Scott B & Annie P Appleby Charitable

SARASOTA, FL EIN: 52-6334302

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

-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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $445K (41%)

North Carolina $415K (38%)

Georgia $145K (13%)

Illinois $40K (4%)

Tennessee $40K (4%)

California $12K (1%)

States

California Florida Georgia Illinois North Carolina Tennessee

Cities

AshevilleAugustaChicagoNashvillePetalumaRaleighSarasotaYoung Harris

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.