Apple Foundation

990PF • Fiscal year 2023 • EIN 31-6086244

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 18, 2024

Organization Profile

2021 Freeland AvenueCincinnati, OH 45208

(513) 391-9393

Siviq Scores

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

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

-125%

Higher net margin than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

-5.8%

Faster asset growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

-40%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$135,542

Down $8,338 (-5.8%) from 2022

Net Assets

Down

$135,542

Down $8,338 (-5.8%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin8th percentile

Revenue

Down

$6,695

Down $4,510 (-40%) from 2022

Expenses

Down

$15,033

Down $7,066 (-32%) from 2022

Net Income

-$8,338

Up $2,556 (+23%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

Highlighted filing

2023

Assets$135,542

Liabilities$0

Net Assets$135,542

Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

Highlighted filing

2023

Revenue$6,695

Expenses$15,033

Net Income-$8,338

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Mar 18, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MEGAN MECONI TRUSTEE	Trustee	PT	$0	-	-
CHARLES SCHWAB CO INC	Agent	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Apple Foundation
EIN: 31-6086244
Address: 2021 FREELAND AVENUE, CINCINNATI, OH 45208

Signing Officer

Name: Megan Meconi
Title: Trustee
Phone: 9374360050
Signed: 2024-03-18
Discuss with paid preparer: Yes

Preparer

Firm: Wulff & Associates CPA Ii LLC
Address: 5554 CHEVIOT ROAD, Cincinnati, OH 45247
Preparer: Scott Wulff CPA
Phone: 5137419900

Raw XML Appendix360 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	7921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	20476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CHARLES SCHWAB & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	38473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	16658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	9281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	25163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	17626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	3911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	15221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	CHARLES SCHWAB & CO INC-AMER BAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	CHARLES SCHWAB & CO INC-SPROTT GLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	CHARLES SCHWAB & CO INC-INTERM TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	CHARLES SCHWAB & CO INC-US DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	CHARLES SCHWAB & CO INC-US LRG CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	CHARLES SCHWAB & CO INC-US SM CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	CHARLES SCHWAB & CO INC-VNGRD ST BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	50979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	19172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	8891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	36943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	38463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	5091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	15028
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	3623
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	21
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	3644
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	3644
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	1600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	3644
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	3051
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	4525
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	4525
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	8700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	8700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	3623
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	3623
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3623
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-8338
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	12997
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	21
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	21
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	21
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	3051
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	122
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	86
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	86
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	3644
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	8700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	6333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	15033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	6695
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	6695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	6333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	6333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2015-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	4	2018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	5	2017-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	6	2017-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	2068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	1943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	5	1717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	6	3622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-95
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	2055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	6	378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	1973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	3998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	6	4000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	6	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	WHEATON PRECIOUS METALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	5 SH SCHWAB INTERMEDIATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	40 SH SCHWAB INTERMEDIATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	52 SHSCHWAB US LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	4 SH SCHWAB US LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	46275 SH SPROTT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	976085 SH SPROTT GOLD EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2023-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2023-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2023-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2023-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2023-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	5	2023-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	6	2023-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	3051
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-8338
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	135542
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	143880
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	135542
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	9612
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	9612
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	9612
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	9617
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	5
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	5
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	5
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	5
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	5
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	5
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	196331
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	3051
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	1288
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	1288
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	8112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	7921
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	20476
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	132717
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	126333
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	174567
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	143880
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	135542
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	143880
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	135542
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	196331
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	143880
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	135542
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	143880
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	135542
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	195265
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	4956
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	190309
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	2929
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	9617
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	192336
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	195265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	16.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	8.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	MEGAN MECONI TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CHARLES SCHWAB CO INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	AGENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	2021 FREELAND AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	211 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	45208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	94105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	8700
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	8700
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	MEGAN MECONI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2021 FREELAND AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	45208
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5133919393
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROVIDING SUPPORT FOR OSU STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	FOR CARE AND CURE FOR THOSE WITH MYOTONIC DYSTROPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	TO PROVIDE SCHOLARSHIP OPPORTUNITIES FOR STUDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	TO PROVIDE SUPPORT FOR VATECH STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	TO PROVIDE LOGISTICAL AND OTHER SUPPORT TO WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	OHIO STATE UNIVERSITY SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	MYOTONIC DYSTROPHY ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	SPIRIT OF EXCELLENCE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	VIRGINIA TECH ALUMNI ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	THE BRIGID ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1480 WEST LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1004A O REILLY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2021 FREELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	925 PRICES FORK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	P O BOX 58
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Blacksburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	43221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	94129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	45208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	24060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	10024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	8700
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	9612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	912
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	922
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	8700
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	922
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OH ATTY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	22
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	22
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	64
TaxesSchedule/TaxesDetail/Amt	1	22
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	64
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	22
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd	0	00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MEGAN MECONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9374360050
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	APPLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	APPL
ReturnHeader/Filer/EIN	0	316086244
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2021 FREELAND AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	45208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	824244843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WULFF & ASSOCIATES CPA II LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5554 CHEVIOT ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	45247
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5137419900
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT WULFF CPA
ReturnHeader/ReturnTs	0	2024-04-04T16:15:35-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	MECONI
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $135,542
Liabilities: $0
Net assets: $135,542
Revenue: $6,695
Expenses: $15,033
Net income: -$8,338

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.20	$0.16	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$1.36	$0.00	$1.36	$0.07	$0.15	$0.08
2022Detailed filing. Detailed filing data is available for this year.	$1.44	$0.00	$1.44	$0.11	$0.22	$0.11
2021Detailed filing. Detailed filing data is available for this year.	$1.55	$0.00	$1.55	$0.12	$0.22	$0.10
2020Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.16	$0.13	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$1.62	$0.00	$1.62	$0.07	$0.16	$0.09
2018Detailed filing. Detailed filing data is available for this year.	$1.71	$0.00	$1.71	$0.04	$0.16	$0.11
2017Detailed filing. Detailed filing data is available for this year.	$1.83	$0.00	$1.83	$0.21	$0.15	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$1.76	$0.00	$1.76	$0.04	$0.21	$0.17
2015Detailed filing. Detailed filing data is available for this year.	$1.93	$0.00	$1.93	$0.16	$0.17	$0.33
2014Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.48	$0.22	$0.26
2013Detailed filing. Detailed filing data is available for this year.	$2.00	$0.00	$2.00	$0.22	$0.21	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$1.99	$0.00	$1.99		$0.12