Private Foundation

THE APPLEBY FOUNDATION C/O THE NORTHERN TRUST COMPANY

THE APPLEBY FOUNDATION C/O THE NORTHERN TRUST COMPANY is a private foundation categorized as Private Foundation based in SARASOTA, FL. Its most recent IRS filing (2024) reports revenue of $102K, expenses of $1.1M. Imperigo tracks 232 reported grants from this foundation totaling approximately $3.5M.

EIN: 526026971 SARASOTA, FL Latest filing: 2024

Total Revenue$102K

Total Expenses$1.1M

Grants Given232

Grant Total$3.5M

Filing Years2020–2024

Sample Grants Given

THE APPLEBY CHARITABLE FOUNDATION (EIN 93-6729583) CO NORTHERN TRUST CO

SARASOTA, FL · 2024

TRANSFER OF NET ASSETS PURSUANT TO MERGER UNDER IRC SECTION 507(B)(2)

$1,121,082

HUDSON VALLEY SHAKESPEARE FESTIVAL

COLD SPRINGS, NY · 2023

GENERAL

$50,000

SARASOTA MEMORIAL HEALTHCARE FOUNDATION

SARASOTA, FL · 2023

GENERAL

$50,000

AQUARIUM OF THE PACIFIC

LONG BEACH, CA · 2023

GENERAL

$35,000

LIGHTHAWK CONSERVATION FLYING

DENVER, CO · 2023

GENERAL

$25,000

Showing up to 5 of 232 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Alicia Colby Jensen

CO-TRUSTEE James L Allen

CO-TRUSTEE Julia Cardone

CO-TRUSTEE Northern Trust Company

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL

$2,337,852 229 grants

TRANSFER OF NET ASSETS PURSUANT TO MERGER UNDER IRC SECTION 507(B)(2)

$1,121,082 1 grant

SCHOLARSHIPS

$20,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$102K	$1.1M	—
2023	$476K	$616K	$1.0M
2022	$337K	$694K	$10.1M
2021	—	—	$10.5M
2020	$839K	$580K	$10.5M

Between 2020 and 2024, reported annual revenue declined from $839K to $102K (-88%).

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, CT, DC, FL, GA, and 4 other states.

CACOCTDCFLGAILMANCNV

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE APPLEBY FOUNDATION C/O THE NORTHERN TRUST COMPANY

Complete financials, all 232 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports