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· Private foundation

Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company

Its FY2024 filing reports that it accepted unsolicited grant applications.

$412k
Granted FY2024still arriving
1
Grants FY2024still arriving
1
States reached
$412k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20192024.

Arts & Culture$544kPhilanthropy$412kEducation$155kHealth$135kEnvironment$27kHuman Services$3kInternational$2kHousing & Shelter$1k
02FY2024 · 1 grant

Where the money goes

Your grants by size, and where they go.

$412,492
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
THE APPLEBY CHARITABLE FOUNDATION (EIN 93-6729583) CO NORTHERN TRUST CO$412,492
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY20–20, $1k) land where the poverty rate runs at 9%, against an area that typically sits at 9%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 9%RESURRECTION HOUSE INC: $1k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

65%of every dollar goes to organizations you’ve funded before.
$829k · 7 repeat orgs$450k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +39% since the first grant, against +8% for the ones you funded once.

7 repeat relationships — 0 still active in FY2024, 7 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
8

Total granted

$829k
$38k

Median revenue growth · since first grant

+39%
+8%

Still filing today

71%
63%

New vs renewed · share of each year

In FY2024, 0% of grant dollars renewed an existing relationship; $412k went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24
Arts & CultureEducationHealthEnvironmentHuman ServicesOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • VU
    Vanderbilt University Medical Center
    3× · 2019–2021 · $65k · revenue +91%
  • DA
    Daily Acts Organization
    3× · 2019–2023 · $27k · revenue +269%
  • WESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC
    3× · 2019–2021 · $17k · revenue +39%

Funded once

  • FLORIDA STUDIO THEATRE INC
    one grant, 2022 · $15k · revenue +8%
  • NC
    NEW COLLEGE ENDOWMENT
    one grant, 2019 · $10k
  • PLANNED PARENTHOOD SOUTH ATLANTIC INC
    one grant, 2023 · $5k · revenue +21%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Wake Forest University

Wake Forest University, a 501(c)(3) institution of higher education, is dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization is comprised of seven constituent parts: Wake…

Education
2
Columbia Childrens Theatre

Inspired by the intelligence and emotional wisdom of young people, we create professional theatre for youth and families, foster inclusive community, and nurture meaningful learning through the arts. We provide these experiences through…

Arts & Culture
3
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
4
Artists Repertory Theatre

Artists repertory theatre's mission is to produce intimate, provacative theatre and provide a home for a diverse community of artists and audiences to take creative risks.

Arts & Culture
5
Greenville Theatre Arts Center
6
Main Street Theater Houston

To create theater that challenges its audience to think and its artists to grow. We accomplish this by presenting an articulate and compelling product in an intimate setting, creating employment for Houston-based artists, and memorable…

Arts & Culture
7
Florida Repertory Company Inc

Florida rep is committed to providing a first-class regional theatre for southwest florida; to creating, nurturing and developing an ensemble of theatre professionals who will develop long term relationships working on a wide variety of…

Arts & Culture
8
Key West Players Inc

To provide theater performances and educational programs for the residents of Key West, the Florida Keys, and for the many visitors to the Keys. Recognized as the Best Professional Theater in Florida for many years. We also ensure…

9
Wallis Annenberg Center for the Performing Arts

Deeply rooted in our local beverly hills community and influenced by cultural change, the wallis annenberg center for the performing arts, a public-private partnership with the city of beverly hills, strives to be a site for the…

Arts & Culture
10
South Carolina Children's Theatre

Empowering and inspiring a new generation of changemakers through theatre. at scct, we define a changemaker as: someone who has empathy for others and is driven to make the world a better place. someone who is inquisitive, open minded, and…

Arts & Culture
11
The Studio Theatre Inc

Studio Theatre produces exceptional contemporary theatre in deliberately intimate spaces, fostering a more thoughtful, more empathetic, and more connected community, in Washington DC and beyond.

Arts & Culture
12
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education

For reference, the grantee most central to the portfolio’s shape is Asheville Art Museum Association Inc and the most unlike its peers is Vanderbilt University Medical Center. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

10 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 10 of the 16 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
10/10
Grantees still filing
7/10
Grew since you first funded

Where your money sits — by cause, then by grantee

Asheville Art Museum Association Inc — $510,000 · Arts & CultureAsheville Art Museum Association Inc+2 more — $32,000 · Arts & Culture+2 moreTHE APPLEBY CHARITABLE FOUNDATION (EIN 93-6729583) CO NORTHERN TRUST CO — $412,492 · OtherTHE APPLEBY CHARITABLE FOUNDATION (EIN 93-67…UNIVERSITY OF CHICAGO MEDICINE — $65,000 · OtherUNIVERSITY OF CHICAGO MEDICINE+4 more — $23,500 · OtherYOUNG HARRIS COLLEGE — $135,000 · EducationYOUNG HARRIS…+2 more — $3,474 · EducationVanderbilt University Medical Center — $65,000 · HealthPLANNED PARENTHOOD SOUTH ATLANTIC INC — $5,000 · HealthDaily Acts Organization — $26,900 · EnvironmentRESURRECTION HOUSE INC — $1,000 · Human Services
Arts & Culture$542,000Other$500,992Education$138,474Health$70,000Environment$26,900Human Services$1,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ your share of their budgetAsheville Art Museum Association Inc — $510,000 over 5y, 5.7% of budgetYOUNG HARRIS COLLEGE — $135,000 over 2y, 0.1% of budgetVanderbilt University Medical Center — $65,000 over 3y, 0.0% of budgetDaily Acts Organization — $26,900 over 3y, 2.0% of budgetWESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC — $17,000 over 3y, 0.1% of budgetFLORIDA STUDIO THEATRE INC — $15,000 over 1y, 0.1% of budgetPLANNED PARENTHOOD SOUTH ATLANTIC INC — $5,000 over 1y, 0.0% of budgetChildren First Inc — $2,100 over 1y, 0.0% of budgetIDYLLWILD ARTS FOUNDATION — $1,374 over 1y, 0.0% of budgetRESURRECTION HOUSE INC — $1,000 over 1y, 0.1% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Appleby Charitable FoundationFL17.9× affinity6 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Appleby Charitable Foundation · The Appleby Foundation · Morgan Stanley Global Impact Funding Trust Inc · Natl Christian Charitable Fdn Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 10%1%3%6%10%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 100%
  • Children First Inc100% of income from government
  • Florida Studio Theatre Inc0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company?

Find your warmest path to Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 16 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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