· Private foundation
The Appleby Foundation
Its FY2024 filing reports that it accepted unsolicited grant applications.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2019–2024.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| THE APPLEBY CHARITABLE FOUNDATION (EIN 93-6729583) CO NORTHERN TRUST CO | $1,121,082 |
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 (FY19–23, $28k) 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.
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.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +35% since the first grant, against +9% for the ones you funded once.
55 repeat relationships — 0 still active in FY2024, 55 since wound down; 1 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 0% of grant dollars renewed an existing relationship; $1.1M went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- HVHUDSON VALLEY SHAKESPEARE FESTIVAL INC5× · 2019–2023 · $245k · revenue +442%
- AOAQUARIUM OF THE PACIFIC CORPORATION5× · 2019–2023 · $206k · revenue +37%
NORTHEAST WILDERNESS TRUST CORPORATION5× · 2019–2023 · $110k · revenue +677%
Funded once
- LLIGHTHAWKone grant, 2019 · $60k · revenue -50%
- UOUNIVERSITY OF CHICAGO COLLEGE OF MEDICINE - KOVLER DIABETE CENTERone grant, 2023 · $20k
- UOUNIVERSITY OF ILLINOIS COLLEGE OF MEDICINE - KOVLER DIABETE CENTERone grant, 2022 · $20k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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…
To present internationally renowed orchestras, chamber ensembles and solo artists to the greater sarasota community, and to showcase outstanding regional musicians in a series of free public concerts.
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…
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…
To be north carolina's state orchestra, an orchestra achieving the highest level of artistic quality and performance standards, and embracing its dual legacies of statewide service and music education.
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…
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…
The aco enriches lives through inspiring musical experiences. the aco inspires, engages, and educates our communities with the finest musical performances and educational programs through its core values of innovative programming, fiscal…
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…
Present the world's greatest musical artists in chamber music concerts of classical and alternative genres for diverse audiences. offer music education to concert attendees, students, and aspiring young musicians.
To stage the finest professional opera productions in Southeastern New England. To excite and build audiences for the enjoyment of a grand art form. To offer educational programs and creative community outreach events that expand the opera…
For reference, the grantee most central to the portfolio’s shape is Sarasota Contemporary Dance Inc and the most unlike its peers is Undersea Warriors. 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 34 years old; the field is 12. You back the established end — and your money leans older still.
The field is 27% 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 17% 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.
47 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. 47 of the 78 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 HUDSON VALLEY SHAKESPEARE FESTIVAL INC ↗
- Who funds YOUNG HARRIS COLLEGE ↗
- Who funds AQUARIUM OF THE PACIFIC CORPORATION ↗
- Who funds NORTHEAST WILDERNESS TRUST CORPORATION ↗
- Who funds SARASOTA AUDUBON SOCIETY INC ↗
- Who funds SARASOTA MEMORIAL HEALTHCARE FOUNDATION INC ↗
- Who funds LIGHTHAWK ↗
- Who funds Lewy Body Dementia Association Inc ↗
- Who funds ASOLO THEATRE INC ↗
- Who funds LA MUSICA DI ASOLO INC ↗
- Who funds THE ACADEMY AT GLENGARY INC ↗
- Who funds FLORIDA STUDIO THEATRE INC ↗
- Who funds Vanderbilt University Medical Center ↗
- Who funds Emotions Matter Inc ↗
- Who funds KITE'S NEST INC ↗
- Who funds PINES OF SARASOTA FOUNDATION INC ↗
- Who funds OCULAR IMMUNOLOGY AND UVEITIS FOUNDATION ↗
- Who funds MINORITIES IN SHARK SCIENCES INC ↗
- Who funds EARLY MUSIC FOUNDATION INC ↗
- Who funds FRIENDS OF THE SEA LIONS INC DBA PACIFIC MARINE MAMMAL CENTER ↗
- Who funds Greater Dallas Youth Orchestra Inc ↗
- Who funds Children First Inc ↗
- Who funds Sarasota Contemporary Dance Inc ↗
- Who funds WESTCOAST BLACK THEATRE TROUPE OF FLORIDA 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 Charitable 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 · Ibm International Foundation · The Louis and Gloria Flanzer Philanthropic Trust · Scott B & Annie P Appleby Charitable Trust Co/O the Northern Trust Company · Lee & Bob Peterson Foundation Inc Dba Sunshine From Darkness · Roberta Leventhal Sudakoff Foundation Inc · Msc Foundation Inc · 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 organization The Appleby 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
- Northeast Wilderness Trust Corporation — 2% of income from government
- Stetson University Inc — 0% 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 Foundation?
Find your warmest path to The Appleby 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.