Civic Intelligence

J H Harvey Trust

990PF • Fiscal year 2019 • EIN 74-6031695

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 09, 2020

6325 S Rainbow Blvd 3rd FLLas Vegas, NV 89118

(336) 747-8667

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$161,780

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Up

$17,055,889

Up $495,265 (+3.0%) from 2015

Net Assets

$17,055,889

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,255,471

Up $370,782 (+42%) from 2015

Expenses

Up

$1,549,460

Up $744,490 (+92%) from 2015

Net Income

Down

-$293,989

Down $373,708 (-469%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $15,795,818Liabilities 2011: $6542011Assets 2012: $15,489,946Liabilities 2012: $20,6892012Assets 2013: $15,891,866Liabilities 2013: $35,7532013Assets 2014: $16,193,397Liabilities 2014: $02014Assets 2015: $16,560,624Liabilities 2015: $02015Assets 2019: $17,055,889Liabilities 2019: $0Net Assets 2019: $17,055,8892019Assets 2020: $16,744,849Liabilities 2020: $0Net Assets 2020: $16,744,8492020Assets 2021: $17,531,021Liabilities 2021: $0Net Assets 2021: $17,531,0212021Assets 2022: $16,558,159Liabilities 2022: $0Net Assets 2022: $16,558,1592022Assets 2023: $15,580,107Liabilities 2023: $0Net Assets 2023: $15,580,1072023Assets 2024: $17,764,308Liabilities 2024: $0Net Assets 2024: $17,764,3082024

Highlighted filing

2019

Assets$17,055,889
Liabilities$0
Net Assets$17,055,889

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,918,600Expenses 2011: $1,314,725Net Income 2011: $603,8752011Revenue 2012: $1,096,169Expenses 2012: $1,422,076Net Income 2012: -$325,9072012Revenue 2013: $1,269,271Expenses 2013: $882,415Net Income 2013: $386,8562013Revenue 2014: $1,345,159Expenses 2014: $1,007,875Net Income 2014: $337,2842014Revenue 2015: $884,689Expenses 2015: $804,970Net Income 2015: $79,7192015Revenue 2019: $1,255,471Expenses 2019: $1,549,460Net Income 2019: -$293,9892019Revenue 2020: $1,135,170Expenses 2020: $1,441,091Net Income 2020: -$305,9212020Revenue 2021: $2,222,446Expenses 2021: $1,466,537Net Income 2021: $755,9092021Revenue 2022: $733,133Expenses 2022: $1,719,206Net Income 2022: -$986,0732022Revenue 2023: $992,162Expenses 2023: $1,639,028Net Income 2023: -$646,8662023Revenue 2024: $3,915,828Expenses 2024: $1,619,087Net Income 2024: $2,296,7412024

Highlighted filing

2019

Revenue$1,255,471
Expenses$1,549,460
Net Income-$293,989
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 9, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NA-STMT ATrustee-$161,780-$161,780
Filing and Contact Details

Filer

Filer Name
J H Harvey Trust
EIN
74-6031695
Address
6325 S RAINBOW BLVD 3RD FL, LAS VEGAS, NV 89118

Signing Officer

Name
Stacey Ashton
Title
Avp, Fid Tax Liaison
Signed
2020-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Hampton Brown & Associates PC
Address
615 N Upper Broadway Ste 1930, Corpus Christi, TX 78401-0778
Preparer
Jerry G Hampton
Phone
3618887711
Raw XML Appendix372 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt04081
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03963
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT A-----------PAGE 6, PART VIII, LINE 1, INFORMATION ABOUT TRUSTEE:THE CORPORATE TRUSTEE'S COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED SOLELY ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENT REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08947094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012445834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01125656
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01147325
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt0155372
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0385371
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Machinery and Equipment
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0155372
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1385371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01038870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13642352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31677953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4235744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CASH EQUIVALENTS (MONEY MARKET)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2REAL ESTATE INVESTMENT TRUSTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4REAL ESTATE ASSETS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01038870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13728316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31988225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4262436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0459103
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0500212
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0118837
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0157569
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt04698
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0735509
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0500212
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt04698
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01240419
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03963
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04081
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0500212
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016148
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0145331
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0161780
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01286656
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01286656
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0459103
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0459103
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-293989
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0133889
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0133889
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08337553
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0500212
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01037923
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0118837
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt067519
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt096943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0157569
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0162267
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01306767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0212850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01549460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01250773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01255471
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020111
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0212850
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0262804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04731826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13105515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt072642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2400915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt325839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt072642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2400915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt325839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt072642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25132741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43106057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UNRECAP SEC 1250 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VARIOUS L/T CAPITAL GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.186 AC, CORPUS CHRISTI, TX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VARIOUS S/T CAPITAL GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0500212
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0542
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-293989
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02473
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017055889
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017347405
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017055889
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01237814
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01237814
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01237814
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01248193
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010379
IRS990PF/DistributableAmountGrp/TotalTaxAmt010379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06611
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06611
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017000
IRS990PF/FMVAssetsEOYAmt025814476
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt017347405
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt017055889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08598837
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08947094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012445834
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0155372
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0540743
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0385371
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0385371
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04483107
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0716724
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07249550
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06597768
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07021486
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017347405
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017055889
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025814476
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017347405
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017055889
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017347405
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017055889
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01113647
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01125656
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01147325
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025344024
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020139830
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0380160
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05204194
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01248193
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt024963864
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025344024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0161780
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA-STMT A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CORPUS CHRISTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0784030900
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0781194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0791573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01235256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0608395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0743152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0519969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0663731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.031293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.02330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.02378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.02897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt024963864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt026579798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt026106840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt021893889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt021869481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt022912214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01306767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.156464
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01296388
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01306767
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt010379
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01306767
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD MAC D1114-
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028288
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03367478667
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0212464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1649264
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2212464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3212464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EDUC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RICE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1TEXAS SCOTTISH RITE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MASONIC HOME SCHOOL OF TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3METHODIST CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1892
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12222 WELBORN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21240 KELLER PKWY SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31111 HERRING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KELLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WACO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd376708
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01286656
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/AppliedToCurrentYearAmt020238
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01286529
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01237814
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01306767
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01217576
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01286529
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AD VALOREM TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL INCOME TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3GROSS PRODUCTION TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6LEASE OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02471
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt113307
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt28059
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3238
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt420755
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt57637
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt615052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02471
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126211
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt213307
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4237
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt520755
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt610531
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt715052
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0157569
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0162267
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02473
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE ON INVESTMENT ACCOUNT
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP, FID TAX LIAISON
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J H HARVEY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELL FARGO BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0JHHA
ReturnHeader/Filer/EIN0746031695
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD 3RD FL
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742640010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hampton Brown & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0615 N Upper Broadway Ste 1930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Corpus Christi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0784010778
ReturnHeader/PreparerPersonGrp/PhoneNum03618887711
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY G HAMPTON
ReturnHeader/ReturnTs02020-10-09T12:58:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings