Civic Intelligence

The Mcglothlin Foundation

990PF • Fiscal year 2017 • EIN 54-1907305

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
1005 Glenway AvenueBristol, VA 24201

(276) 645-5370

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.03x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$118,695

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

26th percentile

-1.2%

Faster asset growth than 26% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

98%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$16,151,602

Down $194,209 (-1.2%) from 2016

Net Assets

Down

$16,128,922

Down $213,204 (-1.3%) from 2016

Liabilities

Up

$22,680

Up $18,995 (+515%) from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin10th percentile

Revenue

Up

$746,784

Up $370,448 (+98%) from 2016

Expenses

Up

$964,620

Up $393,578 (+69%) from 2016

Net Income

Down

-$217,836

Down $23,130 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $17,640,005Liabilities 2011: $5,0522011Assets 2012: $17,455,975Liabilities 2012: $8,0262012Assets 2013: $17,571,808Liabilities 2013: $1,8922013Assets 2014: $17,587,964Liabilities 2014: $1,7512014Assets 2015: $16,624,327Liabilities 2015: $3,686Net Assets 2015: $16,620,6412015Assets 2016: $16,345,811Liabilities 2016: $3,685Net Assets 2016: $16,342,1262016Assets 2017: $16,151,602Liabilities 2017: $22,680Net Assets 2017: $16,128,9222017Assets 2018: $16,003,724Liabilities 2018: $3,680Net Assets 2018: $16,000,0442018Assets 2019: $15,774,390Liabilities 2019: $0Net Assets 2019: $15,774,3902019Assets 2020: $15,647,139Liabilities 2020: $0Net Assets 2020: $15,647,1392020Assets 2021: $17,450,755Liabilities 2021: $0Net Assets 2021: $17,450,7552021Assets 2022: $16,635,018Liabilities 2022: $0Net Assets 2022: $16,635,0182022Assets 2023: $16,344,297Liabilities 2023: $3,895Net Assets 2023: $16,340,4022023Assets 2024: $17,055,594Liabilities 2024: $3,906Net Assets 2024: $17,051,6882024

Highlighted filing

2017

Assets$16,151,602
Liabilities$22,680
Net Assets$16,128,922
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,247,527Expenses 2011: $1,298,666Net Income 2011: -$51,1392011Revenue 2012: $1,052,854Expenses 2012: $1,263,398Net Income 2012: -$210,5442012Revenue 2013: $1,114,366Expenses 2013: $1,042,431Net Income 2013: $71,9352013Revenue 2014: $1,450,078Expenses 2014: $1,089,260Net Income 2014: $360,8182014Revenue 2015: $190,919Expenses 2015: $1,185,802Net Income 2015: -$994,8832015Revenue 2016: $376,336Expenses 2016: $571,042Net Income 2016: -$194,7062016Revenue 2017: $746,784Expenses 2017: $964,620Net Income 2017: -$217,8362017Revenue 2018: $856,091Expenses 2018: $1,181,460Net Income 2018: -$325,3692018Revenue 2019: $454,852Expenses 2019: $510,949Net Income 2019: -$56,0972019Revenue 2020: $998,048Expenses 2020: $1,083,444Net Income 2020: -$85,3962020Revenue 2021: $3,108,342Expenses 2021: $1,281,067Net Income 2021: $1,827,2752021Revenue 2022: $483,568Expenses 2022: $1,275,754Net Income 2022: -$792,1862022Revenue 2023: $727,609Expenses 2023: $1,062,899Net Income 2023: -$335,2902023Revenue 2024: $1,748,939Expenses 2024: $1,041,981Net Income 2024: $706,9582024

Highlighted filing

2017

Revenue$746,784
Expenses$964,620
Net Income-$217,836
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas D McGlothlinPresidentFT$84,000$34,695$118,695
Michael G McGlothlinSecretary-$0--
James W McGlothlin 3Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The McGlothlin Foundation
EIN
54-1907305
Address
1005 Glenway Avenue, Bristol, VA 24201

Signing Officer

Name
Thomas D McGlothlin
Title
President
Phone
2766455370
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Jones King Downs and Peel P C
Address
105 Landmark Lane, Bristol, TN 37620
Preparer
Nell King Bieger
Phone
4237645535
Raw XML AppendixShowing 400 of 434 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas D McGlothlin
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2James W McGlothlin 3
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt017234363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt018273527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt018342411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt018604265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0754889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.227695
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0754889
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0754889
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0754889
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Thomas D McGlothlin
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01005 Glenway Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bristol
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd024201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02766455370
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0None
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter not exceeding two pages in length, including description of project, budget requirements and evidence of tax-exempt status
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Thomas D McGlothlin
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02766455370
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01005 Glenway Avenue
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Bristol
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd024201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Worthy causes in higher education, health care and the arts in the Southeastern United States, with special consideration given to projects located in Southwest Virginia, Eastern Kentucky and Northeast Tennessee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2111111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0McGlothlin Award for Teaching Excellence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Implement Project Learn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Atrium Orientation and Performance Theatres
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3McGlothlin Center for the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Blue Ridge Public Television
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Boys Girls Club - Cent Appalachia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Birthplace of Country Music
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Emory Henry College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1324
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 1505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 1927
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O Box 947
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Roanoke
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Grundy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bristol
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Emory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd124614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd324327
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0639111
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0546741
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0208148
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0857072
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0754889
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0310331
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0208148
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Jones King Downs & Peel PC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010334
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07234
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TaxesLicense -VA Registration
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Subscription & Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Consulting-Higher Ground Tech
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04374
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1561
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33013
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5320
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt677
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04374
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1561
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33013
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt677
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UBS Accts - Nondividend Dist
OtherIncomeSchedule2/OtherIncomeDetail/Desc1US Bank Accts-Nondividend Dist
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Excelsior Fd-International Ltd
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06456
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1302
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12177
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt213500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04632
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Prior Period & Other Adjustments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt053134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt163205
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS - Mgmt Custody & ADR Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BrownUS Bank - Mgmt Custody
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt060787
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt163205
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt03891
TaxesSchedule/TaxesDetail/Amt181
TaxesSchedule/TaxesDetail/CategoryTxt0UBS Accts - Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Brown AdvUS Bank-Foreign Taxe
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04476
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1599

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,151,602
Liabilities
$22,680
Net assets
$16,128,922
Revenue
$746,784
Expenses
$964,620
Net income
-$217,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.75$1.04$0.71
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.73$1.06$0.34
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.48$1.28$0.79
2021Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$3.11$1.28$1.83
2020Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.00$1.08$0.09
2019Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.45$0.51$0.06
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.86$1.18$0.33
2017Detailed filing. Detailed filing data is available for this year.$16.2$0.02$16.1$0.75$0.96$0.22
2016Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.38$0.57$0.19
2015Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.19$1.19$0.99
2014Summary only. Only limited summary data is available for this year.$17.6$0.00$1.45$1.09$0.36
2013Summary only. Only limited summary data is available for this year.$17.6$0.00$1.11$1.04$0.07
2012Summary only. Only limited summary data is available for this year.$17.5$0.01$1.05$1.26$0.21
2011Summary only. Only limited summary data is available for this year.$17.6$0.01$1.25$1.30$0.05