Private Foundation

SCOTT B & ANNIE P APPLEBY CHARITABLE TRUST CO/O THE NORTHERN TRUST COMPANY

Based in SARASOTA, FL, SCOTT B & ANNIE P APPLEBY CHARITABLE TRUST CO/O THE NORTHERN TRUST COMPANY operates as a Private Foundation. The organization reported $35K in revenue, $422K in expenses for fiscal year 2024. Imperigo tracks 30 reported grants from this foundation totaling approximately $1.3M.

EIN: 526334302 SARASOTA, FL Latest filing: 2024

Total Revenue$35K

Total Expenses$422K

Grants Given30

Grant Total$1.3M

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)

$412,492

ASHEVILLE ART MUSEUM

ASHEVILLE, NC · 2023

GENERAL

$100,000

YOUNG HARRIS COLLEGE

YOUNG HARRIS, GA · 2023

GENERAL

$65,000

AUGUSTA-RICHMOND COUNTY LIBRARY SYSTEM

AUGUSTA, GA · 2023

GENERAL

$5,000

PLANNED PARENTHOOD OF SOUTH ATLANTIC

RALEIGH, NC · 2023

GENERAL

$5,000

Showing up to 5 of 30 total records — full history available with membership.

Officers & Directors

TRUSTEE Alicia Colby Jensen

TRUSTEE James L Allen

TRUSTEE Julia Cardone

TRUSTEE Northern Trust

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL

$875,648 27 grants

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

$412,492 1 grant

SCHOLARSHIP

$20,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$35K	$422K	—
2023	$151K	$231K	$391K
2022	$112K	$257K	$3.8M
2021	—	—	$4.0M
2020	$339K	$223K	$3.9M

Between 2020 and 2024, reported annual revenue declined from $339K to $35K (-90%).

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

Grant Geography

Grants from this foundation were reported to recipients in CA, FL, GA, IL, NC, TN.

CAFLGAILNCTN

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

See the full picture for SCOTT B & ANNIE P APPLEBY CHARITABLE TRUST CO/O THE NORTHERN TRUST COMPANY

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