Civic Intelligence

Litowitz Foundation Inc.

990PF • Fiscal year 2016 • EIN 65-0763609

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

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

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

6th percentile

-97%

Higher net margin than 6% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

23rd percentile

$38,400

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

63rd percentile

4.7%

Faster asset growth than 63% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-88%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$15,230,474

Up $685,079 (+4.7%) from 2015

Net Assets

Up

$15,230,474

Up $685,079 (+4.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin6th percentile

Revenue

Down

$419,952

Down $3,081,440 (-88%) from 2015

Expenses

Down

$826,982

Down $40,053 (-4.6%) from 2015

Net Income

Down

-$407,030

Down $3,041,387 (-115%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2016

Assets$15,230,474
Liabilities$0
Net Assets$15,230,474
Open 2016 Filing

Operations Trend

Revenue Growth2nd 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

2016

Revenue$419,952
Expenses$826,982
Net Income-$407,030
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUDD LITOWITZVP-$38,400-$38,400
ROBERT LITOWITZPres./Treas.-$2,400-$2,400
DONNA LITOWITZVP / Sec.-$2,400-$2,400
SUSAN LITOWITZDirector-$2,400-$2,400
ARTHUR LITOWITZDirector-$2,400-$2,400
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
2017-11-06
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7140974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt888588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9126803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10158049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1193076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1289862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1332287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DCP MIDSTEAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQT MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ENLINK MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3NUSTAR ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BOARDWALK PIPELINE PTNRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PLAINS ALL AMERICAN PIPEKINE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TESORO LOGISTICS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7TC PIPELINS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8TALLGRASS ENERGY PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ENERGY TRANSFER EQUITY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SUNOCO LOGISTICS PRTS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MAGELLAN MIDSTREAM HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BUCKEYE PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ENERGY TRANSFER PTNRS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ENTERPRISE PRODUCTS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GENESIS ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16KKR & CO LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WILLIAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt063941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt165868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt274988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt369714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4104971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt575541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6129804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7140974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt888588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9126803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10158049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1193076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1289862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1332287
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0302978
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt095258
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0262
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PER ATTACHED PDF
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt021454
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0419952
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0419952
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06801
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06802
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013603
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt095258
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0672187
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0672187
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0302978
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0302978
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-407030
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04981869
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01338
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01338
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt095258
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0303719
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0657
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0657
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01903
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt021716
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt021716
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt078157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt078157
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01897
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0707027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0116233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0826982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0419952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0419952
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt034840
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0116233
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0154795
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03382
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt03382
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122000-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432014-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482011-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532008-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582014-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622015-11-30

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,230,474
Liabilities
$0
Net assets
$15,230,474
Revenue
$419,952
Expenses
$826,982
Net income
-$407,030
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