Nonprofit · EIN 55-0883385
JOAN E APPLETON 1997 CHARITABLE FOUNDATION
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $776,094 | $734,757 | $41,337 | $3,753,449 | $0 | $3,753,449 |
| September 30, 2024 | 990-PF | $376,512 | $92,454 | $284,058 | $3,712,021 | $0 | $3,712,021 |
| September 30, 2023 | 990-PF | $113,786 | $349,472 | -$235,686 | $3,427,854 | $0 | $3,427,854 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $87,244
- Interest
- $51,842
- Net gain from sales of assets
- $637,008
Expenses
- Grants and similar amounts paid
- $625,000
- Compensation of officers, directors and key employees
- $61,470
- Disbursements for charitable purposes
- $665,603
- Excise tax on investment income
- $9,826
Balance sheet and other
- Total assets, start of year
- $3,712,021
- Total assets, end of year
- $3,753,449
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,753,449
- Fair market value of assets
- $8,013,714
- Qualifying distributions
- $665,603
- Net investment income
- $776,094
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C THOMSON 9 THOREAU CIRCLE, BEVERLY, MA 01915 | TRUSTEE | 5 | $30,735 |
| RONALD GARMEY 155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110 | TRUSTEE | 5 | $30,735 |
| DANIEL B FORD III 155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110 | TRUSTEE | 5 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C THOMSON 9 THOREAU CIRCLE, BEVERLY, MA 01915 | TRUSTEE | 5 | $28,358 |
| RONALD GARMEY 155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110 | TRUSTEE | 5 | $28,358 |
| DANIEL B FORD III 155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110 | TRUSTEE | 5 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C THOMSON 9 THOREAU CIRCLE, BEVERLY, MA 01915 | TRUSTEE | 5 | $27,592 |
| RONALD GARMEY 155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110 | TRUSTEE | 5 | $27,592 |
| DANIEL B FORD III 155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 155 FEDERAL ST STE 1602, BOSTON, MA 02110-1556
- In care of
- % NIXON PEABODY LLP
- Signed the 990-PF
- RONALD GARMEY, TRUSTEE
- Phone
- (617) 227-3111
- Return prepared by
- FIDUCIARY TRUST COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 55-0883385
- 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
- 2005
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,753,449
- Income (IRS master file)
- $1,344,384
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $776,094 | $734,757 | $3,753,449 | XML |
| 990-PF | September 2024 | $376,512 | $92,454 | $3,712,021 | XML |
| 990-PF | September 2023 | $113,786 | $349,472 | $3,427,854 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
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 55-0883385).
Questions about JOAN E APPLETON 1997 CHARITABLE FOUNDATION
- What is the EIN of JOAN E APPLETON 1997 CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOAN E APPLETON 1997 CHARITABLE FOUNDATION is 55-0883385.
- Is JOAN E APPLETON 1997 CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to JOAN E APPLETON 1997 CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOAN E APPLETON 1997 CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOAN E APPLETON 1997 CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOAN E APPLETON 1997 CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOAN E APPLETON 1997 CHARITABLE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $30,735 (JOHN C THOMSON, TRUSTEE).
- How much revenue does JOAN E APPLETON 1997 CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $776,094, expenses of $734,757 and total assets of $3,753,449 at year end.
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