Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $2,603,892 | $2,073,430 | $1,979,589 | $50,838,427 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 17% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Fidelity CharitableMatched to this organization because 18 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Boston, MA | Contribution to donor-advised fund of disqualified person | $16,824,125 | 2023 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charity R Appell | Exec. Director/Treasurer | 20.00 | $61,214 |
| Steven G Hoch | Secretary/Director | 10.00 | $0 |
| Laura P Appell-Warren | President/Director | 10.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $50,731,300 |
| FY2023 | 990-PF | $5,963,118 | $19,701,754 | $19,333,900 | $50,587,754 | $50,520,754 |
| FY2022 | 990-PF | $30,094,243 | $2,949,167 | $2,692,154 | $61,810,982 | $61,740,927 |
| FY2021 | 990-PF | $27,021,507 | $2,762,198 | $2,371,143 | $38,180,874 | $38,085,422 |
| FY2020 | 990-PF | $5,099,935 | $833,442 | $1,018,867 | $21,819,722 | $21,716,406 |
| FY2018 | 990-PF | $4,228,600 | $917,895 | $751,137 | $16,353,747 | $16,321,440 |
| Neighborhood Music SchoolNew Haven, CT | General operating support | $567,000 | 2022 |
| Rangeley Lakes Heritage TrustRangeley, ME | General operating support | $500,000 | 2023 |
| Neighborhood Music SchoolNew Haven, CT | General operating support | $392,000 | 2021 |
| Neighborhood Music SchoolNew Haven, CT | General operating support | $391,000 | 2023 |
| Rangeley Lakes Heritage TrustRangeley, ME | General operating support | $333,333 | 2024 |
| Chewonki FoundationWiscasset, ME | General operating support | $300,000 | 2022 |
| Fidelity CharitableMatched to this organization because 18 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Boston, MA | Contribution to donor-advised fund of disqualified person | $300,000 | 2021 |
| Rangeley Lakes Heritage TrustRangeley, ME | General operating support | $275,000 | 2022 |
| Northeast Wilderness TrustMontpelier, VT | General operating support | $250,000 | 2021 |
| Maine Coast Heritage TrustTopsham, ME | General operating support | $250,000 | 2021 |
| Northeast Wilderness TrustMontpelier, VT | General operating support | $250,000 | 2023 |
| Rangeley Lakes Heritage TrustRangeley, ME | General operating support | $250,000 | 2021 |
| Cold Spring School IncNew Haven, CT | General operating support | $200,000 | 2022 |
| Treasure Caretaker TrainingBoulder, CO | General operating support | $200,000 | 2023 |
| Northeast Wilderness TrustMontpelier, VT | General operating support | $195,000 | 2024 |
| MAINE MOUNTAIN COLLABORATIVEPHILLIPS, ME | CONSERVATION | $151,249 | 2018 |
| Maine Coast Heritage TrustTopsham, ME | General operating support | $150,000 | 2022 |
| Blackfoot ChallengeOvando, MT | General operating support | $150,000 | 2022 |
| Maine Coast Heritage TrustTopsham, ME | General operating support | $125,000 | 2024 |
| University of Sydney | f/b/o Center for Cultural Linguistic Diversity & TRICL | $114,000 | 2022 |
| University of Sydney | f/b/o Center for Cultural Linguistic Diversity & TRICL | $105,644 | 2024 |
| University of Sydney | f/b/o Center for Cultural Linguistic Diversity & TRICL | $102,442 | 2023 |
| Maine Mountain CollaborativePortland, ME | General operating support | $75,000 | 2022 |
| Treasure Caretaker TrainingBoulder, CO | General operating support | $60,000 | 2021 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202423139349101952
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202343179349100809
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202223139349101947
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202113069349100236
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201903129349100600
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.