Civic Intelligence

The Appleby Foundation C/O the Northern Trust Company

990T • Fiscal year 2024 • EIN 52-6026971

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 17, 2025

Organization Profile
1515 Ringling BlvdSarasota, FL 34236

(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, 2024 to Dec 31, 2024
Signed
Sep 17, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
The Appleby Foundation
EIN
52-6026971
Phone
9413292628
Address
1515 RINGLING BLVD, SARASOTA, FL 34236

Signing Officer

Name
Northern Trust Trustee
Title
Trustee
Phone
9413292628
Signed
2025-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Brian Simmons
Phone
9413654617
Raw XML Appendix95 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
IRS1041ScheduleD/CapitalLossLimitationAmt0101
IRS1041ScheduleD/DisposeInvestmentQOFInd00
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-101
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0-101
IRS1041ScheduleD/Form4797GainOrLossAmt06
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0-101
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0-107
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-101
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0-101
IRS990T/BooksInCareOfDetail/PersonNm0THE NORTHERN TRUST COMPANY
IRS990T/BooksInCareOfDetail/PhoneNum09413292628
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01515 RINGLING BLVD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd034236
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/OverpaymentAmt01028
IRS990T/OverpaymentSection/RefundAmt01028
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt01028
IRS990TScheduleA/CapitalLossLimitationAmt0-101
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01023
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0922
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0922
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENT
IRS990TScheduleA/UBIBeforeNOLDedAmt0922
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0922
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01028
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0922
IRS990T/TotalUBTIBeforeSection199AAmt0922
IRS990T/TotalUBTIComputedAmt0922
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NORTHERN TRUST TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09413292628
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-17
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/AddressLine1Txt01515 RINGLING BLVD
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591753337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERKERING BARBERIO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 49348
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342306348
ReturnHeader/PreparerPersonGrp/PhoneNum09413654617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN SIMMONS
ReturnHeader/ReturnTs02025-09-26T17:29:38-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • 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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.52$0.66$0.14