Civic Intelligence

Apple Orchard Trust

990 • Fiscal year 2018 • EIN 22-2804764

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 07, 2019

Organization ProfileN/A
282 D Newton StreetBrookline, MA 02445

(617) 738-8834

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

5th percentile

-24%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-3.1%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,088,173

Down $1,299,364 (-24%) from 2017

Net Assets

Down

$4,088,173

Down $1,299,364 (-24%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Down

$419,895

Down $13,370 (-3.1%) from 2017

Expenses

Down

$64,915

Down $4,505 (-6.5%) from 2017

Net Income

Down

$354,980

Down $8,865 (-2.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,038,412Liabilities 2010: $0Net Assets 2010: $2,038,4122010Assets 2011: $2,242,877Liabilities 2011: $0Net Assets 2011: $2,242,8772011Assets 2012: $2,476,461Liabilities 2012: $0Net Assets 2012: $2,476,4612012Assets 2013: $2,814,244Liabilities 2013: $0Net Assets 2013: $2,814,2442013Assets 2014: $3,941,493Liabilities 2014: $0Net Assets 2014: $3,941,4932014Assets 2015: $4,026,995Liabilities 2015: $0Net Assets 2015: $4,026,9952015Assets 2016: $4,378,859Liabilities 2016: $0Net Assets 2016: $4,378,8592016Assets 2017: $5,387,537Liabilities 2017: $0Net Assets 2017: $5,387,5372017Assets 2018: $4,088,173Liabilities 2018: $0Net Assets 2018: $4,088,1732018Assets 2019: $4,392,177Liabilities 2019: $0Net Assets 2019: $4,392,1772019Assets 2020: $4,743,362Liabilities 2020: $0Net Assets 2020: $4,743,3622020Assets 2021: $5,193,776Liabilities 2021: $0Net Assets 2021: $5,193,7762021Assets 2022: $5,685,118Liabilities 2022: $1,352Net Assets 2022: $5,683,7662022Assets 2023: $5,962,302Liabilities 2023: $0Net Assets 2023: $5,962,3022023Assets 2024: $6,942,988Liabilities 2024: $4,003Net Assets 2024: $6,938,9852024

Highlighted filing

2018

Assets$4,088,173
Liabilities$0
Net Assets$4,088,173
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Expenses 2010: $40,4312010Expenses 2011: $16,5382011Expenses 2012: $23,3492012Revenue 2013: $363,419Expenses 2013: $25,636Net Income 2013: $337,7832013Revenue 2014: $169,394Expenses 2014: $25,118Net Income 2014: $144,2762014Revenue 2015: $384,041Expenses 2015: $153,590Net Income 2015: $230,4512015Revenue 2016: $327,276Expenses 2016: $194,037Net Income 2016: $133,2392016Revenue 2017: $433,265Expenses 2017: $69,420Net Income 2017: $363,8452017Revenue 2018: $419,895Expenses 2018: $64,915Net Income 2018: $354,9802018Revenue 2019: $403,795Expenses 2019: $99,791Net Income 2019: $304,0042019Revenue 2020: $401,470Expenses 2020: $50,285Net Income 2020: $351,1852020Revenue 2021: $819,647Expenses 2021: $369,233Net Income 2021: $450,4142021Revenue 2022: $637,685Expenses 2022: $147,695Net Income 2022: $489,9902022Revenue 2023: $413,354Expenses 2023: $134,818Net Income 2023: $278,5362023Revenue 2024: $1,139,579Expenses 2024: $162,896Net Income 2024: $976,6832024

Highlighted filing

2018

Revenue$419,895
Expenses$64,915
Net Income$354,980
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 7, 2019
Return Version
2018v3.1
Gross Receipts
$936,131
Mission and Program Overview

