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Also known as: FOUNDATION
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Joan E Appleton 1997 Charitable Foundation is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2005. The principal officer is Nixon Peabody Llp. It holds total assets of $3.8M. Annual income is reported at $1.3M. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Joan E Appleton 1997 Charitable Foundation has made 1 grants totaling $250K, with a median grant of $250K. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Joan E Appleton 1997 Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 1 grants. Its grantmaking reaches organizations primarily in MA.
Joan E Appleton 1997 Charitable Foundation has distributed a total of $250K across 1 grants. The median grant size is $250K, with an average of $250K. Individual grants have ranged from $250K to $250K.
Joan E Appleton 1997 Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Joan E Appleton 1997 Charitable Foundation is headquartered in BOSTON, MA.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Ronald Garmey | TRUSTEE | $28K | $0 | $28K |
| John C Thomson | TRUSTEE | $28K | $0 | $28K |
| Daniel B Ford Iii | TRUSTEE | $0 | $0 | N/A |
Total Giving
$349K
Total Assets
$3.4M
Fair Market Value
$6.3M
Net Worth
$3.4M
Grants Paid
$250K
Contributions
N/A
Net Investment Income
$58K
Distribution Amount
$312K
Total: $3.2M
Total Grants
1
Total Giving
$250K
Average Grant
$250K
Median Grant
$250K
Unique Recipients
1
Most Common Grant
$250K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Trustees Of ReservationsFOR THE USE OF APPLETON | Boston, MA | $250K | 2023 |