Civic Intelligence

Berkeley and George Harris Charitable Foundation

990PF • Fiscal year 2016 • EIN 56-6297219

Oct 01, 2015 to Sep 30, 2016 • Filed on Nov 11, 2016

Organization Profile
405 SILVERSIDE RD Suite STE 250Wilmington, DE 19809

(302) 792-3502

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

68th percentile

7.3%

Faster asset growth than 68% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

86%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$574,727

Up $39,008 (+7.3%) from 2015

Net Assets

Up

$574,727

Up $39,008 (+7.3%) from 2015

Liabilities

Flat

$1

Flat from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin89th percentile

Revenue

Up

$89,732

Up $41,526 (+86%) from 2015

Expenses

Up

$52,387

Up $7,072 (+16%) from 2015

Net Income

Up

$37,345

Up $34,454 (+1192%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$800K$600K$400K$200K$0Assets 2011: $576,907Liabilities 2011: $02011Assets 2012: $544,676Liabilities 2012: $02012Assets 2013: $542,713Liabilities 2013: $1Net Assets 2013: $542,7132013Assets 2014: $531,841Liabilities 2014: $1Net Assets 2014: $531,8412014Assets 2015: $535,719Liabilities 2015: $1Net Assets 2015: $535,7192015Assets 2016: $574,727Liabilities 2016: $1Net Assets 2016: $574,7272016Assets 2017: $588,816Liabilities 2017: $0Net Assets 2017: $588,8162017Assets 2018: $610,581Liabilities 2018: $0Net Assets 2018: $610,5812018Assets 2019: $563,713Liabilities 2019: $1Net Assets 2019: $563,7132019Assets 2020: $538,444Liabilities 2020: $1Net Assets 2020: $538,4442020Assets 2021: $576,049Liabilities 2021: $1Net Assets 2021: $576,0492021Assets 2022: $619,537Liabilities 2022: $0Net Assets 2022: $619,5372022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$574,727
Liabilities$1
Net Assets$574,727
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $13,060Expenses 2011: $56,389Net Income 2011: -$43,3292011Revenue 2012: $8,726Expenses 2012: $40,957Net Income 2012: -$32,2312012Revenue 2013: $37,146Expenses 2013: $40,092Net Income 2013: -$2,9462013Revenue 2014: $32,238Expenses 2014: $45,157Net Income 2014: -$12,9192014Revenue 2015: $48,206Expenses 2015: $45,315Net Income 2015: $2,8912015Revenue 2016: $89,732Expenses 2016: $52,387Net Income 2016: $37,3452016Revenue 2017: $69,249Expenses 2017: $55,330Net Income 2017: $13,9192017Revenue 2018: $80,675Expenses 2018: $58,910Net Income 2018: $21,7652018Revenue 2019: $37,480Expenses 2019: $84,348Net Income 2019: -$46,8682019Revenue 2020: $17,675Expenses 2020: $42,944Net Income 2020: -$25,2692020Revenue 2021: $96,715Expenses 2021: $59,110Net Income 2021: $37,6052021Revenue 2022: $118,574Expenses 2022: $75,086Net Income 2022: $43,4882022Revenue 2023: $210,269Expenses 2023: $829,806Net Income 2023: -$619,5372023

Highlighted filing

2016

Revenue$89,732
Expenses$52,387
Net Income$37,345
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERKELEY H HARRISTrustee-$0--
GEORGE HARRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Berkeley & George Harris
EIN
56-6297219
In Care Of
% OPPENHEIMER TRUST COMPANY
Phone
3027923502
Address
405 SILVERSIDE RD Suite STE 250, WILMINGTON, DE 19809

Signing Officer

Name
George Harris
Title
Trustee
Phone
3027923502
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Leeper Kean & Rumley Llp
Address
3625 N ELM STREET SUITE 100-A, GREENSBORO, NC 27455
Preparer
Elizabeth a Bowman
Phone
3362743700
Raw XML Appendix285 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/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018623
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt070942
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0167
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt089732
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt089732
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt070942
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt038650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt038650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018623
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018623
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt037345
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0231154
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt070942
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt075995
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0167
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0167
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011214
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt011214
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01023
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt038650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013737
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt052387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt089732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt089732
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013737
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0160212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt070897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt070897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0231109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt070942
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt037345
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0311
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01974
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0575038
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0535719
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0574727
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt039452
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039452
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt039452
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt040972
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01520
IRS990PF/DistributableAmountGrp/TotalTaxAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0720
IRS990PF/FMVAssetsEOYAmt0850569
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt042691
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt045710
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt045710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0493028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0529017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0804859
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0535719
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0574727
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0535719
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0574727
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0850569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0535719
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0574727
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0535719
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0574727
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0831916
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029996
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0801920
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012479
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt040972
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0819437
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0831916
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BERKELEY H HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEORGE HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O OPPENHEIMER TRUST CO DELAWARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O OPPENHEIMER TRUST CO DELAWARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119809
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt039226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt039986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt032250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt032350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt030400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt044971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.070209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0819437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0820158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0778154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0704674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0647504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0640529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.23935
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038650
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038650
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038650
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/AddressLine1Txt0405 SILVERSIDE ROAD SUITE 250
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019809
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0OPPENHEIMER TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03027923502
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BERKELEY H HARRIS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1GEORGE HARRIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt038650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MULTIPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027408
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038650
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/AppliedToCurrentYearAmt046
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt038604
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039406
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt038604
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0311
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS RECONCILIATION
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASS-THRU INCOME - MAGELLAN MIDSTREAM
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PASS-THRU INCOME - PLAINS ALL AMERICAN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0504
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-337
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0504
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-337
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01974
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DISTRIBUTIONS IN EXCESS OF PASS-THRU INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01226
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19914
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt274
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01226
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19914
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt274
TaxesSchedule/TaxesDetail/Amt0720
TaxesSchedule/TaxesDetail/Amt1303
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR BALANCE DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0720
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1303
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03027923502
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKELEY & GEORGE HARRIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0566297219
ReturnHeader/Filer/InCareOfNm0% OPPENHEIMER TRUST COMPANY
ReturnHeader/Filer/PhoneNum03027923502
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 SILVERSIDE RD Suite STE 250
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEEPER KEAN & RUMLEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03625 N ELM STREET SUITE 100-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027455
ReturnHeader/PreparerPersonGrp/PhoneNum03362743700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A BOWMAN
ReturnHeader/ReturnTs02016-11-16T15:17:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$574,727
Liabilities
$1
Net assets
$574,727
Revenue
$89,732
Expenses
$52,387
Net income
$37,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.10$8.30$6.20
2022Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$1.19$0.75$0.43
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.97$0.59$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.18$0.43$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.37$0.84$0.47
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.81$0.59$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.69$0.55$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.90$0.52$0.37
2015Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.48$0.45$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.32$0.45$0.13
2013Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.37$0.40$0.03
2012Summary only. Only limited summary data is available for this year.$5.45$0.00$0.09$0.41$0.32
2011Summary only. Only limited summary data is available for this year.$5.77$0.00$0.13$0.56$0.43