Civic Intelligence

J L Williams Foundation Inc.

990PF • Fiscal year 2020 • EIN 75-2671320

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 21, 2021

Organization Profile
PO Box 797464Dallas, TX 75379

(972) 588-3636

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.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

7th percentile

-106%

Higher net margin than 7% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$100,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

12th percentile

-5.2%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,219,369

Down $556,520 (-5.2%) from 2019

Net Assets

Down

$10,219,369

Down $556,520 (-5.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin7th percentile

Revenue

Up

$504,351

Up $86,377 (+21%) from 2019

Expenses

Down

$1,039,048

Down $153,168 (-13%) from 2019

Net Income

Up

-$534,697

Up $239,545 (+31%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $15,328,952Liabilities 2011: $02011Assets 2012: $14,533,873Liabilities 2012: $02012Assets 2013: $14,384,257Liabilities 2013: $02013Assets 2014: $14,040,923Liabilities 2014: $0Net Assets 2014: $14,040,9232014Assets 2015: $13,381,209Liabilities 2015: $0Net Assets 2015: $13,381,2092015Assets 2016: $12,695,271Liabilities 2016: $0Net Assets 2016: $12,695,2712016Assets 2017: $12,395,613Liabilities 2017: $0Net Assets 2017: $12,395,6132017Assets 2018: $11,550,351Liabilities 2018: $0Net Assets 2018: $11,550,3512018Assets 2019: $10,775,889Liabilities 2019: $0Net Assets 2019: $10,775,8892019Assets 2020: $10,219,369Liabilities 2020: $0Net Assets 2020: $10,219,3692020Assets 2021: $12,012,442Liabilities 2021: $968Net Assets 2021: $12,011,4742021Assets 2022: $12,466,713Liabilities 2022: $0Net Assets 2022: $12,466,7132022Assets 2023: $11,849,751Liabilities 2023: $0Net Assets 2023: $11,849,7512023Assets 2024: $12,585,197Liabilities 2024: $0Net Assets 2024: $12,585,1972024

Highlighted filing

2020

Assets$10,219,369
Liabilities$0
Net Assets$10,219,369
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $384,425Expenses 2011: $656,768Net Income 2011: -$272,3432011Revenue 2012: -$44,739Expenses 2012: $584,935Net Income 2012: -$629,6742012Revenue 2013: $479,233Expenses 2013: $626,940Net Income 2013: -$147,7072013Revenue 2014: $587,828Expenses 2014: $924,912Net Income 2014: -$337,0842014Revenue 2015: $326,822Expenses 2015: $983,244Net Income 2015: -$656,4222015Revenue 2016: $270,050Expenses 2016: $955,988Net Income 2016: -$685,9382016Revenue 2017: $835,406Expenses 2017: $1,135,064Net Income 2017: -$299,6582017Revenue 2018: $186,596Expenses 2018: $1,028,240Net Income 2018: -$841,6442018Revenue 2019: $417,974Expenses 2019: $1,192,216Net Income 2019: -$774,2422019Revenue 2020: $504,351Expenses 2020: $1,039,048Net Income 2020: -$534,6972020Revenue 2021: $2,762,436Expenses 2021: $956,723Net Income 2021: $1,805,7132021Revenue 2022: $1,920,765Expenses 2022: $1,392,781Net Income 2022: $527,9842022Revenue 2023: $675,358Expenses 2023: $1,275,520Net Income 2023: -$600,1622023Revenue 2024: $2,035,533Expenses 2024: $1,288,664Net Income 2024: $746,8692024

Highlighted filing

2020

Revenue$504,351
Expenses$1,039,048
Net Income-$534,697
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 21, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RJ PIPESChairmanPT$100,000-$100,000
JONELL H WILLIAMSPresidentPT$40,000-$40,000
JULIA UNDERWOODSec TreasPT$40,000-$40,000
ANDREA CONNOLLYDirectorPT$18,000-$18,000
RICHARD WILLIAMSDirectorPT$18,000-$18,000
Filing and Contact Details

Filer

Filer Name
Jl Williams Foundation Inc
EIN
75-2671320
Phone
9725883636
Address
PO BOX 797464, DALLAS, TX 75379

