The Appleby Charitable Foundation
The Appleby Charitable Foundation is a private foundation, based in SARASOTA, FL. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $14.0M in total assets. In 2024, it awarded 53 grants totaling $649K. Net investment income was $626K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$14.0M
+13.3% YoY
Annual Giving
$649K
Grant Count
53
Avg Grant Size
$12K
Under IRS private-foundation payout rules, The Appleby Charitable Foundation reported a distributable amount of $839K for 2024 — the minimum it must pay out in qualifying distributions.
About The Appleby Charitable Foundation
Based on IRS filings
The Appleby Charitable Foundation is a private foundation, based in SARASOTA, FL. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $14.0M in total assets. In 2024, it awarded 53 grants totaling $649K. Net investment income was $626K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $14,015,307 | $12,374,891 |
| Revenue | $679,687 | $57,900 |
| Expenses | $872,879 | — |
| Qualifying Distributions | $838,608 | — |
| Net Investment Income | $625,599 | $57,900 |
| Distributable Amount | $838,859 | $29,348 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Asheville Art Museum ($100,000), Hudson Valley Shakespeare Festival ($50,000), Minorities in Sharks Science ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACADEMY AT GLENGARY SARASOTA, FL | GENERAL | $10,000 |
| ALLIANCE FRANCAISE DE SARASOTA SARASOTA, FL | GENERAL | $1,000 |
| ANSONIA MUSIC OUTREACH ORGANZATION INC NEW YORK, NY | GENERAL | $5,000 |
| AQUARIUM OF THE PACIFIC LONG BEACH, CA | GENERAL | $35,000 |
| ASHEVILLE ART MUSEUM ASHVILLE, NC | GENERAL | $100,000 |
| ASOLO THREATER SARASOTA, FL | GENERAL | $10,000 |
| AUGUSTA-RICHMOND COUNTY LIBRARY AUGUSTA, GA | GENERAL | $5,000 |
| BOSTON EARLY MUSIC FESTIVAL CAMBRIDGE, MA | GENERAL | $4,000 |
| BOSTON UNIVERSITY BOSTON, MA | TANGLEWOOD INSTITUTE | $5,000 |
| BURN INSTITUTE SAN DIEGO, CA | GENERAL | $6,000 |
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 | $36,243 |
| JULIE CARDONE | TRUSTEE | 5 | $36,243 |
| ALICIA COLBY JENSON | TRUSTEE | 5 | $36,243 |
| NORTHERN TRUST COMPANY | TRUSTEE | 40 | $82,229 |
Frequently Asked Questions
How large is The Appleby Charitable Foundation?
As of 2024, The Appleby Charitable Foundation holds $14.0M in total assets with $680K in annual revenue. It awarded 53 grants totaling $649K in 2024.
Where does The Appleby Charitable Foundation operate?
The Appleby Charitable Foundation has awarded grants in California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, North Carolina, New York, Rhode Island, Tennessee, Texas.
What size grants does The Appleby Charitable Foundation award?
In 2024, The Appleby Charitable Foundation awarded 53 grants totaling $649K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is The Appleby Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Appleby Charitable Foundation reported a distributable amount of $839K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Appleby Charitable Foundation's EIN?
The Appleby Charitable Foundation's EIN (Employer Identification Number) is 93-6729583. IRS Form 990 filing data is available on this page for 2023–2024.
Explore Open Grants
Browse active grant opportunities in The Appleby Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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