The Gwendolen M Appleyard Trust
The Gwendolen M Appleyard Trust is a private foundation, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $95K. Net investment income was $125K.
The Gwendolen M Appleyard Trust at a glance
In short: The Gwendolen M Appleyard Trust gave $95K across 1 grant in 2025 (avg $95K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $95,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $95,000
- +0.0% vs 2024
- Median grant
- $95,000
- Total assets
- $1,288,512
- +2.4% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Gwendolen M Appleyard Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Humane Society of Westchester ($95K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Gwendolen M Appleyard Trust gives
- Giving grew 36% from 2022 to 2025. Method
- In 2025 it paid out 97% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $70K (2022) to $110K (2021). In 2025 it made 1 grant totaling $95K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Humane Society of Westchester New Rochelle, NY | Charitable | $95,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,288,512 | $134,767 | $104,862 | $95,000 | 1 | $95,000 | $124,905 | $97,600 |
| 2024 | $1,258,884 | $93,788 | $104,268 | $95,000 | 1 | $95,000 | $84,520 | $89,540 |
| 2023 | $1,270,402 | $92,365 | $94,207 | $87,000 | 1 | $87,000 | $85,158 | $81,612 |
| 2022 | $1,271,198 | $31,634 | $76,674 | $70,000 | 1 | $70,000 | $29,284 | $87,794 |
| 2021 | $1,994,809 | $139,113 | $117,167 | $110,000 | 1 | $110,000 | $32,898 | $94,566 |
| 2020 | $1,863,996 | $41,050 | $96,745 | $90,000 | 1 | — | $33,537 | $88,049 |
| 2019 | $1,730,538 | $56,861 | $96,261 | $90,000 | 1 | — | $36,543 | $79,185 |
Under IRS private-foundation payout rules, The Gwendolen M Appleyard Trust reported a distributable amount of $98K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Gwendolen M Appleyard Trust's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
David J. McCabe
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Dianne Heim
Trustee
On filings since 2019
5 hrs/week
No compensation reported
John Feldtmose
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Paul Amerling
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Lee Ann Veley
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Diane Wade
Trustee
On filings since 2022
5 hrs/week
No compensation reported
Former officers (1)
- Former: Dana Rocco (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Gwendolen M Appleyard Trust
How much does The Gwendolen M Appleyard Trust give each year?
The Gwendolen M Appleyard Trust gave $95K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $95K across 1 grant.
How large is The Gwendolen M Appleyard Trust?
The Gwendolen M Appleyard Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $95K in qualifying distributions that year, against a required minimum of $98K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Gwendolen M Appleyard Trust operate?
The Gwendolen M Appleyard Trust has awarded grants in New York.
What is The Gwendolen M Appleyard Trust's EIN?
The Gwendolen M Appleyard Trust's EIN (Employer Identification Number) is 45-6917974. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2019–2024
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