The Appleby Foundation
The Appleby Foundation is a private foundation based in Sarasota, Florida. Established in 1969, it operates as a 501(c)(3) organization (EIN: 52-6026971) with a broad philanthropic mission supporting diverse causes across the United States.
Key facts about The Appleby Foundation
- EIN
- 52-6026971
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,121,082
- Grants made (2024)
- 1
- Average grant
- $1,121,082
- Median grant
- $1,121,082
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How The Appleby Foundation gives
- Giving grew 137% 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.
Next steps with The Appleby Foundation
- How to evaluate The Appleby Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$1.1M
+135.2% YoY
Grant Count
1
-98.0% YoY
Avg Grant Size
$1.1M
+11426.0% YoY
Under IRS private-foundation payout rules, The Appleby Foundation reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation maintains an active grantmaking program with the following characteristics:
Grant Range
$500 to $60,000
Average Grant
$9,862
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Geographic Focus
Where this funder awards grants
The Appleby Foundation supports organizations across multiple states, including:
California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, New York, Texas, Vermont, and other locations throughout the United States. The foundation funds both major urban centers and smaller communities.
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Reporting Period (2023):
- Total Assets: $1,031,708
- Total Giving: $583,849
- Total Revenue: $475,892
- Total Expenses: $615,585
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $1,031,708 | $10,139,794 |
| Revenue | $101,880 | $475,892 | $337,045 |
| Expenses | $1,133,588 | $615,585 | $693,746 |
| Qualifying Distributions | $1,132,410 | $583,849 | $643,195 |
| Net Investment Income | $100,705 | $444,156 | $313,294 |
| Distributable Amount | $35,857 | $543,765 | $590,992 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
182 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include The Appleby Charitable Foundation (Ein 93-6729583) Co Northern Trust CO ($1,121,082).
| 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) | $1,121,082 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by a team of co-trustees:
- James L. Allen – Co-Trustee (5 hours/week, $24,107 compensation)
- Julia Cardone – Co-Trustee (5 hours/week, $24,107 compensation)
- Alicia Colby Jensen – Co-Trustee (5 hours/week, $24,107 compensation)
- Northern Trust Company – Co-Trustee (40 hours/week, $53,435 compensation)
Compensation Overview
From 2023 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James L Allen | Co-Trustee | 5 | — |
| Julia Cardone | Co-Trustee | 5 | — |
| Alicia Colby Jensen | Co-Trustee | 5 | — |
| Northern Trust Company | Co-Trustee | 40 | — |
Contact Information
Address: 1515 Ringling Boulevard Sarasota, FL 34236
Phone: (941) 329-2628
Frequently Asked Questions
How do I apply for a grant from The Appleby Foundation?
The foundation maintains an active grantmaking program with the following characteristics: **Grant Amounts & Distribution:** • Grant range: $500 to $60,000 • Median grant size: $9,931 • Average grant size: $9,862 • Total grants awarded: 61 (as of most recent reporting period) • Giving rate: 10.5% of assets **Grant Programs:** • General Purpose grants (60 recipients, $9,862 average) • Scholarships (1 recipient, $10,000 average, last awarded in 2022) **Application Status:** The foundation accepts…
Where does The Appleby Foundation make grants?
The Appleby Foundation supports organizations across multiple states, including: California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, New York, Texas, Vermont, and other locations throughout the United States. The foundation funds both major urban centers and smaller communities.
What size grants does The Appleby Foundation award?
In 2024, The Appleby Foundation awarded 1 grant totaling $1.1M — an average of about $1.1M per grant, based on its IRS Form 990 filings.
How much is The Appleby Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Appleby Foundation reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Appleby Foundation's EIN?
The Appleby Foundation's EIN (Employer Identification Number) is 52-6026971. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.