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Nonprofit · EIN 22-2804764

APPLE ORCHARD TRUST

Tax-exempt · BROOKLINE, MA 02445

Financials

$413K$135K2023$1.1M$163K2024
Revenue Expenses · by fiscal year end
Financials of APPLE ORCHARD TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,139,579$162,896$976,683$6,942,988$4,003$6,938,985
December 31, 2023990$413,354$134,818$278,536$5,962,302$0$5,962,302
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$239,412
Program service revenue
$0
Investment income
$883,063
Net gain from sales of assets
$706,687
Net income from fundraising events
-$8,021
Other revenue
$17,104

Expenses

Grants and similar amounts paid
$40,587
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$16,087
Travel
$1,000
Depreciation
$223
Program services (functional)
$40,587
Management and general (functional)
$91,406
Fundraising (functional)
$30,903

Balance sheet and other

Total assets, start of year
$5,962,302
Total assets, end of year
$6,942,988
Total liabilities, end of year
$4,003
Net assets, end of year
$6,938,985
Publicly traded securities
$6,196,994
Net assets without donor restrictions
$6,938,985
Gross receipts
$3,148,975
Employees
0
Volunteers
6
Year formed
1987
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
MARTINA ALBRIGHTTRUSTEE
Trustee or director
2$0$134,801$31,188
DIANA WALCOTTTRUSTEE
Trustee or director
2$0$139,718$12,494
M LEE ALBRIGHTTRUSTEE
Trustee or director
2$0$0$0
VICTORIA HACKETTTRUSTEE
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
M LEE ALBRIGHTTRUSTEE
Trustee or director
2$0
DIANA WALCOTTTRUSTEE
Trustee or director
2$0
MARTINA ALRIGHTTRUSTEE
Trustee or director
2$0
VICTORIA HACKETTTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
282 D NEWTON STREET, BROOKLINE, MA 02445-7427
Principal officer (990 for 2024)
MARTINA ALBRIGHT, 282 D NEWTON STREET, BROOKLINE, MA 02445
Signed the 990
MARTINA ALBRIGHT, DIRECTOR
Phone
(617) 738-8834
Return prepared by
CHERRY BEKAERT ADVISORY LLC

Mission

PROVIDE FINANCIAL SUPPORT FOR THE STUDENTS AND TEACHING STAFF OF THE APPLE ORCHARD SCHOOL

990 for the year ended December 31, 2024

Program accomplishments

  • SCHOLARSHIP AND STUDENT LOAN ASSISTANCE TO STUDENTS AND TEACHING STAFF AT APPLE ORCHARD SCHOOL
    Expenses $40,587 · grants $40,587
  • TEACHER PARENT WORKSHOPS AND COURSES

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
22-2804764
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,942,988
Income (IRS master file)
$3,148,975

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,139,579$162,896$6,942,988IRS
990December 2023$413,354$134,818$5,962,302XML
990December 2022$637,685$147,695$5,685,118IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2804764).

Questions about APPLE ORCHARD TRUST

What is the EIN of APPLE ORCHARD TRUST?
The employer identification number (EIN) of APPLE ORCHARD TRUST is 22-2804764.
Is APPLE ORCHARD TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to APPLE ORCHARD TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does APPLE ORCHARD TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of APPLE ORCHARD TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did APPLE ORCHARD TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of APPLE ORCHARD TRUST?
The 990 for the year ended December 31, 2024 names MARTINA ALBRIGHT.
Who are the officers and directors of APPLE ORCHARD TRUST?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does APPLE ORCHARD TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,139,579, expenses of $162,896 and total assets of $6,942,988 at year end.

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