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The Appleby Charitable Foundation at a glance

· Private foundation

The Appleby Charitable Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$649k
Granted FY2024still arriving
53
Grants FY2024still arriving
12
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its fieldRead
04Through PlinthRead
01What it funds
01FY2024 · 53 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k35 grants · $139k
  • $10k–50k14 grants · $245k
  • $50k–250k4 grants · $265k
$5,000
Median grant
12
States reached
$14M
Total assets
Largest grants
RecipientAmount
ASHEVILLE ART MUSEUM$100,000
YOUNG HARRIS COLLEGE$65,000
HUDSON VALLEY SHAKESPEARE FESTIVAL$50,000
MINORITIES IN SHARKS SCIENCE$50,000
AQUARIUM OF THE PACIFIC$35,000
Individual grant recipient$20,000
VANDERBILT UNIVERSITY$20,000
CONNECTICUT ZOOLOGICAL SOCIETY$20,000
SARASOTA AUDUBON SOCIETY$20,000
UNIVERSITY OF CHICAGO$20,000
NORTHEAST WILDERNESS TRUST$20,000
PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA$15,000
CONSERVATION FOUNDATION$15,000
LEWY BODY DIMENTIA ASSOCATION$15,000
FLORIDA STUDIO THEATRE$15,000
02The need
02

Does the money reach high-need areas?

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

show:

Its 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. Its grants skew toward lower-need ZIPs.

area typical 10%TIDEWELL HOSPICE: $5k → 9%HARVEST HOUSE: $5k → 9%RESURRECTION HOUSE INC: $3k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
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.

Which US states its grants reach

IL
NY
MA
CT
RI
CA
CO
TN
NC
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
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
2
Florida West Coast Symphony Inc dba Sarasota Orchestra

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…

Arts & Culture
3
Boston Philharmonic Orchestra Corporation

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…

Arts & Culture
4
Aquila Theatre Company

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…

Arts & Culture
5
Hawaii Symphony Orchestra

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…

Arts & Culture
6
Bowdoin International Music Festival

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…

Arts & Culture
7
Florentine Opera Company Inc

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…

Arts & Culture
8
San Diego Opera Association

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…

Arts & Culture
9
Shakespeare & Company Inc

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…

Arts & Culture
10
Los Angeles Opera Company

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…

Arts & Culture
11
Bay State Performing Arts Inc

Organization creates musical experiences to inspire change, build community and celebrate difference.

Arts & Culture
12
Oregon Shakespeare Festival Association Inc

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.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Sarasota Contemporary Dance Inc; 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.
03the grantee network

42 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
42/42
Grantees still filing
21/42
Grew since first funded

