Civic Intelligence

Iris B Apfel & Carl B Apfel Charitable Trust

EIN 59-7194349 • Palm Beach Gardens, FL

3300 Pga Blvd Ste 600Palm Beach Gardens, FL 33410
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

26th percentile

-19%

Higher net margin than 26% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-33%

Faster asset growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1754%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$109,361

Down $53,607 (-33%) from 2023

Liabilities

Down

$0

Down $640 (-100%) from 2023

Net Assets

Down

$109,361

Down $52,967 (-33%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin26th percentile

Revenue

Up

$273,688

Up $258,922 (+1754%) from 2023

Expenses

Up

$326,655

Up $289,215 (+772%) from 2023

Net Income

Down

-$52,967

Down $30,293 (-134%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $181,385Liabilities 2011: $02011Assets 2012: $196,434Liabilities 2012: $02012Assets 2013: $215,722Liabilities 2013: $3,8252013Assets 2014: $244,011Liabilities 2014: $02014Assets 2015: $230,306Liabilities 2015: $02015Assets 2019: $242,930Liabilities 2019: $02019Assets 2020: $244,193Liabilities 2020: $0Net Assets 2020: $244,1932020Assets 2021: $241,545Liabilities 2021: $0Net Assets 2021: $241,5452021Assets 2022: $185,002Liabilities 2022: $0Net Assets 2022: $185,0022022Assets 2023: $162,968Liabilities 2023: $640Net Assets 2023: $162,3282023Assets 2024: $109,361Liabilities 2024: $0Net Assets 2024: $109,3612024

Highlighted filing

2024

Assets$109,361
Liabilities$0
Net Assets$109,361
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $10,414Expenses 2011: $13,163Net Income 2011: -$2,7492011Revenue 2012: $26,426Expenses 2012: $11,377Net Income 2012: $15,0492012Revenue 2013: $31,017Expenses 2013: $15,554Net Income 2013: $15,4632013Revenue 2014: $48,506Expenses 2014: $16,392Net Income 2014: $32,1142014Revenue 2015: -$376Expenses 2015: $3,444Net Income 2015: -$3,8202015Revenue 2019: $18,848Expenses 2019: $21,428Net Income 2019: -$2,5802019Revenue 2020: $10,342Expenses 2020: $9,079Net Income 2020: $1,2632020Revenue 2021: $33,396Expenses 2021: $36,044Net Income 2021: -$2,6482021Revenue 2022: $21,168Expenses 2022: $77,711Net Income 2022: -$56,5432022Revenue 2023: $14,766Expenses 2023: $37,440Net Income 2023: -$22,6742023Revenue 2024: $273,688Expenses 2024: $326,655Net Income 2024: -$52,9672024

Highlighted filing

2024

Revenue$273,688
Expenses$326,655
Net Income-$52,967
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,361
Liabilities
$0
Net assets
$109,361
Revenue
$273,688
Expenses
$326,655
Net income
-$52,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$2.74$3.27$0.53
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.62$0.15$0.37$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.21$0.78$0.57
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.33$0.36$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.10$0.09$0.01
2019Summary only. Only limited summary data is available for this year.$2.43$0.00$0.19$0.21$0.03
2015Summary only. Only limited summary data is available for this year.$2.30$0.00$0.00$0.03$0.04
2014Summary only. Only limited summary data is available for this year.$2.44$0.00$0.49$0.16$0.32
2013Summary only. Only limited summary data is available for this year.$2.16$0.04$0.31$0.16$0.15
2012Summary only. Only limited summary data is available for this year.$1.96$0.00$0.26$0.11$0.15
2011Summary only. Only limited summary data is available for this year.$1.81$0.00$0.10$0.13$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Sep 24, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRIS BARREL APFEL - THRU 312024Director-$0--
PETER MATWICZYKCo-Trustee-$0--
JOEL H LEVINECo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Iris B Apfel & Carl B Apfel
EIN
59-7194349
Phone
5617622038
Address
3300 PGA BLVD STE 600, PALM BEACH GARDENS, FL 33410

Signing Officer

Name
Joel H Levine
Title
Co-ttee
Phone
5617622038
Signed
2025-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
505 SOUTH FLAGLER DRIVE SUITE 900, WEST PALM BEACH, FL 33401
Preparer
Lilach Fisher
Phone
5618329292
Raw XML Appendix332 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0SUCCESSOR CO-TRUSTEES ACCEPTANCE DOCUMENT
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUCCESSOR CO-TRUSTEES ACCEPTANCE DOCUMENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SUBSEQUENT TO THE DEATH OF IRIS B APFEL ON MARCH 1, 2024, PURSUANT TO SEC 736.0701 OF THE FLORIDA STATUTES, BY THEIR SIGNATURES HERETO, JOEL H. LEVINE AND PETER MATWICZYK HEREBY ACCEPT THEIR POSITIONS AS SUCCESSOR CO-TRUSTEES OF THE CHARITABLE TRUST....SEE ATTACHED DOCUMENT
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
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/IndividualWithBooksNm0EISNER ADVISORY GROUP LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0505 S FLAGLER DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05618329292
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/ContributingManagerNm0IRIS BARREL APFEL - THRU 312024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE PEABODY ESSEX MUSEUM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0161 ESSEX ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001970
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0325000
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/AppliedToCurrentYearAmt08218
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt050567
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0385035
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0316782
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017686
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt050567
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt042635
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0325000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0316782
IRS990PF/UndistributedIncomeGrp/Taxable1Amt042635
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0385035
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068253
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt042635
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0IRIS BARREL APFEL VIA ATTATA FNDTN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03300 PGA BLVD STE 600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH GARDENS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033410
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt096251
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0640
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO/DUE FROM INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01628
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01628
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0ATTATA FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03300 PGA BLVD STE 600
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PALM BEACH GARDENS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033410
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt027
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL H LEVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05617622038
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRIS B APFEL & CARL B APFEL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IRIS
ReturnHeader/Filer/EIN0597194349
ReturnHeader/Filer/PhoneNum05617622038
ReturnHeader/Filer/USAddress/AddressLine1Txt03300 PGA BLVD STE 600
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033410
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 SOUTH FLAGLER DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05618329292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LILACH FISHER
ReturnHeader/ReturnTs02025-09-29T10:10:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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