GLOBALTRUST FUNDS (EIN 472525808) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Phone

3035912185

Tax Period

2025-01-01 to 2025-12-31

GLOBALTRUST FUNDS, founded in 2015, is a micro nonprofit in the Food, Agriculture & Nutrition sector that reported $18K in total revenue in fiscal year 2025. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $3.2M exceeded revenue, resulting in a 17576% operating deficit.

Mission

GlobalTrust Funds, as national donor-advised funds sponsor as a 501(c)(3) public charity. We are dedicated to providing philanthropic expertise to donors, charities, foundations, and corporations. Our organization was founded in 2015 with the aim to increase philanthropic giving globally through domestic, international grants and impact investing in communities we serve.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $18,173

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $18,173

Expense Breakdown

Grants Paid $3,200,000

Salaries & Benefits $7,398

Fundraising Expenses $1,550

Program Expenses $3,219,900

Other Expenses $4,950

TOTAL EXPENSES $3,212,348

Year-over-Year Comparison

	2025	2024	Change
Revenue	$18,173	$3,218,173	-1.0%
Expenses	$3,212,348	$3,218,173	0.0%
Net Income	$-3,194,175	$0	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,699

Total Directors

$3,699

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terry Williams Founder	Chairman and CEO	35.00	Officer Director	$3,699	$0	$3,699
Tracy Fox	Board Member	10.00	Director	$0	$0	$0
Linda Williams- Co-Founder	Board Member	10.00	Officer Director	$0	$0	$0
Bobby Delacruz	Board Member	10.00	Director	$0	$0	$0
John Kenney	Board Member	10.00	Director	$0	$0	$0
Ernie Hafersat	Board Member	10.00	Director	$0	$0	$0
Jeffrey Moore	Board Member	10.00	Director	$0	$0	$0
Jennifer Lloyd	Board Member	10.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$18,173	$3,212,348	$250,000	$-3,194,175
2024	$32,394	$3,268,508	$250,500	$-3,236,114

GLOBALTRUST FUNDS