Civic Intelligence

Litowitz Foundation Inc.

990PF • Fiscal year 2018 • EIN 65-0763609

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization Profile

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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.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

3rd percentile

-116%

Higher net margin than 3% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

24th percentile

$38,400

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$13,583,055

Down $1,768,015 (-12%) from 2017

Net Assets

Down

$13,583,055

Down $1,768,015 (-12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin3rd percentile

Revenue

Down

$523,526

Down $457,312 (-47%) from 2017

Expenses

Up

$1,132,396

Up $162,540 (+17%) from 2017

Net Income

Down

-$608,870

Down $619,852 (-5644%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2018

Assets$13,583,055
Liabilities$0
Net Assets$13,583,055
Open 2018 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

2018

Revenue$523,526
Expenses$1,132,396
Net Income-$608,870
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUDD LITOWITZPres./Treas.-$38,400-$38,400
SUSAN LITOWITZVP-$2,400-$2,400
ARTHUR LITOWITZSecretary-$2,400-$2,400
DONNA 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
Pres./treas.
Phone
3055525775
Signed
2019-11-07
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/StockNm83CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84FIRST EAGLE OVERSEAS CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PIMCO INCOME FUND CL P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86FEDERAL GOVERMENT SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt046991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt159038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt275962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt383595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt489567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5112294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6171466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7171796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQT MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PLAINS ALL AMERICAN PIPEKINE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TC PIPELINS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BUCKEYE PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4KKR & CO LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5WILLIAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DOMINION ENERGY MIDSTREAM PARTNRS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ENLINK MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8WESTERN GAS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ANDEAVOR LOGISTICS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GENESIS ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MPLX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12MAGELLAN MIDSTREAM HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ENTERPRISE PRODUCTS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ENERGY TRANSFER LPF/K/A EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt046991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt159038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt275962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt383595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt489567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5112294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6171466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7171796
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0382013
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt025
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt016230
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt03638
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENERGY TRANSFER LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PLAINS ALL AMERICAN PIPELIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2ENTERPRISE PRODUCTS PARTNER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3BUCKEYE PARTNERS, L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4TC PIPELINES, L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5ENLINK MIDSTREAM PARTNERS,
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6EQT MIDSTREAM PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7GENESIS ENERGY, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8MAGELLAN MIDSTREAM PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9KKR & CO. LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10DOMINION ENERGY MIDSTREAM P
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11MPLX LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12ANDEAVOR LOGISTICS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13WESTERN GAS PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14ENERGY PARTNERS OPERATING L
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15SEC1231 NET GAIN/LOSS FR K-
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-20304
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt133035
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-12958
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt310794
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt416477
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5-9824
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt616262
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt7-22308
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt81183
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt9152
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt101311
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt11-11602
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt12-14123
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt13-7715
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt14-8627
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt15-133
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/SubtotalsIncmProducingActyGrp/ExclusionAmt0373501
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt025
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0373526
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt017110
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt017111
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt034221
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016230
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt022800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0960297
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0960297
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0381796
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0382038
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-608870
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04537197
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01112
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01112
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016230
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0251658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-24742
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-24742
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt067620
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt067620
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01690
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06905
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01007975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0121626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01132396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0373284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0523526
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt047678
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0121626
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0172099
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05445
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt05445
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-08-11

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,583,055
Liabilities
$0
Net assets
$13,583,055
Revenue
$523,526
Expenses
$1,132,396
Net income
-$608,870
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