Civic Intelligence

The November Fund Mark S Dichter Trustee

990PF • Fiscal year 2017 • EIN 91-2072454

Nov 01, 2016 to Oct 31, 2017 • Filed on Mar 03, 2018

Organization Profile
1017 Clinton StreetPhiladelphia, PA 19107

(215) 963-5291

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

34%

Faster asset growth than 82% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

251%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$216,243

Up $55,358 (+34%) from 2016

Net Assets

Up

$216,243

Up $55,358 (+34%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$126,790

Up $90,620 (+251%) from 2016

Expenses

Down

$27,793

Down $9,671 (-26%) from 2016

Net Income

Up

$98,997

Up $100,291 (+7750%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $352,140Liabilities 2011: $02011Assets 2012: $279,752Liabilities 2012: $02012Assets 2013: $214,568Liabilities 2013: $02013Assets 2014: $198,271Liabilities 2014: $0Net Assets 2014: $198,2712014Assets 2015: $162,179Liabilities 2015: $0Net Assets 2015: $162,1792015Assets 2016: $160,885Liabilities 2016: $0Net Assets 2016: $160,8852016Assets 2017: $216,243Liabilities 2017: $0Net Assets 2017: $216,2432017Assets 2018: $202,178Liabilities 2018: $0Net Assets 2018: $202,1782018Assets 2019: $171,181Liabilities 2019: $0Net Assets 2019: $171,1812019Assets 2020: $181,850Liabilities 2020: $0Net Assets 2020: $181,8502020Assets 2021: $154,621Liabilities 2021: $0Net Assets 2021: $154,6212021Assets 2022: $164,445Liabilities 2022: $0Net Assets 2022: $164,4452022Assets 2023: $168,554Liabilities 2023: $0Net Assets 2023: $168,5542023Assets 2024: $158,590Liabilities 2024: $0Net Assets 2024: $158,5902024

Highlighted filing

2017

Assets$216,243
Liabilities$0
Net Assets$216,243
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $2,360Expenses 2011: $52,435Net Income 2011: -$50,0752011Revenue 2012: -$20,340Expenses 2012: $52,048Net Income 2012: -$72,3882012Revenue 2013: $11,849Expenses 2013: $77,033Net Income 2013: -$65,1842013Revenue 2014: $14,710Expenses 2014: $31,007Net Income 2014: -$16,2972014Revenue 2015: $46,238Expenses 2015: $82,330Net Income 2015: -$36,0922015Revenue 2016: $36,170Expenses 2016: $37,464Net Income 2016: -$1,2942016Revenue 2017: $126,790Expenses 2017: $27,793Net Income 2017: $98,9972017Revenue 2018: $209,681Expenses 2018: $153,532Net Income 2018: $56,1492018Revenue 2019: $53,946Expenses 2019: $84,943Net Income 2019: -$30,9972019Revenue 2020: $13,493Expenses 2020: $2,824Net Income 2020: $10,6692020Revenue 2021: $55,574Expenses 2021: $82,803Net Income 2021: -$27,2292021Revenue 2022: $14,117Expenses 2022: $4,293Net Income 2022: $9,8242022Revenue 2023: $12,609Expenses 2023: $8,500Net Income 2023: $4,1092023Revenue 2024: $13,986Expenses 2024: $23,950Net Income 2024: -$9,9642024

Highlighted filing

2017

Revenue$126,790
Expenses$27,793
Net Income$98,997
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Mar 3, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark S DichterDirector-$0--
Tobey Gordon DichterDirector-$0--
Filing and Contact Details

Filer

Filer Name
The November Fund
EIN
91-2072454
Phone
2159635291
Address
1017 Clinton Street, Philadelphia, PA 19107

