· Private foundation
The Appleby Foundation
Its FY2024 filing reports that it accepted unsolicited grant applications.
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.
Where the money goes
Grants by size, and the largest recipients.
| Recipient | Amount |
|---|---|
| THE APPLEBY CHARITABLE FOUNDATION (EIN 93-6729583) CO NORTHERN TRUST CO | $1,121,082 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Its 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. Its grants skew toward lower-need ZIPs.
How this is measured
Which US states its grants reach
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
Grantees it renews have grown median revenue +36% since the first grant, against +9% for those 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
How this is measured
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 ILLINOIS COLLEGE OF MEDICINE - KOVLER DIABETE CENTERone grant, 2022 · $20k
- UOUNIVERSITY OF CHICAGO COLLEGE OF MEDICINE - KOVLER DIABETE CENTERone grant, 2023 · $20k
How this is measured
Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.
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.
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…
How this is measured
47 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. 47 of the 78 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.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
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.
- 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 LIGHTHAWK ↗
- Who funds SARASOTA MEMORIAL HEALTHCARE FOUNDATION INC ↗
- 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 OCULAR IMMUNOLOGY AND UVEITIS FOUNDATION ↗
- Who funds PINES OF SARASOTA FOUNDATION INC ↗
- Who funds MINORITIES IN SHARK SCIENCES INC ↗
- Who funds EARLY MUSIC FOUNDATION INC ↗
- Who funds Greater Dallas Youth Orchestra Inc ↗
- Who funds FRIENDS OF THE SEA LIONS INC DBA PACIFIC MARINE MAMMAL CENTER ↗
- Who funds Children First Inc ↗
- Who funds ENSEMBLENEWSRQ INC ↗
- Who funds WESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC ↗
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.
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
How much its grantees rely on government
Each dot is one organization The Appleby Foundation funds: left to right is the share of its income from government, bottom to top the share from The Appleby Foundation. Bigger dots raise more.
- 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
How this is measured
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.
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