BETA

APPLES & ORANGES FUND: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
APPLES & ORANGES FUND (EIN 86-2069579)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202541359349104229
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T17:47:27-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371852224PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAL ACCOUNTING PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line126335 CARMEL RANCHO BLVD SUITE 9AddressLine1Txt
CityCARMELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93923ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN862069579EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1APPLES & ORANGES FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILEBusinessNameControlTxt
Phone8316015678PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127140 MEADOWS ROADAddressLine1Txt
CityCARMELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93923ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADLEY ZEVEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2025-05-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER LOCKEPreparerPersonNm
PTINP01541040PTIN
Phone8312750084PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$390,208FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,148ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$101InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$101InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$101InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,939DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,939DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,939DividendsAdjNetIncmAmt
Total Rev And Expnss$29,188TotalRevAndExpnssAmt
Total Net Invst Incm$4,040TotalNetInvstIncmAmt
Total Adj Net Incm$4,040TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$678AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$339AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$339AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$820OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$410OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$410OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$2,016OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$2,016OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,564TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$749TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,815TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,564TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$749TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,815TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,376ExcessRevenueOverExpensesAmt
Net Investment Income$3,291NetInvestmentIncomeAmt
Adjusted Net Income$4,040AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,015CashBOYAmt
Cash EOY$18,993CashEOYAmt
Cash EOYFMV$18,993CashEOYFMVAmt
Corporate Stock BOY$275,618CorporateStockBOYAmt
Corporate Stock EOY$371,215CorporateStockEOYAmt
Corporate Stock EOYFMV$371,215CorporateStockEOYFMVAmt
Total Assets BOY$331,633TotalAssetsBOYAmt
Total Assets EOY$390,208TotalAssetsEOYAmt
Total Assets EOYFMV$390,208TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$331,633NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$390,208NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$331,633TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$390,208TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$331,633TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$390,208TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$331,633TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,376ExcessRevenueOverExpensesAmt
Other Increases$67,951OtherIncreasesAmt
Subtotal$390,208SubtotalAmt
Tot Net Ast Or Fund Balances EOY$390,208TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46InvestmentIncomeExciseTaxAmt
Subtotal$46SubtotalAmt
Tax Based On Investment Income$46TaxBasedOnInvestmentIncomeAmt
Tax Due$46TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRADLEY ZEVEIndividualWithBooksNm
Phone8316015678PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127140 MEADOWS RDAddressLine1Txt
CityCARMELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93923ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRADLEY ZEVE
27140 MEADOWS RDCARMELCA93923PRESIDENT000.00$0$0$0
MAEVE ROCKEFELLER
31 BLACKBERRY LANEYARMOUTHME04096SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1REPORTERS COMMITTEE FOR FREEDOM OF THE PRESSDescription1Txt
Expenses1$25,000Expenses1Amt
Description2INVESTIGATIVE REPORTERS AND EDITORSDescription2Txt
Expenses2$10,000Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$323,417AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,505AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$360,922TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$360,922AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,414CashDeemedCharitableAmt
Net Vl Noncharitable Assets$355,508NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,775MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,815ExpensesAndContributionsAmt
Qualifying Distributions$37,815QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$37,815QualifyingDistributionsAmt
Remaining Distri From Corpus$37,815RemainingDistriFromCorpusAmt
Total Corpus$37,815TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$4,040CurrentYearAmt
Year1$4,017Year1Amt
Total$8,057TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$3,434CurrentYearAmt
Year1$3,414Year1Amt
Total$6,848TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$37,815CurrentYearAmt
Year1$25,575Year1Amt
Year2$27,788Year2Amt
Year3$16,250Year3Amt
Total$107,428TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$37,815CurrentYearAmt
Year1$25,575Year1Amt
Year2$27,788Year2Amt
Year3$16,250Year3Amt
Total$107,428TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$11,850CurrentYearAmt
Year1$9,792Year1Amt
Year2$8,696Year2Amt
Year3$11,089Year3Amt
Total$41,427TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
INVESTIGATIVE REPORTERS & EDITORS
109 LEE HILLS HALLCOLUMBIAMO65201NONEGENERAL DONATIONS$10,000
REPORTERS COMMITTEE FOR FREEDOM OF
PO BOX 34176WASHINGTONDC20043NONEGENERAL CHARITABLE$25,000THE PRESS
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$101RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,939RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,040RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,040TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$678Amt
Net Investment Income$339NetInvestmentIncomeAmt
Disbursements Charitable Prps$339DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockLONG-TERM INVESTMENTSStockNm
EOY Book Value$371,215EOYBookValueAmt
EOYFMV$371,215EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MISC$50$50

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNRECOGNIZED GAIN/LOSSDesc
Amt$67,951Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$820Amt
Net Investment Income$410NetInvestmentIncomeAmt
Disbursements Charitable Prps$410DisbursementsCharitablePrpsAmt

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