Civic Intelligence

Litowitz Foundation Inc.

990PF • Fiscal year 2019 • EIN 65-0763609

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

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

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

10th percentile

-41%

Higher net margin than 10% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$36,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

67th percentile

9.0%

Faster asset growth than 67% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$14,802,671

Up $1,219,616 (+9.0%) from 2018

Net Assets

Up

$14,802,671

Up $1,219,616 (+9.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Up

$662,765

Up $139,239 (+27%) from 2018

Expenses

Down

$936,032

Down $196,364 (-17%) from 2018

Net Income

Up

-$273,267

Up $335,603 (+55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2019

Assets$14,802,671
Liabilities$0
Net Assets$14,802,671
Open 2019 Filing

Operations Trend

Revenue Growth82nd 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

2019

Revenue$662,765
Expenses$936,032
Net Income-$273,267
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUDD LITOWITZPres./Treas.-$36,000-$36,000
SUSAN LITOWITZVP-$0--
ARTHUR LITOWITZSecretary-$0--
DONNA 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
Pres./treas.
Phone
3055525775
Signed
2020-11-11

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/StockNm75PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76FIRST TRUST NORTH AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MERRIL LYNCH BANK DEPOSIT PROGRAM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78BLACK ROCK ALLOCATION SERIES M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80FIRST EAGLE OVERSEAS CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PIMCO INCOME FUND CL P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PIMCO ENERGY AND TACTICAL CR OPPORTU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83FEDERAL GOVERMENT SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt094843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1118083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2184758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3175502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4112521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5131650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt662788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt775324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ENLINK MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WESTERN GAS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ANDEAVOR LOGISTICS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GENESIS ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MPLX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ENTERPRISE PRODUCTS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ENERGY TRANSFER LPF/K/A EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7EQM MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MAGELLAN MIDSTREAM HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9NOBLE MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PHILLIPS 66 PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt094843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1118083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2184758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3175502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4112521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5131650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt662788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt775324
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0446880
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0153956
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENERGY TRANSFER LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ENTERPRISE PRODUCTS PARTNER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2ENLINK MIDSTREAM PARTNERS,
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3EQM MIDSTREAM PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4GENESIS ENERGY, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5MAGELLAN MIDSTREAM PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6MPLX LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7ANDEAVOR LOGISTICS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8WESTERN GAS PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9BUCKEYE PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10PHILLIPS 66 PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11NOBLE MIDSTREAM PARTNERS, L
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12WESTERN MIDSTREAM PARTNERSL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13SEC1231 NET GAIN/LOSS FR K-
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-10404
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-1572
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt241507
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt31152
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-14422
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt523053
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt621335
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt7-3938
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt8-1523
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt95863
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt10-6051
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt11-3554
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1213669
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt13-3187
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/SubtotalsIncmProducingActyGrp/ExclusionAmt0662765
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0662765
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08542
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08542
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt017084
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0153956
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0854631
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0854631
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0446880
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0446880
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-273267
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05885442
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0916
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0916
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0153956
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0622116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02401
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt061929
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt061929
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05485
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011739
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0888911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0936032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0662765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0662765
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt034280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040649
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt081401
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05305
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt05305
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-05-17

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,802,671
Liabilities
$0
Net assets
$14,802,671
Revenue
$662,765
Expenses
$936,032
Net income
-$273,267
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