Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
HARMAN FAMILY CHARITABLE TR MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

83-1555150
B Telephone number (see instructions)

(888) 730-4933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$15,252,783J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,032,943
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 346,176 293,307  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,380
b Gross sales price for all assets on line 6a 1,228,207
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,365,739 293,307  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 57,978 38,141   14,495
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,106 0 0 1,106
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,957 9,541   13,416
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,412 7,205   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
68 68    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,521 54,955 0 29,017
25 Contributions, gifts, grants paid....... 578,000 578,000
26 Total expenses and disbursements. Add lines 24 and 25 675,521 54,955 0 607,017
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,690,218
b Net investment income (if negative, enter -0-) 238,352
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 700,316 955,233 955,233
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,620,440 Click to see attachment
List of Attached Documents:
// Content
4,217,044 		6,304,836
c Investments—corporate bonds (attach schedule)....... 2,726,580 Click to see attachment
List of Attached Documents:
// Content
3,026,292 		3,085,483
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,891,822 Click to see attachment
List of Attached Documents:
// Content
4,177,881 		4,907,231
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,939,158 12,376,450 15,252,783
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,939,158 12,376,450
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,939,158 12,376,450
30 Total liabilities and net assets/fund balances (see instructions). 10,939,158 12,376,450
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,939,158
2
Enter amount from Part I, line 27a .....................
2
1,690,218
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
15,535
4
Add lines 1, 2, and 3 ..........................
4
12,644,911
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
268,461
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,376,450
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 5000. NEW MEXICO ST MTGE 1.850% 7/01/26   2020-05-08 2023-01-01
b 350. COMCAST CORP CLASS A     2023-01-10
c 240. EXXON MOBIL CORPORATION   2020-05-08 2023-01-10
d 185. HONEYWELL INTERNATIONAL INC   2020-05-08 2023-01-10
e 120. PROCTER & GAMBLE CO     2023-01-10
105. 3M CO     2023-01-10
80. TRACTOR SUPPLY CO COM     2023-01-10
1045. US BANCORP   2020-05-08 2023-01-10
60. WAL MART STORES INC   2020-05-08 2023-01-10
35. ACCENTURE PLC     2023-01-10
114. BRISTOL MYERS SQUIBB CO   2020-05-08 2023-05-15
545. FIDELITY NATL INFORMATION SVCS INC   2022-07-12 2023-05-15
325. FIDELITY NATL INFORMATION SVCS INC     2023-05-15
198. GILEAD SCIENCES INC     2023-05-15
135. 3M CO     2023-05-15
478. US BANCORP     2023-05-15
23. WARNER BROS DISCOVERY INC   2020-05-08 2023-05-15
387. MEDTRONIC PLC     2023-05-15
