Civic Intelligence

Morton and Lillian Waldfogel Charitable Foundation

990PF • Fiscal year 2017 • EIN 04-3492753

Nov 01, 2016 to Oct 31, 2017 • Filed on Jul 05, 2018

ONE SALEM STREET No 21Swampscott, MA 01907

(781) 598-9000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

32nd percentile

-1.4%

Faster asset growth than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

30th percentile

-3.2%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Assets

Down

$1,802,834

Down $51,515 (-2.8%) from 2015

Net Assets

$1,802,834

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$44,027

Down $3,002 (-6.4%) from 2015

Expenses

Down

$54,413

Down $424,336 (-89%) from 2015

Net Income

Up

-$10,386

Up $421,334 (+98%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,238,728Liabilities 2011: $02011Assets 2012: $2,191,645Liabilities 2012: $02012Assets 2013: $2,123,543Liabilities 2013: $02013Assets 2014: $2,286,069Liabilities 2014: $02014Assets 2015: $1,854,349Liabilities 2015: $02015Assets 2017: $1,802,834Liabilities 2017: $0Net Assets 2017: $1,802,8342017Assets 2018: $1,842,390Liabilities 2018: $0Net Assets 2018: $1,842,3902018Assets 2019: $1,870,137Liabilities 2019: $02019Assets 2020: $1,794,469Liabilities 2020: $0Net Assets 2020: $1,794,4692020Assets 2021: $1,823,520Liabilities 2021: $0Net Assets 2021: $1,823,5202021Assets 2022: $1,690,030Liabilities 2022: $0Net Assets 2022: $1,690,0302022Assets 2023: $1,583,511Liabilities 2023: $0Net Assets 2023: $1,583,5112023Assets 2024: $1,538,644Liabilities 2024: $0Net Assets 2024: $1,538,6442024Assets 2025: $1,532,162Liabilities 2025: $0Net Assets 2025: $1,532,1622025

Highlighted filing

2017

Assets$1,802,834
Liabilities$0
Net Assets$1,802,834

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $507,401Expenses 2011: $631,760Net Income 2011: -$124,3592011Revenue 2012: $170,566Expenses 2012: $217,649Net Income 2012: -$47,0832012Revenue 2013: $76,303Expenses 2013: $144,405Net Income 2013: -$68,1022013Revenue 2014: $178,222Expenses 2014: $15,696Net Income 2014: $162,5262014Revenue 2015: $47,029Expenses 2015: $478,749Net Income 2015: -$431,7202015Revenue 2017: $44,027Expenses 2017: $54,413Net Income 2017: -$10,3862017Revenue 2018: $95,621Expenses 2018: $56,065Net Income 2018: $39,5562018Revenue 2019: $99,530Expenses 2019: $71,783Net Income 2019: $27,7472019Revenue 2020: $5,392Expenses 2020: $81,060Net Income 2020: -$75,6682020Revenue 2021: $49,198Expenses 2021: $20,147Net Income 2021: $29,0512021Revenue 2022: $134,552Expenses 2022: $268,042Net Income 2022: -$133,4902022Revenue 2023: $81,181Expenses 2023: $187,700Net Income 2023: -$106,5192023Revenue 2024: $86,628Expenses 2024: $131,495Net Income 2024: -$44,8672024Revenue 2025: $93,793Expenses 2025: $100,275Net Income 2025: -$6,4822025

Highlighted filing

2017

Revenue$44,027
Expenses$54,413
Net Income-$10,386
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jul 5, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
jane l waldfogelTrustee-$0--
peter d waldfogelTrustee-$0--
Maureen E O'ReillyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Morton and Lillian Waldfogel
EIN
04-3492753
Phone
7815989000
Address
ONE SALEM STREET No 21, SWAMPSCOTT, MA 01907

Signing Officer

Name
Peter Waldfogel
Title
trustee
Phone
7815989000
Signed
2018-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Raphael and Raphael LLP
Address
52 Church Street, Boston, MA 02116
Preparer
Harry S Raphael
Phone
6172101200
Raw XML Appendix388 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Fidelity # 131 Holdings - see DD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1UBS # 336 holdings - see EE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2schwab # 247 holdings - see gg
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3UBS # 11600 holdings - see ff
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.001976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.092541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01866570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01816280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02075674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02277129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02125225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02231907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt044685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.413892
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt044685
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt044685
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt044685
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PETER WALDFOGEL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 SALEM ST 21
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0swampscott
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001907
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07815989000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM - DESCRIBE PURPOSE & NEED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0peter WALDFOGEL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07815989000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01 salem street 21
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0swampscott
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001907
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0medical
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1community & charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2community & charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0north shore medical center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LAPPIN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH DISTRIBUTION COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt081 highland ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt129 CONGRESS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 4124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2new york
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210163
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt044685
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt047958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0358797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt098250
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt047958
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt050292
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0380963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0358797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022166
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044685
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0431255
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0479213
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0meeting expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0430
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04348
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04348
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0state tax - massachusetts
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER WALDFOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07815989000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORTON AND LILLIAN WALDFOGEL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0043492753
ReturnHeader/Filer/PhoneNum07815989000
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE SALEM STREET No 21
ReturnHeader/Filer/USAddress/CityNm0SWAMPSCOTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053FEE156EED5565E72F0B9228042CB7CDF9149E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.9.101.9
ReturnHeader/FilingSecurityInformation/IPDt02018-07-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:15:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042206126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Raphael and Raphael LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt052 Church Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06172101200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harry S Raphael
ReturnHeader/ReturnTs02018-07-23T13:49:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09$0.10$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.09$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.13$0.27$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.05$0.02$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.01$0.08$0.08
2019Summary only. Only limited summary data is available for this year.$1.87$0.00$0.10$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.10$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04$0.05$0.01
2015Summary only. Only limited summary data is available for this year.$1.85$0.00$0.05$0.48$0.43
2014Summary only. Only limited summary data is available for this year.$2.29$0.00$0.18$0.02$0.16
2013Summary only. Only limited summary data is available for this year.$2.12$0.00$0.08$0.14$0.07
2012Summary only. Only limited summary data is available for this year.$2.19$0.00$0.17$0.22$0.05
2011Summary only. Only limited summary data is available for this year.$2.24$0.00$0.51$0.63$0.12