Civic Intelligence

Glen & Ellen Mclaughlin Foundation

990PF • Fiscal year 2015 • EIN 77-0388864

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 24, 2015

Organization Profile
155 El PinarLos Gatos, CA 95032

(408) 871-0251

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

58th percentile

2.3%

Faster asset growth than 58% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-14%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$523,509

Up $11,987 (+2.3%) from 2014

Net Assets

Up

$523,509

Up $11,987 (+2.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin84th percentile

Revenue

Down

$37,672

Down $6,079 (-14%) from 2014

Expenses

Down

$25,685

Down $19,662 (-43%) from 2014

Net Income

Up

$11,987

Up $13,583 (+851%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.0M$500K$0Assets 2012: $539,600Liabilities 2012: $02012Assets 2013: $513,119Liabilities 2013: $12013Assets 2014: $511,522Liabilities 2014: $0Net Assets 2014: $511,5222014Assets 2015: $523,509Liabilities 2015: $0Net Assets 2015: $523,5092015Assets 2016: $543,054Liabilities 2016: $0Net Assets 2016: $543,0542016Assets 2017: $554,718Liabilities 2017: $0Net Assets 2017: $554,7182017Assets 2018: $565,939Liabilities 2018: $0Net Assets 2018: $565,9392018Assets 2019: $623,703Liabilities 2019: $1,376Net Assets 2019: $622,3272019Assets 2020: $878,731Liabilities 2020: $0Net Assets 2020: $878,7312020Assets 2021: $918,217Liabilities 2021: $0Net Assets 2021: $918,2172021Assets 2022: $934,562Liabilities 2022: $0Net Assets 2022: $934,5622022Assets 2023: $948,738Liabilities 2023: $25Net Assets 2023: $948,7132023Assets 2024: $835,633Liabilities 2024: $25Net Assets 2024: $835,6082024

Highlighted filing

2015

Assets$523,509
Liabilities$0
Net Assets$523,509
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $27,499Expenses 2012: $48,616Net Income 2012: -$21,1172012Revenue 2013: $30,439Expenses 2013: $56,921Net Income 2013: -$26,4822013Revenue 2014: $43,751Expenses 2014: $45,347Net Income 2014: -$1,5962014Revenue 2015: $37,672Expenses 2015: $25,685Net Income 2015: $11,9872015Revenue 2016: $37,487Expenses 2016: $17,942Net Income 2016: $19,5452016Revenue 2017: $28,175Expenses 2017: $16,511Net Income 2017: $11,6642017Revenue 2018: $25,786Expenses 2018: $14,565Net Income 2018: $11,2212018Revenue 2019: $71,264Expenses 2019: $14,708Net Income 2019: $56,5562019Revenue 2020: $279,849Expenses 2020: $23,445Net Income 2020: $256,4042020Revenue 2021: $66,811Expenses 2021: $27,325Net Income 2021: $39,4862021Revenue 2022: $47,318Expenses 2022: $30,973Net Income 2022: $16,3452022Revenue 2023: $41,531Expenses 2023: $27,380Net Income 2023: $14,1512023Revenue 2024: $52,089Expenses 2024: $165,194Net Income 2024: -$113,1052024

Highlighted filing

2015

Revenue$37,672
Expenses$25,685
Net Income$11,987
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 24, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLEN MCLAUGHLINPresident-$0--
HELEN E O'ROURKEVP/Dir/Sec-$0--
ELLEN MCLAUGHLINVP/Dir/Tres/Sec-$0--
GLEN W MCLAUGHLINVP/Director-$0--
Filing and Contact Details

Filer

Filer Name
Glen & Ellen Mclaughlin Foundation
EIN
77-0388864
Phone
4088710251
Address
155 EL PINAR, LOS GATOS, CA 95032

Signing Officer

Name
Glen Mclaughlin
Title
President
Signed
2015-09-24
Discuss with paid preparer
Yes

