Civic Intelligence

Harvey & Mireille Katz Charitable

990PF • Fiscal year 2013 • EIN 76-0520066

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

Organization Profile
5151 San FelipeSuite 232577056

(713) 977-5212

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

100th percentile

297%

Higher net margin than 100% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

3rd percentile

-32%

Faster asset growth than 3% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,023,073

Down $955,271 (-32%) from 2012

Net Assets

Down

$2,023,073

Down $955,271 (-32%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

-$321,251

No earlier filing loaded for comparison.

Expenses

Up

$634,020

Up $137,268 (+28%) from 2012

Net Income

-$955,271

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,653,451Liabilities 2011: $5,2572011Assets 2012: $2,978,344Liabilities 2012: $0Net Assets 2012: $2,978,3442012Assets 2013: $2,023,073Liabilities 2013: $0Net Assets 2013: $2,023,0732013Assets 2014: $2,143,780Liabilities 2014: $8,2502014Assets 2015: $1,669,598Liabilities 2015: $0Net Assets 2015: $1,669,5982015Assets 2016: $986,758Liabilities 2016: $0Net Assets 2016: $986,7582016Assets 2017: $1,042,838Liabilities 2017: $0Net Assets 2017: $1,042,8382017Assets 2018: $1,002,554Liabilities 2018: $0Net Assets 2018: $1,002,5542018Assets 2019: $1,018,323Liabilities 2019: $12019Assets 2020: $640,279Liabilities 2020: $12020Assets 2021: $437,403Liabilities 2021: $12021Assets 2022: $545,008Liabilities 2022: $12022

Highlighted filing

2013

Assets$2,023,073
Liabilities$0
Net Assets$2,023,073
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $892,260Expenses 2011: $109,764Net Income 2011: $782,4962011Expenses 2012: $496,7522012Revenue 2013: -$321,251Expenses 2013: $634,020Net Income 2013: -$955,2712013Revenue 2014: $694,572Expenses 2014: $582,115Net Income 2014: $112,4572014Revenue 2015: $133,387Expenses 2015: $599,319Net Income 2015: -$465,9322015Revenue 2016: -$110,833Expenses 2016: $572,007Net Income 2016: -$682,8402016Revenue 2017: $121,169Expenses 2017: $64,005Net Income 2017: $57,1642017Revenue 2018: $84,976Expenses 2018: $109,386Net Income 2018: -$24,4102018Revenue 2019: $76,861Expenses 2019: $45,556Net Income 2019: $31,3052019Revenue 2020: $78,906Expenses 2020: $459,733Net Income 2020: -$380,8272020Revenue 2021: -$193,857Expenses 2021: $8,889Net Income 2021: -$202,7462021Revenue 2022: $121,006Expenses 2022: $14,375Net Income 2022: $106,6312022

Highlighted filing

2013

Revenue-$321,251
Expenses$634,020
Net Income-$955,271
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY KATZPres-$0--
AUDREY S WACHSBERGVice Pres-$0--
MIREILLE KATZSec/Treas-$0--
Filing and Contact Details

