Apple Orchard Trust

Analysis

Apple Orchard Trust is a registered charity in United States, based in Brookline, MA. It received its IRS tax-exemption ruling in June 1987, 39 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Apple Orchard Trust reported income of $413k and spending of $135k, leaving 67% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $404k to $413k (+2.4%), an average of +0.6% a year. The sharpest change came in the year to December 2023, when income dropped by 35%. Over the whole period it spent 33% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Apple Orchard Trust sits at the 70th percentile: it is larger than about 70% of them. Against every charity in United States with reported income it ranks in the 67th percentile, and in the 68th percentile within MA. Charities of a similar size with the same main cause include Governors Public Building Foundation Inc ($413k), Truong Buu Diep Foundation ($413k) and Generations for Peace Inc ($413k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 71% and program service revenue 26% of the total. At year end it held assets of $6.0m against liabilities of $0, net assets of $6.0m.