Signing Officer

Name
Mark S Dichter
Title
Director
Phone
2159635291
Signed
2018-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Joseph J Kopec CPA
Address
4 Old Republic Lane, Marlton, NJ 08053
Preparer
Joseph J Kopec CPA
Phone
8565964327
Raw XML Appendix381 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02179
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Joseph J. Kopec, CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01089
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt044269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt089037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP Morgan Chase & Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1TE Connectivity Ltd.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt049802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt255202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Ariel Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Calvert Equity Portfolio Cl A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Neuberger & Berman Socially Responsive Trust
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt063148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt269621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02821
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt024532
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt099419
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02821
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02821
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt098997
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt054556
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt024532
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025667
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0614
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027793
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0126790
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01089
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01704
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt030024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt042546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publically Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024532
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt098997
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt043639
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0259882
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0160885
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0216243
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013004
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013004
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013004
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013517
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0513
IRS990PF/DistributableAmountGrp/TotalTaxAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0302623
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0160885
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0216243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt099045
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0160693
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0153031
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0188615
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0192
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014963
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014963
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0160885
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0216243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0302623
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0160885
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0216243
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0160885
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0216243
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0274451
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011454
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0262997
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04117
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013517
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0270334
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0274451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mark S Dichter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tobey Gordon Dichter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01017 Clinton Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11017 Clinton Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Philadelphia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Philadelphia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt058427
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt080506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029775
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt051151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.215178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.206871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.322680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.108134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.271424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.166779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0270334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0172020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0249492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0275353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0279338
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.075888
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt026089
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt026089
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt026089
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The only purpose is to supply funds to preselected charities.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1The only purpose is to supply funds to preselected charities.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2The only purpose is to supply funds to preselected charities.
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/IndividualWithBooksNm0Mark S Dichter
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01017 Clinton Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Philadelphia
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019107
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02159635291
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/ContributingManagerNm0Mark S Dichter
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Tobey Gordon Dichter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Generations On Line
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03637 Chestnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt013004
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt062066
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035878
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035878
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0188034
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016277
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt062066
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026089
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013085
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0223912
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0210827
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Mark S Dichter
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Tobey Dichter
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01017 Clinton Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11017 Clinton Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Philadelphia
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Philadelphia
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0191076016
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1191076016
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt028312
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt171107
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum22
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum32
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum42
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum52
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt020112
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt18200
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt220112
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt38200
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt435196
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt57599
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0231.5 shares of JP Morgan Chase & Co.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc132.5 shares of Lockheed Martin Corp.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2231.5 shares of JP Morgan Chase & Co.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc332.5 shares of Lockheed Martin Corp.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4406 shares of JP Morgan Chase & Co.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5108 shares of TE Connectivity Ltd.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-12-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22016-12-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32016-12-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42016-12-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52016-12-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt043639
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Difference in FMV and Book Value of stock contributed to fund.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Merrill Lynch investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1United States Treasury
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0268
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1346
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0268
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1346
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark S Dichter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02159635291
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The November Fund
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Mark S Dichter Trustee
ReturnHeader/Filer/BusinessNameControlTxt0NOVE
ReturnHeader/Filer/EIN0912072454
ReturnHeader/Filer/PhoneNum02159635291
ReturnHeader/Filer/USAddress/AddressLine1Txt01017 Clinton Street
ReturnHeader/Filer/USAddress/CityNm0Philadelphia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019107
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09CF55AC0AD73714D9550691D6FA7289E5E97CC88
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D9E587F8CC9C982AD508A5E987A4D7F38540797
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.178.167.234
ReturnHeader/FilingSecurityInformation/IPDt02018-03-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:39:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232556099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph J Kopec CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 Old Republic Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marlton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008053
ReturnHeader/PreparerPersonGrp/PhoneNum08565964327
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph J Kopec CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-03T11:39:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,243
Liabilities
$0
Net assets
$216,243
Revenue
$126,790
Expenses
$27,793
Net income
$98,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.14$0.24$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.13$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.14$0.04$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.56$0.83$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.13$0.03$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.54$0.85$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$2.10$1.54$0.56
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.27$0.28$0.99
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.36$0.37$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.46$0.82$0.36
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.15$0.31$0.16
2013Summary only. Only limited summary data is available for this year.$2.15$0.00$0.12$0.77$0.65
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$0.20$0.52$0.72
2011Summary only. Only limited summary data is available for this year.$3.52$0.00$0.02$0.52$0.50