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. 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 grants totaling $625K. Net investment income was $707K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.8M
+1.1% YoY
Annual Giving
$625K
Grant Count
1
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
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 grants totaling $625K. Net investment income was $707K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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 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
From 2025 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
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 grants 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 grants 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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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