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Iris B & Carl B Apfel Charitable Trust

  • Palm Bch Gdns, FL
  • Tax-exempt since March 2004
  • EIN: 59-7194349

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$274k (2024)

Expenses
$327k (2024)

Total Assets
$109k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$273,688
Expenses
$326,655
Net Income
-$52,967
Net Assets
$109,361
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $96,251
35.2%
Interest Revenue $0
Dividends $5,160
1.9%
Sales of Assets $172,277
62.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $325,000
99.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $109,361
Total Liabilities $0
Net Assets $109,361
Compensation
Key Employees and Officers Compensation Other
Iris Barrel Apfel Thru 312024 (Director) $0 $0
Peter Matwiczyk (Co Trustee) $0 $0
Joel H Levine (Co Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,766
Expenses
$37,440
Net Income
-$22,674
Net Assets
$162,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,813
25.8%
Interest Revenue $0
Dividends $5,912
40.0%
Sales of Assets $5,041
34.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,141
85.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $162,968
Total Liabilities $640
Net Assets $162,328
Compensation
Key Employees and Officers Compensation Other
Iris Barrel Apfel (Director) $0 $0

Document Links

990-PF
Filed on April 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,168
Expenses
$77,711
Net Income
-$56,543
Net Assets
$185,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,300
6.1%
Interest Revenue $0
Dividends $5,041
23.8%
Sales of Assets $14,827
70.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $73,650
94.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $185,002
Total Liabilities $0
Net Assets $185,002
Compensation
Key Employees and Officers Compensation Other
Iris Barrel Apfel (Director) $0 $0

Document Links

990-PF
Filed on Oct. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,396
Expenses
$36,044
Net Income
-$2,648
Net Assets
$241,545
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,796
8.4%
Interest Revenue $0
Dividends $5,587
16.7%
Sales of Assets $25,013
74.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,538
84.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $241,545
Total Liabilities $0
Net Assets $241,545
Compensation
Key Employees and Officers Compensation Other
Iris Barrel Apfel (Director) $0 $0

Document Links

990-PF
Filed on March 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,342
Expenses
$9,079
Net Income
$1,263
Net Assets
$244,193
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,563
53.8%
Sales of Assets $4,779
46.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,450
60.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $244,193
Total Liabilities $0
Net Assets $244,193
Compensation
Key Employees and Officers Compensation Other
Iris Barrel Apfel (Director) $0 $0

Document Links

990-PF
Filed on June 28, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,848
Expenses
$21,428
Net Income
-$2,580
Net Assets
$242,930
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,890
36.6%
Sales of Assets $11,958
63.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,860
78.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $242,930
Total Liabilities $0
Net Assets $242,930

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$376
Expenses
$3,444
Net Income
-$3,820
Net Assets
$230,306
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41
Interest Revenue $0
Dividends $6,012
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $230,306
Total Liabilities $0
Net Assets $230,306

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,506
Expenses
$16,392
Net Income
$32,114
Net Assets
$244,011
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $40
0.1%
Interest Revenue $0
Dividends $10,670
22.0%
Sales of Assets $37,796
77.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
76.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $244,011
Total Liabilities $0
Net Assets $244,011

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,017
Expenses
$15,554
Net Income
$15,463
Net Assets
$211,897
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $72
0.2%
Interest Revenue $0
Dividends $7,622
24.6%
Sales of Assets $23,323
75.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,000
77.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $215,722
Total Liabilities $3,825
Net Assets $211,897

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,426
Expenses
$11,377
Net Income
$15,049
Net Assets
$196,434
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,713
21.6%
Interest Revenue $0
Dividends $6,408
24.2%
Sales of Assets $14,305
54.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,355
73.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $196,434
Total Liabilities $0
Net Assets $196,434

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,414
Expenses
$13,163
Net Income
-$2,749
Net Assets
$181,385
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $216
2.1%
Interest Revenue $0
Dividends $5,772
55.4%
Sales of Assets $4,413
42.4%
Other Income $13
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,000
76.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $181,385
Total Liabilities $0
Net Assets $181,385

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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