The Appleby Foundation
The Appleby Foundation was a private foundation based in Sarasota, Florida. Its 2024 IRS filing is marked final and says that all of its assets and liabilities were transferred to The Appleby Charitable Foundation by December 31, 2024, following a merger approved by the Florida Attorney General’s Office. The filing says the merger was not treated as a taxable transaction under IRC Section 507(b)(2); the foundation appears to have wound down.
The Appleby Foundation at a glance
In short: The Appleby Foundation gave $1.1M across 1 grant in 2024 (avg $1.1M), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,121,082
- +135.2% vs 2023
- Grants made (2024)
- 1
- -98.0% vs 2023
- Average grant
- $1,121,082
- +11426.0% vs 2023
- Median grant
- $1,121,082
- Primary geography
- Florida (100% 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 Foundation
- 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 Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was The Appleby Charitable Foundation (EIN 93-6729583) Co Northern Trust CO ($1.1M).
Grant Size Distribution
182 grants across all recorded years
The most common grant size was under $50K: 172 grants of 182 (95%).
Geographic Focus
Where this funder awards grants
The sole recipient listed for 2024 was in Florida. The filing does not establish a broader geographic focus.
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $383K (2020) to $1.1M (2024). In 2024 it made 1 grant totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
The 2024 grant amount was the final net-asset transfer to the successor foundation described above.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $101,880 | $1,133,588 | $1,121,082 | 1 | $1,132,410 | $100,705 | $35,857 |
| 2023 | $1,031,708 | $475,892 | $615,585 | $476,600 | 49 | $583,849 | $444,156 | $543,765 |
| 2022 | $10,139,794 | $337,045 | $693,746 | $529,500 | 53 | $643,195 | $313,294 | $590,992 |
| 2021 | $10,496,495 | $693,133 | $700,636 | $472,900 | 44 | $592,884 | $605,130 | $648,865 |
| 2020 | $10,503,998 | $838,921 | $579,875 | $382,500 | 35 | — | $774,373 | $547,357 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In 2023, the foundation reported 49 grants totaling $476,600. Its 2024 filing reports one grant of $1,121,082, but identifies that payment as a transfer of net assets to The Appleby Charitable Foundation pursuant to the merger—not as a grant for a program or project. The filing says most assets had been transferred to the new foundation in 2023 and that the final 2024 transfer consisted of securities. Its 2024 filing, the latest on this page, reports 1 grant totaling $1.1 million.
The final filing listed a letter as the application material, with no deadline or award restrictions. Because the return is final, these filing instructions should not be treated as current application guidance.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists James L. Allen, Julia Cardone, Alicia Colby Jensen, and Northern Trust Company as co-trustees.
The Appleby Foundation's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alicia Colby Jensen
Co-Trustee
On filings since 2020
5 hrs/week
$14K (2020) → $0 (2024)
Northern Trust Company
Co-Trustee
On filings since 2020
40 hrs/week
$58K (2020) → $0 (2024)
James L. Allen
Co-Trustee
Co-Trustee From → Co-Trustee, 2023
On filings since 2022
5 hrs/week
$24K (2023) → $0 (2024)
Julia Cardone
Co-Trustee
On filings since 2022
5 hrs/week
$26K (2022) → $0 (2024)
Former officers (3)
- Former: Sarah Rob Pierce (2020–2022) — Co-Trustee to
- Former: F. Jordan Colby (2020–2021) — Co-Trustee
- Former: Benjamin Colby (2020) — Co-Trustee · Filing note: Through 63020
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $53K, to Northern Trust Company (Co-Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about The Appleby Foundation
How much does The Appleby Foundation give each year?
The Appleby Foundation gave $1.1M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $477K across 49 grants.
How do I apply for a grant from The Appleby Foundation?
The Appleby Foundation has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
Where does The Appleby Foundation make grants?
The sole recipient listed for 2024 was in Florida. The filing does not establish a broader geographic focus.
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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