Joan E Appleton 1997 Charitable Fdn

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 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

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 $1.4M (100%)

States

Massachusetts

Cities

BeverlyBoston

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

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

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 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.