Civic Intelligence

Iris B & Carl B Apfel Charitable Trust

990PF • Fiscal year 2023 • EIN 59-7194349

Dec 01, 2022 to Nov 30, 2023 • Filed on Apr 29, 2025

Organization Profile
44 Cocoanut Row A416Palm Beach, FL 33480

(561) 655-6280

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.04x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-154%

Higher net margin than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-12%

Faster asset growth than 28% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-30%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$162,968

Down $22,034 (-12%) from 2022

Net Assets

Down

$162,328

Down $22,674 (-12%) from 2022

Liabilities

Up

$640

Up $640 from 2022

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin7th percentile

Revenue

Down

$14,766

Down $6,402 (-30%) from 2022

Expenses

Down

$37,440

Down $40,271 (-52%) from 2022

Net Income

Up

-$22,674

Up $33,869 (+60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2023

Assets$162,968
Liabilities$640
Net Assets$162,328
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$14,766
Expenses$37,440
Net Income-$22,674
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Apr 29, 2025
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRIS BARREL APFELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Iris B Apfel & Carl B Apfel
EIN
59-7194349
Phone
5616556280
Address
44 COCOANUT ROW A416, PALM BEACH, FL 33480

Signing Officer

Name
Iris B Apfel
Title
Director
Phone
5616556280
Signed
2025-04-29
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 Appendix310 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/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0SUCCESSOR CO-TRUSTEES ACCEPTANCE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUCCESSOR CO-TRUSTEES ACCEPTANCE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SUBSEQUENT TO THE DEATH OF IRIS B APFEL ON MARCH 1, 2024, AND CARL B APFEL ON AUGUST 1, 2015, PURSUANT TO SEC 736.0701 OF THE FLORIDA STATUTES, JOEL H. LEVINE AND PETER MATWICZYK ACCEPTED THEIR POSITIONS AS SUCCESSOR CO-TRUSTEES OF THE IRIS BARREL APFEL AND CARL B. APFEL CHARITABLE TRUST
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030500
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/AppliedToCurrentYearAmt014455
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt050567
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt068253
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017686
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050567
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt042635
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032141
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017686
IRS990PF/UndistributedIncomeGrp/Taxable1Amt042635
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068253
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050567
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt042635
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO/DUE FROM INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0640
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02942
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1682
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IRIS B APFEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05616556280
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRIS B APFEL & CARL B APFEL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IRIS
ReturnHeader/Filer/EIN0597194349
ReturnHeader/Filer/PhoneNum05616556280
ReturnHeader/Filer/USAddress/AddressLine1Txt044 COCOANUT ROW A416
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
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/ReturnTs02025-04-30T12:14:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,968
Liabilities
$640
Net assets
$162,328
Revenue
$14,766
Expenses
$37,440
Net income
-$22,674
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