Civic Intelligence

Excelsior Foundation

990PF • Fiscal year 2010 • EIN 36-3812346

Jan 01, 2010 to Dec 31, 2010 • Filed on Aug 30, 2011

65 Links Rd33455
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,423,032

No earlier filing loaded for comparison.

Net Assets

$2,423,032

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$49,259

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,423,032Liabilities 2010: $0Net Assets 2010: $2,423,0322010Assets 2011: $2,167,313Liabilities 2011: $0Net Assets 2011: $2,167,3132011Assets 2012: $1,436,680Liabilities 2012: $0Net Assets 2012: $1,436,6802012Assets 2013: $1,279,257Liabilities 2013: $0Net Assets 2013: $1,279,2572013Assets 2014: $357,117Liabilities 2014: $0Net Assets 2014: $357,1172014Assets 2015: $333,322Liabilities 2015: $0Net Assets 2015: $333,3222015Assets 2016: $260,894Liabilities 2016: $0Net Assets 2016: $260,8942016Assets 2017: $103,898Liabilities 2017: $0Net Assets 2017: $103,8982017Assets 2018: $103,614Liabilities 2018: $0Net Assets 2018: $103,6142018Assets 2019: $105,448Liabilities 2019: $0Net Assets 2019: $105,4482019Assets 2020: $99,763Liabilities 2020: $0Net Assets 2020: $99,7632020Assets 2021: $99,773Liabilities 2021: $0Net Assets 2021: $99,7732021Assets 2022: $101,105Liabilities 2022: $0Net Assets 2022: $101,1052022Assets 2023: $105,075Liabilities 2023: $0Net Assets 2023: $105,0752023Assets 2024: $109,765Liabilities 2024: $0Net Assets 2024: $109,7652024

Highlighted filing

2010

Assets$2,423,032
Liabilities$0
Net Assets$2,423,032

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $49,2592010Expenses 2011: $256,2912011Expenses 2012: $731,7312012Revenue 2013: $11,750Expenses 2013: $169,173Net Income 2013: -$157,4232013Revenue 2014: $45,559Expenses 2014: $1,035,787Net Income 2014: -$990,2282014Revenue 2015: $12,173Expenses 2015: $47,309Net Income 2015: -$35,1362015Revenue 2016: $1,576Expenses 2016: $74,223Net Income 2016: -$72,6472016Revenue 2017: $1,069Expenses 2017: $200,644Net Income 2017: -$199,5752017Revenue 2018: $29,578Expenses 2018: $25,104Net Income 2018: $4,4742018Revenue 2019: $1,938Expenses 2019: $104Net Income 2019: $1,8342019Revenue 2020: $279Expenses 2020: $6,000Net Income 2020: -$5,7212020Revenue 2021: $10Expenses 2021: $0Net Income 2021: $102021Revenue 2022: $1,912Expenses 2022: $580Net Income 2022: $1,3322022Revenue 2023: $4,540Expenses 2023: $570Net Income 2023: $3,9702023Revenue 2024: $5,449Expenses 2024: $1,772Net Income 2024: $3,6772024

Highlighted filing

2010

Revenue-
Expenses$49,259
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Aug 30, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA O TAYLORPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJOHN BURROUGHS SCHOOLCIVICPUBLICST LOUIS, MO, US$10,000
Paid GrantJUPITER MEDICAL CTRCIVICPUBLICJUPITER, FL, US$5,000
Paid GrantHOBE SOUND COMMUNITY CHESCIVICPUBLICHOBE SOUND, FL, US$2,500
Paid GrantGORTON COMMUNITY CTRCIVICPUBLICLAKE FOREST, IL, US$1,000
Paid GrantTREASURE COAST HOSPICECIVICPUBLICSTUART, FL, US$1,000
Paid GrantCHOATE ROSEMARY HALLCIVICPUBLICWALLINGFORD, CT, US$1,000
Paid GrantNEWBERRY LIBRARYCIVICPUBLICCHICAGO, IL, US$500
Filing and Contact Details

