THE APPLEBY FOUNDATION
Cite this
Plain text THE APPLEBY FOUNDATION. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/the-appleby-foundation-526026971. Retrieved 2026-10-25.
APA furp.org. (n.d.). THE APPLEBY FOUNDATION [Nonprofit organization profile; tax years 2019–2024]. Retrieved October 25, 2026, from https://furp.org/org/the-appleby-foundation-526026971
MLA “THE APPLEBY FOUNDATION.” furp.org, tax years 2019–2024, https://furp.org/org/the-appleby-foundation-526026971. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2019–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $102K · expenses $1.1M · assets $0
- Also known as
- C/O THE NORTHERN TRUST COMPANY
- EIN
- 52-6026971
- Address
- 1515 RINGLING BLVD, SARASOTA, FL 34236
- NTEE code
- -
- Exempt type
- -
- Ruling date
- -
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| The Northern Trust Company Institution | CO-TRUSTEE | 2019-2024 | $0 | $293,284 | 544 |
| Alicia Colby Jensen | CO-TRUSTEE | 2021-2024 | $0 | $77,567 | 2 |
| Julia Cardone | CO-TRUSTEE | 2022-2024 | $0 | $49,896 | 2 |
| James L Allen | CO-TRUSTEE | 2022-2024 | $0 | $24,107 | 3 |
| Sarah Rob Pierce (former) | CO-TRUSTEE TO 11.2.22 | 2019-2022 | $25,789 | $117,662 | 1 |
| F Jordan Colby (former) | CO-TRUSTEE | 2019-2021 | $27,672 | $91,873 | 2 |
| Benjamin Colby (former) | CO-TRUSTEE | 2019 | $33,751 | $33,751 | 2 |
| Benjamin Colby Through 63020 (former) | CO-TRUSTEE | 2020 | $16,114 | $16,114 | 2 |
| Alicia Colby Jensen 7120-123120 (former) | CO-TRUSTEE | 2020 | $14,336 | $14,336 | 1 |
People by year
2024 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES L ALLEN | CO-TRUSTEE | 5 | $0 | - | $0 | $0 | 3 |
| JULIA CARDONE | CO-TRUSTEE | 5 | $0 | - | $0 | $0 | 2 |
| ALICIA COLBY JENSEN | CO-TRUSTEE | 5 | $0 | - | $0 | $0 | 2 |
| NORTHERN TRUST COMPANY Institution | CO-TRUSTEE | 40 | $0 | - | $0 | $0 | 544 |
2023 · 4 people listed · 4 paid, $126K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY Institution | CO-TRUSTEE | 40 | $53,435 | - | $0 | $53,435 | 544 |
| JAMES L ALLEN | CO-TRUSTEE | 5 | $24,107 | - | $0 | $24,107 | 3 |
| JULIA CARDONE | CO-TRUSTEE | 5 | $24,107 | - | $0 | $24,107 | 2 |
| ALICIA COLBY JENSEN | CO-TRUSTEE | 5 | $24,107 | - | $0 | $24,107 | 2 |
2022 · 5 people listed · 4 paid, $138K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY Institution | CO-TRUSTEE | 40 | $60,175 | - | $0 | $60,175 | 544 |
| JULIA CARDONE | CO-TRUSTEE | 5 | $25,789 | - | $0 | $25,789 | 2 |
| SARAH ROB PIERCE | CO-TRUSTEE TO 11.2.22 | 5 | $25,789 | - | $0 | $25,789 | 1 |
| ALICIA COLBY JENSEN | CO-TRUSTEE | 5 | $25,788 | - | $0 | $25,788 | 2 |
| JAMES L ALLEN | CO-TRUSTEE FROM 11.2.22 | 5 | $0 | - | $0 | $0 | 3 |
2021 · 4 people listed · 4 paid, $147K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY Institution | CO-TRUSTEE | 40 | $64,154 | - | $0 | $64,154 | 544 |
| F JORDAN COLBY | CO-TRUSTEE | 5 | $27,672 | - | $0 | $27,672 | 2 |
| SARAH ROB PIERCE | CO-TRUSTEE | 5 | $27,672 | - | $0 | $27,672 | 1 |
| ALICIA COLBY JENSEN | CO-TRUSTEE | 5 | $27,672 | - | $0 | $27,672 | 2 |
2020 · 5 people listed · 5 paid, $149K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY Institution | CO-TRUSTEE | 40 | $57,570 | - | $0 | $57,570 | 544 |
| F JORDAN COLBY | CO-TRUSTEE | 5 | $30,450 | - | $0 | $30,450 | 2 |
| SARAH ROB PIERCE | CO-TRUSTEE | 5 | $30,450 | - | $0 | $30,450 | 1 |