32000. MCKESSON CORP 3.796% 3/15/24   2022-09-19 2023-05-31
35000. INTERCONTINENTALEXCH 4.000% 9/15/27   2022-09-16 2023-06-14
10000. EDMOND OK PUBLIC WKS 2.000% 7/01/23   2020-05-08 2023-07-01
15000. EDMOND OK PUBLIC WKS 2.000% 7/01/23   2020-05-08 2023-07-01
25000. M&T BANK CORPORATION 3.550% 7/26/23   2018-08-31 2023-07-26
11000. VERIZON COMMUNICATIO 2.550% 3/21/31   2022-09-16 2023-08-07
32000. SANTANDER UK PLC 4.000% 3/13/24   2022-09-19 2023-08-08
13. ANHEUSER-BUSCH INBEV SPN ADR   2020-05-08 2023-08-23
85. CVS HEALTH CORPORATION   2022-10-04 2023-08-23
635. CVS HEALTH CORPORATION     2023-08-23
325. WALT DISNEY CO   2022-10-04 2023-08-23
190. WALT DISNEY CO     2023-08-23
33. GE HEALTHCARE TECHNOLOGIES INC   2020-05-08 2023-08-23
120. HASBRO INC   2022-10-04 2023-08-23
565. HASBRO INC     2023-08-23
115. KRAFT HEINZ CO/THE   2020-05-08 2023-08-23
1530. LAS VEGAS SANDS CORP     2023-08-23
25. NESTLE S.A. REGISTERED SHARES - ADR   2020-05-08 2023-08-23
20. ORGANON & CO   2020-05-08 2023-08-23
115. SYSCO CORP   2022-10-04 2023-08-23
490. SYSCO CORP     2023-08-23
3792. US BANCORP     2023-08-23
22. VONTIER CORP   2020-05-08 2023-08-23
11. WARNER BROS DISCOVERY INC   2020-05-08 2023-08-23
325. ISHARES IBOXX $ INVESTMENT   2022-09-16 2023-09-08
45000. NORTH DAKOTA ST HSG 1.950% 1/01/24     2023-09-28
20000. DIST OF COLUMBIA WTR 3.000% 10/01/23   2020-05-08 2023-10-01
30000. DIST OF COLUMBIA WTR 3.000% 10/01/23   2020-05-08 2023-10-01
275. ALEXANDRIA REAL ESTATE EQUITIES     2023-11-28
1925. AMERICAN ASSETS TRUST INC     2023-11-28
148. AT & T INC     2023-12-04
544. ALTRIA GROUP INC     2023-12-04
874. COMCAST CORP CLASS A     2023-12-04
94. GILEAD SCIENCES INC     2023-12-04
15. VERALTO CORP   2018-09-05 2023-12-04
610. VERIZON COMMUNICATIONS     2023-12-04
133. MEDTRONIC PLC   2020-05-08 2023-12-04
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,000   5,000  
b 13,180   12,714 466
c 26,299   10,943 15,356
d 39,041   25,134 13,907
e 18,214   13,781 4,433
13,377   15,517 -2,140
17,582   8,143 9,439
48,683   36,486 12,197
8,675   7,339 1,336
9,572   6,607 2,965
7,743   7,018 725
30,153   51,755 -21,602
17,981   35,122 -17,141
15,433   15,376 57
13,540   19,950 -6,410
14,115   16,689 -2,574
291   659 -368
34,570   38,204 -3,634
31,543   31,720 -177
34,174   33,999 175
10,000   10,000  
15,000   15,000  
25,000   25,076 -76
9,109   9,336 -227
31,642   31,684 -42
738   562 176
5,645   8,547 -2,902
42,170   41,700 470
27,940   32,885 -4,945
16,334   20,740 -4,406
2,277   1,032 1,245
8,057   8,454 -397
37,935   50,581 -12,646
3,836   3,369 467
82,851   73,137 9,714
2,978   2,699 279
439   729 -290
8,064   8,631 -567
34,358   37,410 -3,052
136,852   132,398 4,454
668   476 192
139   315 -176
34,138   34,834 -696
44,549   45,065 -516
20,000   20,000  
30,000   30,000  
29,437   42,054 -12,617
37,274   52,255 -14,981
2,450   3,344 -894
23,092   19,677 3,415
37,614   31,748 5,866
7,344   7,300 44
1,136   543 593
23,247   34,483 -11,236
10,589   13,219 -2,630
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
      26,139
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b       466
c       15,356
d       13,907
e       4,433
      -2,140
      9,439
      12,197
      1,336
      2,965
      725
      -21,602
      -17,141
      57
      -6,410
      -2,574
      -368
      -3,634
      -177
      175
       
