Skip to content

· Private foundation

Charles F & Lillian F Appel Charitable Trust

Its FY2026 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 FY2026still arriving
9
Grants FY2026still arriving
3
States reached
$8k
Largest
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$122kArts & Culture$36kReligion$30kRecreation & Sports$18kEnvironment$10kHuman Services$8kFood & Nutrition$3kAnimals$2kOther$0
02FY2026 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

$3,300
Median grant
3
States reached
$291k
Total assets
Largest grants
RecipientAmount
RAVINIA FESTIVAL ASSOCIATION$8,000
Crystal Lake Soccer Federation$4,565
Palatine Twp Senior Citizens Counci$4,000
Palatine Twp Need Family Fund$4,000
Kays Animal Shelter$3,300
Chicago Botanic Garden$3,000
Wisconsin state fair foundation$1,175
ST PAULS CHURCH PA$1,000
Montour Trail Council$1,000
02The need
03

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:

Its human-services grants (FY24–24, $2k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%Neigbors who Care: $2k → 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.
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 grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$251k · 12 repeat orgs$13k to everyone else

Grantees it renews have grown median revenue +5% since the first grant, against 0% for those funded once.

12 repeat relationships: 9 still active in FY2026, 3 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

12
10

Total granted

$251k
$13k

Median revenue growth · since first grant

+5%
0%

Still filing today

50%
20%

New vs renewed · share of each year

In FY2026, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25’26
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25’26
Recreation & SportsArts & CultureHuman ServicesEnvironmentAnimalsHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • RAVINIA FESTIVAL ASSOCIATION
    6× · 2020–2026 · $43k · revenue +251%
  • CL
    CRYSTAL LAKE SOCCER FEDERATION
    3× · 2024–2026 · $14k · revenue +5%
  • MT
    MONTOUR TRAIL COUNCIL
    6× · 2021–2026 · $6k · revenue +7%

Funded once

  • PF
    Palatine Food Pantry
    one grant, 2021 · $3k
  • SP
    ST PAULS CHURCH IL
    one grant, 2021 · $2k
  • NW
    NEIGHBORS WHO CARE INC
    one grant, 2024 · $2k · revenue 0%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its 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
Northwest Community Healthcare

NORTHWEST COMMUNITY HEALTHCARE follows the mission of Endeavor Health. The mission of Endeavor Health is to "help everyone in our communities be their best." Central to this mission is a commitment to providing clinical programs and…

Health
2
Racine Zoological Society Inc

The mission of the racine zoological society is to foster an enlightening and affordable wildlife experience that improves the bond between people and nature. the society will provide for the recreation and education of the people, the…

Animals
3
Conservation Farms & Ranches

Preserving and enhancing the habitat of wildlife, such as sandhill cranes, waterfowl, raptors, which habitat expenses are supported by agricultural activities.

Housing & Shelter
4
North Shore Health Care Foundation

To expand equitable health care and healthy living in Cook County and champion solutions through funding, education and advocacy.

Health
5
Edward Hospital

Edward Hospital follows the mission of Endeavor Health to "help everyone in our communities be their best."

Health
6
Central Neighborhood Health Foundation

The organization's mission is to minimize disparities in health care access and outcomes by providing superior-quality, patient-centered healthcare through an integrated delivery system for underserved and vulnerable multi-ethnic…

Health
7
Tennessee Health Care Association

To maintain high standards for nursing homes in the state of tennessee and to seek the solutions to problems common to members of the association.

—
8
Elmhurst Memorial Healthcare Group

The elmhurst memorial healthcare group follows the mission of endeavor health (f/k/a ns-ee holdings). the mission of endeavor health is to "help everyone in our communities be their best." central to this mission is a commitment to…

—
9
Indiana University Health West Hospital Inc

Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.

Health
10
Indiana University Health Jay Inc

Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.

Health
11
Indiana University Health Frankfort Inc

Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.

Health
12
National Committee for Quality Assurance

Our mission: to improve the quality of health care.our vision: better health care. better choices. better health.

Health
How this is measured
The grantee most central to the portfolio’s shape is Chicago Horticultural Society; the most unlike its peers is Kay's Animal Shelter. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

8 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 8 of the 22 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)
0
Early backer (in before they grew)
8/8
Grantees still filing
3/8
Grew since first funded

Where the money sits, by cause and then by grantee

Edward Foundation: $120,700 · OtherEdward FoundationST PAULS CHURCH PA: $26,000 · OtherST PAULS CHURCH PAPalatine Twp Senior Citizens Counci: $7,225 · OtherPalatine Twp Need Family Fund: $6,450 · Other+11 more: $19,125 · Other+11 moreRAVINIA FESTIVAL ASSOCIATION: $43,100 · Arts & CultureRAVINIA FESTIVAL A…CRYSTAL LAKE SOCCER FEDERATION: $14,245 · Recreation & SportsMONTOUR TRAIL COUNCIL: $6,000 · Recreation & SportsCHICAGO HORTICULTURAL SOCIETY: $13,000 · EnvironmentKAY'S ANIMAL SHELTER: $5,525 · AnimalsNEIGHBORS WHO CARE INC: $1,500 · Human ServicesBLOOD CANCER UNITED INC: $1,000 · Health
Other$179,500Arts & Culture$43,100Recreation & Sports$20,245Environment$13,000Animals$5,525Human Services$1,500Health$1,000

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 budgetEdward Foundation: $120,700 over 8y, 1.2% of budgetRAVINIA FESTIVAL ASSOCIATION: $43,100 over 6y, 0.0% of budgetCRYSTAL LAKE SOCCER FEDERATION: $14,245 over 3y, 0.2% of budgetCHICAGO HORTICULTURAL SOCIETY: $13,000 over 5y, 0.0% of budgetMONTOUR TRAIL COUNCIL: $6,000 over 6y, 0.1% of budgetKAY'S ANIMAL SHELTER: $5,525 over 3y, 0.4% of budgetNEIGHBORS WHO CARE INC: $1,500 over 1y, 0.3% of budgetBLOOD CANCER UNITED INC: $1,000 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.

  • Who funds Edward Foundation ↗
  • Who funds RAVINIA FESTIVAL ASSOCIATION ↗
  • Who funds CRYSTAL LAKE SOCCER FEDERATION ↗
  • Who funds CHICAGO HORTICULTURAL SOCIETY ↗
  • Who funds MONTOUR TRAIL COUNCIL ↗
  • Who funds KAY'S ANIMAL SHELTER ↗
  • Who funds NEIGHBORS WHO CARE INC ↗
  • Who funds BLOOD CANCER UNITED INC ↗

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 set of overlaps that mostly run through this funder rather than between each other.

Amazonsmile FoundationWA3.2× affinity5 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Amazonsmile Foundation

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 Charles F & Lillian F Appel Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Charles F & Lillian F Appel Charitable Trust. 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
    3report 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 22 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 2026, released 2026. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Charles F & Lillian F Appel’s filings →

    More from the funding graph