Civic Intelligence

Newman & Lena Harris Mem Fd-U

990PF • Fiscal year 2011 • EIN 61-6067599

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 12, 2012

C/O Pnc Bank Na PO Box 9465144101
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$449,213

Flat from 2011

Net Assets

$449,213

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$18,724

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $453,130Liabilities 2010: $0Net Assets 2010: $453,1302010Assets 2011: $449,213Liabilities 2011: $0Net Assets 2011: $449,2132011Assets 2011: $449,213Liabilities 2011: $12011Assets 2012: $447,960Liabilities 2012: $0Net Assets 2012: $447,9602012Assets 2013: $502,123Liabilities 2013: $0Net Assets 2013: $502,1232013Assets 2014: $511,770Liabilities 2014: $0Net Assets 2014: $511,7702014Assets 2015: $518,282Liabilities 2015: $0Net Assets 2015: $518,2822015Assets 2016: $501,936Liabilities 2016: $0Net Assets 2016: $501,9362016Assets 2017: $501,595Liabilities 2017: $0Net Assets 2017: $501,5952017Assets 2018: $489,193Liabilities 2018: $0Net Assets 2018: $489,1932018Assets 2019: $506,166Liabilities 2019: $0Net Assets 2019: $506,1662019Assets 2020: $491,125Liabilities 2020: $0Net Assets 2020: $491,1252020Assets 2021: $505,809Liabilities 2021: $0Net Assets 2021: $505,8092021Assets 2022: $474,201Liabilities 2022: $0Net Assets 2022: $474,2012022Assets 2023: $458,060Liabilities 2023: $0Net Assets 2023: $458,0602023Assets 2024: $455,812Liabilities 2024: $0Net Assets 2024: $455,8122024

Highlighted filing

2011

Assets$449,213
Liabilities$0
Net Assets$449,213

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $17,0012010Expenses 2011: $18,7242011Revenue 2011: $14,648Expenses 2011: $18,724Net Income 2011: -$4,0762011Expenses 2012: $30,1082012Revenue 2013: $81,059Expenses 2013: $26,896Net Income 2013: $54,1632013Revenue 2014: $41,392Expenses 2014: $31,745Net Income 2014: $9,6472014Revenue 2015: $37,195Expenses 2015: $30,682Net Income 2015: $6,5132015Revenue 2016: $12,937Expenses 2016: $29,287Net Income 2016: -$16,3502016Revenue 2017: $27,957Expenses 2017: $28,301Net Income 2017: -$3442017Revenue 2018: $17,213Expenses 2018: $29,614Net Income 2018: -$12,4012018Revenue 2019: $45,321Expenses 2019: $28,344Net Income 2019: $16,9772019Revenue 2020: $15,413Expenses 2020: $29,470Net Income 2020: -$14,0572020Revenue 2021: $43,660Expenses 2021: $29,068Net Income 2021: $14,5922021Revenue 2022: $1,446Expenses 2022: $32,015Net Income 2022: -$30,5692022Revenue 2023: $10,376Expenses 2023: $27,583Net Income 2023: -$17,2072023Revenue 2024: $24,771Expenses 2024: $27,518Net Income 2024: -$2,7472024

Highlighted filing

2011

Revenue-
Expenses$18,724
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 12, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$2,461-$2,461
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantASBURY THEOLOGICAL SEMINARYGENERAL SUPPORTPUBLICWILMORE, KY, US$7,634
Paid GrantKENTUCKY WESLEYAN COLLEGEGENERAL SUPPORTPUBLICOWENSBORO, KY, US$7,634
Filing and Contact Details

Filer

EIN
61-6067599
Raw XML Appendix286 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
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0203
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4076
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0514
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0449727
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0266
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0200
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn025233
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0504651
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IRS990PF/NECT0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation02461
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 94651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CLEVELAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0441014651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions017198
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08006228036
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 94651
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CLEVELAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0441014651
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0KY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount17634
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ASBURY THEOLOGICAL SEMINARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11KENTUCKY WESLEYAN COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10204 N LEXINGTON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113000 FREDERICA STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WILMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1OWENSBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0403901199
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode142301
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear015268
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
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IRS990PF/UndistributedIncome/UndistributedIncomePriorYear018232
OtherDecreasesSchedule/OtherDecreases/Amount0514
OtherDecreasesSchedule/OtherDecreases/Description0POSTED SUBSEQ YR TAXED CURR YR
OtherIncreasesSchedule/OtherIncreases/Amount0669
OtherIncreasesSchedule/OtherIncreases/Amount14
OtherIncreasesSchedule/OtherIncreases/Description0POSTED CURR YR TAXED PRIOR YR
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING ADJUSTMENT
TaxesSchedule/Taxes/Amount022
TaxesSchedule/Taxes/Amount1200
TaxesSchedule/Taxes/Amount256
TaxesSchedule/Taxes/Amount317
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome022
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome256
TaxesSchedule/Taxes/NetInvestmentIncome317
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616067599
ReturnHeader/Filer/Name/BusinessNameLine10NEWMAN&LENA HARRIS MEM FD-U
ReturnHeader/Filer/NameControl0HARR
ReturnHeader/Filer/Phone08006228036
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK NA PO BOX 94651
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044101
ReturnHeader/Officer/DateSigned02012-04-12
ReturnHeader/Officer/Name0JACKLYNN ANN BARRAS
ReturnHeader/Officer/Phone08006228036
ReturnHeader/Officer/Title0TAX DIRECTOR
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-23T07:57:59-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.25$0.28$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.10$0.28$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.01$0.32$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.44$0.29$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.15$0.29$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.45$0.28$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.17$0.30$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.28$0.28$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.37$0.31$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.41$0.32$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.81$0.27$0.54
2012Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.30
2011Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.19
2011Summary only. Only limited summary data is available for this year.$4.49$0.00$0.15$0.19$0.04
2010Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.17