Scott B & Annie P Appleby Charitable
Scott B & Annie P Appleby Charitable is a private foundation, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $412K. Net investment income was $34K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$412K
+133.2% YoY
Grant Count
1
-80.0% YoY
Avg Grant Size
$412K
+1065.9% YoY
About Scott B & Annie P Appleby Charitable
Based on IRS filings
Scott B & Annie P Appleby Charitable is a private foundation, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $412K. Net investment income was $34K.
Ready to take the next step with Scott B & Annie P Appleby Charitable?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $390,914 | $3,794,889 |
| Revenue | $34,747 | $150,526 | $112,430 |
| Expenses | $422,412 | $230,929 | $257,003 |
| Qualifying Distributions | $421,821 | $220,294 | $239,143 |
| Net Investment Income | $34,156 | $139,891 | $102,286 |
| Distributable Amount | $13,796 | $204,103 | $221,255 |
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 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES L ALLEN | TRUSTEE | 5 | — |
| JULIA CARDONE | TRUSTEE | 5 | — |
| ALICIA COLBY JENSEN | TRUSTEE | 5 | — |
| NORTHERN TRUST | TRUSTEE | 40 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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