Nonprofit · EIN 93-6729583
APPLEBY CHARITABLE FOUNDATION
Also known as NORTHERN TRUST TTEE
Tax-exempt · SARASOTA, FL 34236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $679,687 | $872,879 | -$193,192 | $14,015,307 | $0 | $14,015,307 |
| December 31, 2023 | 990-PF | $57,900 | $0 | $57,900 | $12,374,891 | $0 | $12,374,891 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $519,486
- Net gain from sales of assets
- $159,751
- Other income
- $450
Expenses
- Grants and similar amounts paid
- $649,000
- Compensation of officers, directors and key employees
- $190,958
- Disbursements for charitable purposes
- $817,951
- Excise tax on investment income
- $8,696
Balance sheet and other
- Total assets, start of year
- $12,374,891
- Total assets, end of year
- $14,015,307
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,015,307
- Fair market value of assets
- $17,592,041
- Qualifying distributions
- $838,608
- Net investment income
- $679,687
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY 1515 RINGLING BLVD, SARASOTA, FL 34236 | TRUSTEE | 40 | $82,229 |
| JAMES L ALLEN 1515 RINGLING BLVD, SARASOTA, FL 34236 | TRUSTEE | 5 | $36,243 |
| JULIE CARDONE 1515 RINGLING BLVD, SARASOTA, FL 34236 | TRUSTEE | 5 | $36,243 |
| ALICIA COLBY JENSON 1515 RINGLING BLVD, SARASOTA, FL 34236 | TRUSTEE | 5 | $36,243 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L ALLEN 1515 RINGLING BLVD, SARASOTA, FL 34236 | TRUSTEE | 5 | $0 |
| JULIE CARDONE 1515 RINGLING BLVD, SARASOTA, FL 34236 | TRUSTEE | 5 | $0 |
| ALICIA COLBY JENSON 1515 RINGLING BLVD, SARASOTA, FL 34236 | TRUSTEE | 5 | $0 |
| NORTHERN TRUST COMPANY 1515 RINGLING BLVD, SARASOTA, FL 34236 | TRUSTEE | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 1515 RINGLING BLVD STE 1100, SARASOTA, FL 34236-6851
- In care of
- % THE NORTHERN TRUST COMPANY
- Signed the 990-PF
- NORTHERN TRUST TRUSTEE, TRUSTEE
- Phone
- (941) 329-2628
- Return prepared by
- KERKERING BARBERIO & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-6729583
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,015,307
- Income (IRS master file)
- $5,120,665
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $679,687 | $872,879 | $14,015,307 | XML |
| 990-PF | December 2023 | $57,900 | $0 | $12,374,891 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-6729583).
Questions about APPLEBY CHARITABLE FOUNDATION
- What is the EIN of APPLEBY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of APPLEBY CHARITABLE FOUNDATION is 93-6729583.
- Is APPLEBY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to APPLEBY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does APPLEBY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of APPLEBY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did APPLEBY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of APPLEBY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $82,229 (NORTHERN TRUST COMPANY, TRUSTEE).
- How much revenue does APPLEBY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $679,687, expenses of $872,879 and total assets of $14,015,307 at year end.
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- LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR EIN 14-6285967 · last filed 990-PF for 2024
- BRIAN AND SHEILA JELLISON FAMILY FOUNDATION EIN 83-2115946 · last filed 990-PF for 2025
All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations