Jack and Harriet Appel

EIN 861646821

Summerland Key, FL 33042 |(954) 461-0111

Total Given 2021–2023
$135K
5 grants · $45K avg/year
based on 3 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$10K
typical small grants · $10K–$10K
grant size
25%
balanced · 1/4 multi-year
repeat
$324K
Assets (2023)
4
Distinct Recipients

About

THE 2021 FORM 990-PF WAS TIMELY PAPER FILED TO THE OGDEN UTAH SERVICE CENTER AND WAS RECEIVED APRIL 19, 2022. HOWEVER THE PAPER FILED RETURN WAS RETURNED TO THE TAXPAYER BY THE SERVICE CENTER ON DECEMBER 29, 2022 AS THE FORM 990-PF IS NOW REQUIRED TO BE FILED ELECTRONICALLY. THIS IS THE FIRST YEAR OF THE FOUNDATION AND THE TAXPAYER WAS NOT AWARE THAT THE REQUIREMENTS FOR FILING FORM 990-PF HAD CHANGED TO REQUIRE ELECTRONIC FILING. THE TAXPAYER DOES NOT HAVE THE CAPABILITY TO ELECTROINICALLY FILE AND SOUGHT OUR FIRM TO PREPARE THE RETURN AND FILE ELECTRONICALLY. THE TAXPAYER DID NOT INTENTENTIONALLY DISREGARD THE ELECTRONIC FILING RULE, THEY WERE JUST NOT AWARE OF THE REQUIREMENT. WHILE THE LETTER RETURNING THE PAPER FILED RETURN INDICTAES THAT THE RETURN NEEDED TO BE ELECTRONICALLY FILED WITHIN 10 DAYS, THIS WAS IMPOSSIBLE DUE TO THE HOLIDAY SEASON AND THE FACT THAT THE IRS ELECTONIC FILING WAS SHUT DOWN FOR ANNUAL MAINTENANCE. WE RESPECTFULLY REQUEST THAT ANY LATE FILING PENALTIES BE ABATED.

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (954) 461-0111

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2021 $120K $317K $417K 3
2022 N/A $341K $10K N/A
2023 $15K $324K $12K 2

Grant Size Distribution

Based on 5 grants on record

Minimum
$5K
25th Pctl
$10K
Median
$10K
Average
$27K
75th Pctl
$10K
Maximum
$100K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

WA
Walter F Adams III 3+ yrs
Co-Trustee
JA
Jack Appel 3+ yrs
Co-Trustee

Grants Awarded (5 total)

Purpose
Boca Raton Regional Hospital Foundation Boca Raton, FL $100,000 UNRESTRICTED 2021
Ophthalmology Research Foundationn Inc Miami, FL $10,000 UNRESTRICTED 2021
Wills Eye Foundation Inc Philadelphia, PA $10,000 UNRESTRICTED 2021
Ophthalmology Research Foundation Miami, FL $10,000 UNRESTRICTED 2023
Boca Raton Regional Hospital Foundation Boca Raton, FL $5,000 UNRESTRICTED 2023