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Bernard S and Ellen C Appel Charitable Foundation at a glance

· Private foundation

Bernard S and Ellen C Appel Charitable Foundation

Its FY2017 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$30k
Granted FY2017
29
Grants FY2017
9
States reached
$10k
Largest
01What it fundsRead
02The needRead
03Its fieldRead
01What it funds
01FY2017 · 29 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2017

  • Under $10k28 grants · $20k
  • $10k–50k1 grant · $10k
$150
Median grant
9
States reached
$15k
Total assets
Largest grants
RecipientAmount
THE JEWISH FEDERATIONS OF NORTH AMERICA$10,000
TEXAS BALLET THEATER INC$6,000
FORT WORTH OPERA ASSOCIATION INC$5,000
FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INC$2,000
VAN CLIBURN FOUNDATION INC$1,500
BETH-EL CONGREGATION$1,030
UNIVERSITY OF NORTH TEXAS - JEWISH & ISRAEL STUDIES$500
B'NAI B'RITH INTERNATIONAL$500
PLANNED PARENTHOOD FEDERATION OF AMERICA INC$500
HADASSAH FOUNDATION INC$500
ANTI-DEFAMATION LEAGUE$500
JEWISH NATIONAL FUND$300
GOODFELLOW FUND$150
ISRAEL PROJECT INC$150
MODERN ART MUSEUM OF FORT WORTH$150
02The need
02

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–17) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 40% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 11%NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY: $90 → 22%SIMON WIESENTHAL CENTER: $60 → 14%YIVO INSTITUTE FOR JEWISH RESEARCH: $75 → 17%UNIVERSITY OF NORTH TEXAS - JEWISH & ISRAEL STUDIES: $500 → 8%FORT WORTH OPERA ASSOCIATION INC: $5k → 11%FRIENDS OF WRR: $50 → 14%US HOLOCAUST MEMORIAL COUNCIL: $110 → 14%JEWISH NATIONAL FUND: $300 → 11%GOODFELLOW FUND: $150 → 9%ST JOSEPH'S INDIAN SCHOOL: $36 → 15%PLANNED PARENTHOOD FEDERATION OF AMERICA INC: $500 → 17%FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INC: $2k → 11%JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA: $75 → 14%HADASSAH FOUNDATION INC: $500 → 17%BETH-EL CONGREGATION: $1k → 11%ISRAEL PROJECT INC: $150 → 14%JEWISH MUSEUM: $100 → 17%YOUTH ORCHESTRA OF GREATER FORT WORTH INC: $100 → 11%CAMERA CLUB OF NEW YORK INC: $50 → 17%B'NAI B'RITH INTERNATIONAL: $500 → 11%THE JEWISH FEDERATIONS OF NORTH AMERICA: $10k → 17%TEXAS BALLET THEATER INC: $6k → 11%VAN CLIBURN FOUNDATION INC: $2k → 11%MODERN ART MUSEUM OF FORT WORTH: $150 → 11%KIMBELL ART MUSEUM: $120 → 11%FORT WORTH MUSEUM OF SCIENCE AND HISTORY: $75 → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
NY
SD
PA
CA
TN
DC
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
National Center for Jewish Filminc

The national center for jewish film is a unique, independent nonprofit motion picture archive, distributor, resource center and exhibitor. ncjf's ongoing mission is the collection, preservation and exhibition of films with artistic and…

Arts & Culture
2
Philadelphia Jewish Film and Media

Philadelphia jewish film and medias mission is to educate and engage diverse philadelphia communities, jewish and non-jewish alike, by presenting world-class film premieres, repertory cinema, and associated programs that are inspired by…

Human Services
3
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
4
Museum of Jewish Heritage a Living Memorial to the Holocaust

The museum of jewish heritage - a living memorial to the holocaust is new york's contribution to the global responsibility to never forget. see schedule o for additional information.

Arts & Culture
5
Jewish War Veterans of the Usa National Memorial Inc

The mission of the Jewish War Veterans of the USA National Memorial, Inc., doing business as the National Museum of American Jewish Military History, is to preserve, interpret, and share the history of Jewish Americans who have served in…

Arts & Culture
6
The Contemporary Jewish Museum

The contemporary jewish museum (the cjm) makes the diversity of the jewish experience relevant for a twenty-first-century audience through innovative exhibitions and programs that educate, challenge, and inspire.

Arts & Culture
7
The Young Men's and Young Women's Hebrew Association

For over 150 years, the 92nd street y, new york has been serving its communities and the larger world by bringing people together (continued on schedule o)and providing exceptional, groundbreaking programs in the performing and visual…

Religion
8
Us Middle East Project Inc

The organization's mission is to engage in non partisan analysis of u.s. foreign policy in the middle east, with special emphasis on the middle east peace process, and to present policymakers in the united states, in the region and in the…

International
9
Mint Museum of Art Inc

The mint museum welcomes all to be inspired and transformed through the power of art and creativity.