Mission

Provide financial support for the

Provide financial support for the students and teaching staff of the apple orchard school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,325,396$2,808,045▼ $1,517,351
Savings and Temporary Cash Investments$1,027,133$1,245,139▲ $218,006
Cash and Non-Interest-Bearing Accounts$35,008$34,989▼ $19
Total Assets$5,387,537$4,088,173▼ $1,299,364
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$5,387,537$4,088,173▼ $1,299,364
Total Net Assets Fund Balance$5,387,537$4,088,173▼ $1,299,364
Total Liabilities and Net Assets / Fund Balance$5,387,537$4,088,173▼ $1,299,364
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kathleen JorgensenTrustee
M Lee AlbrightTrustee
Robert Hurlbut JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$107,127
Program Service Revenue
$0
Investment Income
$177,790
Other Revenue
$134,978
All Other Contributions
$107,127
Change in Net Assets
$354,980

Noncash Contribution Practices

Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$13,897$22,500-$22,500
Fees for Service Investment Mgmnt Fees-$19,072-$19,073
Fees for Services Accounting-$6,075-$6,075
Office Expenses-$2,399-$2,399
Total Functional Expenses$13,897$51,017$0$64,915
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$204,315
Fundraising Direct Expenses$69,337
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fair$193,750$193,750$61,524$132,226
Raffle 5-10-18$7,050$7,050$1,936$5,114
Total Events$204,315$204,315$69,337$134,978
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“The return and financials are reviewed by the signing trustee prior to filing”

Filing and Contact Details

Filer

Filer Name
Apple Orchard Trust
EIN
22-2804764
Phone
6177388834
Address
282 D NEWTON STREET, BROOKLINE, MA 02445

Signing Officer

Name
M Lee Albright
Title
Trustee
Phone
6175661105
Signed
2019-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Lee Albright
Formed
1987
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Robert J Digilio CPA Pc
Address
1147 MAIN STREET U202, TEWKSBURY, MA 01876
Preparer
Robert J Digilio
Phone
9786582150
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Company has elected to record investments at cost due to the volatility in the market resulting in this paper adjustment to convert marketables securities to cost basis for balance sheet presentation. All tax reporatble gains and losses resulting from security transactions have been reported properly.”

Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE FINANCIAL SUPPORT FOR THE STUDENTS AND TEACHING STAFF OF THE APPLE ORCHARD SCHOOL.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0107127
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0M LEE ALBRIGHT
IRS990/BooksInCareOfDetail/PhoneNum06177316463
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0282 D NEWTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROOKLINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002445
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035008
IRS990/CashNonInterestBearingGrp/EOYAmt034989
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0107127
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0177790
IRS990/CYOtherExpensesAmt064915
IRS990/CYOtherRevenueAmt0134978
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0354980
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt064915
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0419895
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0WORKSHOPS AND COURSES FOR TEACHERS AT APPLE ORCHARD SCHOOL
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt013897
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06075
IRS990/FeesForServicesAccountingGrp/TotalAmt06075
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt019072
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019073
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt0020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0M LEE ALBRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT HURLBUT JR
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHLEEN JORGENSEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt069337
IRS990/FundraisingGrossIncomeAmt0204315
IRS990/GainOrLossGrp/SecuritiesAmt048751
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0495650
IRS990/GrossReceiptsAmt0936131
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0129039
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0129039
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04325396
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02808045
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0446899
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE FINANCIAL SUPPORT FOR THE STUDENTS AND TEACHING STAFF OF THE APPLE ORCHARD SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05387537
IRS990/NetAssetsOrFundBalancesEOYAmt04088173
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt048751
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048751
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0134798
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0134978
IRS990/NetUnrlzdGainsLossesInvstAmt0-460472
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt06402
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02399
IRS990/OfficeExpensesGrp/TotalAmt02399
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1193872
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1WORKSHOPS AND TRAINING
IRS990/OtherExpensesGrp/Desc2SCHOLARSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0971
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122500
IRS990/OtherExpensesGrp/ProgramServicesAmt013897
IRS990/OtherExpensesGrp/TotalAmt0971
IRS990/OtherExpensesGrp/TotalAmt113897
IRS990/OtherExpensesGrp/TotalAmt222500
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0M LEE ALBRIGHT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0129740
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0166213
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt069420
IRS990/PYOtherRevenueAmt0137312
IRS990/PYRevenuesLessExpensesAmt0363845
IRS990/PYTotalExpensesAmt069420
IRS990/PYTotalRevenueAmt0433265
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0354980
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01027133
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01245139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0107127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0129740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0118400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0108025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0557187
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0180337
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0166213
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0118208
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0137206
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt074839
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0676803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0204315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0189071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0181249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0217395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0195257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0987287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0180337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0166213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0118208
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0137206
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt074839
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0676803
IRS990ScheduleA/InvestmentIncomeCYPct00.30470
IRS990ScheduleA/InvestmentIncomePYPct00.26720
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.69530
IRS990ScheduleA/PublicSupportPY509Pct00.73280
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01544474
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0311442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0318811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0275144
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0335795
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0303282
IRS990ScheduleA/Total509Grp/TotalAmt01544474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0491779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0485024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0393352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0473001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0378121
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02221277
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069337
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RAFFLE 5-10-18
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0193750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0204315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0193750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0204315
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0134978
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02380
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt03379
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05759
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0118
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt063578
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt061524
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01936
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/LicensedStatesCd0MA
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN AND FINANCIALS ARE REVIEWED BY THE SIGNING TRUSTEE PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPANY HAS ELECTED TO RECORD INVESTMENTS AT COST DUE TO THE VOLATILITY IN THE MARKET RESULTING IN THIS PAPER ADJUSTMENT TO CONVERT MARKETABLES SECURITIES TO COST BASIS FOR BALANCE SHEET PRESENTATION. ALL TAX REPORATBLE GAINS AND LOSSES RESULTING FROM SECURITY TRANSACTIONS HAVE BEEN REPORTED PROPERLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05387537
IRS990/TotalAssetsEOYAmt04088173
IRS990/TotalAssetsGrp/BOYAmt05387537
IRS990/TotalAssetsGrp/EOYAmt04088173
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0107127
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051017
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013897
IRS990/TotalFunctionalExpensesGrp/TotalAmt064915
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05387537
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04088173
IRS990/TotalProgramServiceExpensesAmt013897
IRS990/TotalRevenueGrp/ExclusionAmt0134798
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0177790
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0419895
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05387537
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04088173
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05387537
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04088173
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0282 D NEWTON STREET
IRS990/USAddress/CityNm0BROOKLINE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002445
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M LEE ALBRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175661105
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE ORCHARD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0222804764
ReturnHeader/Filer/PhoneNum06177388834
ReturnHeader/Filer/USAddress/AddressLine1Txt0282 D NEWTON STREET
ReturnHeader/Filer/USAddress/CityNm0BROOKLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00FF3D18337AB72CA0130EDEE3866D58A16EB1939
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FF3D18337AB72CA0130EDEE3866D58A16EB1939
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.16.210.76
ReturnHeader/FilingSecurityInformation/IPDt02019-08-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:19:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT J DIGILIO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01147 MAIN STREET U202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEWKSBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001876
ReturnHeader/PreparerPersonGrp/PhoneNum09786582150
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J DIGILIO
ReturnHeader/ReturnTs02019-08-07T02:38:28-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,088,173
Liabilities
$0
Net assets
$4,088,173
Revenue
$419,895
Expenses
$64,915
Net income
$354,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$1.14$0.16$0.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.00$5.96$0.41$0.13$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$0.00$5.68$0.64$0.15$0.49
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.82$0.37$0.45
2020Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.40$0.05$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.40$0.10$0.30
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.42$0.06$0.35
2017Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.43$0.07$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.33$0.19$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.38$0.15$0.23
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.17$0.03$0.14
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.36$0.03$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.04