Civic Intelligence

Pete & Arline Harman Trust Fund

990 • Fiscal year 2014 • EIN 94-2863346

May 01, 2013 to Apr 30, 2014 • Filed on Aug 26, 2014

Organization ProfileNONE
C/O Deseret Trust CO PO Box 1155884147-0558

(801) 363-2991

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

39th percentile

-0.2%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

41st percentile

-0.0%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$2,374,893

Down $900 (-0.0%) from 2013

Net Assets

Down

$2,374,893

Down $900 (-0.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin39th percentile

Revenue

$426,674

No earlier filing loaded for comparison.

Expenses

Up

$427,574

Up $4,092 (+1.0%) from 2013

Net Income

-$900

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$60M$40M$20M$0Assets 2012: $2,372,401Liabilities 2012: $0Net Assets 2012: $2,372,4012012Assets 2013: $2,375,793Liabilities 2013: $0Net Assets 2013: $2,375,7932013Assets 2014: $2,374,893Liabilities 2014: $0Net Assets 2014: $2,374,8932014Assets 2015: $2,376,219Liabilities 2015: $0Net Assets 2015: $2,376,2192015Assets 2016: $2,571,853Liabilities 2016: $0Net Assets 2016: $2,571,8532016Assets 2017: $3,811,304Liabilities 2017: $0Net Assets 2017: $3,811,3042017Assets 2018: $3,597,355Liabilities 2018: $0Net Assets 2018: $3,597,3552018Assets 2019: $3,331,357Liabilities 2019: $0Net Assets 2019: $3,331,3572019Assets 2020: $55,151,698Liabilities 2020: $0Net Assets 2020: $55,151,6982020Assets 2021: $58,110,339Liabilities 2021: $0Net Assets 2021: $58,110,3392021Assets 2022: $59,077,970Liabilities 2022: $0Net Assets 2022: $59,077,9702022Assets 2023: $58,956,585Liabilities 2023: $0Net Assets 2023: $58,956,5852023Assets 2024: $58,258,735Liabilities 2024: $0Net Assets 2024: $58,258,7352024Assets 2025: $58,209,826Liabilities 2025: $0Net Assets 2025: $58,209,8262025

Highlighted filing

2014

Assets$2,374,893
Liabilities$0
Net Assets$2,374,893
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

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

$60M$40M$20M$0-$20MRevenue 2012: $533,003Expenses 2012: $422,535Net Income 2012: $110,4682012Expenses 2013: $423,4822013Revenue 2014: $426,674Expenses 2014: $427,574Net Income 2014: -$9002014Revenue 2015: $427,611Expenses 2015: $426,285Net Income 2015: $1,3262015Revenue 2016: $1,219,454Expenses 2016: $1,023,937Net Income 2016: $195,5172016Revenue 2017: $2,057,669Expenses 2017: $818,398Net Income 2017: $1,239,2712017Revenue 2018: $1,185,285Expenses 2018: $1,399,234Net Income 2018: -$213,9492018Revenue 2019: $1,153,267Expenses 2019: $1,419,265Net Income 2019: -$265,9982019Revenue 2020: $53,360,225Expenses 2020: $1,539,884Net Income 2020: $51,820,3412020Revenue 2021: $4,211,444Expenses 2021: $1,252,803Net Income 2021: $2,958,6412021Revenue 2022: $2,949,653Expenses 2022: $1,982,022Net Income 2022: $967,6312022Revenue 2023: $1,932,409Expenses 2023: $2,053,794Net Income 2023: -$121,3852023Revenue 2024: $1,734,577Expenses 2024: $2,432,427Net Income 2024: -$697,8502024Revenue 2025: $2,515,453Expenses 2025: $2,564,362Net Income 2025: -$48,9092025

Highlighted filing

2014

Revenue$426,674
Expenses$427,574
Net Income-$900
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Aug 26, 2014
Return Version
2013v3.1
Gross Receipts
$426,674
Mission and Program Overview

Mission

Provides support to churches, educational institutions other charitable programs that assist people, especially young people, to make a difference to society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,116,491$2,116,491→ $0
Investments in Publicly Traded Securities$2,063,472$2,064,128▲ $656
Savings and Temporary Cash Investments$312,321$310,765▼ $1,556
Rtn Earn Endowment Incm Other Fnds$259,302$258,402▼ $900
Total Assets$2,375,793$2,374,893▼ $900
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,375,793$2,374,893▼ $900
Total Liabilities and Net Assets / Fund Balance$2,375,793$2,374,893▼ $900
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$426,674
Other Revenue
$0
Change in Net Assets
$-900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$410,000
Other Expenses$17,574
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$410,000--$410,000
Fees for Service Investment Mgmnt Fees-$17,574-$17,574
Total Functional Expenses$410,000$17,574$0$427,574
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
87-0217280-501 C3Scholarships$209,000
87-6000525-501 C3Scholarships$40,000
87-0362454-501 C3Support Sr Citizens$40,000
94-3253399-501 C3Educational Grants$30,000
87-0217280-501 C3Support University$25,000
94-2897949-501 C3Support Charity$20,000
13-3039601-501 C3Support Charity$20,000
94-6079012-501 C3Educational Grants$10,000
36-2871142-501 C3Scholarships$5,000
61-0444650-501 C3Educational Grants$4,000
87-0477081-501 C3Support Charity$2,000
06-0653264-501 C3Educational Grants$2,000
97-1075542-501 C3Scholarships$2,000
87-6000448-501 C3Scholarships$1,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 10B

“Not applicable”

Form 990, Part VI, Section B, Line 12B and 12C

“Not applicable”

Form 990, Part VI, Section B, Line 15A and 15B

“Not applicable”

Form 990, Part VI, Section B, Line 16B

“Not applicable”

Form 990, Part VI, Section C, Line 18

“We make our governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

EIN
94-2863346
Phone
8013632991

Signing Officer

Name
E Bruce Haws
Title
Trust Officer
Signed
2014-08-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James D Olsen Co Harman Management
Formed
1982
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Preparer
Bruce Walkup
Phone
8014331525
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1C

“Not applicable”

Form 990, Part V, Line 2B

“Not applicable”

Form 990, Part V, Line 3B

“Not applicable”

Form 990, Part V, Line 5C

“Not applicable”

Form 990, Part V, Line 6B

“Not applicable”

Form 990, Part V, Line 7B, 7C, 7D, 7G, 7H

“Not applicable”

Form 990, Part V, Line 10A and 10B

“Not applicable”

Form 990, Part V, Line 11A and 11B

“Not applicable”

Form 990, Part V, Line 12A and 12B

“Not applicable”

Form 990, Part V, Line 13B and 13C

“Not applicable”

Raw XML AppendixShowing 400 of 418 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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IRS990/BooksInCareOfDetail/USAddress/AddressLine10170 S Main St
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IRS990/GainOrLossGrp/SecuritiesAmt0656
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0410000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0410000
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0656
IRS990/GrossReceiptsAmt0426674
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0426018
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0426018
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02063472
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02064128
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02375793
IRS990/NetAssetsOrFundBalancesEOYAmt02374893
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0656
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES D OLSEN CO HARMAN MANAGEMENT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0406000
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
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IRS990/PYRevenuesLessExpensesAmt03392
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-900
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0259302
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0312321
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0310765
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt040000
IRS990ScheduleI/RecipientTable/CashGrantAmt130000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt320000
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IRS990ScheduleI/RecipientTable/CashGrantAmt94000
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IRS990ScheduleI/RecipientTable/CashGrantAmt111000
IRS990ScheduleI/RecipientTable/CashGrantAmt12209000
IRS990ScheduleI/RecipientTable/CashGrantAmt1325000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501 C3
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IRS990ScheduleI/RecipientTable/IRCSectionDesc12501 C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501 C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT CHARITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT CHARITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUPPORT CHARITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT SR CITIZENS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6EDUCATIONAL GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8EDUCATIONAL GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9EDUCATIONAL GRANTS
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13SUPPORT UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF UTAH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11McCLYMONDS HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12ALZHEIMERS ASSOC OF GREATER SF BAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13NATIONAL ALZHEIMER ASSOC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14UNITED CEREBRAL PALSY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15WEST VALLEY CITY SR PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16HOTEL & RESTAURANT EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17INT'L GOLD & SILVER PLATE SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18CULINARY INSTITUTE OF AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine19BEREA COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine110WASHINGTON STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine111SALT LAKE COMMUNITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine112BRIGHAM YOUNG UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine113BYU - COLLEGE OF FAMILY HOME & SOCIAL SCIENCES
IRS990ScheduleI/RecipientTable/RecipientEIN0876000525
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IRS990ScheduleI/RecipientTable/RecipientEIN3133039601
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IRS990ScheduleI/RecipientTable/RecipientEIN7362871142
IRS990ScheduleI/RecipientTable/RecipientEIN8060653264
IRS990ScheduleI/RecipientTable/RecipientEIN9610444650
IRS990ScheduleI/RecipientTable/RecipientEIN10971075542
IRS990ScheduleI/RecipientTable/RecipientEIN11876000448
IRS990ScheduleI/RecipientTable/RecipientEIN12870217280
IRS990ScheduleI/RecipientTable/RecipientEIN13870217280
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10201 South 1460 East
IRS990ScheduleI/RecipientTable/USAddress/AddressLine112607 Myrtle Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine121060 La Avenida Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13225 N Michigan Ave Fl 17
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14PO Box 65219
IRS990ScheduleI/RecipientTable/USAddress/AddressLine153600 South Constitution Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1650 Phelan Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine17180 North Stetson Suite 850
IRS990ScheduleI/RecipientTable/USAddress/AddressLine181946 Campus Dr
IRS990ScheduleI/RecipientTable/USAddress/AddressLine19101 Chrestnut ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine110PO Box 641042
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1114600 S Redwood Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine112B 340 ASB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine113B 340 ASB
