The Appleby Charitable Foundation

Foundation · Grantmaker Sarasota, FL EIN: 93-6729583

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.

Key facts about The Appleby Charitable Foundation

EIN: 93-6729583
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $649,000
Grants made (2024): 53
Average grant: $12,245
Median grant: $5,000
Total assets: $14,015,307
Primary geography: Florida (30% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Appleby Charitable Foundation funds

By grant dollars, the top recipient states for The Appleby Charitable Foundation's 53 itemized 2024 grants were Florida (30%), 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). 94% of grants with a stated purpose were for general or operating support.

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.

Next steps with The Appleby Charitable Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.0M

+13.3% YoY

Annual Giving

$649K

Grant Count

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $194K (30%)

North Carolina $110K (17%)

Georgia $85K (13%)

New York $67K (10%)

California $57K (9%)

All other $137K (21%)

Share of all 53 itemized 2024 grant dollars.

States

California Colorado Connecticut Florida Georgia Illinois Massachusetts North Carolina New York Rhode Island Tennessee Texas

Cities

SarasotaBostonHudsonAlamonte SpringsAshvilleAugustaBridgeportCambridgeChicagoDallasDenverEast ProvidenceGarrisonIdyllwildpine CoveJerichoLaguna BeachLilburnLincolnLong BeachMarina Del Ray

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2023–2024

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

53 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Asheville Art Museum ($100,000), Young Harris College ($65,000), Hudson Valley Shakespeare Festival ($50,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS 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.