       
      -76
      -227
      -42
      176
      -2,902
      470
      -4,945
      -4,406
      1,245
      -397
      -12,646
      467
      9,714
      279
      -290
      -567
      -3,052
      4,454
      192
      -176
      -696
      -516
       
       
      -12,617
      -14,981
      -894
      3,415
      5,866
      44
      593
      -11,236
      -2,630
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -13,380
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,313
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,313
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,313
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,588
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,588
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,275
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,275 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES R HARMAN GRANT COMMITTE MEMBER
1 		0    
100 N Main St FL 5D4001-052
WINSTON SALEM,NC27101
JAYNE K HINTZ GRANT COMMITTE MEMBER
1 		0    
C/O WF BANK 100 N MAIN ST
WINSTON SALEM,NC27101
JOHN J BURNS GRANT COMMITTE MEMBER
1 		0    
C/O WF BANK 100 N MAIN ST
WINSTON SALEM,NC27101
THERESA E HOFFMAN GRANT COMMITTE MEMBER
1 		0    
C/O WF BANK 100 N MAIN ST
WINSTON SALEM,NC27101
DAVID BUCK GRANT COMMITTE MEMBER
1 		0    
C/O WF BANK 100 N MAIN ST
WINSTON SALEM,NC27101
WELLS FARGO BANK N A TRUSTEE
1 		57,978    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
12,577,148
b
Average of monthly cash balances.......................
1b
983,307
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,560,455
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
13,560,455
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
203,407
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,357,048
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
667,852
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
667,852
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,313
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,313
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
664,539
4
Recoveries of amounts treated as qualifying distributions................
4
3,000
5
Add lines 3 and 4............................
5
667,539
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
667,539
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
607,017
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
607,017
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 667,539
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 542,253
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 607,017
a Applied to 2022, but not more than line 2a 542,253
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 64,764
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		602,775
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

GCFA UNITED METHODIST CHRUCH

PO BOX 340029
NASHVILLE,TN372030029 		NONE PC GENERAL OPERATING 3,000

NORTH IOWA CULTURAL CENTER AND MUSEUM

460 NORTH SHORE DRIVE
CLEAR LAKE,IA504280000 		NONE PC GENERAL OPERATING 50,000

CLEAR LAKE ARTS COUNCIL

17 S 4TH ST
CLEAR LAKE,IA504281816 		NONE PC GENERAL OPERATING 10,000

IOWA STATE UNIVERSITY FOUNDATION

2505 UNIVERSITY BLVD
AMES,IA500108622 		NONE PC GENERAL OPERATING 25,233

North Cedar Community School District Fo

400 BALL ST
Clarence,IA522169433 		NONE PC GENERAL OPERATING 9,000

FRIENDSHIP VILLAGE FOUNDATION

600 PARK LANE
WATERLOO,IA507025200 		NONE PC GENERAL OPERATING 100,000

ALLEN COLLEGE

1825 LOGAN AVE
WATERLOO,IA507030000 		NONE PC GENERAL OPERATING 25,233

UNIVERSITY OF NORTHERN IOWA FOUNDATION

204 COMMONS UNI
CEDAR FALLS,IA506140282 		NONE PC GENERAL OPERATING 125,233

CLEAR LAKE COMMUNITY SCHOOL DISTRICT

1529 3RD AVENUE NORTH
CLEAR LAKE,IA50428 		NONE PC GENERAL OPERATING 3,000

CITY OF LOWDEN

501 MAIN STREET PO BOX 310
LOWDEN,IA52255 		NONE PC GENERAL OPERATING 227,301
Total .................................right arrow 3a 578,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 346,176  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -13,380  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   332,796  
13Total. Add line 12, columns (b), (d), and (e)..................
13
332,796
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
HARMAN FAMILY CHARITABLE TR MAIN
 
Employer identification number

83-1555150
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
HARMAN FAMILY CHARITABLE TR MAIN
  		Employer identification number
83-1555150
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
HARMAN ELDRED J MARITAL TR
 
C/O WELLS FARGO BANK NA
100 N MAIN ST MAC D4001-117
WINSTON SALEM, NC27101

$ 1,549,043


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HARMAN ELDRED J MARITAL TR
 
C/O WELLS FARGO BANK NA
100 N MAIN ST MAC D4001-117
WINSTON SALEM, NC27101

$ 483,900


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
HARMAN FAMILY CHARITABLE TR MAIN
  		Employer identification number

83-1555150
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VARIOUS SECURITIES $ 1,549,043 2023-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
HARMAN FAMILY CHARITABLE TR MAIN
  		Employer identification number

