Apple Orchard Trust: FY2021 Nonprofit Profile & Form 990 (EIN 22-2804764)

Revenue by fiscal year
FY2020	$401K
FY2021	$533K
FY2022	$638K
FY2023	$413K
FY2024	$1.1M

Expenses by fiscal year
FY2020	$50K
FY2021	$352K
FY2022	$148K
FY2023	$135K
FY2024	$163K

Net assets by fiscal year
FY2020	$4.7M
FY2021	$4.9M
FY2022	$5.7M
FY2023	$6.0M
FY2024	$6.9M

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

75 cents of each dollar spent went to programs.

75%

13%

17%

Program services 75% · $263K Management & general 13% · $45K Fundraising 17% · $61K

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

M Lee Albright

Trustee

$0Pt VII · Sec A

Diana Walcott

Trustee

$0Pt VII · Sec A

Martina Alright

Trustee

$0Pt VII · Sec A

Victoria Hackett

Trustee

$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 2No
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 · $263K · in their own filed words · FY2021

01

Scholarship and student loan assiatance to student and teaching staff at apple orchard school

$249Kprogram expense

02

Teacher parent workshops and courses

$15Kprogram expense

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 FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$533K

Ln 12

Gifts and grantsLn 1h$415K

Investment incomeLn 3$389K

Fees for servicesLn 2g$16K

Money outPt IX

$352K

Ln 25

Programscol B$263K

Managementcol C$45K

Fundraisingcol D$61K

Owns and owesPt X

$4.9M

net assets · Ln 32

Cash and savingsLn 1–2$1.0M

Total assetsLn 16$4.9M

LiabilitiesLn 26$0

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$415K

Fundraising eventsLn 1c$12K

Fees for servicesLn 2g$16K

Investment incomeLn 3$389K

Gains on assetsLn 7$277K

Total revenueLn 12$533K

Assets in detailPt X, end of year

CashLn 1$233K

SavingsLn 2$792K

Cash and savings togetherLn 1–2$1.0M

InvestmentsLn 11–13$4.1M

Land, buildings, equipmentLn 10c$8K

Other assetsLn 15$42K

Total assetsLn 16$4.9M

LiabilitiesLn 26$0

Net assetsLn 32$4.9M

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

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$1.5M	$1.0M
InvestmentsLn 11–13	$3.3M	$4.1M
Land, buildings, equipmentLn 10c	$11K	$8K
Total assetsLn 16	$4.7M	$5.2M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$4.7M	$5.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$229K	$229K
Grants to domestic individualsLn 2	$19K	$19K
Management feesLn 11a	$8K		$8K
Accounting feesLn 11c	$6K		$6K
Investment management feesLn 11f	$18K		$18K
Office expensesLn 13	$189		$189
Conferences, conventions and meetingsLn 19	$15K	$15K
Depreciation, depletion and amortizationLn 22	$4K		$4K
Other expenses (24a–d)Ln 24	$65K	$0	$7K	$58K
All other expensesLn 24e	$5K		$3K	$3K
Total functional expensesLn 25	$369K	$263K	$45K	$61K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$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 Viewing	$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 FY2021 990 (6 parts)

Part I · Summary $819,647 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $294,183$414,918

I-9 Program service revenuePrior year $0$15,610

I-10 Investment incomePrior year $107,287$389,119

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $401,470$819,647

I-13 Grants and similar amounts paidPrior year $0$248,615

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 $50,285$120,618

I-18 Total expensesPrior year $50,285$369,233

I-19 Revenue less expensesPrior year $351,185$450,414

Part VI · Governance 4 of 4 board members independent, 4 to look at

VI-1a Voting members of the governing body4

VI-1b Independent voting members4

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

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $819,647 across 7 lines filed

Lines not itemized here account for $16,791 of total revenue; see the IRS return.

VIII-1c Fundraising events$11,891

VIII-1f All other contributions, gifts and grants$403,027

VIII-1h Total contributions, gifts and grants$414,918

VIII-3 Investment incomeRelated to mission $110,955$110,955

VIII-7 Net gain or loss on sales of assetsRelated to mission $276,983$276,983

VIII-8 Net income from fundraising events$0

VIII-12 Total revenueRelated to mission $404,729 · Unrelated business $0 · Excluded from tax $0$819,647

Part IX · Statement of functional expenses $369,233 across 10 lines filed

IX-1 Grants to domestic organizationsPrograms $229,300$229,300

IX-2 Grants to domestic individualsPrograms $19,315$19,315

IX-11a Management feesManagement $7,840$7,840

IX-11c Accounting feesManagement $6,208$6,208

IX-11f Investment management feesManagement $17,514$17,514

IX-13 Office expensesManagement $189$189

IX-19 Conferences, conventions and meetingsPrograms $14,758$14,758

IX-22 Depreciation, depletion and amortizationManagement $3,658$3,658

IX-24 Other expenses (24a–d)Programs $0 · Management $7,099 · Fundraising $58,027$65,126

IX-24e All other expensesManagement $2,665 · Fundraising $2,660$5,325

IX-25 Total functional expensesPrograms $263,373 · Management $45,173 · Fundraising $60,687$369,233

Part X · Balance sheet $5,193,776 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $70,573$232,704

X-2 Savings and temporary cash investmentsStart of year $1,404,284$791,780

X-10c Land, buildings and equipment, netStart of year $11,197$7,539

X-11 Publicly traded securitiesStart of year $3,257,308$4,120,003

X-15 Other assetsStart of year $0$41,750

X-16 Total assetsStart of year $4,743,362$5,193,776

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $4,743,362$5,193,776

X-32 Total net assets or fund balancesStart of year $4,743,362$5,193,776

X-33 Total liabilities and net assetsStart of year $4,743,362$5,193,776

Part XI · Reconciliation of net assets $5,193,776 net assets at year end

XI-1 Total revenue$819,647

XI-2 Total expenses$369,233

XI-3 Revenue less expenses$450,414

XI-4 Net assets at start of year$4,743,362

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$5,193,776

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Apple Orchard Trust FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Apple Orchard Trust

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV