Civic Intelligence

Litowitz Foundation Inc.

990PF • Fiscal year 2017 • EIN 65-0763609

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 24, 2018

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

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

40th percentile

1.1%

Higher net margin than 40% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

24th percentile

$36,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

36th percentile

0.8%

Faster asset growth than 36% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

134%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$15,351,070

Up $120,596 (+0.8%) from 2016

Net Assets

Up

$15,351,070

Up $120,596 (+0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin40th percentile

Revenue

Up

$980,838

Up $560,886 (+134%) from 2016

Expenses

Up

$969,856

Up $142,874 (+17%) from 2016

Net Income

Up

$10,982

Up $418,012 (+103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2017

Assets$15,351,070
Liabilities$0
Net Assets$15,351,070
Open 2017 Filing

Operations Trend

Revenue Growth93rd 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

2017

Revenue$980,838
Expenses$969,856
Net Income$10,982
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 24, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay24th 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
2018-10-24
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/StockNm72PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TALLGRASS ENERGY GP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TARGA RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VTTI ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WELLSFARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WEYERHAUUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WELLSFARGO & CO DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WISDOMTREE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ALPS ALERIAN MLP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MATTHEWS ASIAN GROWTH & INC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85FIRST EAGLE OVERSEAS CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ROUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0107749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt168458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3103757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4219185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5146349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6101875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7184404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8101715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9114082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1032924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1172258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12106091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13103974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DCP MIDSTEAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQT MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ENLINK MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PLAINS ALL AMERICAN PIPEKINE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4TC PIPELINS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ENERGY TRANSFER EQUITY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SUNOCO LOGISTICS PRTS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MAGELLAN MIDSTREAM HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BUCKEYE PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ENERGY TRANSFER PTNRS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ENTERPRISE PRODUCTS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GENESIS ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12KKR & CO LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13WILLIAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DOMINION ENERGY MIDSTREAM PARTNRS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15MPLX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ANDEAVOR LOGISTICS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0107749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt168458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3103757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4219185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5146349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6101875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7184404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8101715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9114082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1032924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1172258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12106091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13103974
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0349490
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0656433
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01689
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0586
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENERGY TRANSFER EQUITY, L.P
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PLAINS ALL AMERICAN PIPELIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2MAGELLAN MIDSTREAM PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3ENTERPRISE PRODUCTS PARTNER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4BUCKEYE PARTNERS, L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5DCP MIDSTREAM PARTNERS,L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6EQT MIDSTREAM PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7SUNOCO LOGISTICS PARTNERS L
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8TC PIPELINES, L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9ENLINK MIDSTREAM PARTNERS,
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10EQT MIDSTREAM PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11ENERGY TRANSFER PARTNERS, L
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12GENESIS ENERGY, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13WILLIAM PARTNERS LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14MAGELLAN MIDSTREAM PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15KKR & CO. LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc16DOMINION ENERGY MIDSTREAM P
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc17MPLX LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc18ANDEAVOR LOGISTICS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc19SEC1231 NET GAIN/LOSS FR K-
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-2058
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt241814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-20943
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-4171
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt515144
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt6-1258
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt7-1496
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt8-6651
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt9-12716
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt10-3528
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt11-4119
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt12-19853
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt13-1023
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt14-1970
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt15-1512
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt16-1718
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt17-14553
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt18-5276
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt19-432
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd714
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd914
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1714
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1914
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0979149
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01689
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0980838
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08240
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08240
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016480
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0656433
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0813659
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0813659
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0348559
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0349490
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010982
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07302644
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0206
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0206
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0658122
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0844261
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0584
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0582
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01781
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-26774
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-26774
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt077561

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,351,070
Liabilities
$0
Net assets
$15,351,070
Revenue
$980,838
Expenses
$969,856
Net income
$10,982
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