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Form 990-PFTax year 2024EIN 52-6026971

The Appleby Foundation

A private foundation in Sarasota, FL. Its return for tax year 2024 lists 1 grant and $1.1 million paid in grants.

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Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
The Appleby Foundation Co the North
1515 Ringling Blvd
Sarasota, FL 34236
(941) 329-2628
Form and materials
Letter
Deadlines
None
Restrictions
None

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $1,121,082

    Grants listed
    1
    Assets, end of year
    $0

  • Tax year 2023

    $476,600

    Grants listed
    49
    Assets, end of year
    $1,031,708

  • Tax year 2022

    $529,500

    Grants listed
    53
    Assets, end of year
    $10,139,794

  • Tax year 2021

    $472,900

    Grants listed
    44
    Assets, end of year
    $10,496,495

  • Tax year 2020

    $382,500

    Grants listed
    35
    Assets, end of year
    $10,503,998

  • Tax year 2019

    $484,626

    Grants listed
    47
    Assets, end of year
    $10,244,952

Grants paid in 2024

1 grant, largest first

As listed on the return.

  1. The Appleby Charitable Foundation (EIN 93-6729583) Co Northern Trust CoSarasota, FL

    Transfer of net assets pursuant to merger under irc section 507(b)(2)

    $1,121,082

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Florida1 grant $1,121,082

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • James L AllenCO-TRUSTEE Hours 5Pay $0
  • Julia CardoneCO-TRUSTEE Hours 5Pay $0
  • Alicia Colby JensenCO-TRUSTEE Hours 5Pay $0
  • Northern Trust CompanyCO-TRUSTEE Hours 40Pay $0

The return

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