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.
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
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
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 |
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
179 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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 2024 IRS filing
From 2024 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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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