Civic Intelligence

Mildred V Horn Foundation

990PF • Fiscal year 2020 • EIN 61-6166544

Jan 01, 2020 to Dec 31, 2020 • Filed on May 25, 2021

Organization Profile

View Organization Page

Pmb 324 2028 S Highway 53 Suite 3Lagrange, KY 40031-9119

(502) 895-2622

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

12th percentile

-45%

Higher net margin than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$161,311

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

17th percentile

-3.3%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$18,974,762

Down $657,675 (-3.3%) from 2019

Net Assets

Down

$18,972,195

Down $660,242 (-3.4%) from 2019

Liabilities

Up

$2,567

Up $2,567 from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin12th percentile

Revenue

Down

$1,457,438

Down $919,403 (-39%) from 2019

Expenses

Up

$2,115,189

Up $425,534 (+25%) from 2019

Net Income

Down

-$657,751

Down $1,344,937 (-196%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$30M$20M$10M$0Assets 2011: $21,225,312Liabilities 2011: $02011Assets 2012: $20,950,386Liabilities 2012: $02012Assets 2013: $20,533,260Liabilities 2013: $02013Assets 2014: $19,937,906Liabilities 2014: $02014Assets 2015: $19,078,936Liabilities 2015: $02015Assets 2019: $19,632,437Liabilities 2019: $0Net Assets 2019: $19,632,4372019Assets 2020: $18,974,762Liabilities 2020: $2,567Net Assets 2020: $18,972,1952020Assets 2021: $19,617,035Liabilities 2021: $2,6692021Assets 2022: $18,519,648Liabilities 2022: $2,769Net Assets 2022: $18,516,8792022Assets 2023: $18,690,547Liabilities 2023: $2,091Net Assets 2023: $18,688,4562023Assets 2024: $19,716,592Liabilities 2024: $5,119Net Assets 2024: $19,711,4732024

Highlighted filing

2020

Assets$18,974,762
Liabilities$2,567
Net Assets$18,972,195
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $471,329Expenses 2011: $1,627,380Net Income 2011: -$1,156,0512011Revenue 2012: $880,425Expenses 2012: $1,530,993Net Income 2012: -$650,5682012Revenue 2013: $1,069,996Expenses 2013: $1,778,072Net Income 2013: -$708,0762013Revenue 2014: $1,766,954Expenses 2014: $2,025,183Net Income 2014: -$258,2292014Revenue 2015: $1,323,051Expenses 2015: $1,918,438Net Income 2015: -$595,3872015Revenue 2019: $2,376,841Expenses 2019: $1,689,655Net Income 2019: $687,1862019Revenue 2020: $1,457,438Expenses 2020: $2,115,189Net Income 2020: -$657,7512020Revenue 2021: $3,306,418Expenses 2021: $2,665,247Net Income 2021: $641,1712021Revenue 2022: $1,216,745Expenses 2022: $2,314,232Net Income 2022: -$1,097,4872022Revenue 2023: $2,708,737Expenses 2023: $2,530,997Net Income 2023: $177,7402023Revenue 2024: $3,620,005Expenses 2024: $2,596,988Net Income 2024: $1,023,0172024

Highlighted filing

2020

Revenue$1,457,438
Expenses$2,115,189
Net Income-$657,751
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 25, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H SCOTT DAVISTrusteeFT$129,049$32,262$161,311
DALE A DAVISTrusteePT$7,056$1,764$8,820
WALTER T CRUTCHERTrustee-$6,859$1,715$8,574
LOUISA M GAINESTrustee-$6,859$1,715$8,574
Filing and Contact Details

Filer

Filer Name
Mildred V Horn Foundation
EIN
61-6166544
Phone
5028952622
Address
PMB 324 2028 S HIGHWAY 53 SUITE 3, LAGRANGE, KY 40031-9119

Signing Officer

Name
H Scott Davis
Title
Trustee
Phone
5028958908
Signed
2021-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Jo Anne Schneider CPA Psc
Address
918 LILY CREEK RD STE 101, LOUISVILLE, KY 40243
Preparer
Jo Anne Schneider
Phone
5022539800
Raw XML AppendixShowing 400 of 460 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/AverageHrsPerWkDevotedToPosRt37.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0129049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16859
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26859
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt37056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt032262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt11715
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt21715
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt31764
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0H SCOTT DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WALTER T CRUTCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LOUISA M GAINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DALE A DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02028 S HIGHWAY 53 STE 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12028 S HIGHWAY 53STE 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22028 S HIGHWAY 53 STE 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32028 S HIGHWAY 53 STE 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAGRANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAGRANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LAGRANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LAGRANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd040031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd140031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd240031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd340031
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01901987
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01901987
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01901987
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0H SCOTT DAVIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02028 S HIGHWAY 53 STE 3
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAGRANGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040031
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05028952622
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt01-2 PAGE LETTER- PLUS A COPY OF CURRENT IRS EXEMPTION LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCOTT DAVIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05026410138
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PMB 324 2028 S HIGHWAY 53 STE 3
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAGRANGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd040031
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESTRICTIONS- OLDHAM COUNTY, KY CONTIGUOUS COUNTIES EXCEPT PUBLIC HITORIC HOMES IN KY,OH, IN, WV, TN, IL, VA, AND MO.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE UNLESS SPECIAL CONSIDERATION IS NECESSARY OR ANNUAL FUNDS ARE EXPENDED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0817400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1586447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt252000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt338000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt446500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2LITERARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SCIENTIFIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd140207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd340207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd440207
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01540347
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/AppliedToCurrentYearAmt01901987
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01969733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt067746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt071839
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt067746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04093
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01901987
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04093
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071839
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0570050
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CHARITABLE USE ASSETS - COLLECTIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0459700
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0546799
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AUTO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CONSIGNMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PORTFOLIO EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01924
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1247
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt26875
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0101
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt27110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3362
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt45978
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt525900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37237
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45978
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt525900
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RENTAL REAL ESTATE - K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INTEREST INCOME - K-1S
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OTHER INCOME - K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc3FORUM CAPITAL PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc4COMMONFUND CAPITAL PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,974,762
Liabilities
$2,567
Net assets
$18,972,195
Revenue
$1,457,438
Expenses
$2,115,189
Net income
-$657,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$0.01$19.7$3.62$2.60$1.02
2023Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$2.71$2.53$0.18
2022Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.22$2.31$1.10
2021Summary only. Only limited summary data is available for this year.$19.6$0.00$3.31$2.67$0.64
2020Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.46$2.12$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.00$19.6$2.38$1.69$0.69
2015Summary only. Only limited summary data is available for this year.$19.1$0.00$1.32$1.92$0.60
2014Summary only. Only limited summary data is available for this year.$19.9$0.00$1.77$2.03$0.26
2013Summary only. Only limited summary data is available for this year.$20.5$0.00$1.07$1.78$0.71
2012Summary only. Only limited summary data is available for this year.$21.0$0.00$0.88$1.53$0.65
2011Summary only. Only limited summary data is available for this year.$21.2$0.00$0.47$1.63$1.16