The Appleby Charitable Foundation
The Appleby Charitable Foundation is a private foundation based in Sarasota, Florida. In 2024, it made grants to organizations including educational institutions, arts organizations, and conservation and wildlife groups.
The Appleby Charitable Foundation at a glance
In short: The Appleby Charitable Foundation gave $649K across 53 grants in 2024 (avg $12K), top state Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $649,000
- Grants made (2024)
- 53
- Average grant
- $12,245
- Median grant
- $5,000
- Total assets
- $14,015,307
- +13.3% vs 2023
- Primary geography
- Florida (30% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to The Appleby Charitable Foundation
- How to Apply
-
The filing says to submit a letter. It lists no deadline and no restrictions on awards.
- Contact
Application contact: The Appleby Foundation Co The North
Mailing address: 1515 Ringling Blvd, Sarasota, FL 34236
Phone: (941) 329-2628
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Appleby Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Asheville Art Museum ($100K). Together the top 10 received $400K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 49 grants of 53 (92%).
Geographic Focus
Where this funder awards grants
In 2024, Florida received 30% of grant dollars, North Carolina 17%, Georgia 13%, New York 10%, and California 9%.
Grant Distribution by State
Share of 2024 grant dollars across all 53 itemized grants.
States
Cities
How The Appleby Charitable Foundation gives
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
In 2024 it made 53 grants totaling $649K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Asheville Art Museum Ashville, NC | General | $100,000 |
| Young Harris College Young Harris, GA | General | $65,000 |
| Hudson Valley Shakespeare Festival Garrison, NY | General | $50,000 |
| Minorities in Sharks Science Sarasota, FL | General | $50,000 |
| Aquarium of the Pacific Long Beach, CA | General | $35,000 |
| Connecticut Zoological Society Bridgeport, CT | General | $20,000 |
| Lighthawk Conservation Flying Denver, CO | General | $20,000 |
| Northeast Wilderness Trust Boston, MA | General | $20,000 |
| Sarasota Audubon Society Sarasota, FL | General | $20,000 |
| University of Chicago Chicago, IL | School of Medicine Kovler Diabetes Center | $20,000 |
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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 | $14,015,307 | $679,687 | $872,879 | $649,000 | 53 | $838,608 | $625,599 | $838,859 |
| 2023 | $12,374,891 | $57,900 | — | — | — | — | $57,900 | $29,348 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. For example, Young Harris College describes its mission as educating students in liberal arts and professional programs and empowering graduates to find meaning through service and their lives. Hudson Valley Shakespeare Festival says it engages audiences in a theatrical celebration of shared humanity. Aquarium of the Pacific describes its mission as fostering wonder, respect, and stewardship for the Pacific Ocean and its ecosystems. Sarasota Audubon Society says its work is bird and bird-habitat protection through education and conservation.
Grantmaking
In 2024, the foundation made 53 grants totaling $649,000. Awards ranged from $500 to $100,000, with a median grant of $5,000. The largest listed grants were $100,000 to Asheville Art Museum, $65,000 to Young Harris College, $50,000 each to Hudson Valley Shakespeare Festival and Minorities in Sharks Science, and $35,000 to Aquarium of the Pacific. The filing lists these grants as for general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists James L Allen, Julie Cardone, Alicia Colby Jenson, and Northern Trust Company as trustees.
The Appleby Charitable Foundation's 2024 filing lists 4 officers; all 4 officers listed in 2024 are compensated.
Officers on the 2024 filing
Alicia Colby Jenson
Trustee
On filings since 2023
5 hrs/week
$36K (2024)
James L. Allen
Trustee
On filings since 2023
5 hrs/week
$36K (2024)
Julie Cardone
Trustee
On filings since 2023
5 hrs/week
$36K (2024)
Northern Trust Company
Trustee
On filings since 2023
40 hrs/week
$82K (2024)
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $82K, to Northern Trust Company (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about The Appleby Charitable Foundation
How much does The Appleby Charitable Foundation give each year?
The Appleby Charitable Foundation gave $649K across 53 grants in 2024, according to its 2024 IRS Form 990-PF.
What is The Appleby Charitable Foundation's typical grant size?
The Appleby Charitable Foundation's median grant in 2024 was $5,000, and its average grant was $12,245, across 53 grants on its 2024 IRS Form 990-PF.
Where does The Appleby Charitable Foundation give grants?
The Appleby Charitable Foundation's top state is Florida, with 30% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were North Carolina (17%) and Georgia (13%). The most frequent recipient cities were Sarasota, FL (22 grants), Boston, MA (2 grants) and Hudson, NY (2 grants).
Does The Appleby Charitable Foundation give general operating support?
Yes: 94% of The Appleby Charitable Foundation's 2024 grants with a stated purpose (50 of 53) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Appleby Charitable Foundation's largest grantees?
The Appleby Charitable Foundation's largest 2024 grantees include Asheville Art Museum ($100,000), Young Harris College ($65,000) and Hudson Valley Shakespeare Festival ($50,000), according to its 2024 IRS Form 990-PF. Together they received 33% of its itemized 2024 grant dollars.
How large is The Appleby Charitable Foundation?
The Appleby Charitable Foundation reported $14.0M in total assets on its 2024 IRS Form 990-PF. It paid out $839K in qualifying distributions that year, against a required minimum of $839K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Appleby Charitable Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from The Appleby Charitable Foundation?
The filing says to submit a letter. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
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Cite this profile
Grantable. (2026). The Appleby Charitable Foundation funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/the-appleby-charitable-foundation-morg_5adec95d4a6240eba572be3abc346712
BibTeX
@misc{grantable_936729583_2026,
author = {{Grantable}},
title = {{The Appleby Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-appleby-charitable-foundation-morg_5adec95d4a6240eba572be3abc346712},
note = {Accessed 2026-10-17. 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 The Appleby Charitable Foundation'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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