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APPLEBY CHARITABLE FOUNDATION

Cite this

Plain text APPLEBY CHARITABLE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2023–2024. https://strategystudio.org/org/936729583. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). APPLEBY CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2023–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/936729583

MLA “APPLEBY CHARITABLE FOUNDATION.” Strategy Studio, tax years 2023–2024, https://strategystudio.org/org/936729583. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2023–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $680K · expenses $873K · assets $14.0M

Also known as
C/O NORTHERN TRUST COMPANY
EIN
93-6729583
Address
1515 RINGLING BLVD STE 1100, SARASOTA, FL 34236-6851
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2023
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Northern Trust Institution TRUSTEE2023-2024 $82,229$82,229 540
James L Allen TRUSTEE2023-2024 $36,243$36,243 3
Julie Cardone TRUSTEE2023-2024 $36,243$36,243 1
Alicia Colby Jenson TRUSTEE2023-2024 $36,243$36,243 1

People by year

2024 · 4 people listed · 4 paid, $191K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NORTHERN TRUST COMPANY Institution TRUSTEE40 $82,229-$0 $82,229540
JAMES L ALLEN TRUSTEE5 $36,243-$0 $36,2433
JULIE CARDONE TRUSTEE5 $36,243-$0 $36,2431
ALICIA COLBY JENSON TRUSTEE5 $36,243-$0 $36,2431
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L ALLEN TRUSTEE5 $0-$0 $03
JULIE CARDONE TRUSTEE5 $0-$0 $01
ALICIA COLBY JENSON TRUSTEE5 $0-$0 $01
NORTHERN TRUST COMPANY Institution TRUSTEE40 $0-$0 $0540

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 53 grants to organizations · $649K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$679,687$872,879 $14,015,307$14,015,307 -- $190,958--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$57,900$0 $12,374,891$12,374,891 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
WYNNE CHARITABLE FOUNDATIONFLT20 $718,625$380,597 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
FRED O FUNKHOUSER CHARITABLE FOUNDATIONFLT20 $705,352$646,663 TRUSTEE$149,991 Same NTEE code T20, revenue within 2x, same state, similar name
GARY L BLACKWELL CHARITABLE FOUNDATION INCFLT20 $630,083$97,536 SECRETARY$2,000 Same NTEE code T20, revenue within 2x, same state, similar name
JOAN SCHECHTMAN CHARITABLE FOUNDATI ON INCFLT20 $623,852$19,217 TREASURER$12,500 Same NTEE code T20, revenue within 2x, same state
ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004FLT20 $659,761$484,127 TRUSTEE$81,384 Same NTEE code T20, revenue within 2x, same state
THE CHARTER FOUNDATION INCFLT20 $654,263$531,314 TRUSTEE$79,832 Same NTEE code T20, revenue within 2x, same state
PARGH FOUNDATIONFLT20 $730,592$636,099 MANAGER$0 Same NTEE code T20, revenue within 2x, same state
ERDBERG FOUNDATIONFLT20 $703,197$29,925 President$0 Same NTEE code T20, revenue within 2x, same state
NIAMOGUE FOUNDATIONFLT20 $623,237$222,359 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
CRAMER KARUNA FOUNDATIONFLT20 $640,516$561,113 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
AEL FAMILY FOUNDATION INCFLT20 $745,512$352,850 President$0 Same NTEE code T20, revenue within 2x, same state
RIGGS FOUNDATION INCFLT20 $638,233$418,135 TRUSTEE, ASSISTANT & TREASURER$48,000 Same NTEE code T20, revenue within 2x, same state
SLATER FOUNDATION INCFLT20 $676,281$1,091,830 VICE-PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
HAYES FAMILY FOUNDATIONFLT20 $697,047$1,894,396 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
SWART FAMILY FOUNDATIONFLT20 $636,725$179,087 Trustee$0 Same NTEE code T20, revenue within 2x, same state
RUBENS FAMILY FOUNDATIONFLT20 $712,761$636,798 CHAIRMAN & TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MERIDIAN FOUNDATION INCFLT20 $634,586$166,124 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
DONNELLY FAMILY FOUNDATION CORPFLT20 $689,259$122,508 PRESIDENT/TREASURER/DIRECT$0 Same NTEE code T20, revenue within 2x, same state
ERIC GLEACHER FOUNDATIONFLT20 $714,363$215,481 PRESIDENT, TREASURER$0 Same NTEE code T20, revenue within 2x, same state
HIERONYMUS FOUNDATION INCFLT20 $707,904$682,720 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FUCHS FAMILY FOUNDATION INCFLT20 $632,709$844,448 PRESIDENT/SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
NATHANSON FAMILY FOUNDATIONFLT20 $731,693$28,976 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
JOAN AND CHESTER LUBY CHARITABLE TRUSTFLT20 $720,425$508,745 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state
BARBARA A STIEFEL FOUNDATION INCFLT20 $688,001$706,115 PRESIDENT/TREASURER/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
JAMES AND BRENDA HOYT FOUNDATIONFLT20 $696,926$842,842 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
L E CHARITABLE TRUST Private foundation$2,360,0361 12019–2019 E M CHARITABLE FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$1,886,16728 32012–2024 WE WANT MORE INC; EVERGREEN CHARITABLE & EDUCATIONAL FOUNDATION INC; LEADERSHIP BROWARD FOUNDATION INC
CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 Private foundation$1,835,4007 12016–2024 BALLKO CHARITABLE FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$440,3508 22017–2024 WE WANT MORE INC; 13 UGLY MEN FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$272,3758 12017–2024 WE WANT MORE INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$215,0003 12019–2022 WE WANT MORE INC
HIPPOCAMPUS FOUNDATION INC Private foundation$200,0001 12023–2023 NATAN AND LIDIA PEISACH FAMILY FOUNDATION
CHRISTIAN COMMUNITY FOUNDATION INC DAF sponsor$176,0005 12020–2024 WE WANT MORE INC
THE JOAN & CHESTER LUBY FOUNDATION INC Private foundation$67,4781 12023–2023 JOAN AND CHESTER LUBY CHARITABLE TRUST
JAMES AND BEATRICE SALAH CHARITABLE TRUST Private foundation$50,0002 12014–2015 LEADERSHIP BROWARD FOUNDATION INC
BNY MELLON CHARITABLE GIFT FUND DAF sponsor$37,7403 12019–2021 WE WANT MORE INC
INDEPENDENT CHARITABLE GIFT FUND DAF sponsor$32,0001 12024–2024 WE WANT MORE INC
HUIZENGA FAMILY FOUNDATION INC Private foundation$18,4505 12011–2014 LEADERSHIP BROWARD FOUNDATION INC
UNITED WAY MIAMI INC DAF sponsor$16,2502 12011–2012 LEADERSHIP BROWARD FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$11,0001 12024–2024 WE WANT MORE INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $872,879 spent · pay $190,958 · grants $649,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $649,000 74.4%
Pay: officers, directors, trustees $190,958 21.9%
Fees: accounting $13,620 1.6%
Taxes $12,045 1.4%
Fees: legal $5,414 0.6%
Other expenses $1,842 0.2%
Total$872,879100%

View the filing