Preparer

Firm
McFarlane Cazale & Associates
Address
1631 Willow Street Suite 200, San Jose, CA 95125-5108
Preparer
Robert D Cazale
Phone
4082652950
Raw XML AppendixShowing 400 of 1,550 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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AppliedToPriorYearElection/ElectionDesc0Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distibution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year: Tax Year: 2009 Amount: 30401 Tax Year: 0 Amount: 0
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0709 ARTISAN INTL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1185 ASTON OPTIMUM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2651 BROWN ADV JAPAN ALPHA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31053 CAPITAL PRIVATE CLIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42104 CAPITAL PRIVATE CLIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5421 DODGE & COX INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt631 DODGE & COX INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt712 DODGE & COX INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8185 DODGE & COX INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt921 DODGE & COX INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1018 DODGE & COX INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1111 DODGE & COX INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12145 DODGE & COX INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13968 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14455 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15145 ISHARES MSCI JAPAN INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16283 JPM CHINA REGION FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17521 JPM CORE BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1826 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1926 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2028 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2127 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2233 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2330 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2429 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2529 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2627 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2729 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2830 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt297 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt308 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3130 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3225 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3352 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3432 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3517 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3617 JPMORGAN HIGH YIELD BOND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3914 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4014 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4114 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt424 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4313 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4417 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4513 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4613 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4714 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4815 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4913 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5014 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5113 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5214 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5313 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5414 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5510 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5648 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt577 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5813 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt599 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6010 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6111 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6210 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt639 JPMORGAN HIGH YIELD BOND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt811 JPMORGAN MID CAP EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt821 JPMORGAN MID CAP EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt831 JPMORGAN MID CAP EQUITY FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9013 JPMORGAN MID CAP EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt916 JPMORGAN MID CAP EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt921 JPMORGAN MID CAP EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt931 JPMORGAN MID CAP EQUITY FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95902 JPMORGAN SHORT DURATION BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96522 JPMORGAN SHORT DURATION BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97510 JPMORGAN STRATEGIC INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98258 JPMORGAN STRATEGIC INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt991521 JPMORGAN TR I INFL MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100209 MFS INTL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101313 MFS INTL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102359 MFS INTL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103469 NEUBERGER BERMAN MULTI CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104863 NEUBERGER BERMAN MULTI CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105907 NEUBERGER BERMAN MULTI CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106546 PARNASSUS FD EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107591 PRUDENTIAL TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108991 RIDGEWORTH FDS SEIX FLRT HI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109339 RIDGEWORTH FDS SEIX FLRT HI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110123 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11145 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11235 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11397 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114382 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11592 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1164 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1178 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11812 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1197 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120172 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1219 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1221 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1239 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1247 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12543 T ROWE PRICE NEW ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12612 T ROWE PRICE NEW ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1271178 T ROWE PRICE OVERSEAS STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1281390 T ROWE PRICE OVERSEAS STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129612 T ROWE PRICE OVERSEAS STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130124 VANGUARD MSCI EUROPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131110 VANGUARD FTSE EUROPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132141 T ROWE PRICE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133878 EDGEWOOD GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134104 ISHARES RUSSELL MIDCAP INDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135734 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136431 JPMORGAN MID CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137192 MFS INTL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138237 NEUBERGER BERMAN MULTI CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139381 PARNASSUS FD EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1401350 PRIMECAP ODYSSEY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14115 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142619 CAPITAL PRIVATE CLIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143839 JPMORGAN STRATEGIC INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144673 NEUBERGER BERMAN MULTI CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145591 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14631 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14719 DODGE & COX INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148227 DOUBLELINETOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149105 ISHARE MSCI ALL COUNTRY ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15071 ISHARES RUSSELL MIDCAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15175 ISHARES RUSSELL MIDCAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1521207 JPM GLOBAL RES ENH INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15310 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15410 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15510 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15610 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1577 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15831 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1593 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1608 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1617 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1627 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1636 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1647 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1657 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1668 JPMORGAN HIGH YIELD BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167565 JPMORGAN SHORT DURATION BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1681013 JPMORGAN STRATEGIC INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16947 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17022 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17110 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17215 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17375 SPDR S&P 500 ETF TRST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174354 T ROWE PRICE NEW ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17551 T ROWE PRICE NEW ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17613 T ROWE PRICE NEW ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt025328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt318413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt68075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt106323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1110525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt139135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt156074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt622502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt639818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt645687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt653012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6628656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt677659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6811462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6913147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7013771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7114476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7221870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt738382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7425320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt759263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt767205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7719967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt786484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt791562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81136

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$523,509
Liabilities
$0
Net assets
$523,509
Revenue
$37,672
Expenses
$25,685
Net income
$11,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.52$1.65$1.13
2023Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.42$0.27$0.14
2022Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.47$0.31$0.16
2021Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$0.67$0.27$0.39
2020Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$2.80$0.23$2.56
2019Detailed filing. Detailed filing data is available for this year.$6.24$0.01$6.22$0.71$0.15$0.57
2018Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.26$0.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.28$0.17$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.37$0.18$0.20
2015Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.38$0.26$0.12
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.44$0.45$0.02
2013Summary only. Only limited summary data is available for this year.$5.13$0.00$0.30$0.57$0.26
2012Summary only. Only limited summary data is available for this year.$5.40$0.00$0.27$0.49$0.21