Civic Intelligence

Berkeley and George Harris Charitable Foundation

990PF • Fiscal year 2017 • EIN 56-6297219

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 19, 2018

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

(302) 792-3502

Siviq Scores

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Balance Sheet

Assets

Up

$588,816

Up $14,089 (+2.5%) from 2016

Net Assets

Up

$588,816

Up $14,089 (+2.5%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses

Revenue

Down

$69,249

Down $20,483 (-23%) from 2016

Expenses

Up

$55,330

Up $2,943 (+5.6%) from 2016

Net Income

Down

$13,919

Down $23,426 (-63%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$588,816
Liabilities$0
Net Assets$588,816
Open 2017 Filing

Operations Trend

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

2017

Revenue$69,249
Expenses$55,330
Net Income$13,919
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 19, 2018
Return Version
2016v3.1
Compensation and Service Providers

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
2018-01-19
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 Appendix300 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/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt043155
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt039406
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASS-THRU INCOME - MAGELLAN MIDSTREAM
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PASS-THRU INCOME - PLAINS ALL AMERICAN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0503
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-266
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0503
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-266
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0170
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DISTRIBUTIONS IN EXCESS OF PASS-THRU INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110666
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt230
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110666
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt230
TaxesSchedule/TaxesDetail/Amt01520
TaxesSchedule/TaxesDetail/Amt1800
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR BALANCE DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01520
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1800
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03027923502
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-19
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0470F0925AF20E963FCFFFFB182FE96102B3809F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01909CA99910EB97F6F46E8F0DFCA419659EEBDEF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056669920180205000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-01-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.194.18.50
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/ReturnTs02018-01-20T13:20:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$588,816
Liabilities
$0
Net assets
$588,816
Revenue
$69,249
Expenses
$55,330
Net income
$13,919
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