Appleby Foundation
- Assets
- $1.0m
- Revenue
- $475.9k
- Investments
- $991.7k
- Employees
- 0
- Location
- Sarasota, FL
- Founding
- 04/1969
- Data as of
- 12/2023
- EIN
- 52-6026971
Organization Overview
Appleby Foundation is located in Sarasota, FL. The organization was established in 1969. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Appleby Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Appleby Foundation generated $475.9k in total revenue. The organization has seen a slow decline revenue. Over the past 3 years, revenues have fallen by an average of (2.8%) each year. All expenses for the organization totaled $615.6k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (2.4%) per year over the past 3 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Appleby Foundation has awarded 275 individual grants totaling $2,830,752. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James L Allen Co-Trustee | 5 | $24,107 | |
Julia Cardone Co-Trustee | 5 | $24,107 | |
Alicia Colby Jensen Co-Trustee | 5 | $24,107 | |
Northern Trust Company Co-Trustee | 40 | $53,435 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $308,939 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $147,760 |
| Capital Gain Net Income | $147,760 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $19,193 |
| Total Revenue | $475,892 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $125,756 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,733 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,301 |
| Total operating and administrative expenses | $138,985 |
| Contributions, gifts, grants paid | $476,600 |
| Total expenses and disbursements | $615,585 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $40,000 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $991,708 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,031,708 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Appleby Foundation has awarded $476,600 in support to 49 organizations.
| Grant Recipient | Amount |
|---|---|
ACADEMY AT GLENGARY PURPOSE: GENERAL | $10,000 |
ALLIANCE FRANCAISE DE SARASOTA PURPOSE: GENERAL | $1,000 |
ANSONIA MUSIC OUTREACH ORGANZATION INC PURPOSE: GENERAL | $5,000 |
AQUARIUM OF THE PACIFIC PURPOSE: GENERAL | $35,000 |
ASOLO THEATRE PURPOSE: GENERAL | $10,000 |
BOSTON UNIVERSITY TANGLEWOOD INSTITUTE PURPOSE: GENERAL | $5,000 |