Joan E Appleton 1997 Charitable Fdn
Joan E Appleton 1997 Charitable Fdn is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 1 grant totaling $625K. Net investment income was $707K.
Joan E Appleton 1997 Charitable Fdn at a glance
In short: Joan E Appleton 1997 Charitable Fdn gave $625K across 1 grant in 2025 (avg $625K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $625,000
- Grants made (2025)
- 1
- Average grant
- $625,000
- Median grant
- $625,000
- Total assets
- $3,753,449
- +1.1% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joan E Appleton 1997 Charitable Fdn funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Trustees of Reservations ($625K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $250–500K range: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Joan E Appleton 1997 Charitable Fdn gives
- Giving grew 150% from 2022 to 2025. Method
- In 2025 it paid out 185% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $250K (2020) to $625K (2025). In 2025 it made 1 grant totaling $625K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Trustees of Reservations Boston, MA | For the Use of Appleton | $625,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,753,449 | $776,094 | $734,757 | $625,000 | 1 | $665,603 | $706,940 | $359,852 |
| 2024 | $3,712,021 | $376,512 | $92,454 | — | — | $30,273 | $314,331 | $339,599 |
| 2023 | $3,427,854 | $113,786 | $349,472 | $250,000 | 1 | $280,662 | $57,910 | $312,141 |
| 2022 | $3,662,326 | $374,614 | $345,051 | $250,000 | 1 | $285,481 | $315,044 | $329,850 |
| 2021 | $3,632,763 | $474,584 | $337,049 | $250,000 | 1 | — | $418,163 | $325,761 |
| 2020 | $3,495,228 | $172,425 | $305,891 | $250,000 | 1 | — | $142,185 | $283,156 |
Under IRS private-foundation payout rules, Joan E Appleton 1997 Charitable Fdn reported a distributable amount of $360K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joan E Appleton 1997 Charitable Fdn's 2025 filing lists 3 officers; 2 of 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
John C. Thomson
Trustee
On filings since 2020
5 hrs/week
$25K (2020) → $31K (2025)
Ronald Garmey
Trustee
On filings since 2020
5 hrs/week
$25K (2020) → $31K (2025)
Daniel B. Ford III
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $31K, to John C Thomson (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Joan E Appleton 1997 Charitable Fdn
How much does Joan E Appleton 1997 Charitable Fdn give each year?
Joan E Appleton 1997 Charitable Fdn gave $625K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is Joan E Appleton 1997 Charitable Fdn?
Joan E Appleton 1997 Charitable Fdn reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $666K in qualifying distributions that year, against a required minimum of $360K (roughly 5% of its investment assets).
Where does Joan E Appleton 1997 Charitable Fdn operate?
Joan E Appleton 1997 Charitable Fdn has awarded grants in Massachusetts.
What is Joan E Appleton 1997 Charitable Fdn's EIN?
Joan E Appleton 1997 Charitable Fdn's EIN (Employer Identification Number) is 55-0883385. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Joan E Appleton 1997 Charitable Fdn funds
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