SCOTT B & ANNIE P APPLEBY CHARITABLE
https://N/A
$4.5M
Total Assets (2019)
N/A
Total Giving (2019)
0
Grants on File (2019–2024)
N/A
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 $412,492
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SCOTT B ANNIE P APPLEBY CHARITABLE
Phone
9413292628
Deadlines
NONE
How to Apply
LETTER
Restrictions
NONE
Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $4.5M | $216K | N/A |
| 2020 | N/A | $4.7M | $339K | N/A |
| 2023 | N/A | $497K | $151K | N/A |
| 2024 | N/A | $0 | $35K | N/A |
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BENJAMIN COLBY | TRUSTEE | $13K |
| F JORDAN COLBY | TRUSTEE | $11K |
| SARAH ROB COLBY PIERCE | TRUSTEE | $11K |
| BENJAMIN COLBY THROUGH 63020 | TRUSTEE | $6K |
| ALICIA JENSEN 7120 - 123120 | TRUSTEE | $5K |
| NORTHERN TRUST | TRUSTEE | — |
| JAMES L ALLEN | TRUSTEE | — |
| JULIA CARDONE | TRUSTEE | — |
| ALICIA COLBY JENSEN | TRUSTEE | — |
Grants Awarded (0 total)
| Recipient | Location | Amount | Purpose | Year |
|---|