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JOAN E APPLETON 1997 CHARITABLE FDN

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Public nonprofit record

JOAN E APPLETON 1997 CHARITABLE FDN

EIN 55-0883385 · Private Grantmaking Foundations (T20)

What they do

JOAN E APPLETON 1997 CHARITABLE FDN .

Money

Financial picture

Tax year 2024
Revenue$776,094
Expenses$734,757
Assets$8,013,714
Income$1,344,384
Grants given$1,625,000
Average grant$325,000
Executive compensation$49,229
Stocks and bonds$7,507,588
Accounting fees$1,935
Investing fees$38,419

About this charity

Recognized since
January 2005
Location
155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110
County
Suffolk
In care of
RONALD GARMEY
Primary officer
RONALD GARMEY, TRUSTEE

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
October 1, 2024
Return type
990PF
Tax preparer
FIDUCIARY TRUST COMPANY
NTEE classification
Private Grantmaking Foundations (T20)
IRS tax category
Private Grantmaking Foundations
Grant-giving organization
Yes
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Subsection
03
Affiliation
3
Classification
1000
Deductibility
1
Foundation
04
Organization
2
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About this report: Information comes from public nonprofit records and may show the latest filing available.

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