IRS990ScheduleI/RecipientTable/USAddress/City0Salt Lake City
IRS990ScheduleI/RecipientTable/USAddress/City1Oakland
IRS990ScheduleI/RecipientTable/USAddress/City2Mountain View
IRS990ScheduleI/RecipientTable/USAddress/City3Chicago
IRS990ScheduleI/RecipientTable/USAddress/City4Salt Lake City
IRS990ScheduleI/RecipientTable/USAddress/City5West Valley
IRS990ScheduleI/RecipientTable/USAddress/City6San Francisco
IRS990ScheduleI/RecipientTable/USAddress/City7Chicago
IRS990ScheduleI/RecipientTable/USAddress/City8Hyde Park
IRS990ScheduleI/RecipientTable/USAddress/City9Berea
IRS990ScheduleI/RecipientTable/USAddress/City10Pullman
IRS990ScheduleI/RecipientTable/USAddress/City11Salt Lake City
IRS990ScheduleI/RecipientTable/USAddress/City12Provo
IRS990ScheduleI/RecipientTable/USAddress/City13Provo
IRS990ScheduleI/RecipientTable/USAddress/State0UT
IRS990ScheduleI/RecipientTable/USAddress/State1CA
IRS990ScheduleI/RecipientTable/USAddress/State2CA
IRS990ScheduleI/RecipientTable/USAddress/State3IL
IRS990ScheduleI/RecipientTable/USAddress/State4UT
IRS990ScheduleI/RecipientTable/USAddress/State5UT
IRS990ScheduleI/RecipientTable/USAddress/State6CA
IRS990ScheduleI/RecipientTable/USAddress/State7IL
IRS990ScheduleI/RecipientTable/USAddress/State8NY
IRS990ScheduleI/RecipientTable/USAddress/State9KY
IRS990ScheduleI/RecipientTable/USAddress/State10WA
IRS990ScheduleI/RecipientTable/USAddress/State11UT
IRS990ScheduleI/RecipientTable/USAddress/State12UT
IRS990ScheduleI/RecipientTable/USAddress/State13UT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode084112
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode194607
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode294043
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode360601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode484165
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode584119
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode694112
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode760601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode812538
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode940403
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode1099164
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode1184123
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode1284602
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode1384602
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc5FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc6FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc7FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc8FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc9FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc10FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc11FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc12FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc13FMV
IRS990ScheduleI/TotalOtherOrgCnt014
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14We make our governing documents and financial statements available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line 1c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part V, Line 2b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part V, Line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part V, Line 5c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part V, Line 6b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part V, Line 7b, 7c, 7d, 7g, 7h
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part V, Line 10a and 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part V, Line 11a and 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part V, Line 12a and 12b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part V, Line 13b and 13c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part VI, Section B, Line 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part VI, Section B, Line 12b and 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part VI, Section B, Line 15a and 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part VI, Section B, Line 16b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part VI, Section C, Line 18
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02375793
IRS990/TotalAssetsEOYAmt02374893
IRS990/TotalAssetsGrp/BOYAmt02375793
IRS990/TotalAssetsGrp/EOYAmt02374893
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017574
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0410000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0427574
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02375793
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02374893
IRS990/TotalProgramServiceExpensesAmt0410000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0426018
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0426674
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02375793
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02374893
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10199 1ST ST 212
IRS990/USAddress/City0LOS ALTOS
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094022
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E Bruce Haws
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10PETE & ARLINE HARMAN TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0942863346

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,374,893
Liabilities
$0
Net assets
$2,374,893
Revenue
$426,674
Expenses
$427,574
Net income
-$900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.2$0.00$58.2$2.52$2.56$0.05
2024Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$1.73$2.43$0.70
2023Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$1.93$2.05$0.12
2022Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$2.95$1.98$0.97
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.1$0.00$58.1$4.21$1.25$2.96
2020Summary only. Only limited summary data is available for this year.$55.2$0.00$55.2$53.4$1.54$51.8
2019Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.15$1.42$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.19$1.40$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$2.06$0.82$1.24
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$1.22$1.02$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.43$0.43$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.43$0.43$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.00$2.38$0.42
2012Summary only. Only limited summary data is available for this year.$2.37$0.00$2.37$0.53$0.42$0.11