JOAN E APPLETON 1997 CHARITABLE FOUNDATION

JOAN E APPLETON 1997 CHARITABLE FOUNDATION · GetFunded

Financials

Giving

$666K

FY2025 · qualifying distributions

Total assets

$3.8M

FY2025 · end of year

Revenue

$776K

FY2025

Expenses

$735K

FY2025

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2025	990-PF	$776,094	$734,757	$665,603	$3,753,449

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Grants paid

5 on file

Recipient	Purpose	Amount	Year	Source
THE TRUSTEES OF RESERVATIONSMatched to this organization because 24 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.BOSTON, MA	FOR THE USE OF APPLETON	$625,000	2025

Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.

JOAN E APPLETON 1997 CHARITABLE FOUNDATION

Can I apply?

What its returns show

JOAN E APPLETON 1997 CHARITABLE FOUNDATION

Can I apply?

What its returns show

Financials

What they fund

Grants paid