Agnese Nelms Haury Charitable Trust

EIN 82-6981817 • Burlington, WA

CO Mary Grier 826 Bella Vista LnBurlington, WA 98233

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

$1M-$5M nonprofits • Source year 2024

0.00x

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

$1M-$5M nonprofits • Source year 2024

48%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

-1.8%

Faster asset growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

54%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$1,752,747

Down $63,092 (-3.5%) from 2022

Liabilities

Flat

Flat from 2022

Net Assets

Down

$1,752,747

Down $63,092 (-3.5%) from 2022

Operations

Liabilities / Revenue30th percentile Net Margin87th percentile

Revenue

$114,703

Up $66,199 (+136%) from 2022

Expenses

$59,142

Up $29,201 (+98%) from 2022

Net Income

$55,561

Up $36,998 (+199%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$1,752,747

Liabilities$0

Net Assets$1,752,747

Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$114,703

Expenses$59,142

Net Income$55,561

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,752,747
Liabilities: $0
Net assets: $1,752,747
Revenue: $114,703
Expenses: $59,142
Net income: $55,561

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.75	$0.00	$1.75	$0.11	$0.06	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$1.82	$0.00	$1.82	$0.05	$0.03	$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.80	$0.00	$1.80	$0.10	$2.97	$2.87
2020Detailed filing. Detailed filing data is available for this year.	$4.67	$0.00	$4.67	$0.08	$0.20	$0.12

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Nov 7, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay67th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARY M GRIER	Co-Trustee	PT	$0	-	-
GREGORY V GADARIAN	Co-Trustee	-	$0	-	-
TAMMY BARNETT	Co-Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Agnese Nelms Haury Charitable Trust
EIN: 82-6981817
Phone: 5205292242
Address: CO MARY GRIER 826 BELLA VISTA LN, BURLINGTON, WA 98233

Signing Officer

Name: Mary M Grier
Title: Co-trustee
Phone: 5205292242
Signed: 2025-11-07
Discuss with paid preparer: Yes

Preparer

Firm: Cliftonlarsonallen Llp
Address: 2001 16TH STREET SUITE 1700, DENVER, CO 80202
Preparer: Rebecca Dettmann CPA
Phone: 3037795710

Raw XML Appendix338 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/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	C/O MARY GRIER 826 BELLA VISTA LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BURLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	98233
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	MARY M GRIER
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5205292242
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT GLOBAL HEALTH PROGRAM & COMMUNITY HEALTH INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UNIVERSITY OF ARIZONA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 210158-B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	TUCSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	85721
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	50000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	57162
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	82948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	25786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	109284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	2533165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	25786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2616663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	109284
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	2507379
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	57162
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2616663
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2642449
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	3452
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	4907
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	ORGANIZATION COSTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	8359
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	4907
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK AND WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	557
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	90
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	241
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	5000
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	REFUND STOREQUEST
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	WELL FARGO CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	SALE OF THE ORIENTAL RUGS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	90
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	241
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	5000
TaxesSchedule/TaxesDetail/Amt	0	631
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	631
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARY M GRIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5205292242
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	AGNESE NELMS HAURY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	AGNE
ReturnHeader/Filer/EIN	0	826981817
ReturnHeader/Filer/PhoneNum	0	5205292242
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	CO MARY GRIER 826 BELLA VISTA LN
ReturnHeader/Filer/USAddress/CityNm	0	BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WA
ReturnHeader/Filer/USAddress/ZIPCd	0	98233
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2001 16TH STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	80202
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3037795710
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	REBECCA DETTMANN CPA
ReturnHeader/ReturnTs	0	2025-11-11T16:30:17-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024