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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Northern Trust Institution | TRUSTEE | 2023-2024 | $82,229 | $82,229 | 540 |
| James L Allen | TRUSTEE | 2023-2024 | $36,243 | $36,243 | 3 |
| Julie Cardone | TRUSTEE | 2023-2024 | $36,243 | $36,243 | 1 |
| Alicia Colby Jenson | TRUSTEE | 2023-2024 | $36,243 | $36,243 | 1 |
People by year
2024 · 4 people listed · 4 paid, $191K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY Institution | TRUSTEE | 40 | $82,229 | - | $0 | $82,229 | 540 |
| JAMES L ALLEN | TRUSTEE | 5 | $36,243 | - | $0 | $36,243 | 3 |
| JULIE CARDONE | TRUSTEE | 5 | $36,243 | - | $0 | $36,243 | 1 |
| ALICIA COLBY JENSON | TRUSTEE | 5 | $36,243 | - | $0 | $36,243 | 1 |
2023 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES L ALLEN | TRUSTEE | 5 | $0 | - | $0 | $0 | 3 |
| JULIE CARDONE | TRUSTEE | 5 | $0 | - | $0 | $0 | 1 |
| ALICIA COLBY JENSON | TRUSTEE | 5 | $0 | - | $0 | $0 | 1 |
| NORTHERN TRUST COMPANY Institution | TRUSTEE | 40 | $0 | - | $0 | $0 | 540 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $679,687 | $872,879 | $14,015,307 | $14,015,307 | - | - | $190,958 | - | - |
| 2023 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WYNNE CHARITABLE FOUNDATION | FL | T20 | $718,625 | $380,597 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| FRED O FUNKHOUSER CHARITABLE FOUNDATION | FL | T20 | $705,352 | $646,663 | TRUSTEE | $149,991 | Same NTEE code T20, revenue within 2x, same state, similar name |
| GARY L BLACKWELL CHARITABLE FOUNDATION INC | FL | T20 | $630,083 | $97,536 | SECRETARY | $2,000 | Same NTEE code T20, revenue within 2x, same state, similar name |
| JOAN SCHECHTMAN CHARITABLE FOUNDATI ON INC | FL | T20 | $623,852 | $19,217 | TREASURER | $12,500 | Same NTEE code T20, revenue within 2x, same state |
| ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 | FL | T20 | $659,761 | $484,127 | TRUSTEE | $81,384 | Same NTEE code T20, revenue within 2x, same state |
| THE CHARTER FOUNDATION INC | FL | T20 | $654,263 | $531,314 | TRUSTEE | $79,832 | Same NTEE code T20, revenue within 2x, same state |
| PARGH FOUNDATION | FL | T20 | $730,592 | $636,099 | MANAGER | $0 | Same NTEE code T20, revenue within 2x, same state |
| ERDBERG FOUNDATION | FL | T20 | $703,197 | $29,925 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| NIAMOGUE FOUNDATION | FL | T20 | $623,237 | $222,359 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| CRAMER KARUNA FOUNDATION | FL | T20 | $640,516 | $561,113 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| AEL FAMILY FOUNDATION INC | FL | T20 | $745,512 | $352,850 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| RIGGS FOUNDATION INC | FL | T20 | $638,233 | $418,135 | TRUSTEE, ASSISTANT & TREASURER | $48,000 | Same NTEE code T20, revenue within 2x, same state |
| SLATER FOUNDATION INC | FL | T20 | $676,281 | $1,091,830 | VICE-PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| HAYES FAMILY FOUNDATION | FL | T20 | $697,047 | $1,894,396 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| SWART FAMILY FOUNDATION | FL | T20 | $636,725 | $179,087 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| RUBENS FAMILY FOUNDATION | FL | T20 | $712,761 | $636,798 | CHAIRMAN & TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MERIDIAN FOUNDATION INC | FL | T20 | $634,586 | $166,124 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| DONNELLY FAMILY FOUNDATION CORP | FL | T20 | $689,259 | $122,508 | PRESIDENT/TREASURER/DIRECT | $0 | Same NTEE code T20, revenue within 2x, same state |
| ERIC GLEACHER FOUNDATION | FL | T20 | $714,363 | $215,481 | PRESIDENT, TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| HIERONYMUS FOUNDATION INC | FL | T20 | $707,904 | $682,720 | DIRECTOR/PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| FUCHS FAMILY FOUNDATION INC | FL | T20 | $632,709 | $844,448 | PRESIDENT/SECRETARY | $0 | Same NTEE code T20, revenue within 2x, same state |
| NATHANSON FAMILY FOUNDATION | FL | T20 | $731,693 | $28,976 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| JOAN AND CHESTER LUBY CHARITABLE TRUST | FL | T20 | $720,425 | $508,745 | CHAIRMAN | $0 | Same NTEE code T20, revenue within 2x, same state |
| BARBARA A STIEFEL FOUNDATION INC | FL | T20 | $688,001 | $706,115 | PRESIDENT/TREASURER/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| JAMES AND BRENDA HOYT FOUNDATION | FL | T20 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $872,879 | 100% |