Civic Intelligence

The Appleby Foundation C/O the Northern Trust Company

990T • Fiscal year 2020 • EIN 52-6026971

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
PO Box 4097Sarasota, FL 34230

(941) 329-2628

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2019: $10,244,952Liabilities 2019: $0Net Assets 2019: $10,244,9522019Assets 2020: $10,503,998Liabilities 2020: $0Net Assets 2020: $10,503,9982020Assets 2021: $10,496,495Liabilities 2021: $0Net Assets 2021: $10,496,4952021Assets 2022: $10,139,794Liabilities 2022: $0Net Assets 2022: $10,139,7942022Assets 2023: $1,031,708Liabilities 2023: $0Net Assets 2023: $1,031,7082023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Latest loaded filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $518,811Expenses 2019: $662,906Net Income 2019: -$144,0952019Revenue 2020: $838,921Expenses 2020: $579,875Net Income 2020: $259,0462020Revenue 2021: $693,133Expenses 2021: $700,636Net Income 2021: -$7,5032021Revenue 2022: $337,045Expenses 2022: $693,746Net Income 2022: -$356,7012022Revenue 2023: $475,892Expenses 2023: $615,585Net Income 2023: -$139,6932023Revenue 2024: $101,880Expenses 2024: $1,133,588Net Income 2024: -$1,031,7082024

Latest loaded filing

2024

Revenue$101,880
Expenses$1,133,588
Net Income-$1,031,708
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Appleby Foundation
EIN
52-6026971
Phone
9413292628
Address
PO BOX 4097, SARASOTA, FL 34230

Signing Officer

Name
Northern Trust Trustee
Title
Trustee
Phone
9413292628
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Heather M Williams
Phone
9413654617
Raw XML Appendix107 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0THE NORTHERN TRUST COMPANY
IRS990T/BooksInCareOfDetail/PhoneNum09413292628
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IRS990T/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
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IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0746
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02870
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENT
IRS990TScheduleA/UBIBeforeNOLDedAmt02870
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02870
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt02250
IRS990T/TotalTaxAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0NORTHERN TRUST TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09413292628
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE APPLEBY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O THE NORTHERN TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0526026971
ReturnHeader/Filer/PhoneNum09413292628
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4097
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum09413654617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER M WILLIAMS
ReturnHeader/ReturnTs02021-11-09T17:00:21-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NORTHERN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST TRUSTEE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$1.13$1.03
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.48$0.62$0.14
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.34$0.69$0.36
2021Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.69$0.70$0.01
2020Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.84$0.58$0.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.52$0.66$0.14