83-1555150
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
HARMAN FAMILY CHARITABLE TR MAIN
EIN:
83-1555150
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,106     1,106

TY 2023 InvestmentsCorpBondsSchedule
Name:
HARMAN FAMILY CHARITABLE TR MAIN
EIN:
83-1555150
Name of Bond End of Year Book Value End of Year Fair Market Value
05531FBE2 BB&T CORPORATION 25,077 24,425
55261FAJ3 M&T BANK CORPORATION    
166764BT6 CHEVRON CORP 24,520 24,877
658909UJ3 NORTH DAKOTA ST HSG 5,000 5,000
20030NBW0 COMCAST CORP 36,017 32,856
18604TDT2 CLEVELAND CNTY OK ED 50,876 49,626
89236TJF3 TOYOTA MOTOR CREDIT 35,422 31,717
55844PSK5 MADISON WI AREA TECH 51,168 49,962
641279NB6 NEVADA ST HSG DIV SF 20,033 19,572
172967KU4 CITIGROUP INC 30,065 30,728
340325AK5 FLORENCE SC PUBLIC 50,836 53,341
693506BU0 PPG INDUSTRIES INC 28,584 29,578
162541VN3 CHAUTAUQUA CNTY NY 50,619 46,581
92343VGJ7 VERIZON COMMUNICATIO 20,369 20,694
075887BF5 BECTON DICKINSON AND 31,385 31,496
126650CX6 CVS HEALTH CORP 29,241 29,492
67103HAL1 O'REILLY AUTOMOTIVE 29,183 29,676
263804CW4 DUBOIS PA HOSP AUTH 79,040 82,298
45866FAU8 INTERCONTINENTALEXCH    
29270C2H7 ENERGY N W WA ELEC 81,765 83,621
647201HR6 NEW MEXICO ST MTGE 35,266 33,149
76223LBB9 RHODE ISLAND INFRAST 53,525 55,484
78016FZS6 ROYAL BANK OF CANADA 29,017 29,653
00206RHW5 AT&T INC 30,820 31,230
567219XZ8 MARICOPA CNTY AZ UNI 52,158 50,317
25389JAR7 DIGITAL REALTY TRUST 28,379 28,931
571903AS2 MARRIOTT INTERNATION 30,068 30,748
38148LAE6 GOLDMAN SACHS GROUP 31,116 31,340
883556BZ4 THERMO FISHER SCIENT 28,584 29,144
60637BXC9 MISSOURI ST HSG DEV 9,913 9,059
83712DE44 SOUTH CAROLINA ST HS 70,692 65,929
658909TN6 NORTH DAKOTA ST HSG 51,804 48,960
29444UBS4 EQUINIX INC 25,710 27,162
134041LQ3 CAMPBELL & KENTON CN 40,278 42,133
213287CA1 COOK CNTY IL SCH DIS 10,236 9,589
06051GGA1 BANK OF AMERICA CORP 32,596 33,301
606822AD6 MITSUBISHI UFJ FIN 30,864 31,242
546585VL1 LOUISVILLE & JEFFERS 55,749 59,822
961214DW0 WESTPAC BANKING CORP 33,163 33,391
915183Z59 UNIV OF UTAH UT REVE 55,090 59,947
46625HRV4 JPMORGAN CHASE & CO 32,925 33,340
604382GR6 MINOT ND PUBLIC SCH 59,295 62,112
80283LAJ2 SANTANDER UK PLC    
28112NEB7 EDMOND OK PUBLIC WKS    
097023DG7 BOEING CO 28,872 30,236
548661EG8 LOWE'S COS INC 30,369 30,822
725726MX8 PITTSTON PA AREA SCH 50,468 49,855
546399JR8 LOUISIANA PUB FACS 51,264 55,102
249174YG2 DENVER CITY & CNTY 55,196 58,801
68217FAA0 OMNICOM GROUP INC 31,017 31,185
581557BE4 MCKESSON CORP 3.796%    
04780MYZ6 ATLANTA GA ARPT REVE 53,213 57,462
857477AT0 STATE STREET CORP 29,406 29,434
828807DC8 SIMON PROPERTY GROUP 30,218 30,657
02005NBQ2 ALLY FINANCIAL INC 24,014 24,124
681810MP9 OMAHA NE SANTN SWR 51,596 52,967
693475AZ8 PNC FINANCIAL SERVIC 27,429 27,993
458140CA6 INTEL CORP 28,140 29,315
89115A2E1 TORONTO-DOMINION BAN 30,647 31,093
254845LJ7 DIST OF COLUMBIA WTR    
254687FL5 WALT DISNEY COMPANY/ 27,084 28,393
79625GBJ1 SAN ANTONIO TX ELEC 51,359 53,433
377372AN7 GLAXOSMITHKLINE CAP 30,981 31,549
023135CH7 AMAZON.COM INC 37,645 38,103
660393V71 NORTH LAS VEGAS NV 51,596 53,509
44244CWJ2 HOUSTON TX UTILITY 54,705 57,747
036752AB9 ANTHEM INC 28,598 29,099
60637ATC6 MISSOURI ST HLTH & 54,429 57,865
577625K47 MAURY CNTY TN 54,831 58,552
14040HBN4 CAPITAL ONE FINANCIA 30,236 30,554
125523CP3 CIGNA CORP 28,563 29,654
23503CAZ0 DALLAS-FORT WORTH TX 59,048 64,814
840611CX3 S WASHINGTON CNTY MN 50,855 49,931
49456BAP6 KINDER MORGAN INC 30,813 31,551
61747YED3 VR MORGAN STANLEY 2. 31,541 32,650
576566DM2 MATAWAN-ABERDEEN NJ 50,801 49,619
647201JZ6 NEW MEXICO ST MTGE 10,018 9,195
037833EV8 APPLE INC 35,016 35,544
091212FQ8 BIRMINGHAM MI PUBLIC 25,363 25,466
09247XAT8 BLACKROCK INC 34,264 35,309
167562SV0 CHICAGO IL MIDWAY AR 41,768 47,395
1676153Y7 CHICAGO IL PARK DIST 25,849 27,254
256677AP0 DOLLAR GENERAL CORP 29,666 30,535
30303M8L9 META PLATFORMS INC 30,012 30,438
348172VP9 FORT MYERS FL UTILIT 31,534 34,468
415072HM2 HARRISON CNTY MS SCH 26,473 26,377
45687VAA4 INGERSOLL RAND INC 29,931 30,913
846754JE0 SPARTA WI AREA SCH 5,016 4,997

