Liabilities 2024: $0Net Assets 2024: $12,142,2552024

Highlighted filing

2024

Assets$12,142,255
Liabilities$0
Net Assets$12,142,255

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $403,619Expenses 2011: $186,532Net Income 2011: $217,0872011Revenue 2012: $415,179Expenses 2012: $191,282Net Income 2012: $223,8972012Revenue 2013: $578,635Expenses 2013: $291,198Net Income 2013: $287,4372013Revenue 2014: $373,957Expenses 2014: $222,777Net Income 2014: $151,1802014Revenue 2015: $596,942Expenses 2015: $210,453Net Income 2015: $386,4892015Revenue 2019: $320,727Expenses 2019: $455,473Net Income 2019: -$134,7462019Revenue 2020: $2,905,347Expenses 2020: $464,081Net Income 2020: $2,441,2662020Revenue 2021: $5,609,144Expenses 2021: $849,014Net Income 2021: $4,760,1302021Revenue 2022: $241,002Expenses 2022: $797,215Net Income 2022: -$556,2132022Revenue 2023: $467,333Expenses 2023: $681,234Net Income 2023: -$213,9012023Revenue 2024: $838,602Expenses 2024: $633,710Net Income 2024: $204,8922024

Highlighted filing

2024

Revenue$838,602
Expenses$633,710
Net Income$204,892

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORE H ASHFORDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Harkness Trust
EIN
51-6498255
Phone
3026551750
Address
ONE WALKERS MILL ROAD, WILMINGTON, DE 19807

Signing Officer

Name
Theodore Ashford
Title
Trustee
Phone
3026551750
Signed
2025-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Aka Advisory LLC
Address
1701 SHALLCROSS AVE STE D, WILMINGTON, DE 19806
Preparer
Victor S Pelillo CPA
Phone
3022307171
Raw XML Appendix365 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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OtherIncomeSchedule2/OtherIncomeDetail/Desc2MERITECH VII K-1 LOSS
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OtherIncomeSchedule2/OtherIncomeDetail/Desc5ENTERPRISE PRODUCTS K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc6DP 151 K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc7DP 160 K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc8MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc9PRIOR YEAR K-1 DIFFERENCE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-10349
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-17283
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-20654
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-35591
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt46661
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5-57104
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt6-7657
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt7-44292
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt84374
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt9-31902
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-10349
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-17283
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt46661
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6-7657
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7-44292
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt84374
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt9-31902
OtherIncreasesSchedule/OtherIncreasesDetail/Amt051262
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT - STOCK DISTRIBUTIONS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THEODORE ASHFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026551750
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARKNESS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TH ASHFORD TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HARK
ReturnHeader/Filer/EIN0516498255
ReturnHeader/Filer/PhoneNum03026551750
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE WALKERS MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260645306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKA ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 SHALLCROSS AVE STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019806
ReturnHeader/PreparerPersonGrp/PhoneNum03022307171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTOR S PELILLO CPA
ReturnHeader/ReturnTs02025-11-14T11:37:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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