Nonprofit · EIN 36-3573020
CHARLES F & LILLIAN F APPEL CHARITABLE TRUST
Tax-exempt · PALATINE, IL 60067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $57,640 | $40,235 | $17,405 | $291,196 | $0 | $291,196 |
| June 30, 2025 | 990-PF | $43,321 | $34,749 | $8,572 | $273,791 | $0 | $273,791 |
| June 30, 2024 | 990-PF | $56,293 | $43,785 | $12,508 | $265,219 | $0 | $265,219 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $9,086
- Interest
- $70
- Net gain from sales of assets
- $48,484
Expenses
- Grants and similar amounts paid
- $30,040
- Disbursements for charitable purposes
- $30,040
- Excise tax on investment income
- $801
Balance sheet and other
- Total assets, start of year
- $273,791
- Total assets, end of year
- $291,196
- Total liabilities, end of year
- $0
- Net assets, end of year
- $291,196
- Fair market value of assets
- $560,956
- Qualifying distributions
- $30,040
- Net investment income
- $57,640
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Cappello PO BOX 378, NAPERVILLE, IL 60566 | Trustee | 5 | $0 |
| Mark Cappello PO BOX 378, NAPERVILLE, IL 60566 | Trustee | 2 | $0 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Cappello PO BOX 378, NAPERVILLE, IL 60566 | Trustee | 5 | $0 |
| Mark Cappello PO BOX 378, NAPERVILLE, IL 60566 | Trustee | 2 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Cappello PO BOX 378, NAPERVILLE, IL 60566 | Trustee | 5 | $0 |
| Mark Cappello PO BOX 378, NAPERVILLE, IL 60566 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 901 W ANDOVER CT, PALATINE, IL 60067-2256
- In care of
- % MARTIN VAN ACKER
- Signed the 990-PF
- David Cappello, Trustee
- Phone
- (630) 455-3592
- Return prepared by
- Van Acker & Associates Ltd
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-3573020
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $291,196
- Income (IRS master file)
- $111,786
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $57,640 | $40,235 | $291,196 | XML |
| 990-PF | June 2025 | $43,321 | $34,749 | $273,791 | XML |
| 990-PF | June 2024 | $56,293 | $43,785 | $265,219 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 36-3573020).
Questions about CHARLES F & LILLIAN F APPEL CHARITABLE TRUST
- What is the EIN of CHARLES F & LILLIAN F APPEL CHARITABLE TRUST?
- The employer identification number (EIN) of CHARLES F & LILLIAN F APPEL CHARITABLE TRUST is 36-3573020.
- Is CHARLES F & LILLIAN F APPEL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to CHARLES F & LILLIAN F APPEL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES F & LILLIAN F APPEL CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES F & LILLIAN F APPEL CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES F & LILLIAN F APPEL CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of CHARLES F & LILLIAN F APPEL CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does CHARLES F & LILLIAN F APPEL CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $57,640, expenses of $40,235 and total assets of $291,196 at year end.
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