APPLE FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
APPLE FOUNDATION (EIN 30-0129206)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-03-01
IRS object ID
201640619349300524
Schema version
2014v6.0
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)
Return2016-03-01T12:27:20-06:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

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 Begin2014-10-01TaxPeriodBeginDt

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)
PersonRHONDA LIKOSPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2016-02-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEIGH DOLLARPreparerPersonNm
PTINP00057469PTIN
Phone2565821266PhoneNum
Preparation2016-02-29PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$180,354GrossReceiptsAmt
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$67,860PYContributionsGrantsAmt
CY Contributions Grants$180,322CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$37PYInvestmentIncomeAmt
CY Investment Income$32CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$67,897PYTotalRevenueAmt
CY Total Revenue$180,354CYTotalRevenueAmt
PY Grants And Similar Paid$50,135PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$176,729CYGrantsAndSimilarPaidAmt
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$8,215PYOtherExpensesAmt
CY Other Expenses$9,049CYOtherExpensesAmt
PY Total Expenses$58,350PYTotalExpensesAmt
CY Total Expenses$185,778CYTotalExpensesAmt
PY Revenues Less Expenses$9,547PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,424CYRevenuesLessExpensesAmt
Total Assets BOY$69,004TotalAssetsBOYAmt
Total Assets EOY$63,580TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$69,004NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$63,580NetAssetsOrFundBalancesEOYAmt
MissionSUPPLEMENT GVILLE SCHOOLS CURRICULUMMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$185,778ExpenseAmt
Grant$176,729GrantAmt
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$185,778TotalProgramServiceExpensesAmt
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
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 BodyYes (true)Form990ProvidedToGvrnBodyInd
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)
PersonRHONDA LIKOSPersonNm
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 (16 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MARK BRICKEY
MEMBERYes (X)$0$0$0
BOB MOORE
MEMBERYes (X)$0$0$0
KATE MCCURDY
MEMBERYes (X)$0$0$0
BRETT SMITH
MEMBERYes (X)$0$0$0
COLEY LEACH
MEMBERYes (X)$0$0$0
JENNIFER JONES
MEMBERYes (X)$0$0$0
JANNA CARROLL
MEMBERYes (X)$0$0$0
ALLISON WILLIAMSON
MEMBERYes (X)$0$0$0
MELISSA REESE
EX-OFFICIOYes (X)$0$0$0
HOLLY CHASSAY
MEMBERYes (X)$0$0$0
AMANDA SELLNOW
SECRETARYYes (X)$0$0$0Yes (X)
TRACY SMITH
PRESIDENTYes (X)$0$0$0Yes (X)
RHONDA LIKOS
TREASURERYes (X)$0$0$0Yes (X)
LAURA ROBERTS
VICE PRESIDEYes (X)$0$0$0Yes (X)
LISA BAKER
MEMBERYes (X)$0$0$0
BRETT STANTON
EX-OFFICIOYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$180,322AllOtherContributionsAmt
Total Contributions$180,322TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$32TotalRevenueColumnAmt
Related Or Exempt Func Income$32RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$180,354TotalRevenueColumnAmt
Related Or Exempt Func Income$32RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$176,729TotalAmt
Program Services$176,729ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$232TotalAmt
Program Services$232ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$132TotalAmt
Program Services$132ProgramServicesAmt

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
SUPPLIES$6,644$6,644
CONTRACT LABOR$875$875
BANK SERVICE CHARGES$122$122
POSTAGE AND DELIVERY$92$92

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$185,778TotalAmt
Program Services$185,778ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$69,004BOYAmt
EOY$63,580EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$69,004BOYAmt
EOY$63,580EOYAmt

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$69,004BOYAmt
EOY$63,580EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,004BOYAmt
EOY$63,580EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,004BOYAmt
EOY$63,580EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$5,424ReconcilationRevenueExpnssAmt
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$49,069CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,860CurrentTaxYearMinus1YearAmt
Current Tax Year$180,322CurrentTaxYearAmt
Total$406,494TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,069CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,860CurrentTaxYearMinus1YearAmt
Current Tax Year$180,322CurrentTaxYearAmt
Total$406,494TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$406,494PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37CurrentTaxYearMinus1YearAmt
Current Tax Year$32CurrentTaxYearAmt
Total$220TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37CurrentTaxYearMinus1YearAmt
Current Tax Year$32CurrentTaxYearAmt
Total$220TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,113CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,817CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,897CurrentTaxYearMinus1YearAmt
Current Tax Year$180,354CurrentTaxYearAmt
Total$406,714TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99950PublicSupportCY509Pct
Public Support PY5090.99890PublicSupportPY509Pct
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$176,729CashGrantAmt
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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