TY 2023 InvestmentsCorpStockSchedule
Name:
HARMAN FAMILY CHARITABLE TR MAIN
EIN:
83-1555150
Name of Stock End of Year Book Value End of Year Fair Market Value
037833100 APPLE INC 243,935 498,653
G5960L103 MEDTRONIC PLC    
11135F101 BROADCOM INC 102,927 223,250
907818108 UNION PACIFIC CORP 67,463 105,617
92826C839 VISA INC-CLASS A SHR 92,651 131,477
192446102 COGNIZANT TECH SOLUT 34,291 43,052
87612E106 TARGET CORP 50,976 64,089
09857L108 BOOKING HOLDINGS INC 108,155 159,625
867224107 SUNCOR ENERGY INC NE 82,681 98,042
097023105 BOEING CO 77,354 132,937
02079K107 ALPHABET INC CL C 274,198 384,034
609207105 MONDELEZ INTERNATION 97,609 128,418
654106103 NIKE INC CL B 59,687 49,399
56501R106 MANULIFE FINANCIAL C 79,060 97,682
25243Q205 DIAGEO PLC - ADR 49,291 51,709
904767704 UNILEVER PLC - ADR 10,682 9,696
126650100 CVS HEALTH CORPORATI    
891160509 TORONTO DOMINION BK 50,847 49,434
75513E101 RTX CORP 109,812 107,699
892356106 TRACTOR SUPPLY CO CO 8,635 19,353
594918104 MICROSOFT CORP 306,223 545,258
517834107 LAS VEGAS SANDS CORP    
31620M106 FIDELITY NATL INFORM    
H84989104 TE CONNECTIVITY LTD 47,608 60,415
235851102 DANAHER CORP 4,117 10,410
871829107 SYSCO CORP    
91324P102 UNITEDHEALTH GROUP I 115,161 150,044
46625H100 JPMORGAN CHASE & CO 153,713 252,258
09260D107 BLACKSTONE INC 113,339 146,630
17275R102 CISCO SYSTEMS INC 62,286 71,738
30303M102 META PLATFORMS INC 105,526 187,599
20030N101 COMCAST CORP CLASS A    
58933Y105 MERCK & CO INC NEW 90,280 133,550
H2906T109 GARMIN LTD 48,134 65,555
883556102 THERMO FISHER SCIENT 41,781 76,965
285512109 ELECTRONIC ARTS INC 65,189 70,457
911312106 UNITED PARCEL SERVIC 59,138 62,892
532457108 ELI LILLY & CO COM 47,210 201,107
09247X101 BLACKROCK INC 70,909 89,298
254687106 WALT DISNEY CO    
150870103 CELANESE CORP 117,402 163,139
89151E109 TOTALENERGIES SE -SP 69,585 100,396
512807108 LAM RESEARCH CORP CO 63,830 121,405
172967424 CITIGROUP INC. 79,926 77,674
460690100 INTERPUBLIC GROUP CO 40,600 42,595
110122108 BRISTOL MYERS SQUIBB 2,463 2,052
G1151C101 ACCENTURE PLC 16,234 30,178
478160104 JOHNSON & JOHNSON 33,420 35,267
437076102 HOME DEPOT INC 45,503 67,577
418056107 HASBRO INC    
00287Y109 ABBVIE INC 57,875 92,207
713448108 PEPSICO INC 30,107 38,214
902973304 US BANCORP    
88579Y101 3M CO 8,867 6,559
G29183103 EATON CORP PLC 79,223 154,125
94106L109 WASTE MANAGEMENT INC 56,794 64,476
742718109 PROCTER & GAMBLE CO 25,840 32,972
7591EP100 REGIONS FINL CORP NE 44,711 43,314
931142103 WALMART INC 47,703 61,484
375558103 GILEAD SCIENCES INC    
934423104 WARNER BROS DISCOVER    
00206R102 AT & T INC    
92343V104 VERIZON COMMUNICATIO    
22160K105 COSTCO WHOLESALE COR 30,544 66,008
438516106 HONEYWELL INTERNATIO 29,210 45,088
30231G102 EXXON MOBIL CORPORAT 39,442 86,483
580135101 MCDONALDS CORP 72,668 118,604
001055102 AFLAC INC 2,604 5,940
00724F101 ADOBE INC 79,951 89,490
007903107 ADVANCED MICRO DEVIC 75,561 110,558
084670702 BERKSHIRE HATHAWAY I 3,867 7,847
12572Q105 CME GROUP INC 8,677 10,109
14448C104 CARRIER GLOBAL CORP 495 1,609
166764100 CHEVRON CORP 5,879 9,248
34959J108 FORTIVE CORP 2,759 4,050
369604301 GENERAL ELEC CO 3,953 12,763
68902V107 OTIS WORLDWIDE CORP 744 1,253
718172109 PHILIP MORRIS INTERN 35,935 47,040
855244109 STARBUCKS CORP COM 71,390 72,008
89417E109 TRAVELERS COMPANIES 2,414 4,762

