Civic Intelligence

Litowitz Foundation Inc.

990PF • Fiscal year 2015 • EIN 65-0763609

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 27, 2016

Organization Profile

Refreshing map…

11401 Bird Road Ste 370Miami, FL 33165

(305) 552-5775

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

22nd percentile

$36,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

2nd percentile

-29%

Faster asset growth than 2% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-56%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$14,545,395

Down $5,981,752 (-29%) from 2014

Net Assets

Down

$14,545,395

Down $5,864,209 (-29%) from 2014

Liabilities

Down

$0

Down $117,543 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin94th percentile

Revenue

Down

$3,501,392

Down $4,533,393 (-56%) from 2014

Expenses

Down

$867,035

Down $223,626 (-21%) from 2014

Net Income

Down

$2,634,357

Down $4,309,767 (-62%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$30M$20M$10M$0Assets 2010: $12,571,118Liabilities 2010: $0Net Assets 2010: $12,560,4302010Assets 2011: $13,616,285Liabilities 2011: $0Net Assets 2011: $13,616,2852011Assets 2012: $14,690,163Liabilities 2012: $0Net Assets 2012: $14,690,1632012Assets 2013: $18,397,701Liabilities 2013: $0Net Assets 2013: $18,397,7012013Assets 2014: $20,527,147Liabilities 2014: $117,543Net Assets 2014: $20,409,6042014Assets 2015: $14,545,395Liabilities 2015: $0Net Assets 2015: $14,545,3952015Assets 2016: $15,230,474Liabilities 2016: $0Net Assets 2016: $15,230,4742016Assets 2017: $15,351,070Liabilities 2017: $0Net Assets 2017: $15,351,0702017Assets 2018: $13,583,055Liabilities 2018: $0Net Assets 2018: $13,583,0552018Assets 2019: $14,802,671Liabilities 2019: $0Net Assets 2019: $14,802,6712019Assets 2020: $14,386,426Liabilities 2020: $0Net Assets 2020: $14,386,4262020Assets 2021: $15,540,394Liabilities 2021: $0Net Assets 2021: $15,540,3942021Assets 2022: $13,160,932Liabilities 2022: $0Net Assets 2022: $13,160,9322022Assets 2023: $13,792,872Liabilities 2023: $0Net Assets 2023: $13,792,8722023Assets 2024: $14,609,738Liabilities 2024: $0Net Assets 2024: $14,609,7382024

Highlighted filing

2015

Assets$14,545,395
Liabilities$0
Net Assets$14,545,395
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $471,2882010Expenses 2011: $537,0402011Expenses 2012: $728,8992012Revenue 2013: $864Expenses 2013: $753,124Net Income 2013: -$752,2602013Revenue 2014: $8,034,785Expenses 2014: $1,090,661Net Income 2014: $6,944,1242014Revenue 2015: $3,501,392Expenses 2015: $867,035Net Income 2015: $2,634,3572015Revenue 2016: $419,952Expenses 2016: $826,982Net Income 2016: -$407,0302016Revenue 2017: $980,838Expenses 2017: $969,856Net Income 2017: $10,9822017Revenue 2018: $523,526Expenses 2018: $1,132,396Net Income 2018: -$608,8702018Revenue 2019: $662,765Expenses 2019: $936,032Net Income 2019: -$273,2672019Revenue 2020: -$225,459Expenses 2020: $813,931Net Income 2020: -$1,039,3902020Revenue 2021: $1,804,395Expenses 2021: $924,995Net Income 2021: $879,4002021Revenue 2022: $343,315Expenses 2022: $852,323Net Income 2022: -$509,0082022Revenue 2023: $497,397Expenses 2023: $686,222Net Income 2023: -$188,8252023Revenue 2024: $1,493,472Expenses 2024: $776,001Net Income 2024: $717,4712024

Highlighted filing

2015

Revenue$3,501,392
Expenses$867,035
Net Income$2,634,357
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 27, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUDD LITOWITZVP-$36,000-$36,000
ROBERT LITOWITZPres./Treas.-$0--
DONNA LITOWITZVP / Sec.-$0--
SUSAN LITOWITZDirector-$0--
ARTHUR LITOWITZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Litowitz Foundation Inc
EIN
65-0763609
Phone
3055525775
Address
11401 BIRD ROAD STE 370, MIAMI, FL 33165

Signing Officer

Name
Budd Litowitz
Title
VP
Phone
3055525775
Signed
2016-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Kwal & Oliva Pa Cpas
Address
169 E FLAGLER STREET STE 800, MIAMI, FL 33131-1296
Preparer
Richard M Kwal CPA
Phone
3055774333
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VODAFONE GROUP PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WELLS FARGO & CO NEW DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88AT & T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89CHESAPEAK ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91CYS INVESTMENTS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ENLINK MIDSTREAM LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95GLAXOSMITHKLINE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98KRAFT (THE) HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99KIMBERLY CLARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SYSCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106US BANCORP (NEW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WELLSFARGO & CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt046873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt249607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt450609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt564680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt671354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt771582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt874096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt978689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1082240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1195360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12108834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13123620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14133016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15312290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SPECTRA ENERGY PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1TEEKAY LNG PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CVR REFINING LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ACCESS MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ALLIANCE RESOURCES PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ALON USA PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CVR PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7EMERGE ENERGY SERVICES LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FORESIGHT ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MEMORIAL PRODUCTION PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10NEW SOURCE ENERGY PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11NORTHERN TIER ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ONEOK PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SUNOCO LOGISTICS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SUMMIT MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15TARGA RESOURCES PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16WESTERN GAS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WESTLAKE CHEMICAL PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DCP MIDSTEAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19EQT MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ENLINK MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21NUSTAR ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22BOARDWALK PIPELINE PTNRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23PLAINS ALL AMERICAN PIPEKINE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24TESORO LOGISTICS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25TC PIPELINS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26TALLGRASS ENERGY PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ENERGY TRANSFER EQUITY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28SUNOCO LOGISTICS PRTS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29MAGELLAN MIDSTREAM HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30BUCKEYE PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31ENERGY TRANSFER PTNRS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ENTERPRISE PRODUCTS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33GENESIS ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt046873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt249607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt350445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt450609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt564680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt671354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt771582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt874096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt978689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1082240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1195360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12108834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13123620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14133016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15312290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0270106
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01442772
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt05384
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FROM K-1S - SEE ATTACHED PDF
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01783130
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03501392
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03501392
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05254
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05254
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010508
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01442772
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0760127
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0760127
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0270106
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0270106
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02634357
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013130240
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01425
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01425
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0185
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0186
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0371
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01442772
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01670722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0649
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0649
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02319
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01788514
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04477
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021187

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Filings

Displayed year

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

Open filing
Assets
$14,545,395
Liabilities
$0
Net assets
$14,545,395
Revenue
$3,501,392
Expenses
$867,035
Net income
$2,634,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.49$0.78$0.72
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.50$0.69$0.19
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.34$0.85$0.51
2021Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.80$0.92$0.88
2020Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.23$0.81$1.04
2019Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.66$0.94$0.27
2018Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.52$1.13$0.61
2017Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.98$0.97$0.01
2016Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.42$0.83$0.41
2015Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$3.50$0.87$2.63
2014Detailed filing. Detailed filing data is available for this year.$20.5$0.12$20.4$8.03$1.09$6.94
2013Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.00$0.75$0.75
2012Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.73
2011Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.54
2010Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.47