| BENJAMIN COLBY THROUGH 63020 | CO-TRUSTEE | 5 | $16,114 | - | $0 | $16,114 | 2 |
| ALICIA COLBY JENSEN 7120-123120 | CO-TRUSTEE | 5 | $14,336 | - | $0 | $14,336 | 1 |
2019 · 4 people listed · 4 paid, $159K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY Institution | CO-TRUSTEE | 40 | $57,950 | - | $0 | $57,950 | 544 |
| F JORDAN COLBY | CO-TRUSTEE | 5 | $33,751 | - | $0 | $33,751 | 2 |
| BENJAMIN COLBY | CO-TRUSTEE | 5 | $33,751 | - | $0 | $33,751 | 2 |
| SARAH ROB PIERCE | CO-TRUSTEE | 5 | $33,751 | - | $0 | $33,751 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 1 grant to organizations · $1.1M
2023 · 49 grants to organizations · $477K
2022 · 53 grants to organizations · $530K
2021 · 44 grants to organizations · $473K
2020 · 35 grants to organizations · $382K
2019 · 47 grants to organizations · $485K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $101,880 | $1,133,588 | $0 | $0 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $475,892 | $615,585 | $1,031,708 | $1,031,708 | - | - | $125,756 | - | - |
| 2022 · Form 990PF | ||||||||
| $337,045 | $693,746 | $10,139,794 | $10,139,794 | - | - | $137,541 | - | - |
| 2021 · Form 990PF | ||||||||
| $693,133 | $700,636 | $10,496,495 | $10,496,495 | - | - | $147,170 | - | - |
| 2020 · Form 990PF | ||||||||
| $838,921 | $579,875 | $10,503,998 | $10,503,998 | - | - | $148,920 | - | - |
| 2019 · Form 990PF | ||||||||
| $518,811 | $662,906 | $10,244,952 | $10,244,952 | - | - | $159,203 | - | - |
| 2019 · Form 990PF | ||||||||
| $518,811 | $662,906 | $10,244,952 | $10,244,952 | - | - | $159,203 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- SCOTT B & ANNIE P APPLEBY CHARITABLE Sarasota, FL · 3 people in common (Alicia Colby Jensen, James L Allen, Julia Cardone)
- APPLEBY CHARITABLE FOUNDATION Sarasota, FL · 1 person in common (James L Allen)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| THE BOMAR FOUNDATION | FL | T22 | $115,357 | $231,379 | DIRECTOR | $100,000 | Similar name, revenue within 2x, same state |
| AMHE FOUNDATION | FL | Q30 | $76,198 | $82,839 | PRESIDENT | $0 | Similar name, revenue within 2x, same state |
| THE ARK FOUNDATION | PA | T22 | $84,154 | $80,474 | PRESIDENT & TREASURER | $0 | Similar name, revenue within 2x |
| THE AMEN FOUNDATION | DC | X20 | $75,172 | $63,431 | PRESIDENT | $0 | Similar name, revenue within 2x |
| THE AASHA FOUNDATION | NV | P12 | $167,996 | $166,220 | PRESIDENT | $0 | Similar name, revenue within 2x |
| THE TEAM FOUNDATION | VA | T30 | $70,397 | $156,730 | PRESIDENT/DIRECTOR | $0 | Similar name, revenue within 2x |
| THE TECK FOUNDATION | DE | Not reported | $148,203 | $55,824 | TRUSTEE | $1,630 | Similar name, revenue within 2x |
| THE DATZ FOUNDATION | VA | Not reported | $62,728 | $82,993 | EXECUTIVE DI | $15,500 | Similar name, revenue within 2x |
| THE@ACCESS FOUNDATION | MO | O50 | $69,374 | $72,292 | PRESIDENT | $0 | Similar name, revenue within 2x |
| THE FLOWE FOUNDATION | CO | Not reported | $102,322 | $176,469 | VICE PRESIDENT | $0 | Similar name, revenue within 2x |
| THE BISON FOUNDATION | PA | B12 | $102,960 | $109,270 | PRESIDENT | $0 | Similar name, revenue within 2x |
| THE YLEF FOUNDATION | NY | T20 | $90,428 | $47,455 | Trustee | $0 | Similar name, revenue within 2x |
| THE NRBK FOUNDATION | OH | T22 | $76,447 | $57,643 | TRUSTEE | $0 | Similar name, revenue within 2x |
