The Appleton Foundation

Foundation · Grantmaker Santa Cruz, CA EIN: 91-1792407

The Appleton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Cruz, CA. IRS filing data is available from 2020 through 2022. In 2022, it awarded 1 grant totaling $210K.

Key facts about The Appleton Foundation

EIN
91-1792407
Latest 990 filing
Form 990-PF, 2022
Annual giving (2022)
$209,511
Grants made (2022)
1
Average grant
$209,511
Median grant
$209,511
Primary geography
California (100% of itemized 2022 grant dollars)

Data from IRS Form 990-PF, 2022; updated September 2026.

How The Appleton Foundation gives

  • In 2021 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 Appleton Foundation

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$210K

-72.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$210K

-72.7% YoY

About The Appleton Foundation

Based on IRS filings

The Appleton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Cruz, CA. IRS filing data is available from 2020 through 2022. In 2022, it awarded 1 grant totaling $210K.

Your AI grants department

Ready to take the next step with The Appleton Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2022 grant dollars.

States

Cities

Santa Cruz

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$281K$563K$844K$1M202020212022
Metric202220212020
Total Assets—$233,933$963,050
Revenue$4,590$122,308$102,696
Expenses$239,930$849,887$1,023,001
Qualifying Distributions$209,511$769,150—
Net Investment Income—$13,303$99,171
Distributable Amount—$11,246$52,369

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2022

Giving Over Time

Total grant dollars and number of grants per year

$0$233K$467K$700K$933K1 grants20201 grants20211 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2022

See Attached PDF Document: $210KSee Attached PDF Document$210K

Grant Size Distribution

3 grants across all recorded years

<$50K$50–100K1$100–250K$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest recipients include See Attached PDF Document ($209,511).

RecipientPurposeAmount
SEE ATTACHED PDF DOCUMENT Santa Cruz, CASEE ATTACHED SCHEDULE$209,511

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

Phil McManus — Program manager: $28KPhil McManusProgram manager$28KDon Lane — Foundation Mgr.: $11KDon LaneFoundation Mgr.$11K

From 2022 IRS filing

NameTitleHoursCompensation
Alexander GaguinePresident5—
Eileen BalianTreasurer2—
Phil McManusProgram manager20—
Don LaneFoundation Mgr.10—
Jane Weed PomerantzBoard Member2—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Appleton Foundation?

The Appleton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Cruz, CA. It holds — in total assets as of 2022.

Where does The Appleton Foundation operate?

The Appleton Foundation has awarded grants in California.

What size grants does The Appleton Foundation award?

In 2022, The Appleton Foundation awarded 1 grant totaling $210K — an average of about $210K per grant, based on its IRS Form 990 filings.

What is The Appleton Foundation's EIN?

The Appleton Foundation's EIN (Employer Identification Number) is 91-1792407. IRS Form 990 filing data is available on this page for 2020–2022.

Explore Open Grants

Browse active grant opportunities in The Appleton Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

More Funders in California

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching The Appleton Foundation by hand.