Civic Intelligence

Haraldson Foundation

990PF • Fiscal year 2019 • EIN 76-0420758

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 30, 2020

Organization Profile
25025 I45 NORTH No 575The Woodlands, TX 77380

(281) 362-9909

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$12,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

66th percentile

8.1%

Faster asset growth than 66% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

111%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$6,306,775

Up $471,641 (+8.1%) from 2018

Net Assets

Up

$6,301,785

Up $467,133 (+8.0%) from 2018

Liabilities

Up

$4,990

Up $4,508 (+935%) from 2018

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin93rd percentile

Revenue

Up

$677,793

Up $356,883 (+111%) from 2018

Expenses

Down

$211,066

Down $4,484 (-2.1%) from 2018

Net Income

Up

$466,727

Up $361,367 (+343%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $5,899,369Liabilities 2012: -$68,3592012Assets 2013: $6,129,817Liabilities 2013: -$157,5962013Assets 2014: $6,085,087Liabilities 2014: -$351,8032014Assets 2015: $6,552,102Liabilities 2015: $02015Assets 2016: $5,712,719Liabilities 2016: $0Net Assets 2016: $5,712,7192016Assets 2017: $5,729,291Liabilities 2017: $02017Assets 2018: $5,835,134Liabilities 2018: $482Net Assets 2018: $5,834,6522018Assets 2019: $6,306,775Liabilities 2019: $4,990Net Assets 2019: $6,301,7852019Assets 2020: $6,518,483Liabilities 2020: $4,990Net Assets 2020: $6,513,4932020Assets 2021: $6,972,785Liabilities 2021: $56,827Net Assets 2021: $6,915,9582021Assets 2022: $7,409,383Liabilities 2022: $14,853Net Assets 2022: $7,394,5302022Assets 2023: $7,401,238Liabilities 2023: $79,504Net Assets 2023: $7,321,7342023

Highlighted filing

2019

Assets$6,306,775
Liabilities$4,990
Net Assets$6,301,785
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2012: $451,923Expenses 2012: $417,880Net Income 2012: $34,0432012Revenue 2013: $805,237Expenses 2013: $469,278Net Income 2013: $335,9592013Revenue 2014: $588,343Expenses 2014: $427,396Net Income 2014: $160,9472014Revenue 2015: $507,362Expenses 2015: $392,150Net Income 2015: $115,2122015Revenue 2016: -$613,610Expenses 2016: $227,606Net Income 2016: -$841,2162016Revenue 2017: $233,905Expenses 2017: $217,333Net Income 2017: $16,5722017Revenue 2018: $320,910Expenses 2018: $215,550Net Income 2018: $105,3602018Revenue 2019: $677,793Expenses 2019: $211,066Net Income 2019: $466,7272019Revenue 2020: $460,109Expenses 2020: $244,899Net Income 2020: $215,2102020Revenue 2021: $746,324Expenses 2021: $346,032Net Income 2021: $400,2922021Revenue 2022: $837,130Expenses 2022: $358,558Net Income 2022: $478,5722022Revenue 2023: $276,300Expenses 2023: $349,096Net Income 2023: -$72,7962023

Highlighted filing

2019

Revenue$677,793
Expenses$211,066
Net Income$466,727
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 30, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Betty Jean CookDirectorPT$12,000-$12,000
Karen Sue EmamiDirector-$0--
Jim P DosseyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Haraldson Foundation
EIN
76-0420758
Phone
2813629909
Address
25025 I45 NORTH No 575, THE WOODLANDS, TX 77380

Signing Officer

Name
Jim P Dossey
Title
Director
Phone
2813629909
Signed
2020-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Allred Tax Advisors PLLC
Address
25025 I-45N Ste 575, The Woodlands, TX 77380
Preparer
Andrea N Allred
Phone
7138978344
Raw XML Appendix394 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06168
DistributionFromCorpusElection/ElectionDesc0The taxpayer elects to have
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01561598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14621200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01833668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12057000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Stocks and Bonds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Blue Bell Stock
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Betty Jean Cook
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Karen Sue Emami
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jim P Dossey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05120 Pine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11614 Carnia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt225025 I45 North Ste 575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bellaire
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Vienna
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2The Woodlands
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DOSSEY JONES PLLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt025025 I45 NORTH STE 575
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0THE WOODLANDS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077380
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02813629909
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DISTRIBUTION OF SCHOLARSHIP FUNDS FOR TUITION, BOOKS, FEES, ETC. TO THE UNIVERSITY OF TEXAS AT AUSTIN, TX FOR THE BENEFIT OF STUDENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0DISTRIBUTION OF SCHOLARSHIP FUNDS FOR TUITION, BOOKS, FEES, ETC. TO THE TEXAS A & M UNIVERSITY FOR THE BENEFIT OF STUDENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0135000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt05000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Fill in application which can be obtained from the source listed above
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Jim Dossey
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02813629909
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt025025 I45 N Ste 575
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0The Woodlands
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd077380
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0No limit, but preference is to give scholarship awards to students of the University of Texas.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS QUALIFIED CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DISTRIBUTION OF SCHOLARSHIP FUNDS FOR TUITION, BOOKS, FEES, ETC. TO THE TEXAS A&M UNIVERSITY COLLEGE STATION, TX FOR THE BENEFIT OF STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DISTRIBUTION OF SCHOLARSHIP FUNDS FOR TUITION, BOOKS, FEES, ETC. TO THE UNIVERSITY OF TEXAS AT AUSTIN, TX FOR THE BENEFIT OF STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GIFTS GIVEN BY BLUE BELL CREAMERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Texas A&M
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2University of Texas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 S Blue Bell Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1400 Bizzell St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 8058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Brenham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1College Station
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077833
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278713
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0142803
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt089755
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0201382
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0201382
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0123648
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031059
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0155227
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065472
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0325030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0259558
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15644
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0181750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BLUE BELL CREAMERIES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0181750
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0406
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt118120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONTRACT LABOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt19060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19060
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim P Dossey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02813629909
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARALDSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARA
ReturnHeader/Filer/EIN0760420758
ReturnHeader/Filer/PhoneNum02813629909
ReturnHeader/Filer/USAddress/AddressLine1Txt025025 I45 NORTH No 575
ReturnHeader/Filer/USAddress/CityNm0THE WOODLANDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077380
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841754005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allred Tax Advisors PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025025 I-45N Ste 575
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0The Woodlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077380
ReturnHeader/PreparerPersonGrp/PhoneNum07138978344
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea N Allred
ReturnHeader/ReturnTs02020-01-30T14:40:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,306,775
Liabilities
$4,990
Net assets
$6,301,785
Revenue
$677,793
Expenses
$211,066
Net income
$466,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.40$0.08$7.32$0.28$0.35$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.41$0.01$7.39$0.84$0.36$0.48
2021Detailed filing. Detailed filing data is available for this year.$6.97$0.06$6.92$0.75$0.35$0.40
2020Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.51$0.46$0.24$0.22
2019Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.30$0.68$0.21$0.47
2018Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.83$0.32$0.22$0.11
2017Summary only. Only limited summary data is available for this year.$5.73$0.00$0.23$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.61$0.23$0.84
2015Summary only. Only limited summary data is available for this year.$6.55$0.00$0.51$0.39$0.12
2014Summary only. Only limited summary data is available for this year.$6.09$0.35$0.59$0.43$0.16
2013Summary only. Only limited summary data is available for this year.$6.13$0.16$0.81$0.47$0.34
2012Summary only. Only limited summary data is available for this year.$5.90$0.07$0.45$0.42$0.03