THE APPLEBY FOUNDATION
https://N/A
$1.2M
Total Assets (2024)
$709K
Avg Yearly Giving (2022–2024)
$2.1M
Giving on File (3 yrs)
103
Grants on File
$1.1M
Avg Grant Size
About
BY DECEMBER 31, 2024, ALL ASSETS AND LIABILITIES OF THE APPLEBY FOUNDATION WERE TRANSFERED TO THE APPLEBY CHARITABLE FOUNDATION (FEIN 93-6729583)(NEWCO), PUSUANT TO A MERGER APPROVED BY THE FLORIDA ATTORNEY GENERAL'S OFFICE. THIS RETURN IS FINAL. PURSUANT TO IRC SECTION 507(B)(2), THIS MERGER IS NOT TREATED AS A TAXABLE TRANSACTION. ALL ASSETS THAT WERE OWNED BY THIS FILING ENTITY CONSIST ENTIRELY OF SECURITIES HELD WITHIN THEIR BROKERAGES. THERE WERE NO LIABILITIES TRANSFERRED. MOST WERE TRANSFERED TO NEWCO IN 2023. THE COST BASIS OF THE FINAL TRANSFERRED ASSETS IN 2024 WAS $1,121,082.
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
THE APPLEBY FOUNDATION CO THE NORTH
Phone
9413292628
Deadlines
NONE
How to Apply
LETTER
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $12.2M | $519K | N/A |
| 2020 | N/A | $12.6M | $839K | N/A |
| 2022 | $530K | $11.0M | $337K | 53 |
| 2023 | $477K | $1.2M | $476K | 49 |
| 2024 | $1.1M | $0 | $102K | 1 |
Grant Size Distribution
Based on 103 grants on record
Minimum
$500
25th Pctl
$3K
Median
$5K
Average
$21K
75th Pctl
$12K
Maximum
$1.1M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BENJAMIN COLBY | CO-TRUSTEE | $34K |
| F JORDAN COLBY | CO-TRUSTEE | $30K |
| SARAH ROB PIERCE | CO-TRUSTEE TO 11.2.22 | $26K |
| BENJAMIN COLBY THROUGH 63020 | CO-TRUSTEE | $16K |
| ALICIA COLBY JENSEN 7120-123120 | CO-TRUSTEE | $14K |
| JAMES L ALLEN | CO-TRUSTEE | — |
| NORTHERN TRUST COMPANY | CO-TRUSTEE | — |
| ALICIA COLBY JENSEN | CO-TRUSTEE | — |
| JULIA CARDONE | CO-TRUSTEE | — |
Grants Awarded (103 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| THE APPLEBY CHARITABLE FOUNDATION (EIN 93-6729583) CO NORTHERN TRUST CO | SARASOTA, FL | $1,121,082 | TRANSFER OF NET ASSETS PURSUANT TO MERGER UNDER IRC SECTION 507(B)(2) | 2024 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | COLD SPRINGS, NY | $60,000 | GENERAL | 2022 |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | SARASOTA, FL | $50,000 | GENERAL | 2023 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | COLD SPRINGS, NY | $50,000 | GENERAL | 2023 |
| AQUARIUM OF THE PACIFIC | LONG BEACH, CA | $50,000 | GENERAL | 2022 |
| LIGHTHAWK CONSERVATION FLYING | DENVER, CO | $35,000 | GENERAL | 2022 |
| AQUARIUM OF THE PACIFIC | LONG BEACH, CA | $35,000 | GENERAL | 2023 |
| CONSERVATION FOUNDATION | OSPREY, FL | $25,000 | GENERAL | 2022 |
| LIGHTHAWK CONSERVATION FLYING | DENVER, CO | $25,000 | GENERAL | 2023 |
| NORTHEAST WILDERNESS TRUST | MONTPELIER, VT | $25,000 | GENERAL | 2022 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | NASHVILLE, TN | $20,000 | GENERAL | 2022 |
| NORTHEAST WILDERNESS TRUST | MONTPELIER, VT | $20,000 | GENERAL | 2023 |
| PLANNED PARENTHOOD OF SW FLORIDA | SARASOTA, FL | $20,000 | GENERAL | 2023 |
| SARASOTA AUDUBON SOCIETY | SARASOTA, FL | $20,000 | GENERAL | 2023 |
| UNIVERSITY OF CHICAGO COLLEGE OF MEDICINE - KOVLER DIABETE CENTER | CHICAGO, IL | $20,000 | GENERAL | 2023 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | NASHVILLE, TN | $20,000 | GENERAL | 2023 |
| SARASOTA AUDUBON SOCIETY | SARASOTA, FL | $20,000 | GENERAL | 2022 |
| UNIVERSITY OF ILLINOIS COLLEGE OF MEDICINE - KOVLER DIABETE CENTER | CHICAGO, IL | $20,000 | GENERAL | 2022 |
| CT ZOOLOGICAL SOCIETY | BRIDGEPORT, CT | $20,000 | GENERAL | 2023 |
| PLANNED PARENTHOOD OF SW FLORIDA | SARASOTA, FL | $20,000 | GENERAL | 2022 |
| CT ZOOLOGICAL SOCIETY | BRIDGEPORT, CT | $20,000 | GENERAL | 2022 |
| CONSERVATION FOUNDATION | OSPREY, FL | $15,000 | GENERAL | 2023 |
| LEWY BODY DEMENTIA ASSOCIATION | LILBURN, GA | $15,000 | GENERAL | 2023 |
| FLORIDA STUDIO THEATRE | SARASOTA, FL | $13,000 | GENERAL | 2023 |
| MINORITIES IN SHARK SCIENCES | BRADENTON, FL | $12,500 | GENERAL | 2023 |