· Private foundation
The Appleby Charitable Foundation
Its FY2024 filing reports that it accepted unsolicited grant applications.
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
| Recipient | Amount |
|---|---|
| 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 |
| Individual grant recipient | $20,000 |
| CONNECTICUT ZOOLOGICAL SOCIETY | $20,000 |
| SARASOTA AUDUBON SOCIETY | $20,000 |
| UNIVERSITY OF CHICAGO | $20,000 |
| NORTHEAST WILDERNESS TRUST | $20,000 |
| LEWY BODY DIMENTIA ASSOCATION | $15,000 |
| FLORIDA STUDIO THEATRE | $15,000 |
| CONSERVATION FOUNDATION | $15,000 |
| PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA | $15,000 |
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.
Your human-services grants (FY24–24, $13k) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
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.
Which US states your grants reach
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.
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 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.
The mission of the Sarasota Orchestra is to engage, educate and enrich our community through high quality live musical experiences. Sarasota Orchestra is committed to engaging our community with the highest standards in performing and…
The BPO was formed in 1979 to provide opportunities for an evolving community of amateur student and professional players to perform together present challenging classical repertoire & enhance the publics awareness & understanding of this…
Aquila theatre's mission is to create bold reinterpretations of the classics for contemporary audiences. by expanding the canon and diversifying the classics, aquila dares to expand our collective perspectives. aquila theatre is one of the…
To present the highest-quality performances of great music, bringing national and international distinction to the orchestra and its community; to delight and educate audiences of all ages and backgrounds, and enhance the cultural vitality…
The mission of the Bowdoin International Music Festival is to provide gifted young musicians from around the world with an opportunity to study with world-class artists, and to provide audiences with classical music performed to the…
The florentine opera company is driven to produce the full range of operatic works reflecting the highest musical and theatrical standards, and to support community and education programs that foster the current and next generation of…
Mission: the mission of san diego opera is to deliver exceptional performances and exciting, accessible programs to diverse audiences, focusing on community partnerships, and the transformative and expressive power of the human voice. as…
The mission of shakespeare & company is to deliver a sustainable and vital program of performance, training, and education, integrated for the deepened experience of the artists, the audience, the company, and the community. (continued on…
To serve the public by producing world-class opera that preserves, promotes and advances the art form while embodying the diversity, spirit and artistic sensibility unique to los angeles. we envision an engaged and enlightened community in…
Organization creates musical experiences to inspire change, build community and celebrate difference.
The oregon shakespeare festival creates world-class theater, revealing our collective humanity through illuminating interpretations of new and classic plays, and inspiring a love of our art form for current and future generations.
For reference, the grantee most central to the portfolio’s shape is Sarasota Contemporary Dance Inc and the most unlike its peers is Greater Dallas Youth Orchestra Inc. 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.
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.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
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.
42 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 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 42 of the 53 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.
Where your money sits — by cause, then by grantee
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.
- Who funds Asheville Art Museum Association Inc ↗
- Who funds YOUNG HARRIS COLLEGE ↗
- Who funds HUDSON VALLEY SHAKESPEARE FESTIVAL INC ↗
- Who funds AQUARIUM OF THE PACIFIC CORPORATION ↗
- Who funds CONNECTICUT ZOOLOGICAL SOCIETYINC ↗
- Who funds Vanderbilt University ↗
- Who funds University of Chicago ↗
- Who funds SARASOTA AUDUBON SOCIETY INC ↗
- Who funds PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA INC ↗
- Who funds Lewy Body Dementia Association Inc ↗
- Who funds THE CONSERVATION FOUNDATION ↗
- Who funds FLORIDA STUDIO THEATRE INC ↗
- Who funds THE ACADEMY AT GLENGARY INC ↗
- Who funds PLANNED PARENTHOOD SOUTH ATLANTIC INC ↗
- Who funds ASOLO THEATRE INC ↗
- Who funds Burn Institute ↗
- Who funds Save The Bay ↗
- Who funds WESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC ↗
- Who funds SECOND HEART HOMES INC ↗
- Who funds Emotions Matter Inc ↗
- Who funds TRUSTEES OF BOSTON UNIVERSITY ↗
- Who funds KITE'S NEST INC ↗
- Who funds TIDEWELL HOSPICE INC ↗
- Who funds Sarasota Contemporary Dance Inc ↗
- Who funds ANSONIA MUSIC OUTREACH ORGANIZATION INC ↗
- Who funds PINES OF SARASOTA FOUNDATION INC ↗
- Who funds ENSEMBLENEWSRQ INC ↗
- Who funds HARVEST HOUSE INC ↗
- Who funds LA MUSICA DI ASOLO INC ↗
- Who funds BOSTON EARLY MUSIC FESTIVAL INC ↗
- Who funds NEURO CHALLENGE FOUNDATION INC ↗
- Who funds Children First Inc ↗
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.
Open a dossier: The Appleby Foundation · The Community Foundation of Sarasota Co Inc · Gulf Coast Community Foundation Inc · William G and Marie Selby Foundation Inc · Charles & Margery Barancik Foundation Inc · Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company · The Louis and Gloria Flanzer Philanthropic Trust · Ibm International Foundation · Lee & Bob Peterson Foundation Inc Dba Sunshine From Darkness · Roberta Leventhal Sudakoff Foundation Inc · The Arthur S Karp Family Foundation Inc · Tarr Charitable Family 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 organization 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.
- Children First Inc — 100% of income from government
- Trustees of Boston University — 12% of income from government
- Harvest House Inc — 0% of income from government
- Florida Studio Theatre Inc — 0% of income from government
- Tidewell Hospice Inc — 0% of income from government
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.
Warm introductions · Powered by PlinthPlus
How do I get to The Appleby Charitable Foundation?
Find your warmest path to The Appleby Charitable Foundation 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.