Scott B & Anne P Appleby Charitable Tr
- Assets
- $3.8m
- Revenue
- $112.4k
- Investments
- $3.8m
- Employees
- 0
- Location
- Sarasota, FL
- Founding
- 08/1992
- Data as of
- 12/2022
- EIN
- 52-6334302
Organization Overview
Scott B & Anne P Appleby Charitable Tr is located in Sarasota, FL. The organization was established in 1992. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Scott B & Anne P Appleby Charitable Tr 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 12/2022, Scott B & Anne P Appleby Charitable Tr generated $112.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (15.1%) each year. All expenses for the organization totaled $257.0k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Scott B & Anne P Appleby Charitable Tr has awarded 36 individual grants totaling $1,049,248. 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 Trustee | 5 | $9,027 | |
Julia Cardone Trustee | 5 | $9,027 | |
Alicia Colby Jensen Trustee | 5 | $9,027 | |
Northern Trust Trustee | 40 | $20,196 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $106,431 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$4,494 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $10,493 |
| Total Revenue | $112,430 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $51,428 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,322 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,287 |
| Total operating and administrative expenses | $62,003 |
| Contributions, gifts, grants paid | $195,000 |
| Total expenses and disbursements | $257,003 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $42,365 |
| 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 | $537,223 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,794,889 |
| 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, Scott B & Anne P Appleby Charitable Tr has awarded $176,900 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
ASHEVILLE ART MUSEUM PURPOSE: GENERAL | $100,000 |
AUGUSTA-RICHMOND COUNTY LIBRARY SYSTEM PURPOSE: GENERAL | $5,000 |
DAILY ACTS PURPOSE: GENERAL | $1,900 |
PLANNED PARENTHOOD OF SOUTH ATLANTIC PURPOSE: GENERAL | $5,000 |
YOUNG HARRIS COLLEGE PURPOSE: GENERAL | $65,000 |