Joan E Appleton 1997 Charitable Fdn

Foundation · Grantmaker Boston, MA EIN: 55-0883385

Joan E Appleton 1997 Charitable Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Key facts about Joan E Appleton 1997 Charitable Fdn

EIN: 55-0883385
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $625,000
Grants made (2025): 1
Average grant: $625,000
Median grant: $625,000
Total assets: $3,753,449
Primary geography: Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

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.

Next steps with Joan E Appleton 1997 Charitable Fdn

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.8M

+1.1% YoY

Annual Giving

$625K

Grant Count

Avg Grant Size

$625K

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.

About Joan E Appleton 1997 Charitable Fdn

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $625K (100%)

Share of all 1 itemized 2025 grant dollars.

States

Massachusetts

Cities

BostonBeverly

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$3,753,449	$3,712,021	$3,427,854
Revenue	$776,094	$376,512	$113,786
Expenses	$734,757	$92,454	$349,472
Qualifying Distributions	$665,603	$30,273	$280,662
Net Investment Income	$706,940	$314,331	$57,910
Distributable Amount	$359,852	$339,599	$312,141

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2025

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include The Trustees of Reservations ($625,000).

Recipient	Purpose	Amount
THE TRUSTEES OF RESERVATIONS Boston, MA	FOR THE USE OF APPLETON	$625,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Name	Title	Hours	Compensation
John C Thomson	Trustee	5	$30,735
Ronald Garmey	Trustee	5	$30,735
Daniel B Ford III	Trustee	5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Joan E Appleton 1997 Charitable Fdn?

Joan E Appleton 1997 Charitable Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Boston, MA. It holds $3.8M in total assets as of 2025.

How large is Joan E Appleton 1997 Charitable Fdn?

As of 2025, Joan E Appleton 1997 Charitable Fdn holds $3.8M in total assets with $776K in annual revenue. It awarded 1 grant totaling $625K in 2025.

Where does Joan E Appleton 1997 Charitable Fdn operate?

Joan E Appleton 1997 Charitable Fdn has awarded grants in Massachusetts.

What size grants does Joan E Appleton 1997 Charitable Fdn award?

In 2025, Joan E Appleton 1997 Charitable Fdn awarded 1 grant totaling $625K — an average of about $625K per grant, based on its IRS Form 990 filings.

How much is Joan E Appleton 1997 Charitable Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Joan E Appleton 1997 Charitable Fdn reported a distributable amount of $360K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.