APPLE FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
APPLE FOUNDATION (EIN 30-0129206)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-08-13
IRS object ID
201922259349301062
Schema version
2017v2.3
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)
Return2019-08-13T08:35:47-05:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

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 Begin2017-10-01TaxPeriodBeginDt

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

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
Signature2019-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEIGH DOLLARPreparerPersonNm
PTINP00057469PTIN
Phone2565821266PhoneNum
Preparation2019-08-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address172.223.48.219IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-13IPDt
IP Tm08:35:47IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC687E4A397932B87F47ACF5EB6B82468C2C04AB7AtSubmissionCreationDeviceId
At Submission Filing Device IdC687E4A397932B87F47ACF5EB6B82468C2C04AB7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMEREDITH JACKSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 921AddressLine1Txt
CityGUNTERSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35976ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$53,896GrossReceiptsAmt
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$48,352PYContributionsGrantsAmt
CY Contributions Grants$34,961CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$28PYInvestmentIncomeAmt
CY Investment Income$10CYInvestmentIncomeAmt
PY Other Revenue$7,465PYOtherRevenueAmt
CY Other Revenue$16,134CYOtherRevenueAmt
PY Total Revenue$55,845PYTotalRevenueAmt
CY Total Revenue$51,105CYTotalRevenueAmt
PY Grants And Similar Paid$62,349PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$55,408CYGrantsAndSimilarPaidAmt
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$4,168PYOtherExpensesAmt
CY Other Expenses$2,883CYOtherExpensesAmt
PY Total Expenses$66,517PYTotalExpensesAmt
CY Total Expenses$58,291CYTotalExpensesAmt
PY Revenues Less Expenses-$10,672PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,186CYRevenuesLessExpensesAmt
Total Assets BOY$60,884TotalAssetsBOYAmt
Total Assets EOY$53,698TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,884NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$53,698NetAssetsOrFundBalancesEOYAmt
MissionSUPPLEMENT GVILLE SCHOOLS CURRICULUMMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$58,291ExpenseAmt
Grant$55,408GrantAmt
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$58,291TotalProgramServiceExpensesAmt
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 ActivitiesYes (true)FundraisingActivitiesInd
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
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1APPLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2APPLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone2565821266PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 921AddressLine1Txt
Address Line2PO BOX 921AddressLine2Txt
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
SECRETARYYes (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
HOLLY CHASSAY
MEMBERYes (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
MEMBERYes (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
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$34,961AllOtherContributionsAmt
Total Contributions$34,961TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10TotalRevenueColumnAmt
Related Or Exempt Func Income$10RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$18,925FundraisingGrossIncomeAmt
Fundraising Direct Expenses$2,791FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,134TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,105TotalRevenueColumnAmt
Related Or Exempt Func Income$10RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$55,408TotalAmt
Program Services$55,408ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Program Services$500ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,655TotalAmt
Program Services$1,655ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$120TotalAmt
Program Services$120ProgramServicesAmt

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Total$156TotalAmt
Program Services$156ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$58,291TotalAmt
Program Services$58,291ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,460BOYAmt
EOY$13,274EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$60,884BOYAmt
EOY$53,698EOYAmt

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$60,884BOYAmt
EOY$53,698EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,884BOYAmt
EOY$53,698EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,884BOYAmt
EOY$53,698EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$7,186ReconcilationRevenueExpnssAmt
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$67,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$180,322CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,326CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,352CurrentTaxYearMinus1YearAmt
Current Tax Year$34,961CurrentTaxYearAmt
Total$407,821TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$11,063CurrentTaxYearMinus1YearAmt
Current Tax Year$18,935CurrentTaxYearAmt
Total$29,998TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$180,322CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,326CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,415CurrentTaxYearMinus1YearAmt
Current Tax Year$53,896CurrentTaxYearAmt
Total$437,819TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$437,819PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28CurrentTaxYearMinus1YearAmt
Current Tax Year$10CurrentTaxYearAmt
Total$131TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28CurrentTaxYearMinus1YearAmt
Current Tax Year$10CurrentTaxYearAmt
Total$131TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,897CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$180,354CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,443CurrentTaxYearMinus1YearAmt
Current Tax Year$53,906CurrentTaxYearAmt
Total$437,950TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99970PublicSupportCY509Pct
Public Support PY5090.99960PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1APPLE RACEEvent1Nm
Gross Receipts Event1$18,925GrossReceiptsEvent1Amt
Gross Revenue Event1$18,925GrossRevenueEvent1Amt
Other Direct Expenses Event1$2,791OtherDirectExpensesEvent1Amt
Gross Receipts Total$18,925GrossReceiptsTotalAmt
Gross Revenue Total Events$18,925GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$2,791OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$2,791DirectExpenseSummaryEventsAmt
Net Income Summary$16,134NetIncomeSummaryAmt

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$55,408CashGrantAmt
Valuation Method UsedCASHValuationMethodUsedDesc
Purpose Of GrantSUPPLEMENT SCHOOL CUPurposeOfGrantTxt

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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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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