Where the money sits, by cause and then by grantee

Asheville Art Museum Association Inc: $100,000 · Arts & CultureAsheville Art Museum Association IncHUDSON VALLEY SHAKESPEARE FESTIVAL INC: $50,000 · Arts & CultureHUDSON VALLEY SHAKESPEARE FESTIVAL IN…FLORIDA STUDIO THEATRE INC: $15,000 · Arts & CultureFLORIDA STUDIO THEATRE INCASOLO THEATRE INC: $10,000 · Arts & Culture+10 more: $38,500 · Arts & Culture+10 moreMINORITIES IN SHARKS SCIENCE: $50,000 · OtherMINORITIES IN SHARKS SCIENCESARASOTA AUDUBON SOCIETY INC: $20,000 · OtherSARASOTA AUDUBON SOCIETY INCIndividual grant recipient: $20,000 · OtherIndividual grant recipientNORTHEAST WILDERNESS TRUST: $20,000 · OtherNORTHEAST WILDERNESS TRUSTIndividual grant recipient: $7,000 · OtherSARASOTA ART MUSEUM: $7,000 · OtherSARASOTA ORCHESTRA: $6,000 · OtherTHE ACADEMY AT GLENGARY INC: $10,000 · OtherTHE ACADEMY AT GLENGARY INCBurn Institute: $6,000 · Other+8 more: $27,500 · Other+8 moreYOUNG HARRIS COLLEGE: $65,000 · EducationYOUNG HARRIS COLLEG…University of Chicago: $20,000 · EducationUniversity of Chica…Vanderbilt University: $20,000 · EducationVanderbilt Universi…+2 more: $6,000 · Education+2 moreAQUARIUM OF THE PACIFIC CORPORATION: $35,000 · AnimalsAQUARIUM O…CONNECTICUT ZOOLOGICAL SOCIETYINC: $20,000 · AnimalsCONNECTICU…FRIENDS OF THE SEA LIONS INC DBA PACIFIC MARINE MAMMAL CENTER: $3,000 · AnimalsPLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA INC: $15,000 · HealthPLANNED P…Lewy Body Dementia Association Inc: $15,000 · HealthLewy Body…PLANNED PARENTHOOD SOUTH ATLANTIC INC: $10,000 · HealthPLANNED P…Emotions Matter Inc: $5,000 · HealthEmotions …PINES OF SARASOTA FOUNDATION INC: $5,000 · HealthPINES OF …NEURO CHALLENGE FOUNDATION INC: $4,000 · HealthNEURO CHA…OCULAR IMMUNOLOGY AND UVEITIS FOUNDATION: $2,000 · HealthTHE CONSERVATION FOUNDATION: $15,000 · EnvironmentSave The Bay: $6,000 · EnvironmentREEF CHECK FOUNDATION: $2,000 · EnvironmentDaily Acts Organization: $1,500 · EnvironmentTIDEWELL HOSPICE INC: $5,000 · Human ServicesHARVEST HOUSE INC: $5,000 · Human ServicesRESURRECTION HOUSE INC: $2,500 · Human Services
Arts & Culture$213,500Other$173,500Education$111,000Animals$58,000Health$56,000Environment$24,500Human Services$12,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAsheville Art Museum Association Inc: $100,000 over 1y, 4.6% of budgetYOUNG HARRIS COLLEGE: $65,000 over 1y, 0.1% of budgetHUDSON VALLEY SHAKESPEARE FESTIVAL INC: $50,000 over 1y, 0.2% of budgetAQUARIUM OF THE PACIFIC CORPORATION: $35,000 over 1y, 0.1% of budgetUniversity of Chicago: $20,000 over 1y, 0.0% of budgetSARASOTA AUDUBON SOCIETY INC: $20,000 over 1y, 6.8% of budgetCONNECTICUT ZOOLOGICAL SOCIETYINC: $20,000 over 1y, 0.4% of budgetVanderbilt University: $20,000 over 1y, 0.0% of budgetPLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA INC: $15,000 over 1y, 0.1% of budgetFLORIDA STUDIO THEATRE INC: $15,000 over 1y, 0.1% of budgetTHE CONSERVATION FOUNDATION: $15,000 over 1y, 0.4% of budgetLewy Body Dementia Association Inc: $15,000 over 1y, 0.3% of budgetPLANNED PARENTHOOD SOUTH ATLANTIC INC: $10,000 over 1y, 0.0% of budgetASOLO THEATRE INC: $10,000 over 1y, 0.1% of budgetTHE ACADEMY AT GLENGARY INC: $10,000 over 1y, 0.5% of budgetBurn Institute: $6,000 over 1y, 0.4% of budgetSave The Bay: $6,000 over 1y, 0.2% of budgetWESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC: $6,000 over 1y, 0.1% of budgetKITE'S NEST INC: $5,000 over 1y, 0.4% of budgetTIDEWELL HOSPICE INC: $5,000 over 1y, 0.0% of budgetENSEMBLENEWSRQ INC: $5,000 over 1y, 15% of budgetTRUSTEES OF BOSTON UNIVERSITY: $5,000 over 1y, 0.0% of budgetSECOND HEART HOMES INC: $5,000 over 1y, 0.2% of budgetEmotions Matter Inc: $5,000 over 1y, 1.7% of budgetPINES OF SARASOTA FOUNDATION INC: $5,000 over 1y, 0.1% of budgetSarasota Contemporary Dance Inc: $5,000 over 1y, 0.8% of budgetLA MUSICA DI ASOLO INC: $5,000 over 1y, 1.6% of budgetANSONIA MUSIC OUTREACH ORGANIZATION INC: $5,000 over 1y, 2.1% of budgetHARVEST HOUSE INC: $5,000 over 1y, 1.7% of budgetNEURO CHALLENGE FOUNDATION INC: $4,000 over 1y, 0.6% of budgetBOSTON EARLY MUSIC FESTIVAL INC: $4,000 over 1y, 0.1% of budgetChildren First Inc: $3,000 over 1y, 0.0% of budgetGreater Dallas Youth Orchestra Inc: $3,000 over 1y, 0.3% of budgetFRIENDS OF THE SEA LIONS INC DBA PACIFIC MARINE MAMMAL CENTER: $3,000 over 1y, 0.1% of budgetIDYLLWILD ARTS FOUNDATION: $3,000 over 1y, 0.0% of budgetRESURRECTION HOUSE INC: $2,500 over 1y, 0.2% of budgetRHODE ISLAND CHILDRENS CHORUS INC: $2,500 over 1y, 1.1% of budgetOCULAR IMMUNOLOGY AND UVEITIS FOUNDATION: $2,000 over 1y, 0.1% of budgetHUDSON OPERA HOUSE INC: $2,000 over 1y, 0.2% of budgetREEF CHECK FOUNDATION: $2,000 over 1y, 0.1% of budgetDaily Acts Organization: $1,500 over 1y, 0.1% of budgetALLIANCE FRANCAISE DE SARASOTA INC: $1,000 over 1y, 0.9% of budget
Grantee by grantee: a decade per organization, before and after funding

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

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Appleby FoundationThe Community Foundat…Gulf Coast Community …William G and Marie S…Charles & Margery Bar…Scott B & Annie P App…The Louis and Gloria …Ibm International Fou…Lee & Bob Peterson Fo…Roberta Leventhal Sud…The Arthur S Karp Fam…Tarr Charitable Famil…
The Appleby FoundationFL58.1× affinity25 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 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Appleby Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from The Appleby Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 110%1%4%8%15%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • 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
no gov moneyreceives it· size = income
11get no government money at all
13report 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, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
04Through Plinth

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.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 53 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

Play a game based on Appleby’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home