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Florida · Private foundation

The Appleby Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$1.1M
Granted FY2024(still arriving)
1
Grants FY2024
49
Organizations funded FY2023
10%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$1,121,082
Largest grant, FY2024
$1,121,082
Organizations funded a year
34 to 53
FY2019 to FY2023
States reached, FY2024
1
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 10% of the organizations The Appleby Foundation funded were first-time grantees, receiving 7% of its grant dollars.

New vs renewed · share of each year

In FY2023, 93% of grant dollars renewed an existing relationship; $34k went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

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

’20’21’22’23
Arts & CultureHealthEducationEnvironmentHuman ServicesHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving1$1.1M100%
FY202349$477k10%
FY202253$530k28%
FY202143$470k19%
FY202034$380k6%
FY201946$482kn/a
94% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Philanthropy$1.1MArts & Culture$600kEnvironment$511kHealth$435kEducation$321kAnimals$178kEmployment$45kYouth Development$27kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

VT
IL
NY
MA
NV
CT
RI
CA
CO
TN
NC
DC
GA
TX
FL

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 48 grantees
All grantees of The Appleby Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Hudson Valley Shakespeare Festival Inc$245,00051%
Young Harris College$220,00030%
Aquarium of the Pacific Corporation$205,50050%
Northeast Wilderness Trust Corporation$110,00051%
Sarasota Audubon Society Inc$99,500519%
Lighthawk$60,0001n/a
Sarasota Memorial Healthcare Foundation Inc$60,00020%
Lewy Body Dementia Association Inc$50,00040%
Asolo Theatre Inc$50,00050%
La Musica Di Asolo Inc$48,500520%
The Academy at Glengary Inc$45,00051%
Florida Studio Theatre Inc$43,00040%
Vanderbilt University Medical Center$40,00020%
Emotions Matter Inc$33,00056%
Kite's Nest Inc$27,00051%
Ocular Immunology and Uveitis Foundation$25,00042%
Pines of Sarasota Foundation Inc$25,00050%
Minorities in Shark Sciences Inc$22,50024%
Early Music Foundation Inc$21,50044%
Greater Dallas Youth Orchestra Inc$17,00051%
Friends of the Sea Lions Inc Dba Pacific Marine Mammal Center$17,00050%
Children First Inc$14,90050%
Yale University$12,0002n/a
Ensemblenewsrq Inc$12,00036%
Westcoast Black Theatre Troupe of Florida Inc$12,00020%
Sarasota Contemporary Dance Inc$12,00031%
Save the Bay Inc$11,00020%
Gallaudet University$10,00010%
Harvest House Inc$10,00021%
Hudson Opera House Inc$10,00050%
Tidewell Hospice Inc$10,00020%
Second Heart Homes Inc$10,00020%
Reef Check Foundation$9,00050%
Daily Acts Organization$8,10030%
Resurrection House Inc$8,00041%
CHILDRENS CHORUS OF GREATER DALLAS co Dallas Symphony Association INc$7,00030%
Idyllwild Arts Foundation$6,62640%
Yale University$5,0001n/a
Ansonia Music Outreach Organization Inc$5,00012%
Gotham Early Music Scene Inc$5,00011%
Stetson University Inc$5,00010%
Art Center Sarasota Inc$4,00040%
Alliance Francaise de Sarasota Inc$3,00032%
Rhode Island Childrens Chorus Inc$2,00011%
Sonoma Ecology Center$2,00010%
Neuro Challenge Foundation Inc$2,00010%
Undersea Warriors$2,00013%
Copa Safety & Education Foundation$1,00010%