Filer

EIN
36-3812346
Raw XML Appendix341 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0919
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0919
CompensationExplanation/Compensation/PersonName0BARBARA O TAYLOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SCHEDULE ATTACHED
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount022691
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0466208
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0135
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0489034
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0489034
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0919
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0919
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0466208
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps021000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss021000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss030568
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm022691
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss022691
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0470343
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02334542
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0135
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0466208
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0468417
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps07642
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm07642
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss015284
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm012056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss012056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps028642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm020617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss049259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0489034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0519602
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps07642
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm020617
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss028259
IRS990PF/BalanceSheets/CapitalStockBOY01967980
IRS990PF/BalanceSheets/CapitalStockEOY02423032
IRS990PF/BalanceSheets/CashBOY031358
IRS990PF/BalanceSheets/CashEOY034529
IRS990PF/BalanceSheets/CashEOYFMV034529
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01770403
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0166219
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY02388503
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV02388503
IRS990PF/BalanceSheets/TotalAssetsBOY01967980
IRS990PF/BalanceSheets/TotalAssetsEOY02423032
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02423032
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01967980
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02423032
IRS990PF/BalanceSheets/TotalNetAssetsBOY01967980
IRS990PF/BalanceSheets/TotalNetAssetsEOY02423032
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0466208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis097932
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11770402
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE SCH ATTACHED-SHORT TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SEE SCH ATTACHED-LONG TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0263
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1465945
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0263
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1465945
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice098195
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12236347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0263
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0470343
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases015291
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02438323
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01967980
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02423032
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted096183
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj096183
IRS990PF/DistributableAmount/DistributableAmountBeforeDed096183
IRS990PF/DistributableAmount/MinimumInvestmentReturn0105551
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome09368
IRS990PF/DistributableAmount/TotalTax09368
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment07447
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax09368
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal09368
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome09368
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01921
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments07447
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02423032
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02143166
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0212894
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01930272
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable032147
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0105551
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02111019
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02143166
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BARBARA O TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1065 LINKS RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine2065 LINKS RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HOBE SOUND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode033455
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct01108924
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01104240
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.523084
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.203141
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.229071
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.090546
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.031965
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear502.060699
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02111019
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102292736
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear203143988
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear304029338
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403069893
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50227219
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome04684
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions028642
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10465749
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20720196
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30364840
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4098128
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50468230
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio02.615422
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions028642
IRS990PF/QualifyingDistributions/ExpensesAndContributions028642
IRS990PF/QualifyingDistributions/QualifyingDistributions028642
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BARBARA O TAYLOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07725466262
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1065 LINKS RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine2065 LINKS RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HOBE SOUND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode033455
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NA
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10GORTON COMMUNITY CTR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11JUPITER MEDICAL CTR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TREASURE COAST HOSPICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HOBE SOUND COMMUNITY CHES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14JOHN BURROUGHS SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15CHOATE ROSEMARY HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16NEWBERRY LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20GORTON COMMUNITY CTR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21JPITER MEDICAL CTR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22TREASURE COAST HOSPICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine23HOBE SOUND COMMUITY CHEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine24JOHN BURROUGHS SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine25CHOATE ROSEMARY HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine26NEWBERRY LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10400 E ILLINOIS RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111210 S OLD DIXIE HGWY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121201 SE INDIAN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 511
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14755 S PRICE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15333 CHRISTIAN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1660 W WALTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20400 E ILLINOIS RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine211210 S OLD DIXIE HGWY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine221201 SE INDIAN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine23PO BOX 511
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine24755 S PRICE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine25333 CHRISTIAN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine2660 W WALTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1JUPITER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2STUART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3HOBE SOUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ST LOUIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WALLINGFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode060045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode133458
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode234997
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode333475
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode463124
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode506492
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode660610
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear021000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear028642
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted096183
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10351265
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20570596
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30164339
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50460776
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus067541
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY067541
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50393235
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01086200
IRS990PF/UndistributedIncome/ExcessFromYear10351265
IRS990PF/UndistributedIncome/ExcessFromYear20570596
IRS990PF/UndistributedIncome/ExcessFromYear30164339
IRS990PF/UndistributedIncome/QualifyingDistributions028642
IRS990PF/UndistributedIncome/TotalCorpus01479435
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01546976
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions015284
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1065 LINKS RD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0HOBE SOUND
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0334552318
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0BARBARA O TAYLOR
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02010-12-31
IRS990ScheduleB/NoncashProperty/FairMarketValue015284
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0PAYMENT OF OCCUPANCY EXP
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount015284
OtherDecreasesSchedule/OtherDecreases/Amount17
OtherDecreasesSchedule/OtherDecreases/Description0IN KIND GIFT OF OCCUPANCY COST PAID BY CONTRIBUTOR
OtherDecreasesSchedule/OtherDecreases/Description1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount012056
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0WM. BLAIR INVESTMETN ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome012056
SubstantialContributorsSch/SubstantialContributor/PersonName0BARBARA O TAYLOR
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine1065 LINKS RD
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine2065 LINKS RD
SubstantialContributorsSch/SubstantialContributor/USAddress/City0HOBE SOUND
SubstantialContributorsSch/SubstantialContributor/USAddress/State0FL
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode033455
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0363812346
ReturnHeader/Filer/Name/BusinessNameLine10EXCELSIOR FOUNDATION
ReturnHeader/Filer/NameControl0EXCE
ReturnHeader/Filer/USAddress/AddressLine1065 LINKS RD
ReturnHeader/Filer/USAddress/City0HOBE SOUND
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033455
ReturnHeader/Officer/DateSigned02011-08-30
ReturnHeader/Officer/Name0BARBARA O TAYLOR
ReturnHeader/Officer/Title0PRES
ReturnHeader/Preparer/DatePrepared02011-08-30
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BLOCKOWICZ & TOGNOCCHI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101701 E LAKE AVE STE 480
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GLENVIEW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0600252097
ReturnHeader/Preparer/Name0DAVID J BLOCKOWICZ
ReturnHeader/Preparer/Phone08479986675
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-08-30T09:51:40-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.03$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.20$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.05$1.04$0.99
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.01$0.17$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.73
2011Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.26
2010Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.05