TY 2023 InvestmentsOtherSchedule2
Name:
HARMAN FAMILY CHARITABLE TR MAIN
EIN:
83-1555150
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287804 ISHARES CORE S&P SMA AT COST 144,609 162,375
46434G103 ISHARES CORE MSCI EM AT COST 76,328 80,928
589509207 MERGER FUND-INST #30 AT COST 259,359 256,984
BIT990000 BLACKSTONE REAL ESTA AT COST 99,052 132,588
464287242 ISHARES IBOXX $ INVE      
74340W103 PROLOGIS INC AT COST 38,022 56,653
464287473 ISHARES RUSSELL MID- AT COST 74,982 121,174
464287465 ISHARES MSCI EAFE ET AT COST 86,988 115,662
053484101 AVALONBAY CMNTYS INC AT COST 44,710 51,486
464287648 ISHARES RUSSELL 2000 AT COST 80,317 108,202
464287499 ISHARES RUSSELL MID- AT COST 257,431 374,037
464287655 ISHARES RUSSELL 2000 AT COST 103,990 159,364
74256W584 PRINCIPAL MIDCAP FUN AT COST 248,226 353,459
015271109 ALEXANDRIA REAL ESTA      
78463X863 SPDR DJ WILSHIRE INT AT COST 36,023 34,904
64128R608 NEUBERGER BERMAN LON AT COST 114,380 134,007
722005667 PIMCO COMMODITY REAL AT COST 150,000 92,490
27831R108 EV GLBL MACR ABS RTR AT COST 64,256 61,484
742537236 PRINCIPAL GL MULT ST AT COST 89,052 82,691
024013104 AMERICAN ASSETS TRUS      
74925K581 BOSTON P LNG/SHRT RE AT COST 221,351 224,921
922908629 VANGUARD MIDCAP VIPE AT COST 849,844 930,560
00143W859 INV OPP DEVELOP MRKT AT COST 145,789 143,050
32008F549 FIRST EAGLE OVERSEAS AT COST 22,352 25,340
381430107 GOLDMAN SACHS ACTIVE AT COST 220,630 261,280
464287630 ISHARES RUSSELL 2000 AT COST 37,638 64,773
922908553 VANGUARD REAL ESTATE AT COST 398,282 479,353
922042858 VANGUARD FTSE EMERGI AT COST 139,901 158,112
464287481 ISHARES RUSSELL MID- AT COST 154,515 222,500
04314H402 ARTISAN INTERNATIONA AT COST 11,387 10,801
19248X604 COHEN & STEERS PR SE AT COST 6,706 6,055
32008F200 FIRST EAGLE OVERSEAS AT COST 1,761 1,998