Signing Officer

Name
Julia Underwood
Title
Sec Treas
Signed
2021-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Burds Reed & Mercer Pc
Address
4144 N CENTRAL EXPY STE 1230, DALLAS, TX 75204
Preparer
Robert F Burds
Phone
2142192600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9STOCK-DIVRULER-UNTD TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10STOCK-DIVRULER-CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11STOCK-DIVRULER-SUNCOR ENERGY INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12STOCK-QGARP-WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13STOCK-QGARP-BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14STOCK-CHARTER/AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15STOCK-ARCHER-DANIEL-MIDLAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16STOCK-ATMOS ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17STOCK-BRISTOL MYERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18STOCK-ENBRIDGE(DUKE/SPECTRA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19STOCK-HANCOCK PREFERRED "S"
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20STOCK-JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21STOCK-PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22STOCK-TEXAS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23STOCK-TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24STOCK-TEXAS PACIFIC LAND TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25STOCK-XCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26STOCK-SPECIAL-AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27STOCK-SPECIAL-BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28STOCK-SPECIAL-EAGLE MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29STOCK-SPECIAL-ENLINK MIDSTREAM LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30STOCK-SPECIAL-GEO GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31STOCK-SPECIAL-JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32STOCK-SPECIAL-TEX PAC LAND TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33STOCK-SPECIAL-JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34STOCK-SPECIAL-US CONCRETE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35STOCK-SPECIAL-BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36STOCK-SPECIAL-CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STOCK-SPECIAL-CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STOCK-SPECIAL-ONEOK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39STOCK-SPECIAL-COMMERCIAL METALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40STOCK-SPECIAL-CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41STOCK-SPECIAL-CLEVELAND-CLIFFS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42STOCK-SPECIAL-DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43STOCK-SPECIAL-MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STOCK-SPECIAL-MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STOCK-SPECIAL-NORWEGIAN CRUISE LINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46STOCK-SPECIAL-TWITTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47STOCK-SPECIAL-ADT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48STOCK-SPECIAL-BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49STOCK-SPECIAL-GOODRX HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50STOCK-SPECIAL-HILLTOP HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51STOCK-SPECIAL-LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52STOCK-SPECIAL-ON SEMI CONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STOCK-SPECIAL-OWENS HOSPITALITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54STOCK-SPECIAL-ROCKET COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55STOCK-SPECIAL-TAIWAN SEMICONDUCTOR M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56STOCK-SPECIAL-TAYLOR MORRISON HOME C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STOCK-SPECIAL-TRACTOR SUPPLY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58STOCK-SPECIAL-WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59STOCK-SPECIAL-WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60STOCK-SCOTTRADE-AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61STOCK-SCOTTRADE-GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62STOCK-SCOTTRADE-LADDER CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63STOCK-DIVRULER-ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64STOCK-DIVRULER-BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65STOCK-DIVRULER-CHUBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66STOCK-DIVRULER-COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67STOCK-DIVRULER-CRANE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68STOCK-DIVRULER-DIAGEO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69STOCK-DIVRULER-HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70STOCK-DIVRULER-INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STOCK-DIVRULER-JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72STOCK-DIVRULER-LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STOCK-DIVRULER-MARSH & MCCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STOCK-DIVRULER-MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STOCK-DIVRULER-MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76STOCK-DIVRULER-MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77STOCK-DIVRULER-NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78STOCK-DIVRULER-NOVARTIS AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79STOCK-DIVRULER-ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STOCK-DIVRULER-TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STOCK-DIVRULER-UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STOCK-DIVRULER-VF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STOCK-DIVRULER-COMCAST NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STOCK-DIVRULER-JPMORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85STOCK-DIVRULER-LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86STOCK-DIVRULER-REPUBLIC SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STOCK-DIVRULER-TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STOCK-DIVRULER-AMER ELECTRIC POWER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89STOCK-DIVRULER-PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90STOCK-DIVRULER-AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91STOCK-DIVRULER-CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92STOCK-DIVRULER-PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93STOCK-DIVRULER-RAYTHEON TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94STOCK-DIVRULER-UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95STOCK-QGARP-ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96STOCK-QGARP-ADOBE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97STOCK-QGARP-ALPHABET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98STOCK-QGARP-AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99STOCK-QGARP-COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100STOCK-QGARP-DANAHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101STOCK-QGARP-FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102STOCK-QGARP-HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103STOCK-QGARP-HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104STOCK-QGARP-INTERCONTINENTALEXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105STOCK-QGARP-LOWES COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106STOCK-QGARP-MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107STOCK-QGARP-O REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108STOCK-QGARP-ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109STOCK-QGARP-THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110STOCK-QGARP-TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111STOCK-QGARP-VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112STOCK-QGARP-AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113STOCK-QGARP-MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114STOCK-QGARP-PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115STOCK-QGARP-MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116STOCK-QGARP-UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117STOCK-QGARP-LAUDER ESTEE COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118STOCK-QGARP-AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119STOCK-QGARP-COSTCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120STOCK-QGARP-FIDELITY NATL INFO SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121STOCK-QGARP-APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122STOCK-QGARP-DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123STOCK-QGARP-SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124STOCK-QGARP-SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125UBS-VAN ECK INT'L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2414103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt341180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt419637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5574645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt629197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7215414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt887850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt953759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PTP-SCOTTRADE-TARGA RESOURCES PARTNE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PTP-SCOTTRADE-ENTERPRISE PRODUCT PAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PTP-SCOTTRADE-DYNAGAS LNG PARTNRS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FRONTIER EQUITY INDUSTRIAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HLCI INVESTMENT FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ECP SIDE-CAR SUWANEE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6EXPEDITION CO-INVESTMENT PARTNERS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PHOENIX REAL ESTAE FUND VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PHOENIX REAL ESTATE FUND VIII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PHOENIX CAPITAL INVESTMENT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PHOENIX REAL ESTATE FUND VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11OIL/GAS WELLS - TX - J.L. WILLIAMS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt029385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2414103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt341180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt419637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5574645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt629197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7215414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt887850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt953759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1076862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,219,369
Liabilities
$0
Net assets
$10,219,369
Revenue
$504,351
Expenses
$1,039,048
Net income
-$534,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$2.04$1.29$0.75
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.68$1.28$0.60
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.92$1.39$0.53
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$2.76$0.96$1.81
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.50$1.04$0.53
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.42$1.19$0.77
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.19$1.03$0.84
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.84$1.14$0.30
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.27$0.96$0.69
2015Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.33$0.98$0.66
2014Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.59$0.92$0.34
2013Summary only. Only limited summary data is available for this year.$14.4$0.00$0.48$0.63$0.15
2012Summary only. Only limited summary data is available for this year.$14.5$0.00$0.04$0.58$0.63
2011Summary only. Only limited summary data is available for this year.$15.3$0.00$0.38$0.66$0.27
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