Private foundation · Sarasota, FL

The Appleby Foundation

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Typical grant size
$3K – $5K – $10K
25th · median · 75th percentile
Unique recipients
39
Repeat grantees
31
funded 2+ years

Application procedures · from 2023 990-PF

DeadlinesNONE
ContactTHE APPLEBY FOUNDATION CO THE NORTH · 9413292628
MaterialsLETTER
RestrictionsNONE

Leadership · from 2023 990-PF

Northern Trust Company
CO-TRUSTEE
$53K
Julia Cardone
CO-TRUSTEE
$24K
Alicia Colby Jensen
CO-TRUSTEE
$24K
James L Allen
CO-TRUSTEE
$24K
Sarah Rob Pierce
CO-TRUSTEE TO 11.2.22
$26K
F Jordan Colby
CO-TRUSTEE
$28K
Benjamin Colby Through 63020
CO-TRUSTEE
$16K
Alicia Colby Jensen 7120-123120
CO-TRUSTEE
$14K
Benjamin Colby
CO-TRUSTEE
$34K

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2023
46.2%
grants paid ÷ assets · ~5% IRS minimum
'19
'20
'21
'22
'23
228
Total grants awarded
$2.3M
Total amount
$10K
Average grant
$80K
Largest grant

Giving by year

2023
$477K
49 grants
2022
$530K
53 grants
2021
$473K
44 grants
2020
$383K
35 grants
2019
$485K
47 grants

Top recipients

5 grants · NY · ✓ Exact match
$245K
3 grants · GA · ✓ Exact match
$220K
5 grants · CA · ✓ Exact match
$206K
5 grants · VT · ✓ Exact match
$110K
Conservation Foundation
5 grants · FL
$105K
5 grants · FL · ≈ likely match
$100K
Lighthawk Conservation Flying
3 grants · CO
$100K
5 grants · FL · ✓ Exact match
$100K
1 grant · CO · ✓ Exact match
$60K
2 grants · FL · ✓ Exact match
$60K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Hudson Valley Shakespeare Festival
GENERAL
NY · TY 2023
$50K
Sarasota Memorial Healthcare Foundation
GENERAL
FL · TY 2023
$50K
Aquarium of the Pacific
GENERAL
CA · TY 2023
$35K
Lighthawk Conservation Flying
GENERAL
CO · TY 2023
$25K
University of Chicago College of Medicine - Kovler Diabete Center
GENERAL
IL · TY 2023
$20K
Ct Zoological Society
GENERAL
CT · TY 2023
$20K
Northeast Wilderness Trust
GENERAL
VT · TY 2023
$20K
Sarasota Audubon Society
GENERAL
FL · TY 2023
$20K
Vanderbilt University Medical Center
GENERAL
TN · TY 2023
$20K
Planned Parenthood of Sw Florida
GENERAL
FL · TY 2023
$20K
Lewy Body Dementia Association
GENERAL
GA · TY 2023
$15K
Conservation Foundation
GENERAL
FL · TY 2023
$15K
Florida Studio Theatre
GENERAL
FL · TY 2023
$13K
Minorities in Shark Sciences
GENERAL
FL · TY 2023
$13K
Asolo Theatre
GENERAL
FL · TY 2023
$10K
Academy at Glengary
GENERAL
FL · TY 2023
$10K
Forty Carrots
GENERAL
FL · TY 2023
$7K
Sarasota Museum of Art
GENERAL
FL · TY 2023
$7K
Sarasota Orchestra
GENERAL
FL · TY 2023
$6K
Save the Bay
GENERAL
RI · TY 2023
$6K
West Coast Black Theatre Troupe
GENERAL
FL · TY 2023
$6K
Ensemble New Srq
GENERAL
FL · TY 2023
$5K
Boston University Tanglewood Institute
GENERAL
MA · TY 2023
$5K
Ansonia Music Outreach Organzation Inc
GENERAL
NY · TY 2023
$5K
Lamusica Di Asolo Inc
GENERAL
FL · TY 2023
$5K
Pines of Sarasota Foundation
GENERAL
FL · TY 2023
$5K
Harvest House
GENERAL
FL · TY 2023
$5K
Kite's Nest
GENERAL
NY · TY 2023
$5K
Second Heart Homes
GENERAL
FL · TY 2023
$5K
Emotions Matter Inc
GENERAL
NY · TY 2023
$5K
Gotham Early Music Scene
GENERAL
NY · TY 2023
$5K
Sarasota Contemporary Dance
GENERAL
FL · TY 2023
$5K
Womens Resource Center
GENERAL
FL · TY 2023
$3K
Rhode Island Philharmonic Music School
GENERAL
RI · TY 2023
$3K
Pacific Marine Mammal Center
GENERAL
CA · TY 2023
$3K
Children First
GENERAL
FL · TY 2023
$3K
Greater Dallas Youth Orchestra
GENERAL
TX · TY 2023
$3K
Columbia University Department of Ophthalmology
GENERAL
NY · TY 2023
$2K
Ocular Immunology and Uveitis Foundation
GENERAL
MA · TY 2023
$2K
Neuro Challenge Foundation
GENERAL
FL · TY 2023
$2K
Rhode Island Children's Chorus
GENERAL
RI · TY 2023
$2K
Reef Check Foundation
GENERAL
CA · TY 2023
$2K
Hudson Opera House
GENERAL
NY · TY 2023
$2K
Idyllwild Arts Foundation
GENERAL
CA · TY 2023
$2K
Resurrection House
GENERAL
FL · TY 2023
$2K
Alliance Francaise de Sarasota
GENERAL
FL · TY 2023
$1K
Wildlife Center of Sw Florida
GENERAL
FL · TY 2023
$1K
Daily Acts
GENERAL
CA · TY 2023
$600
Steinway Society
GENERAL
FL · TY 2023
$500
Hudson Valley Shakespeare Festival
GENERAL
NY · TY 2022
$60K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.