The Appleby Foundation
Sarasota, FL · EIN 52-6026971. Reported 147 grants totalling $2,600,082 to 70 recipients across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.
Does this foundation accept applications?
Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The Appleby Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.
How big are its grants?
The median grant is $5,000. Half of everything it gave fell between $3,000 and $10,000; the smallest was $500 and the largest $1,121,082. If you are asking for materially more than the top of that range, you are asking the wrong foundation.
Every organization it funded
This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| The Appleby Charitable Foundation (ein 93-6729583) Co Northern Trust Co | Sarasota, FL | $1,121,082 | 1 | 1 | 2024 |
| Hudson Valley Shakespeare Festival | Cold Springs, NY | $170,000 | 3 | 3 | 2023 |
| Aquarium of the Pacific | Long Beach, CA | $135,000 | 3 | 3 | 2023 |
| Lighthawk Conservation Flying | Denver, CO | $100,000 | 3 | 3 | 2023 |
| Young Harris College | Young Harris, GA | $70,000 | 1 | 1 | 2021 |
| Northeast Wilderness Trust | Montpelier, VT | $65,000 | 3 | 3 | 2023 |
| Conservation Foundation | Osprey, FL | $60,000 | 3 | 3 | 2023 |
| Planned Parenthood of Sw Florida | Sarasota, FL | $60,000 | 3 | 3 | 2023 |
| Sarasota Audubon Society | Sarasota, FL | $57,000 | 3 | 3 | 2023 |
| Ct Zoological Society | Bridgeport, CT | $50,000 | 3 | 3 | 2023 |
| Sarasota Memorial Healthcare Foundation | Sarasota, FL | $50,000 | 1 | 1 | 2023 |
| Vanderbilt University Medical Center | Nashville, TN | $40,000 | 2 | 2 | 2023 |
| Academy at Glengary | Sarasota, FL | $30,000 | 3 | 3 | 2023 |
| Asolo Theatre | Sarasota, FL | $30,000 | 3 | 3 | 2023 |
| Lewy Body Dementia Association | Lilburn, GA | $30,000 | 3 | 3 | 2023 |
| Sarasota Orchestra | Sarasota, FL | $26,000 | 3 | 3 | 2023 |
| Emotions Matter Inc | Garden City, NY | $23,000 | 3 | 3 | 2023 |
| Florida Studio Theatre | Sarasota, FL | $23,000 | 2 | 2 | 2023 |
| Minorities in Shark Sciences | Bradenton, FL | $22,500 | 2 | 2 | 2023 |
| Lamusica Di Asolo Inc | Sarasota, FL | $22,000 | 3 | 3 | 2023 |
| Forty Carrots | Sarasota, FL | $21,000 | 3 | 3 | 2023 |
| Sarasota Museum of Art | Sarasota, FL | $21,000 | 3 | 3 | 2023 |
| New College Endowment | Sarasota, FL | $20,000 | 2 | 2 | 2022 |
| University of Chicago College of Medicine - Kovler Diabete Center | Chicago, IL | $20,000 | 1 | 1 | 2023 |
| University of Illinois College of Medicine - Kovler Diabete Center | Chicago, IL | $20,000 | 1 | 1 | 2022 |
| Kite's Nest | Hudson, NY | $15,000 | 3 | 3 | 2023 |
| Pines of Sarasota Foundation | Sarasota, FL | $15,000 | 3 | 3 | 2023 |
| Columbia University Department of Ophthalmology | New York, NY | $14,000 | 2 | 2 | 2023 |
| Early Music Foundation | New York, NY | $13,500 | 2 | 2 | 2022 |
| Ensemble New Srq | Sarasota, FL | $12,000 | 3 | 3 | 2023 |
| West Coast Black Theatre Troupe | Sarasota, FL | $12,000 | 2 | 2 | 2023 |
| Greater Dallas Youth Orchestra | Dallas, TX | $11,000 | 3 | 3 | 2023 |
| Pacific Marine Mammal Center | Laguna Beach, CA | $11,000 | 3 | 3 | 2023 |
| Save the Bay | Westerly, RI | $11,000 | 2 | 2 | 2023 |
| Boston University Tanglewood Institute | Boston, MA | $10,000 | 2 | 2 | 2023 |
| Gallaudet University | Washington DC, DC | $10,000 | 1 | 1 | 2022 |
| Harvest House | Sarasota, FL | $10,000 | 2 | 2 | 2023 |
| Second Heart Homes | Sarasota, FL | $10,000 | 2 | 2 | 2023 |
| University of Illinois College of Medicine | Chicago, IL | $10,000 | 1 | 1 | 2022 |
| Yale University | New Haven, CT | $10,000 | 1 | 1 | 2021 |
| Nea-Bpd | Trumbull, CT | $9,000 | 2 | 2 | 2022 |
| Womens Resource Center | Sarasota, FL | $9,000 | 3 | 3 | 2023 |
| Children First | Sarasota, FL | $8,900 | 3 | 3 | 2023 |
