Charles F & Lillian F Appel Charitable

PALATINE, IL EIN: 36-3573020

Charles F & Lillian F Appel Charitable is a private foundation, based in PALATINE, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 10 grants totaling $25K. Net investment income was $43K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$274K

+3.2% YoY

Annual Giving

$25K

-0.3% YoY

Grant Count

10

-16.7% YoY

Avg Grant Size

$3K

+19.7% YoY

Under IRS private-foundation payout rules, Charles F & Lillian F Appel Charitable reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles F & Lillian F Appel Charitable

Based on IRS filings

Charles F & Lillian F Appel Charitable is a private foundation, based in PALATINE, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 10 grants totaling $25K. Net investment income was $43K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

Arlington HeightsBridgevilleCarnegieChicagoCrystal LakeGlencoeHighland ParkMilwaukeeMt LebanonNapervillePalatineRiversideRolling MeadowsSun LakesWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$31K$46K$62K202020212022202320242025
Metric202520242023
Total Assets$273,791$265,219$255,481
Revenue$43,321$56,293$38,071
Expenses$34,749$43,785$46,776
Qualifying Distributions$25,130$25,200$30,000
Net Investment Income$43,321$56,293$38,071
Distributable Amount$26,759$25,616$23,422

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$15K$23K$30K4 grants20209 grants20214 grants20225 grants202312 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

RAVINIA FESTIVAL ASSOCIA…$8KCrystal Lake Soccer Fede…$6KChicago Botanic Garden$3KPalatine Twp Senior Citi…$2KRolling Meadows Park Dis…$1KPalatine Twp Need Family…$1KMontour Trail Council$1KLeukemia and Lymphoma So…$1KOld Saint Lukes Church$1KWisconsin state fair fou…$500

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Ravinia Festival Association ($8,000), Crystal Lake Soccer Federation ($6,180), Chicago Botanic Garden ($3,000).

RecipientPurposeAmount
RAVINIA FESTIVAL ASSOCIATION Highland Park, ILCharitable$8,000
Chicago Botanic Garden Glencoe, ILEducational$3,000
Crystal Lake Soccer Federation Crystal Lake, ILcharitable$6,180
Wisconsin state fair foundation Milwaukee, WIcharitable$500
Rolling Meadows Park District Found Rolling Meadows, ILcharitable$1,225
Palatine Twp Senior Citizens Counci Palatine, ILcharitable$2,000
Palatine Twp Need Family Fund Palatine, ILcharitable$1,225
Montour Trail Council Bridgeville, PAcharitable$1,000
Leukemia and Lymphoma Society WASHINGTON, DCcharitable$1,000
Old Saint Lukes Church Carnegie, PAcharitable$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
David CappelloTrustee5
Mark CappelloTrustee2

Frequently Asked Questions

How large is Charles F & Lillian F Appel Charitable?

As of 2025, Charles F & Lillian F Appel Charitable holds $274K in total assets with $43K in annual revenue. It awarded 10 grants totaling $25K in 2025.

Where does Charles F & Lillian F Appel Charitable operate?

Charles F & Lillian F Appel Charitable has awarded grants in Arizona, District of Columbia, Illinois, Pennsylvania, Wisconsin.

What size grants does Charles F & Lillian F Appel Charitable award?

In 2025, Charles F & Lillian F Appel Charitable awarded 10 grants totaling $25K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Charles F & Lillian F Appel Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles F & Lillian F Appel Charitable reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles F & Lillian F Appel Charitable's EIN?

Charles F & Lillian F Appel Charitable's EIN (Employer Identification Number) is 36-3573020. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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