The Massachusetts State Capitol

Form 990-PFTax year 2024EIN 55-0883385

Joan E Appleton 1997 Charitable FDN

A private foundation in Boston, MA. Its return for tax year 2024 lists 1 grant and $625,000 paid in grants.

Tax year 2024 (period ending Sep 30, 2025), 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

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $625,000

    Grants listed
    1
    Assets, end of year
    $3,753,449
  • Tax year 2023

    $0

    Grants listed
    0
    Assets, end of year
    $3,712,021
  • Tax year 2022

    $250,000

    Grants listed
    1
    Assets, end of year
    $3,427,854
  • Tax year 2021

    $250,000

    Grants listed
    1
    Assets, end of year
    $3,662,326
  • Tax year 2020

    $250,000

    Grants listed
    1
    Assets, end of year
    $3,632,763
  • Tax year 2019

    $250,000

    Grants listed
    1
    Assets, end of year
    $3,495,228

Grants paid in 2024

1 grant, largest first

As listed on the return.

  1. The Trustees of ReservationsBoston, MA

    For the use of appleton

    $625,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Environment1 grant $625,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts1 grant $625,000

Officers, directors and trustees

3 people as filed

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

  • John C ThomsonTRUSTEE Hours 5Pay $30,735
  • Ronald GarmeyTRUSTEE Hours 5Pay $30,735
  • Daniel B Ford IIITRUSTEE Hours 5Pay $0

The return

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