Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company
Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company is a private foundation, based in Sarasota, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $412K. Net investment income was $34K.
Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company at a glance
In short: Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company gave $412K across 1 grant in 2024 (avg $412K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $412,492
- +133.2% vs 2023
- Grants made (2024)
- 1
- -80.0% vs 2023
- Average grant
- $412,492
- +1065.9% vs 2023
- Median grant
- $412,492
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was The Appleby Charitable Foundation (EIN 93-6729583) Co Northern Trust CO ($412K).
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 16 grants of 23 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company gives
- Giving grew 169% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $154K (2021) to $412K (2024). In 2024 it made 1 grant totaling $412K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $34,747 | $422,412 | $412,492 | 1 | $421,821 | $34,156 | $13,796 |
| 2023 | $390,914 | $150,526 | $230,929 | $176,900 | 5 | $220,294 | $139,891 | $204,103 |
| 2022 | $3,794,889 | $112,430 | $257,003 | $195,000 | 3 | $239,143 | $102,286 | $221,255 |
| 2021 | $3,939,462 | $257,496 | $238,611 | $153,600 | 7 | $200,574 | $225,811 | $241,783 |
| 2020 | $3,920,577 | $339,036 | $222,585 | $159,000 | 7 | — | $325,419 | $203,454 |
Under IRS private-foundation payout rules, Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alicia Colby Jensen
Trustee
On filings since 2020
5 hrs/week
$5K (2020) → $0 (2024)
Northern Trust
Trustee
On filings since 2020
40 hrs/week
$21K (2020) → $0 (2024)
James L. Allen
Trustee
Trustee From → Trustee, 2023
On filings since 2022
5 hrs/week
$9K (2023) → $0 (2024)
Julia Cardone
Trustee
On filings since 2022
5 hrs/week
$10K (2022) → $0 (2024)
Former officers (3)
- Former: Sarah Rob Colby Pierce (2020–2022) — Trustee to
- Former: F. Jordan Colby (2020–2021) — Trustee
- Former: Benjamin Colby (2020) — Trustee · Filing note: Through 63020
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $20K, to Northern Trust (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company
How much does Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company give each year?
Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company gave $412K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $177K across 5 grants.
Where does Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company operate?
Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company has awarded grants in California, Florida, Georgia, Illinois, North Carolina, Tennessee.
How much is Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company 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 Trust Co/O the Northern Trust Company 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 Trust Co/O the Northern Trust Company's EIN?
Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company's EIN (Employer Identification Number) is 52-6334302. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/scott-b-and-annie-p-appleby-charitable-trust-co-o-the-northern-trust-company-morg_9b85297a45b34256b4d46feaa57038ba
BibTeX
@misc{grantable_526334302_2026,
author = {{Grantable}},
title = {{Scott B \& Annie P Appleby Charitable Trust Co/O the Northern Trust Company funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/scott-b-and-annie-p-appleby-charitable-trust-co-o-the-northern-trust-company-morg_9b85297a45b34256b4d46feaa57038ba},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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