Nonprofit · EIN 86-1646821
JACK AND HARRIET APPEL FOUNDATION TRUST
Tax-exempt · FORT DENAUD, FL 33935
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $114,139 | $25,100 | $89,039 | $229,598 | $0 | $229,598 |
| December 31, 2024 | 990-PF | $12,194 | $7,650 | $4,544 | $140,559 | $0 | $140,559 |
| December 31, 2023 | 990-PF | $11,796 | $16,000 | -$4,204 | $136,015 | $0 | $136,015 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,000
- Dividends
- $14,131
- Interest
- $7
- Net gain from sales of assets
- $1
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $9,000
- Disbursements for charitable purposes
- $15,000
- Excise tax on investment income
- $58
Balance sheet and other
- Total assets, start of year
- $140,559
- Total assets, end of year
- $229,598
- Total liabilities, end of year
- $0
- Net assets, end of year
- $229,598
- Fair market value of assets
- $442,882
- Qualifying distributions
- $15,000
- Net investment income
- $14,139
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK APPEL 200 EAST PALMETTO PARK RD APT 805, BOCA RATON, FL 33432 | CO-TRUSTEE | 5 | $3,000 |
| WALTER F ADAMS III 5942 W STATE ROAD 80, LABELLE, FL 33935 | CO-TRUSTEE | 5 | $3,000 |
| LEE KLOSTY 6619 NW 25TH CT, BOCA RATON, FL 33496 | CO-TRUSTEE | 5 | $3,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK APPEL 200 EAST PALMETTO PARK RD APT 805, BOCA RATON, FL 33432 | CO-TRUSTEE | 5 | $2,500 |
| WALTER F ADAMS III 5942 W STATE ROAD 80, LABELLE, FL 33935 | CO-TRUSTEE | 5 | $2,500 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK APPEL 200 EAST PALMETTO PARK RD APT 805, BOCA RATON, FL 33432 | CO-TRUSTEE | 5 | $0 |
| WALTER F ADAMS III 5944 CORAL RIDGE DR STE 111, CORAL SPRINGS, FL 33076 | CO-TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 5942 W STATE ROAD 80, FORT DENAUD, FL 33935-3500
- In care of
- % WALTER F ADAMS III
- Signed the 990-PF
- WALTER F ADAMS III, DIRECTOR
- Phone
- (954) 461-0111
- Return prepared by
- ROBERT J DREKER CPA PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-1646821
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $229,598
- Income (IRS master file)
- $114,139
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $114,139 | $25,100 | $229,598 | IRS |
| 990-PF | December 2024 | $12,194 | $7,650 | $140,559 | IRS |
| 990-PF | December 2023 | $11,796 | $16,000 | $136,015 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 86-1646821).
Questions about JACK AND HARRIET APPEL FOUNDATION TRUST
- What is the EIN of JACK AND HARRIET APPEL FOUNDATION TRUST?
- The employer identification number (EIN) of JACK AND HARRIET APPEL FOUNDATION TRUST is 86-1646821.
- Is JACK AND HARRIET APPEL FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to JACK AND HARRIET APPEL FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK AND HARRIET APPEL FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK AND HARRIET APPEL FOUNDATION TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACK AND HARRIET APPEL FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JACK AND HARRIET APPEL FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $3,000 (JACK APPEL, CO-TRUSTEE).
- How much revenue does JACK AND HARRIET APPEL FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $114,139, expenses of $25,100 and total assets of $229,598 at year end.
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