How much did THE APPLEBY CHARITABLE FOUNDATION grant in FY2024?

THE APPLEBY CHARITABLE FOUNDATION reported 53 grants totaling $649,000 in its FY2024 IRS filing.

Where is THE APPLEBY CHARITABLE FOUNDATION based?

THE APPLEBY CHARITABLE FOUNDATION is based in FL.

THE APPLEBY CHARITABLE FOUNDATION

Foundation Dossiers

· Private foundation

THE APPLEBY CHARITABLE FOUNDATION

This foundation accepts unsolicited grant applications.

$649k

Granted FY2024

Grants

Communities

$100k

Largest

01What you fund

01FY2024 · 53 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k35 grants · $139k
$10k–50k14 grants · $245k
$50k–250k4 grants · $265k

$5,000

Median grant

States reached

$18M

Total assets

Largest grants

ASHEVILLE ART MUSEUM$100,000
YOUNG HARRIS COLLEGE$65,000
MINORITIES IN SHARKS SCIENCE$50,000
HUDSON VALLEY SHAKESPEARE FESTIVAL$50,000
AQUARIUM OF THE PACIFIC$35,000
VANDERBILT UNIVERSITY$20,000
LIGHTHAWK CONSERVATION FLYING$20,000
NORTHEAST WILDERNESS TRUST$20,000
SARASOTA AUDUBON SOCIETY$20,000
UNIVERSITY OF CHICAGO$20,000
CONNECTICUT ZOOLOGICAL SOCIETY$20,000
CONSERVATION FOUNDATION$15,000
PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA$15,000
LEWY BODY DIMENTIA ASSOCATION$15,000
FLORIDA STUDIO THEATRE$15,000

02The need

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 (FY24–24, $13k) land where the poverty rate runs at 9% — the area typically sits at 10%. 0% of those dollars reach neighborhoods with above-average need. Your grants skew toward lower-need ZIPs.

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 line in 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, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your 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.

Sarasota Opera Association Inc

Sarasota Opera produces impassioned opera performances true to the vision of the composer, to entertain, enrich, educate, and inspire a life-long love of opera in our diverse and growing communities.

Arts & Culture

Sarasota Ballet of Florida Inc

To enrich lives, captivate emotions and strengthen the community through the art of dance.

Arts & Culture

Florida West Coast Symphony Inc dba Sarasota Orchestra

To engage, educate and enrich our community through high quality live musical experiences.

Arts & Culture

University of Florida

To assist the university of florida in funding of research & development through grants & contractual arrangements & in the commercialization of intellectual properties, which include inventions, discoveries, processes, & work products.

Education

Opera Philadelphia

Opera philadelphia is committed to embracing innovation and developing opera for the 21st century.

Arts & Culture

Heartbeat Opera Ltd

Grounded in the belief that excellent opera making should build community and radiate beauty, Heartbeat Opera creates incisive adaptations, revelatory arrangements of classics, and interdisciplinary collaboration. We reckon with the…

Arts & Culture

Peninsula Arts Guild

Performing arts facility in the san francisco bay area's peninsula region.

Arts & Culture

Bowdoin International Music Festival

Study program and summer concert series for gifted young musicians

Arts & Culture

The Schuylkill Center for Environmental

To inspire meaningful connections between people and nature.

Environment

St Petersburg Opera Co Inc

The mission of the st. petersburg opera company is to enrich the cultural lives of the residents of, and visitors to, the tampa bay area by presenting fully staged professional opera productions of the highest quality, and to make opera…

Arts & Culture

San Francisco Conservatory of Music

The conservatory offers undergraduate, graduate and postgraduate musical education.

Education

The Seasteading Institute

Works to enable floating societies which will allow the next generation of pioneers to test new ideas for government

Social Science

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

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side

Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 37 years old; the field is 16. You back the established end — and your money leans older still.

The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 11% of the field you don’t fund.

orgs you fund

0.0%0/29

the rest of the field

11%

206,164/1,819,536

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

03the grantee network

29 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

29/29

Grantees still filing

23/29

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$340,500Education$111,000Arts & Culture$80,000Animals$55,000Health$27,000Environment$23,000Human Services$12,500

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

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 FoundationFL46.5× affinity19 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Appleby Foundation · The Community Foundation of Sarasota Co · Gulf Coast Community Foundation Inc · Charles & Margery Barancik Foundation Inc · William G and Marie Selby · Ibm International Foundation · Scott B & Annie P Appleby Charitable · The Louis and Gloria Flanzer · Tarr Charitable Family Foundation Inc · The Tillie Jennie & Harold Schwartz · Seidman Family Foundation · Manatee Community Foundation Inc

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 organisation THE APPLEBY CHARITABLE FOUNDATION 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

’20’21’22’23’24

no gov moneyreceives it· size = income

8get no government money at all

1rely on government for over half their income

typical government reliance, FY20–24

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. 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.

04Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: HARVEST HOUSE.

Agentic due diligence · confidence × risk

Financial management

low risk

~14 months of operating runway; revenue contracted over 8 filed years.

Track record & reputation

low risk

8 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 593255093 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on HARVEST HOUSE, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 14 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue contracted over the period.
On trackReliance on your funding— Your grants peaked at 2% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The Appleby Charitable Foundation?

Find your warmest path to The Appleby Charitable Foundation through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

THE APPLEBY CHARITABLE FOUNDATION

Where the money goes

Do your dollars go where the need is?

29 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Appleby Charitable Foundation?

More from the funding graph

THE APPLEBY CHARITABLE FOUNDATION

Where the money goes

Do your dollars go where the need is?

29 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Appleby Charitable Foundation?

More from the funding graph