What it could do for these grantees

Plus 29 recipients with no EIN on record ($1.8M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Appleby Foundation supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHudson Valley Shakespeare Festival Inc: $245,000 over 5y, 1.2% of budgetYoung Harris College: $220,000 over 3y, 0.2% of budgetAquarium of the Pacific Corporation: $205,500 over 5y, 0.2% of budgetNortheast Wilderness Trust Corporation: $110,000 over 5y, 1.0% of budgetSarasota Audubon Society Inc: $99,500 over 5y, 19% of budgetSarasota Memorial Healthcare Foundation Inc: $60,000 over 2y, 0.3% of budgetLewy Body Dementia Association Inc: $50,000 over 4y, 0.4% of budgetAsolo Theatre Inc: $50,000 over 5y, 0.1% of budgetLa Musica Di Asolo Inc: $48,500 over 5y, 20% of budgetThe Academy at Glengary Inc: $45,000 over 5y, 0.8% of budgetFlorida Studio Theatre Inc: $43,000 over 4y, 0.1% of budgetVanderbilt University Medical Center: $40,000 over 2y, 0.0% of budgetEmotions Matter Inc: $33,000 over 5y, 6.3% of budgetKite's Nest Inc: $27,000 over 5y, 0.7% of budgetOcular Immunology and Uveitis Foundation: $25,000 over 4y, 1.6% of budgetPines of Sarasota Foundation Inc: $25,000 over 5y, 0.5% of budgetMinorities in Shark Sciences Inc: $22,500 over 2y, 3.9% of budgetEarly Music Foundation Inc: $21,500 over 4y, 3.9% of budgetGreater Dallas Youth Orchestra Inc: $17,000 over 5y, 0.5% of budgetFriends of the Sea Lions Inc Dba Pacific Marine Mammal Center: $17,000 over 5y, 0.1% of budgetChildren First Inc: $14,900 over 5y, 0.0% of budgetEnsemblenewsrq Inc: $12,000 over 3y, 5.5% of budgetWestcoast Black Theatre Troupe of Florida Inc: $12,000 over 2y, 0.1% of budgetSarasota Contemporary Dance Inc: $12,000 over 3y, 1.2% of budgetSave the Bay Inc: $11,000 over 2y, 0.1% of budgetGallaudet University: $10,000 over 1y, 0.0% of budgetHarvest House Inc: $10,000 over 2y, 1.5% of budgetHudson Opera House Inc: $10,000 over 5y, 0.4% of budgetTidewell Hospice Inc: $10,000 over 2y, 0.0% of budgetSecond Heart Homes Inc: $10,000 over 2y, 0.4% of budgetReef Check Foundation: $9,000 over 5y, 0.2% of budgetDaily Acts Organization: $8,100 over 3y, 0.4% of budgetResurrection House Inc: $8,000 over 4y, 0.7% of budgetCHILDRENS CHORUS OF GREATER DALLAS co Dallas Symphony Association INc: $7,000 over 3y, 0.4% of budgetIdyllwild Arts Foundation: $6,626 over 4y, 0.0% of budgetAnsonia Music Outreach Organization Inc: $5,000 over 1y, 2.3% of budgetGotham Early Music Scene Inc: $5,000 over 1y, 0.5% of budgetStetson University Inc: $5,000 over 1y, 0.0% of budgetArt Center Sarasota Inc: $4,000 over 4y, 0.2% of budgetAlliance Francaise de Sarasota Inc: $3,000 over 3y, 1.7% of budgetRhode Island Childrens Chorus Inc: $2,000 over 1y, 1.0% of budgetSonoma Ecology Center: $2,000 over 1y, 0.1% of budgetNeuro Challenge Foundation Inc: $2,000 over 1y, 0.3% of budgetUndersea Warriors: $2,000 over 1y, 2.7% of budgetCopa Safety & Education Foundation: $1,000 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 45.

Nonprofits that may fit its grantmaking

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 Charitable FoundationFL58.1× affinity25 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

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.

Compare The Appleby Foundation with peer funders

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.

About The Appleby Foundation

How much does The Appleby Foundation give?
The Appleby Foundation reported 1 grants totaling $1,121,082 in its FY2024 IRS filing. It funded between 34 and 53 organizations a year over FY2019 to FY2023.
What does The Appleby Foundation fund?
By grant dollars over FY2019 to FY2024, its largest causes are Philanthropy (33%), Arts & Culture (17%), Environment (15%).
Who are The Appleby Foundation's largest grantees?
By total granted over FY2019 to FY2024: Hudson Valley Shakespeare Festival Inc ($245k), Young Harris College ($220k), Aquarium of the Pacific Corporation ($206k).
Does The Appleby Foundation fund new organizations?
In FY2023, 10% of the organizations it funded were first-time grantees.
Does The Appleby Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as The Appleby Foundation?
Its strongest co-funders, measured against what their size predicts, include The Appleby Charitable Foundation, The Community Foundation of Sarasota Co Inc, Gulf Coast Community Foundation Inc.
Where is The Appleby Foundation based?
The Appleby Foundation is based in FL.

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 78 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

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