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
Under IRS private-foundation payout rules, Scott B & Annie P Appleby Charitable reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include The Appleby Charitable Foundation (ein 93-6729583) Co Northern Trust Co ($412,492).
| Recipient | Purpose | Amount |
|---|---|---|
| THE APPLEBY CHARITABLE FOUNDATION (EIN 93-6729583) CO NORTHERN TRUST CO SARASOTA, FL | TRANSFER OF NET ASSETS PURSUANT TO MERGER UNDER IRC SECTION 507(B)(2) | $412,492 |
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 | — |
Frequently Asked Questions
Where does Scott B & Annie P Appleby Charitable operate?
Scott B & Annie P Appleby Charitable has awarded grants in California, Florida, Georgia, Illinois, North Carolina, Tennessee.
What size grants does Scott B & Annie P Appleby Charitable award?
In 2024, Scott B & Annie P Appleby Charitable awarded 1 grants totaling $412K — an average of about $412K per grant, based on its IRS Form 990 filings.
How much is Scott B & Annie P Appleby Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Scott B & Annie P Appleby Charitable reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Scott B & Annie P Appleby Charitable's EIN?
Scott B & Annie P Appleby Charitable's EIN (Employer Identification Number) is 52-6334302. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.