| THE PINE FOUNDATION | TX | Not reported | $142,987 | $201,676 | PRESIDENT/TREASURER/DIRECTOR | $0 | Similar name, revenue within 2x |
| HOEA THE FOUNDATION | HI | T22 | $183,537 | $48,761 | President/Director | $0 | Similar name, revenue within 2x |
| THE DISC FOUNDATION | CA | B82 | $55,000 | $212,357 | PRESIDENT/CHAIRMAN | $0 | Similar name, revenue within 2x |
| THE PHAST FOUNDATION | IL | P12 | $88,371 | $21,638 | PRESIDENT | $0 | Similar name, revenue within 2x |
| THE@WHITE FOUNDATION | AZ | B82 | $85,879 | $32,201 | PRESIDENT | $0 | Similar name, revenue within 2x |
| The Drake Foundation | TN | Not reported | $76,002 | $178,124 | Secretary/BOD | $0 | Similar name, revenue within 2x |
| THE MERCY FOUNDATION | TN | T22 | $75,984 | $57,370 | TRUSTEE | $0 | Similar name, revenue within 2x |
| THE FISHER FOUNDATION | CO | Not reported | $159,130 | $919,341 | PRESIDENT | $0 | Similar name, revenue within 2x |
| THE CODEX FOUNDATION | CA | A33 | $180,771 | $417,787 | EXECUTIVE DI | $85,500 | Similar name, revenue within 2x |
| THE GRACE FOUNDATION | OK | Not reported | $55,817 | $631,639 | TRUSTEE | $0 | Similar name, revenue within 2x |
| THE ANN LACY FOUNDATION | OK | T22 | $96,281 | $766,718 | PRESIDENT/CE | $200,000 | Similar name, revenue within 2x |
| THE BOWERS FOUNDATION | DE | T20 | $106,570 | $34,633 | Dir | $0 | Similar name, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $1,133,588 spent · pay $0 · grants $1,121,082 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,121,082 | 98.9% | |
| Fees: accounting | $11,300 | 1.0% | |
| Other expenses | $1,206 | 0.1% | |
| Total | $1,133,588 | 100% |
2023 · Form 990PF · $615,585 spent · pay $125,756 · grants $476,600 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $476,600 | 77.4% | |
| Pay: officers, directors, trustees | $125,756 | 20.4% | |
| Fees: accounting | $8,195 | 1.3% | |
| Taxes | $3,733 | 0.6% | |
| Other expenses | $1,301 | 0.2% | |
| Total | $615,585 | 100% |
2022 · Form 990PF · $693,746 spent · pay $137,541 · grants $529,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $529,500 | 76.3% | |
| Pay: officers, directors, trustees | $137,541 | 19.8% | |
| Taxes | $17,143 | 2.5% | |
| Fees: accounting | $5,241 | 0.8% | |
| Other expenses | $4,321 | 0.6% | |
| Total | $693,746 | 100% |
2021 · Form 990PF · $700,636 spent · pay $147,170 · grants $472,900 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $472,900 | 67.5% | |
| Pay: officers, directors, trustees | $147,170 | 21.0% | |
| Other expenses | $48,509 | 6.9% | |
| Taxes | $27,475 | 3.9% | |
| Fees: accounting | $4,582 | 0.7% | |
| Total | $700,636 | 100% |
2020 · Form 990PF · $579,875 spent · pay $148,920 · grants $382,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $382,500 | 66.0% | |
| Pay: officers, directors, trustees | $148,920 | 25.7% | |
| Other expenses | $30,102 | 5.2% | |
| Taxes | $12,225 | 2.1% | |
| Fees: accounting | $6,128 | 1.1% | |
| Total | $579,875 | 100% |
2019 · Form 990PF · $662,906 spent · pay $159,203 · grants $484,626 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $484,626 | 73.1% | |
| Pay: officers, directors, trustees | $159,203 | 24.0% | |
| Taxes | $12,417 | 1.9% | |
| Fees: accounting | $6,345 | 1.0% | |
| Fees: legal | $300 | 0.0% | |
| Other expenses | $15 | 0.0% | |
| Total | $662,906 | 100% |
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