APPLE FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
APPLE FOUNDATION (EIN 30-0129206)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-28
IRS object ID
202042419349300529
Schema version
2018v3.2
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)
Return2020-08-28T12:23:14-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN631214083PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOLLAR & WATSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 143AddressLine1Txt
CityGUNTERSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35976ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300129206EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1APPLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAPPLBusinessNameControlTxt
Phone2565821266PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 921AddressLine1Txt
CityGUNTERSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35976ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEREDITH JACKSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2565821266PhoneNum
Signature2020-08-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEIGH DOLLARPreparerPersonNm
PTINP00057469PTIN
Phone2565821266PhoneNum
Preparation2020-08-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.127.78.204IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-28IPDt
IP Tm12:23:14IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC687E4A397932B87F47ACF5EB6B82468C2C04AB7AtSubmissionCreationDeviceId
At Submission Filing Device Id5BF4F22E4918E5B0CADC63B38959974F1435F371AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerMEREDITH JACKSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 921AddressLine1Txt
CityGUNTERSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35976ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$32,378GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.APPLEGRANTS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionSUPPLEMENT GVILLE SCHOOLS CURRICULUMActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$34,961PYContributionsGrantsAmt
CY Contributions Grants$31,952CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$10PYInvestmentIncomeAmt
CY Investment Income$6CYInvestmentIncomeAmt
PY Other Revenue$16,134PYOtherRevenueAmt
CY Other Revenue-$2,829CYOtherRevenueAmt
PY Total Revenue$51,105PYTotalRevenueAmt
CY Total Revenue$29,129CYTotalRevenueAmt
PY Grants And Similar Paid$55,408PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$35,588CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,883PYOtherExpensesAmt
CY Other Expenses$3,598CYOtherExpensesAmt
PY Total Expenses$58,291PYTotalExpensesAmt
CY Total Expenses$39,186CYTotalExpensesAmt
PY Revenues Less Expenses-$7,186PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,057CYRevenuesLessExpensesAmt
Total Assets BOY$53,698TotalAssetsBOYAmt
Total Assets EOY$43,641TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$53,698NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$43,641NetAssetsOrFundBalancesEOYAmt
MissionSUPPLEMENT GVILLE SCHOOLS CURRICULUMMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$39,186ExpenseAmt
Grant$35,588GrantAmt
DescTHE FOUNDATION SUPPLEMENTS THE CURRICULUM OF GUNTERSVILLE, AL CITY SCHOOLS BY FUNDING UNIQUE EDUCATIONAL OPPORTUNITIES. ALL ACTIVITIES ARE DESIGNED FOR THE ULTIMATE BENEFIT OF THE STUDENTS OF THE SCHOOL SYSTEM.Desc
Total Program Service Expenses$39,186TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMEREDITH JACKSONPersonNm
Phone2565821266PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 921AddressLine1Txt
CityGUNTERSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35976ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOLYNN FUSSELL
MEMBERYes (X)Yes (X)$0$0$0
KIM HARRIS
MEMBERYes (X)$0$0$0
KEN PATTERSON
MEMBERYes (X)$0$0$0
BRADLEY WISENER
MEMBERYes (X)$0$0$0
MEREDITH JACKSON
TREASURERYes (X)Yes (X)$0$0$0
SAM PATE
MEMBERYes (X)$0$0$0
AMANDA SELLNOW
PRESIDENTYes (X)Yes (X)$0$0$0
KATE MCCURDY
MEMBERYes (X)$0$0$0
BRETT SMITH
MEMBERYes (X)$0$0$0
ANNA FREDRICK
VICE - PRESIYes (X)Yes (X)$0$0$0
ROXANNE GREEN
SECRETARYYes (X)Yes (X)$0$0$0
LEIF THORTON
MEMBERYes (X)$0$0$0
MICHAEL OLIVER
MEMBERYes (X)$0$0$0
ERIN MILES
MEMBERYes (X)$0$0$0
AMANDA SMITH
MEMBERYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$31,952AllOtherContributionsAmt
Total Contributions$31,952TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6TotalRevenueColumnAmt
Related Or Exempt Func Income$6RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$420FundraisingGrossIncomeAmt
Fundraising Direct Expenses$3,249FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,829TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,129TotalRevenueColumnAmt
Related Or Exempt Func Income$6RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$35,588TotalAmt
Program Services$35,588ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,730TotalAmt
Program Services$2,730ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$452TotalAmt
Program Services$452ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
OTHER MISC$378$378
BANK CHARGES$38$38

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$39,186TotalAmt
Program Services$39,186ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,274BOYAmt
EOY$3,359EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,424BOYAmt
EOY$40,282EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$53,698BOYAmt
EOY$43,641EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$53,698BOYAmt
EOY$43,641EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$53,698BOYAmt
EOY$43,641EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$53,698BOYAmt
EOY$43,641EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$10,057ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$180,322CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,326CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,352CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,961CurrentTaxYearMinus1YearAmt
Current Tax Year$31,952CurrentTaxYearAmt
Total$371,913TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$11,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,935CurrentTaxYearMinus1YearAmt
Current Tax Year$426CurrentTaxYearAmt
Total$30,424TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$180,322CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,326CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,415CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,896CurrentTaxYearMinus1YearAmt
Current Tax Year$32,378CurrentTaxYearAmt
Total$402,337TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$402,337PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10CurrentTaxYearMinus1YearAmt
Current Tax Year$6CurrentTaxYearAmt
Total$100TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10CurrentTaxYearMinus1YearAmt
Current Tax Year$6CurrentTaxYearAmt
Total$100TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$180,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,350CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,443CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,906CurrentTaxYearMinus1YearAmt
Current Tax Year$32,384CurrentTaxYearAmt
Total$402,437TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99980PublicSupportCY509Pct
Public Support PY5090.99970PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GUNTERSVILLE SCHOOLSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 129AddressLine1Txt
CityGUNTERSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35976ZIPCd
FieldValueIRS element (for citing)
Recipient EIN630577402RecipientEIN
Cash Grant$35,588CashGrantAmt
Valuation Method UsedCASHValuationMethodUsedDesc
Purpose Of GrantSUPPLEMENT SCHOOL CUPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationBOARD REQURIES DOCUMENTATION FROM GRANTEE FOR ALL FUNDS EXPENDED AS WELL AS AN EVALUATION OF GRANT. GRANT REVIEW COMMITTEE REVIEWS DOCUMENTATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, ITEM BINITIAL RETURN ERRONEOUSLY FILED.
FORM 990, PAGE 6, PART VI, LINE 11BRETURN IS AVAILABLE FOR REVIEW BY THE BOARD BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PAGE 6, PART VI, LINE 19AVAILABLE UPON REQUEST

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