Civic Intelligence

The November Fund Mark S Dichter Trustee

990PF • Fiscal year 2019 • EIN 91-2072454

Nov 01, 2018 to Oct 31, 2019 • Filed on Feb 27, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

10th percentile

-57%

Higher net margin than 10% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$171,181

Down $30,997 (-15%) from 2018

Net Assets

Down

$171,181

Down $30,997 (-15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Down

$53,946

Down $155,735 (-74%) from 2018

Expenses

Down

$84,943

Down $68,589 (-45%) from 2018

Net Income

Down

-$30,997

Down $87,146 (-155%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$171,181
Liabilities$0
Net Assets$171,181
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$53,946
Expenses$84,943
Net Income-$30,997
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Feb 27, 2020
Return Version
2018v3.1
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
2020-02-27
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 Appendix348 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/Amt02554
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Joseph J. Kopec, CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01277
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt016507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Intel Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JP Morgan Chase & Co.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt059426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt242441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Ariel Fund Investor CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Calvert Equity Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Neuberger Berman Sustainable Equity Fund Trust
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt068374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt178686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt274097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02496
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt051431
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt019
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01277
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt081000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt081000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02496
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02496
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-30997
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt090268
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt051431
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051295
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01389
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt082292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt084943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt053946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01292
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02651
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt038837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt036330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt075167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publically Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt051431
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30997
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0171181
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0202178
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0171181
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012298
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012298
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012298
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012811
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0513
IRS990PF/DistributableAmountGrp/TotalTaxAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0880
IRS990PF/FMVAssetsEOYAmt0239993
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0202178
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0171181
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt048117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016979
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0143019
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0159172
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0221157
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011042
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01857
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01857
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0202178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0171181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0239993
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0202178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0171181
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0202178
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0171181
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0260114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03653
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0256461
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03902
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012811
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0256212
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0260114
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/AdjustedQlfyDistriYr2Amt026089
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt029775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.243565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.483634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.096507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.206871
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.217826
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt082292
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0513
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt082292
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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/SubjToTaxRmnrtnExPrchtPymtInd00
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/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Generations Online
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Generations Online
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03637 Chestnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13637 Chestnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt081000
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/AppliedToCurrentYearAmt012298
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0136500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016277
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016277
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0316185
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt069994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0136500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068929
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082292
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069994
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0332462
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0262468
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Merrill Lynch investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1United States Treasury
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Commonwealth of PA
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11224
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark S Dichter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02159635291
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-27
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/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/PreparationDt02020-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph J Kopec CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-27T11:44:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,181
Liabilities
$0
Net assets
$171,181
Revenue
$53,946
Expenses
$84,943
Net income
-$30,997
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