Nonprofit · EIN 95-3190683
SHELDON & CAROL APPEL FAMILY FOUNDATION
Tax-exempt · SANTA MONICA, CA 90405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $158,295 | $207,629 | -$49,334 | $2,631,264 | $32,932 | $2,598,332 |
| November 30, 2024 | 990-PF | $219,685 | $183,403 | $36,282 | $2,667,127 | $19,461 | $2,647,666 |
| November 30, 2023 | 990-PF | $164,430 | $165,328 | -$898 | $2,626,694 | $15,310 | $2,611,384 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $3,000
- Dividends
- $91,857
- Interest
- $16,006
- Net gain from sales of assets
- $47,432
Expenses
- Grants and similar amounts paid
- $163,810
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $158,010
- Excise tax on investment income
- $2,159
Balance sheet and other
- Total assets, start of year
- $2,667,127
- Total assets, end of year
- $2,631,264
- Total liabilities, end of year
- $32,932
- Net assets, end of year
- $2,598,332
- Fair market value of assets
- $4,605,015
- Qualifying distributions
- $158,010
- Net investment income
- $155,295
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Teri Wilks 1616 Ocean Park Blvd, Santa Monica, CA 90405 | Officer | 0 | $0 |
| Lori Staff 1616 Ocean Park Blvd, Santa Monica, CA 90405 | Officer | 0 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELDON APPEL 1616 OCEAN PARK BLVD, SANTA MONICA, CA 90405 | TRUSTEE | 0 | $0 |
| CAROL APPEL 1616 OCEAN PARK BLVD, SANTA MONICA, CA 90405 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELDON APPEL 1616 OCEAN PARK BLVD, SANTA MONICA, CA 90405 | TRUSTEE | 0 | $0 |
| CAROL APPEL 1616 OCEAN PARK BLVD, SANTA MONICA, CA 90405 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1616 OCEAN PARK BLVD, SANTA MONICA, CA 90405-4822
- Signed the 990-PF
- Teri Wilks, Trustee
- Phone
- (310) 477-7222
- Return prepared by
- MYCPA LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3190683 or by the name SHELDON & CAROL APPEL FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | 990-PF 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
- 95-3190683
- 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
- 1978
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,631,264
- Income (IRS master file)
- $1,383,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $158,295 | $207,629 | $2,631,264 | XML |
| 990-PF | November 2024 | $219,685 | $183,403 | $2,667,127 | XML |
| 990-PF | November 2023 | $164,430 | $165,328 | $2,626,694 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | 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 95-3190683).
Questions about SHELDON & CAROL APPEL FAMILY FOUNDATION
- What is the EIN of SHELDON & CAROL APPEL FAMILY FOUNDATION?
- The employer identification number (EIN) of SHELDON & CAROL APPEL FAMILY FOUNDATION is 95-3190683.
- Is SHELDON & CAROL APPEL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to SHELDON & CAROL APPEL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHELDON & CAROL APPEL FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHELDON & CAROL APPEL FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELDON & CAROL APPEL FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of SHELDON & CAROL APPEL FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SHELDON & CAROL APPEL FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $158,295, expenses of $207,629 and total assets of $2,631,264 at year end.
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