Joan E Appleton 1997 Charitable Foundation
Only null% goes to programs Strong reserves Growing revenue
Joan E Appleton 1997 Charitable Foundation is a 501(c)(3) organization based in Boston, Massachusetts, registered in 2005, with $776,094 in FY2024 revenue. CharityIndex grades it C+.
155 Federal St Ste 1602, Boston, MA, 02110 EIN 55-0883385 Since 2005
Revenue (FY2024)
$776K
▲ 106.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$735K
Net assets
$3.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Joan E Appleton 1997 Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating61 mo reserves · +5% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Joan E Appleton 1997 Charitable Foundation: 61 mo reserves · +5% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Joan E Appleton 1997 Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Joan E Appleton 1997 Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 155 Federal St Ste 1602, Boston, MA, 02110
- City
- Boston
- State
- Massachusetts
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $172K (FY2019) to $776K (FY2024) across 6 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $3.8M
Operating margin
5.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.8M
Total liabilities
$0
Net assets
$3.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $776,094▲106% | $734,757▲695% | $3,753,449▲1.1% | $3,753,449▲1.1% | 990PF |
| 2023 | $376,512▲231% | $92,454▼73.5% | $3,712,021▲8.3% | $3,712,021▲8.3% | 990PF |
| 2022 | $113,786▼69.6% | $349,472▲1.3% | $3,427,854▼6.4% | $3,427,854▼6.4% | 990PF |
| 2021 | $374,614▼21.1% | $345,051▲2.4% | $3,662,326▲0.8% | $3,662,326▲0.8% | 990PF |
| 2020 | $474,584▲175% | $337,049▲10.2% | $3,632,763▲3.9% | $3,632,763▲3.9% | 990PF |
| 2019 | $172,425 | $305,891 | $3,495,228 | $3,495,228 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Joan E Appleton 1997 Charitable Foundation a legitimate nonprofit?
- Yes. Joan E Appleton 1997 Charitable Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 55-0883385, based in Boston, Massachusetts. Donations are tax-deductible.
- What is Joan E Appleton 1997 Charitable Foundation's EIN?
- Joan E Appleton 1997 Charitable Foundation's Employer Identification Number (EIN) is 55-0883385.
- How much revenue does Joan E Appleton 1997 Charitable Foundation report?
- Joan E Appleton 1997 Charitable Foundation reported $776,094 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Joan E Appleton 1997 Charitable Foundation have?
- CharityIndex grades Joan E Appleton 1997 Charitable Foundation C+, based on financial health (reserves and operating margin).
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Data for Joan E Appleton 1997 Charitable Foundation (EIN 55-0883385) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.