Private Foundation

JOAN E APPLETON 1997 CHARITABLE FDN

JOAN E APPLETON 1997 CHARITABLE FDN, of BOSTON, MA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $776K in revenue, $735K in expenses, $3.8M in total assets. IRS filings disclose 4 grants awarded by this foundation, totaling roughly $1.4M.

EIN: 550883385 BOSTON, MA Latest filing: 2025

Total Revenue$776K

Total Expenses$735K

Total Assets$3.8M

Grants Given4

Grant Total$1.4M

Filing Years2020–2025

Sample Grants Given

THE TRUSTEES OF RESERVATIONS

BOSTON, MA · 2024

FOR THE USE OF APPLETON

$625,000

THE TRUSTEES OF RESERVATIONS

BOSTON, MA · 2020

FOR THE USE OF APPLETON FARMS

$250,000

THE TRUSTEES OF RESERVATIONS

BOSTON, MA

FOR THE USE OF APPLETON

$250,000

TRUSTEES OF RESERVATIONS

BEVERLY, MA

FOR THE USE OF APPLETON FARMS

$250,000

Showing up to 5 of 4 total records — full history available with membership.

Officers & Directors

TRUSTEE Daniel B Ford Iii

TRUSTEE John C Thomson

TRUSTEE Ronald Garmey

Officer compensation and complete director data available with membership.

Top Grant Purposes

FOR THE USE OF APPLETON

$875,000 2 grants

FOR THE USE OF APPLETON FARMS

$500,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$776K	$735K	$3.8M
2024	$377K	$92K	$3.7M
2023	$114K	$349K	$3.4M
2021	$475K	$337K	$3.6M
2020	$172K	$306K	$3.5M

Between 2020 and 2025, reported annual revenue grew from $172K to $776K (+350%), with total assets most recently reported at $3.8M.

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

Grant Geography

Grants from this foundation were reported to recipients in MA.

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

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