Filer

EIN
76-0520066
In Care Of
% HARVEY KATZ
Phone
7139775212

Signing Officer

Name
Harvey Katz
Title
President
Phone
7139775212
Signed
2014-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffery a Hill
Phone
7139775212
Raw XML AppendixShowing 400 of 452 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02345
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02345
DistributionFromCorpusElection/ElectionDesc0THE TAXPAYER HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS MADE OUT OF CORPUS AS ALLOWED BY TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2). ACCORDINGLY, THE TAXPAYER'S PRIOR YEARS' EXCESS DISTRIBUTIONS WILL SATISFY THE 2013 DISTRIBUTION OF INCOME REQUIREMENT.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0123680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0201289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED STATEMENT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt539598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VELITE ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BREITBURN ENERGY PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ATLAS PIPELINE PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MARKWEST ENERGY PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WSI INVESTMENT CO., LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EIV CAPITAL FUND II LP
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3ORDINARY INCOME - ATLAS RESOURCE PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4ORDINARY INCOME - EIV CAPITAL FUND II LP
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6OTHER INCOME - PACIFIC COAST OIL TRUST
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0531279
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0531279
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt06434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09623
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09623
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-955271
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0618185
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02101
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02101
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-371089
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0319
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt048
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0102741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt072810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134050
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133983
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED STATEMENT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED STATEMENT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED STATEMENT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PTP BASIS ADJUSTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4OTHER BASIS ADJUSTMENTS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-407485
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-955271
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02023073
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02978344
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02023073
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0131966
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0131966
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0131966
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0131966
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt011152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011152
IRS990PF/FMVAssetsEOYAmt02123112
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0437734
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0437734
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0324593
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0123680
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0201289
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01890272
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt011152
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt011152
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt011152
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02540610
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013840
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02978344
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02628441
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt040193
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt011152
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AUDREY S WACHSBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MIREILLE KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine105151 SAN FELIPE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine115151 SAN FELIPE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine125151 SAN FELIPE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0HOUSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2TX
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode177056
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0208089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0412422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt037815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0115335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt095798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0107371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.078842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.136733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.018382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.122566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02639319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03016255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02057208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01916508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01700090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0876028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0533943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.39421
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0533943
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0533943
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0533943
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine105151 SAN FELIPE SUITE 2325
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode077056
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10HARVEY KATZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum07139775212
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HARVEY KATZ AND MIREILLE KATZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0531279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ADVANCE CHARITIABLE CAUSES WORLDWIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10ALL RECIPIENTS ARE IN THE UNITED ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20TAXPAYER MAINTAINS DETAIL OF CONTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode077056
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0531279
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0131966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0131966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0355459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt064236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0131966
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0903070
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0466213
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0355459
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037815
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023213
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0533943
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0903070
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0501093
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt0533943
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE CONT-ATLAS PARTNERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE CONT-ATLAS RESOURCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITABLE CONT-EIV CAPITAL FD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CHARITABLE CONT-WSI INVEST CO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER EXP-VELITE ENERGY LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OTHER EXP-BREITBURN ENERGY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OTHER EXP-ATLAS RESOURCE PTRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OTHER EXP-EIV CAPITAL FUND II
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8OTHER EXP-WSI INVESTMENT CO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9SEC 179 EXP-WSI INVESTMENT CO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11N/D EXP - ATLAS PIPELINE PTRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12N/D EXP - ATLAS RESOURCE PTRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13N/D EXP - MARKWEST ENERGY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14N/D EXP - EIV CAPITAL FUND II
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15N/D EXP - WSI INVESTMENT CO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16N/D EXP - CHARITABLE CONTRIB
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3315
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt056258
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1349
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21745
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31934
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt526289
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt618
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt456258
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5349
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71934
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt926289
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1311
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14-6
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt152801
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161556
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04806
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY INCOME - BREITBURN ENERGY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY INCOME - ATLAS PIPELINE PARTNER
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ORDINARY INCOME - MARKWEST ENERGY
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ORDINARY INCOME - ATLAS RESOURCE PARTNER
OtherIncomeSchedule2/OtherIncomeDetail/Desc4ORDINARY INCOME - EIV CAPITAL FUND II
OtherIncomeSchedule2/OtherIncomeDetail/Desc5ORDINARY INCOME - WSI INVESTMENT COMPANY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,023,073
Liabilities
$0
Net assets
$2,023,073
Revenue
-$321,251
Expenses
$634,020
Net income
-$955,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$0.55$0.00$0.12$0.01$0.11
2021Summary only. Only limited summary data is available for this year.$0.44$0.00$0.19$0.01$0.20
2020Summary only. Only limited summary data is available for this year.$0.64$0.00$0.08$0.46$0.38
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$0.08$0.05$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.08$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.12$0.06$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.11$0.57$0.68
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.13$0.60$0.47
2014Summary only. Only limited summary data is available for this year.$2.14$0.01$0.69$0.58$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.32$0.63$0.96
2012Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.50
2011Summary only. Only limited summary data is available for this year.$2.65$0.01$0.89$0.11$0.78