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Nonprofit · EIN 94-2863346

PETE & ARLINE HARMAN TRUST FUND

Tax-exempt · SALT LAKE CTY, UT 84147

Financials

$1.9M$2.1M2022$1.7M$2.4M2023$2.5M$2.6M2024$2.6M$2.6M2025
Revenue Expenses · by fiscal year end
Financials of PETE & ARLINE HARMAN TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990$2,558,458$2,622,500-$64,042$58,145,784$0$58,145,784
April 30, 2025990$2,515,453$2,564,362-$48,909$58,209,826$0$58,209,826
April 30, 2024990$1,734,577$2,432,427-$697,850$58,258,735$0$58,258,735
April 30, 2023990$1,932,409$2,053,794-$121,385$58,956,585$0$58,956,585
Financial details: 990 for the year ended April 30, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$2,558,458
Net gain from sales of assets
$424,816
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,540,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$82,500
Program services (functional)
$2,540,000
Management and general (functional)
$82,500

Balance sheet and other

Total assets, start of year
$58,209,826
Total assets, end of year
$58,145,784
Total liabilities, end of year
$0
Net assets, end of year
$58,145,784
Publicly traded securities
$39,863,487
Gross receipts
$2,958,293
Employees
0
Year formed
1982
State of legal domicile
UT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
Deseret Trust CompanyTrustee
Trustee or director
1$0
990 for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
Deseret Trust CompanyTrustee
Trustee or director
1$0
990 for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
Deseret Trust CompanyTrustee
Trustee or director
1$0
990 for the year ended April 30, 2023: 1 people
NameTitleHours / weekCompensation
Deseret Trust CompanyTrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 11558, SALT LAKE CTY, UT 84147-0558
In care of
% DESERET TRUST CO
Principal officer (990 for 2025)
Karin Hardy, 60 East South Temple Street STE 800, Salt Lake City, UT 84111
Signed the 990
Karin Hardy, Senior Trust Officer
Phone
(801) 433-1500
Return prepared by
Deseret Trust Company

Mission

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

990 for the year ended April 30, 2026

Program accomplishments

  • See Schedule I
    Expenses $2,540,000 · grants $2,540,000 · revenue $2,557,977

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990 on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
94-2863346
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1983
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$58,145,784
Income (IRS master file)
$2,958,293

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2026$2,558,458$2,622,500$58,145,784XML
990April 2025$2,515,453$2,564,362$58,209,826XML
990April 2024$1,734,577$2,432,427$58,258,735XML
990April 2023$1,932,409$2,053,794$58,956,585XML
990April 2022–––IRS
990April 2021–––IRS
990April 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2863346).

Questions about PETE & ARLINE HARMAN TRUST FUND

What is the EIN of PETE & ARLINE HARMAN TRUST FUND?
The employer identification number (EIN) of PETE & ARLINE HARMAN TRUST FUND is 94-2863346.
Is PETE & ARLINE HARMAN TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to PETE & ARLINE HARMAN TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does PETE & ARLINE HARMAN TRUST FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PETE & ARLINE HARMAN TRUST FUND due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PETE & ARLINE HARMAN TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2026.
Who is the principal officer of PETE & ARLINE HARMAN TRUST FUND?
The 990 for the year ended April 30, 2026 names Karin Hardy.
Who are the officers and directors of PETE & ARLINE HARMAN TRUST FUND?
The 990 for the year ended April 30, 2026 lists 1 person; 0 received compensation from the organization.
How much revenue does PETE & ARLINE HARMAN TRUST FUND have?
On its 990 for the year ended April 30, 2026 it reported revenue of $2,558,458, expenses of $2,622,500 and total assets of $58,145,784 at year end.

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