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Apple Orchard Trust

Tax-deductible

Brookline, MA501(c)(3)Foundations & Grantmakers EIN 22-2804764Revenue $1.1M in FY2024

On file with the IRS282 D Newton Street, 02445-7427 · Brookline, MATax-exempt since Jun 1987Publicly supported charity — 170(b)(1)(A)(vi)

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Provide financial support for the student and teaching staff of the Apple Orchard school.

501(c)(3) charity; gifts are tax-deductible.
25¢ of each $1 spent went to programs.
Run by 6 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $456K a year · 73% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
25%
of spending
Concern: 25% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
55 mo
of spending, in cash
Plus $6.2M in investments, Pt X · Ln 11–13
Looks good: 54.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $79K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$4K
0.06% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+176% vs prior year
Spent
$163K
To programs
25%
Net assets
$6.9M
By yearFY2020–FY2024
Revenue
$1.1M
FY2024▲ +176%
Tap a bar for its year
Revenue by fiscal year
FY2020$401K
FY2021$533K
FY2022$638K
FY2023$413K
FY2024$1.1M
Expenses
$163K
FY2024▲ +21%
Tap a bar for its year
Expenses by fiscal year
FY2020$50K
FY2021$352K
FY2022$148K
FY2023$135K
FY2024$163K
Net assets
$6.9M
FY2024▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.7M
FY2021$4.9M
FY2022$5.7M
FY2023$6.0M
FY2024$6.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

25 cents of each dollar spent went to programs.

Program services 25% · $41K Management & general 56% · $91K Fundraising 19% · $31K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Apple Orchard Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers financial aid to students and teachers at The Apple Orchard School.

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Provided by the organization

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2 programs · $41K · in their own filed words · FY2024
01

Scholarship and student loan assistance to students and teaching staff at apple orchard school

$41Kprogram expense
02

Teacher parent workshops and courses

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Fidelity Investments Charitable Gift FundFY2024$55K
John S & Amy S Weinberg FoundationFY2024$10K
Vanguard Charitable Endowment ProgramFY2024$8K
Fidelity FoundationFY2024$7K
Total grants receivedfrom 4 funders$79K
See all 4 funders →
Grants paid · 5 grants · $339K · 2021–2024
Apple Orchard School INCFY2024$40,587
Apple Orchard School INCFY2023$29,640
Apple Orchard School INCFY2022$19,883
Apple Orchard School INCFY2021$229,300
Unitemized GrantFY2021$19,315

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Investment incomeLn 3$883K
Gifts and grantsLn 1h$239K
Other incomeLn 4–11$17K
Money outPt IX
$163K
Ln 25
Programscol B$41K
Managementcol C$91K
Fundraisingcol D$31K
Owns and owesPt X
$6.9M
net assets · Ln 32
Cash and savingsLn 1–2$744K
Total assetsLn 16$6.9M
LiabilitiesLn 26$4K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$239K
Investment incomeLn 3$883K
Other incomeLn 4–11$17K
Gains on assetsLn 7$707K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$149K
SavingsLn 2$595K
Cash and savings togetherLn 1–2$744K
InvestmentsLn 11–13$6.2M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$2K
Total assetsLn 16$6.9M
LiabilitiesLn 26$4K
Net assetsLn 32$6.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.6M$744K
InvestmentsLn 11–13$4.3M$6.2M
Land, buildings, equipmentLn 10c$223$0
Total assetsLn 16$6.0M$6.9M
LiabilitiesLn 26$0$4K
Net assetsLn 32$6.0M$6.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$41K$41K
Accounting feesLn 11c$16K$16K
Investment management feesLn 11f$54K$54K
Other fees for servicesLn 11g$1K$1K
Advertising and promotionLn 12$8K$8K
Office expensesLn 13$903$903
TravelLn 17$1K$1K
Conferences, conventions and meetingsLn 19$35K$6K$29K
Depreciation, depletion and amortizationLn 22$223$223
Other expenses (24a–d)Ln 24$5K$5K
Total functional expensesLn 25$163K$41K$91K$31K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.1M$163K$977K$6.9M 990 PDF
FY2023 $413K$135K$279K$6.0M 990 PDF
FY2022 $638K$148K$490K$5.7M 990 PDF
FY2021 $533K$352K$181K$4.9M 990 PDF
FY2020 $401K$50K$351K$4.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,139,579 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $295,333$239,412
I-9 Program service revenuePrior year $105,974$0
I-10 Investment incomePrior year $24,483$883,063
I-11 Other revenuePrior year −$12,436$17,104
I-12 Total revenuePrior year $413,354$1,139,579
I-13 Grants and similar amounts paidPrior year $29,640$40,587
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $105,178$122,309
I-18 Total expensesPrior year $134,818$162,896
I-19 Revenue less expensesPrior year $278,536$976,683
Part VI · Governance 4 of 4 board members independent, 5 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $1,139,579 across 7 lines filed
VIII-1f All other contributions, gifts and grants$239,412
VIII-1h Total contributions, gifts and grants$239,412
VIII-3 Investment incomeExcluded from tax $176,376$176,376
VIII-7 Net gain or loss on sales of assetsExcluded from tax $706,687$706,687
VIII-8 Net income from fundraising eventsExcluded from tax −$8,021−$8,021
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $25,125$25,125
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $900,167$1,139,579
Part IX · Statement of functional expenses $162,896 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $40,587$40,587
IX-11c Accounting feesManagement $16,087$16,087
IX-11f Investment management feesManagement $54,004$54,004
IX-11g Other fees for servicesManagement $1,216$1,216
IX-12 Advertising and promotionManagement $8,346$8,346
IX-13 Office expensesFundraising $903$903
IX-17 TravelFundraising $1,000$1,000
IX-19 Conferences, conventions and meetingsManagement $6,084 · Fundraising $29,000$35,084
IX-22 Depreciation, depletion and amortizationManagement $223$223
IX-24 Other expenses (24a–d)Management $5,446$5,446
IX-25 Total functional expensesPrograms $40,587 · Management $91,406 · Fundraising $30,903$162,896
Part X · Balance sheet $6,942,988 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $287,627$149,295
X-2 Savings and temporary cash investmentsStart of year $1,342,389$594,699
X-10c Land, buildings and equipment, netStart of year $223$0
X-11 Publicly traded securitiesStart of year $4,327,401$6,196,994
X-15 Other assetsStart of year $4,662$2,000
X-16 Total assetsStart of year $5,962,302$6,942,988
X-17 Accounts payable and accrued expensesStart of year $0$4,003
X-26 Total liabilitiesStart of year $0$4,003
X-27 Net assets without donor restrictionsStart of year $5,962,302$6,938,985
X-32 Total net assets or fund balancesStart of year $5,962,302$6,938,985
X-33 Total liabilities and net assetsStart of year $5,962,302$6,942,988
Part XI · Reconciliation of net assets $6,938,985 net assets at year end
XI-1 Total revenue$1,139,579
XI-2 Total expenses$162,896
XI-3 Revenue less expenses$976,683
XI-4 Net assets at start of year$5,962,302
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,938,985

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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