Civic Intelligence

Litowitz Foundation Inc.

990PF • Fiscal year 2022 • EIN 65-0763609

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 08, 2023

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

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

5th percentile

-148%

Higher net margin than 5% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

28th percentile

$36,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

11th percentile

-15%

Faster asset growth than 11% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$13,160,932

Down $2,379,462 (-15%) from 2021

Net Assets

Down

$13,160,932

Down $2,379,462 (-15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Down

$343,315

Down $1,461,080 (-81%) from 2021

Expenses

Down

$852,323

Down $72,672 (-7.9%) from 2021

Net Income

Down

-$509,008

Down $1,388,408 (-158%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2022

Assets$13,160,932
Liabilities$0
Net Assets$13,160,932
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$343,315
Expenses$852,323
Net Income-$509,008
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUDD LITOWITZPres./Treas.-$36,000-$36,000
SUSAN LITOWITZVP-$0--
ARTHUR LITOWITZSecretary-$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
2023-11-08

Preparer

Firm
Kwal & Oliva Pa Cpas
Address
169 E FLAGLER STREET STE 800, MIAMI, FL 33131-1296
Preparer
Rolando Sanchez CPA
Phone
3055774333
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153PJSC LUKOIL SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154HOST HOTELS & RESORTS REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158AUTOMATIC DATA PROC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161MERCK AND CO INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162BRITISH AMN TOBACO SPADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163TC ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165JONES LANG LASALLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167APARTMENT INCOME REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm169EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170UNITED PARCEL SVC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172ONEOK INC(OKLAHOMA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm176CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm177ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm178KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm179LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm180WEYERHAUUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm185HDFC BANK LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm186TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm187ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm188WELLSFARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm189SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm190ALIBABA GROUP HOLDING LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191REALTY INCM CRP MD REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192ESSEX PPTY TR INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm193US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm194ICICI BANK LTD SPD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm195PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm196INFOSYS TECH LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm197BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm198VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm199MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm200INVITATIONS HOMES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201KIMBERLY CLARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm204COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm206KENNEDY-WILSON HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm207EQUITRANS MIDSTREAM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm208PLAINS GP HLDGS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm209CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm210KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm212PROCER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm213AMERICAN INTERNATIONAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm214ABERDEEN GLOBAL PREMIER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm215PNC FINCL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm216UDR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm217TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm218AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm219DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm220CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221WILLIAMS COMPANIES DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm222WISDOMTREE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm224HEALTHPEAK PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm225UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm226WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm227LUMEN TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm228ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm229HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm230FOX CORP CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm232MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm233TENCENT HOLDINGS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm234ALIBABA GROUP HOLDING LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm235JOHNSON AND JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm236SIMON PROPERTY GROUP DEL REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm237MATTHEWS ASIAN GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm238DUKE REALTY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm239VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm240CIT GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm242TAIWAN S MANUFACTURING ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm243PUBLIC STORAGE REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm244BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm245GENL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm247ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm248SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm249AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm250MATTHEWS PACIFIC TIGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251FEDEX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm252SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm253LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm254LUMEN TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm255US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm256CITI GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm257DISNEY(WALT) CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm258RAYTHEON TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm259PHILLIP MORIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm260PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261AMERICAN INTERNATIONAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm262BANK OF NEW YORK MELLON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm263ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm264COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm265VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm266JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm267PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm268QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm269GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm270ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm272CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm273APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm274PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm275GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm276NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm277MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm278OCCIDENTAL PETE CORP CAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm279APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm280CORPORATE BONDS ML-2158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281FIXED INCOME SHARES SERIES MF CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm282FIXED INCOME SHARES SERIES CF CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm283FEDERAL GOVERMENT SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm284FIRST EAGLE OVERSEAS CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt046239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt162037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt254400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt340469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt417130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt534451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MPLX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ENTERPRISE PRODUCTS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ENERGY TRANSFER LPF/K/A EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MAGELLAN MIDSTREAM HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WESTERN MIDSTREAM PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5WESTLAKE CHEM PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt046239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt162037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt254400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt340469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt417130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt534451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0283674
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt064296
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENERGY TRANSFER LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ENTERPRISE PRODUCTS PARTNER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2MAGELLAN MIDSTREAM PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3MPLX LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4WESTLAKE CHEMICAL PARTNERS,
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5WESTERN MIDSTREAM PARTNERS,
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6SEC1231 NET GAIN/LOSS FR K-
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03556
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-470
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-655
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-648
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-3829
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5-641
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt6-1968
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/SubtotalsIncmProducingActyGrp/ExclusionAmt0343315
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0343315

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,160,932
Liabilities
$0
Net assets
$13,160,932
Revenue
$343,315
Expenses
$852,323
Net income
-$509,008
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