Arts & Culture
10
Eastern European Jewish Heritage Foundation
Philanthropy
11
Bang On a Can

Presenting, commissioning, performing, recording and teaching contemporary music. bang on a can believes in exposing exciting new music as broadly and accessibly as possible. through it's summer institute, bang on a can hopes to bring this…

Arts & Culture
12
San Francisco Opera Association

We believe opera is a uniquely compelling, entertaining and emotionally thrilling art form. our mission is to bring together growing audiences to experience opera's transformative power.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Simon Wiesenthal Center Inc; the most unlike its peers is Bnai Brith International. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

22 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 22 of the 29 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
21/22
Grantees still filing
18/22
Grew since first funded

Where the money sits, by cause and then by grantee

TEXAS BALLET THEATER INC: $6,000 · Arts & CultureTEXAS BALLET THEATER INCFort Worth Opera Association Inc: $5,000 · Arts & CultureFort Worth Opera Association IncFORT WORTH SYMPHONY ORCHESTRA ASSOCIATION: $2,000 · Arts & CultureFORT WORTH SYMPHONY ORCHESTRA ASSOCIATIONVan Cliburn Foundation Inc: $1,500 · Arts & CultureVan Cliburn Foundation Inc+7 more: $585 · Arts & CultureTHE JEWISH FEDERATIONS OF NORTH AMERICA INC: $10,000 · PhilanthropyTHE JEWISH FEDERATIONS OF NORTH AMERICA …THE HADASSAH FOUNDATION INC: $500 · Philanthropy+1 more: $150 · PhilanthropyBETH-EL CONGREGATION: $1,030 · OtherBETH-EL CO…BNAI BRITH INTERNATIONAL: $500 · OtherBNAI BRITH…UNIVERSITY OF NORTH TEXAS - JEWISH & ISRAEL STUDIES: $500 · OtherUNIVERSITY…JEWISH NATIONAL FUND: $300 · OtherJEWISH NAT…MODERN ART MUSEUM OF FORT WORTH: $150 · OtherTHE ISRAEL PROJECT: $150 · OtherKIMBELL ART MUSEUM: $120 · Other+3 more: $104 · OtherPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $500 · HealthANTI-DEFAMATION LEAGUE: $500 · Civil RightsJEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA: $75 · InternationalFACTS AND LOGIC ABOUT THE MIDDLE EAST INC: $25 · InternationalYIVO INSTITUTE FOR JEWISH RESEARCH INC: $75 · Religion
Arts & Culture$15,085Philanthropy$10,650Other$2,854Health$500Civil Rights$500International$100Religion$75

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE JEWISH FEDERATIONS OF NORTH AMERICA INC: $10,000 over 1y, 0.0% of budgetTEXAS BALLET THEATER INC: $6,000 over 1y, 0.1% of budgetFort Worth Opera Association Inc: $5,000 over 1y, 0.1% of budgetFORT WORTH SYMPHONY ORCHESTRA ASSOCIATION: $2,000 over 1y, 0.0% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $500 over 1y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $500 over 1y, 0.0% of budgetTHE HADASSAH FOUNDATION INC: $500 over 1y, 0.1% of budgetTHE ISRAEL PROJECT: $150 over 1y, 0.0% of budgetGOODFELLOW FUND: $150 over 1y, 0.0% of budgetThe United States Holocaust Memorial Museum: $110 over 1y, 0.0% of budgetYOUTH ORCHESTRA OF GREATER FORT WORTH: $100 over 1y, 0.0% of budgetTHE JEWISH MUSEUM: $100 over 1y, 0.0% of budgetWEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY: $90 over 1y, 0.0% of budgetJEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA: $75 over 1y, 0.0% of budgetFORT WORTH MUSEUM OF SCIENCE AND HISTORY: $75 over 1y, 0.0% of budgetYIVO INSTITUTE FOR JEWISH RESEARCH INC: $75 over 1y, 0.0% of budgetSIMON WIESENTHAL CENTER INC: $60 over 1y, 0.0% of budgetFriends of WRR: $50 over 1y, 0.0% of budgetCAMERA CLUB OF NEW YORK INC: $50 over 1y, 0.0% of budgetFACTS AND LOGIC ABOUT THE MIDDLE EAST INC: $25 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Mary Potishman Lard T…Garvey Texas Foundati…Amon G Carter Foundat…Sid W Richardson Foun…Thomas M Helen McKee …Bnsf Railway Foundati…The Rosenthal Foundat…Robert S and Joyce Pa…Fifth Avenue Foundati…Frances C and William…Crystelle Waggoner Ch…Amon G Carter-Star Te…
Mary Potishman Lard Trust Walker C Friedman Co TrusteeTX17.8× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Mary Potishman Lard Trust Walker C Friedman Co Trustee · Garvey Texas Foundation Inc · Amon G Carter Foundation · Sid W Richardson Foundation · Thomas M Helen McKee & John P Ryan Fo John P Ryan Foundation Inc · Bnsf Railway Foundation · The Rosenthal Foundation · Robert S and Joyce Pate Capper Charitable Foundation · Fifth Avenue Foundation · Frances C and William P Smallwood Foundation · Crystelle Waggoner Charitable Trust · Amon G Carter-Star Tele Emply Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Bernard S and Ellen C Appel Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Bernard S and Ellen C Appel Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    7report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 29 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2017, released 2017. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Bernard S and Ellen C Appel’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home