| Daily Acts | Petaluma, CA | $8,100 | 3 | 3 | 2023 |
| Rhode Island Philharmonic Music School | East Providence, RI | $8,000 | 3 | 3 | 2023 |
| Ocular Immunology and Uveitis Foundation | Weston, MA | $7,000 | 2 | 2 | 2023 |
| Hudson Opera House | Hudson, NY | $6,000 | 3 | 3 | 2023 |
| Reef Check Foundation | Marina Del Rey, CA | $6,000 | 3 | 3 | 2023 |
| Resurrection House | Sarasota, FL | $6,000 | 3 | 3 | 2023 |
| Ansonia Music Outreach Organzation Inc | New York, NY | $5,000 | 1 | 1 | 2023 |
| Asonia Music Outreach | New York, NY | $5,000 | 1 | 1 | 2022 |
| Augusta-Richmond County Library | Augusta, GA | $5,000 | 1 | 1 | 2022 |
| Gotham Early Music Scene | New York, NY | $5,000 | 1 | 1 | 2023 |
| Idyllwild Arts Foundation | Idyllwild, CA | $5,000 | 3 | 3 | 2023 |
| Planned Parenthood of Asheville | Asheville, NC | $5,000 | 1 | 1 | 2021 |
| Planned Parenthood of South Atlantic | Asheville, NC | $5,000 | 1 | 1 | 2022 |
| Sarasota Contemporary Dance | Sarasota, FL | $5,000 | 1 | 1 | 2023 |
| Sarsota Contemporary Dance | Sarasota, FL | $5,000 | 1 | 1 | 2022 |
| Alliance Francaise De Sarasota | Sarasota, FL | $3,000 | 3 | 3 | 2023 |
| Community Foundation of Greater Chattanooga | Chattanooga, TN | $3,000 | 1 | 1 | 2021 |
| Suzuki Music Institute of Dallas | Dallas, TX | $3,000 | 1 | 1 | 2021 |
| Wildlife Center of Sw Florida | Venice, FL | $3,000 | 3 | 3 | 2023 |
| Art Center of Sarasota | Sarasota, FL | $2,000 | 2 | 2 | 2022 |
| Children's Chorus of Greater Dallas | Dallas, TX | $2,000 | 1 | 1 | 2021 |
| Harkness Eye Institute | New York, NY | $2,000 | 1 | 1 | 2021 |
| Neuro Challenge Foundation | Sarasota, FL | $2,000 | 1 | 1 | 2023 |
| Rhode Island Children's Chorus | Lincoln, RI | $2,000 | 1 | 1 | 2023 |
| Under Sea Warriors | San Antonio, TX | $2,000 | 1 | 1 | 2022 |
| Field School Foundation | Coconut Grove, FL | $1,000 | 1 | 1 | 2021 |
| Steinway Society | Sarasota, FL | $1,000 | 2 | 2 | 2023 |
46 of 70 (66%) received money in more than one year over the 4 years we hold.
Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 77%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.
What the money was for
Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.
- The Appleby Charitable Foundation (ein 93-6729583) Co Northern Trust Co
TRANSFER OF NET ASSETS PURSUANT TO MERGER UNDER IRC SECTION 507(B)(2)
What kind of organizations it funds
By the activity category the IRS assigns each recipient, for the 68 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.
Giving by year
| Tax year | Grants | Total | Median grant |
|---|---|---|---|
| 2021 | 44 | $472,900 | $5,000 |
| 2022 | 53 | $529,500 | $5,000 |
| 2023 | 49 | $476,600 | $5,000 |
| 2024 | 1 | $1,121,082 | $1,121,082 |
Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.
Where its money goes
64% of its giving went to organizations in Florida. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.
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Funders that support the same organizations
These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.
How to approach this foundation
- Check you are its size. The median grant is $5,000. A request many times that size asks for something it has rarely or never given.
- Check you are in its geography. Its giving is concentrated in Florida.
- Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
- Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.
Related guides
Where these numbers come from
Everything above is taken from The Appleby Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.
Address of record on the latest return: 1515 Ringling Blvd, Sarasota, FL, 34236. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.
EIN 52-6026971 · See the original filings on ProPublica · How we build this
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