TY 2023 OtherDecreasesSchedule
Name:
HARMAN FAMILY CHARITABLE TR MAIN
EIN:
83-1555150
Description Amount
CY PURCHASE OF ACCRUED INTEREST 5,690
ROC ON CY SALES 156
PY RETURN OF CAPITAL ADJUSTMENT 6,379
TAX LOT BASIS ADJUSTMENT 4
EXCESS FMV OVER COST OF ASSETS RECEIVED 255,967
COST BASIS ADJ 265


TY 2023 OtherExpensesSchedule
Name:
HARMAN FAMILY CHARITABLE TR MAIN
EIN:
83-1555150
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 68 68   0


TY 2023 OtherIncreasesSchedule
Name:
HARMAN FAMILY CHARITABLE TR MAIN
EIN:
83-1555150
Description Amount
MUTUAL FUND TIMING ADJ 26
PY PURCHASE OF ACCRUED INTEREST 12,509
GRANT RECOVERY 3,000


TY 2023 OtherProfessionalFeesSchedule
Name:
HARMAN FAMILY CHARITABLE TR MAIN
EIN:
83-1555150
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 13,416     13,416
INVESTMNT MNGMNT FEES (NON-DED 9,541 9,541    


TY 2023 TaxesSchedule
Name:
HARMAN FAMILY CHARITABLE TR MAIN
EIN:
83-1555150
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,220 6,220   0
FEDERAL TAX PAYMENT - PRIOR YE 1,619 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,588 0   0
FOREIGN TAXES ON NONQUALIFIED 985 985   0