The Appleby Charitable Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Appleby Charitable Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 93-6729583

Foundation Overview

Based in Sarasota, FL, The Appleby Charitable Foundation has awarded 53 grants totaling $649,000 to organizations in Florida, New York and 10 other states across the US. Individual grants range from $500 to $100,000, with a median award of $5,000.

Latest Tax Year
2024
Total Giving (all years)
$649,000
Total Assets
$17,592,041
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
53
Median Grant
$5,000
Grant Trend
N/A
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Emerging Foundation: 100%

53 of 53 recipients (100%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.

Geographic Focus
Florida

43% of grants are awarded in Florida, with additional funding distributed across 11 other locations. The foundation balances regional focus with broader geographic diversity. Within Florida, funding concentrates in Sarasota (96%), Alamonte Springs (4%).

Funding Trajectory
0%

Insufficient data to determine funding trend patterns.

Program Areas
General Purposes + Healthcare

Dual focus on general purposes (75%) and healthcare, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Appleby Charitable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Academy At Glengary $10,000 Sarasota, FL, US General 2024
Alliance Francaise De Sarasota $1,000 Sarasota, FL, US General 2024
Ansonia Music Outreach Organzation Inc $5,000 New York, NY, US General 2024
Aquarium Of The Pacific $35,000 Long Beach, CA, US General 2024
Asheville Art Museum $100,000 Ashville, NC, US General 2024
Asolo Threater $10,000 Sarasota, FL, US General 2024
Augusta-richmond County Library $5,000 Augusta, GA, US General 2024
Boston Early Music Festival $4,000 Cambridge, MA, US General 2024
Boston University $5,000 Boston, MA, US Tanglewood Institute 2024
Burn Institute $6,000 San Diego, CA, US General 2024
Children First $3,000 Sarasota, FL, US General 2024
Connecticut Zoological Society $20,000 Bridgeport, CT, US General 2024
Conservation Foundation $15,000 Naperville, IL, US General 2024
Daily Acts $1,500 Petaluma, CA, US General 2024
Emotions Matter Inc $5,000 Jericho, NY, US General 2024
Ensemble New Srq $5,000 Sarasota, FL, US General 2024
Florida Studio Theatre $15,000 Sarasota, FL, US General 2024
Forty Carrots $7,000 Sarasota, FL, US General 2024
Greater Dallas Youth Orchestra $3,000 Dallas, TX, US General 2024
Harvest House $5,000 Sarasota, FL, US General 2024
Hudson Opera House $2,000 Hudson, NY, US General 2024
Hudson Valley Shakespeare Festival $50,000 Garrison, NY, US General 2024
Idyllwild Arts Foundation $3,000 Idyllwildpine Cove, CA, US General 2024
Kite's Nest $5,000 Hudson, NY, US General 2024
Lamusica Di Asolo Inc $5,000 Sarasota, FL, US General 2024
Lewy Body Dimentia Assocation $15,000 Lilburn, GA, US General 2024
Lighthawk Conservation Flying $20,000 Denver, CO, US General 2024
Minorities In Sharks Science $50,000 Sarasota, FL, US General 2024
Neuro Challenge Foundation For Parkinson's $4,000 Sarasota, FL, US General 2024
Northeast Wilderness Trust $20,000 Boston, MA, US General 2024
Ocular Immunology And Uveitis Foundation $2,000 Waltham, MA, US General 2024
Pacific Marine Mammal Center $3,000 Laguna Beach, CA, US General 2024
Parkinson's Place Center $3,000 Warwick, RI, US General 2024
Pines Of Sarasota Foundation $5,000 Sarasota, FL, US General 2024
Planned Parenthood Of South Atlantic $10,000 Raleigh, NC, US General 2024
Planned Parenthood Of Southwest And Central Florida $15,000 Sarasota, FL, US General 2024
Reef Check Foundation $2,000 Marina Del Ray, CA, US General 2024
Resurrection House Inc $2,500 Sarasota, FL, US General 2024
Rhode Island Children's Chorus $2,500 Lincoln, RI, US General 2024
Rhode Island Philharmonic Music School $2,500 East Providence, RI, US General 2024
Sarasota Art Museum $7,000 Sarasota, FL, US General 2024
Sarasota Audubon Society $20,000 Sarasota, FL, US General 2024
Sarasota Contemporary Dance $5,000 Sarasota, FL, US General 2024
Sarasota Orchestra $6,000 Sarasota, FL, US General 2024
Save The Bay $6,000 Oakland, CA, US General 2024
Second Heart Homes Inc $5,000 Sarasota, FL, US General 2024
Steinway Society $500 Alamonte Springs, FL, US General 2024
Tidewell Hospice $5,000 Sarasota, FL, US General 2024
University Of Chicago $20,000 Chicago, IL, US School Of Medicine Kovler Diabetes Center 2024
Vanderbilt University $20,000 Nashville, TN, US Medial Center 2024
Westcoast Black Theatre Troupe $6,000 Sarasota, FL, US General 2024
Women's Resource Center $1,500 Sarasota, FL, US General 2024
Young Harris College $65,000 Young Harris, GA, US General 2024

Foundations Similar to The Appleby Charitable Foundation

Discover 5 foundations with comparable assets ($17,449,341-$17,762,399), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

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EIN: 82-5068080 | 622 grants awarded
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EIN: 87-6771473 | 112 grants awarded
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Contact Information

Official contact details for The Appleby Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 93-6729583
Website N/A
Address

Key People (4)

Board members, trustees, and key staff who oversee The Appleby Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee James L Allen
Trustee Julie Cardone
Trustee Alicia Colby Jenson
Trustee Northern Trust Company

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Appleby Charitable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.