Nonprofit · EIN 59-7194349
IRIS B & CARL B APFEL CHARITABLE TRUST
Tax-exempt · PALM BCH GDNS, FL 33410
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $273,688 | $326,655 | -$52,967 | $109,361 | $0 | $109,361 |
| November 30, 2023 | 990-PF | $14,766 | $37,440 | -$22,674 | $162,968 | $640 | $162,328 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $96,251
- Dividends
- $5,160
- Net gain from sales of assets
- $172,277
Expenses
- Grants and similar amounts paid
- $325,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $325,000
- Excise tax on investment income
- $2,443
Balance sheet and other
- Total assets, start of year
- $162,968
- Total assets, end of year
- $109,361
- Total liabilities, end of year
- $0
- Net assets, end of year
- $109,361
- Fair market value of assets
- $109,361
- Qualifying distributions
- $325,000
- Net investment income
- $177,437
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRIS BARREL APFEL - THRU 312024 44 COCOANUT ROW A416, PALM BEACH, FL 33480 | DIRECTOR | 2 | $0 |
| PETER MATWICZYK 1215 N LAKE WAY, PALM BEACH, FL 33480 | CO-TRUSTEE | 0 | $0 |
| JOEL H LEVINE 222 LAKEVIEW AVE 3N, WEST PALM BEACH, FL 33401 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRIS BARREL APFEL 44 COCOANUT ROW A416, PALM BEACH, FL 33480 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3300 PGA BLVD STE 600, PALM BCH GDNS, FL 33410-2811
- Signed the 990-PF
- JOEL H LEVINE, CO-TTEE
- Phone
- (561) 762-2038
- Return prepared by
- EISNER ADVISORY GROUP LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-7194349
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $109,361
- Income (IRS master file)
- $468,987
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $273,688 | $326,655 | $109,361 | XML |
| 990-PF | November 2023 | $14,766 | $37,440 | $162,968 | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-7194349).
Questions about IRIS B & CARL B APFEL CHARITABLE TRUST
- What is the EIN of IRIS B & CARL B APFEL CHARITABLE TRUST?
- The employer identification number (EIN) of IRIS B & CARL B APFEL CHARITABLE TRUST is 59-7194349.
- Is IRIS B & CARL B APFEL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to IRIS B & CARL B APFEL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IRIS B & CARL B APFEL CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IRIS B & CARL B APFEL CHARITABLE TRUST due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IRIS B & CARL B APFEL CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of IRIS B & CARL B APFEL CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does IRIS B & CARL B APFEL CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $273,688, expenses of $326,655 and total assets of $109,361 at year end.
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