BETA

THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST (EIN 45-4160808)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-29
IRS object ID
202631809349100943
Schema version
2025v4.2
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)
Return2026-06-29T19:06:12-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Disaster ReliefDISASTER LA COUNTY 157DisasterReliefTxt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN993307718PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUCAS HORSFALL ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1299 N EUCLID AVENUE 2ND FLOORAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454160808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOWARD AND NIKKI APPLEBAUMBusinessNameLine1Txt
Business Name Line2FOUNDATION TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHOWABusinessNameControlTxt
Phone9095987844PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115297 MAYSAIR LANEAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD APPLEBAUMPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9095987844PhoneNum
Signature2026-06-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLESLIE S SOBOLPreparerPersonNm
PTINP00057624PTIN
Phone6267445100PhoneNum
Preparation2026-06-22PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,748,004FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$677,690ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,017InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,017InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$386,821DividendsRevAndExpnssAmt
Dividends Net Invst Incm$386,821DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$353,121NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,371,539GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$353,121CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,425,649TotalRevAndExpnssAmt
Total Net Invst Incm$747,959TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$94,546OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$94,546OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$524TaxesRevAndExpnssAmt
Taxes Net Invst Incm$324TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$234OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$234OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$102,204TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$94,870TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,334TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$703,603ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$703,603ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$805,807TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$94,870TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$710,937TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$619,842ExcessRevenueOverExpensesAmt
Net Investment Income$653,089NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$365,843CashBOYAmt
Cash EOY$497,432CashEOYAmt
Cash EOYFMV$497,432CashEOYFMVAmt
Other Investments BOY$9,879,263OtherInvestmentsBOYAmt
Other Investments EOY$10,318,719OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,250,572OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,245,106TotalAssetsBOYAmt
Total Assets EOY$10,816,151TotalAssetsEOYAmt
Total Assets EOYFMV$14,748,004TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$10,245,106NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,816,151NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,245,106TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,816,151TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,245,106TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,816,151TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,245,106TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$619,842ExcessRevenueOverExpensesAmt
Other Increases$2,041OtherIncreasesAmt
Subtotal$10,866,989SubtotalAmt
Other Decreases$50,838OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,816,151TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MML INVESTORS #6879 ST COVEREDP2025-04-242025-06-26$153,950$171,744-$17,794-$17,794
MML INVESTORS #6879 LT COVEREDP2021-02-192025-03-05$683,405$552,783$130,622$130,622
WELLS FARGO #2286 ST COVEREDP2024-03-062025-02-28$63,649$50,002$13,647$13,647
WELLS FARGO #2286 LT COVEREDP2019-06-252025-02-28$1,470,243$1,243,889$226,354$226,354
P$0$0
CAPITAL GAINS DIVIDENDSP$292$292$292
FieldValueIRS element (for citing)
Capital Gain Net Income$353,121CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,078InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,078SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,078TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$7,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$7,522OverpaymentAmt
Applied To ES Tax$7,522AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksART ROSENIndividualWithBooksNm
Phone7147435890PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115297 MAYSAIR LANEAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HOWARD APPLEBAUM
15297 MAYSAIR LANECHINO HILLSCA91709DIRECTOR0.00$0$0$0
NIKKI APPLEBAUM
15297 MAYSAIR LANECHINO HILLSCA91709DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,067,416AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$178,838AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,246,254TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,246,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$213,694CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,032,560NetVlNoncharitableAssetsAmt
Minimum Investment Return$701,628MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$701,628MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,078TaxBasedOnInvestmentIncomeAmt
Total Tax$9,078TotalTaxAmt
Distributable Before Adj$692,550DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$692,550DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$692,550DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$710,937ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$710,937QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$692,550DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,570ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$209,639ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$61,939ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$46,639ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$320,787TotalExcessDistributionCyovAmt
Qualifying Distributions$710,937QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$692,550AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,387RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$339,174TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,570ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$336,604ExcessDistriCyovToNextYrAmt
Excess From Year4$209,639ExcessFromYear4Amt
Excess From Year2$61,939ExcessFromYear2Amt
Excess From Year1$46,639ExcessFromYear1Amt
Excess From Current Year$18,387ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHOWARD APPLEBAUMContributingManagerNm
Contributing ManagerNIKKI APPLEBAUMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AARP FOUNDATION
P O BOX 93207LONG BEACHCA90809NONEPCSENIOR POVERTY$500
ALZHEIMER'S ASSOCIATION
2922 CRENSHOW BLVD 125LOS ANGELESCA90016NONEPCMEDICAL RESERACH$5,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 WEST 36TH STREET SUITE 1100NEW YORKNY100189784NONEPCMEDICAL FIRST RESPONSE$3,600
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCREDUCE HEATH CAUSED BY HEART DIESEASE$500
AMERICAN JEWISH WORLD SERVICE
PO BOX 568ETNANH03750NONEPCJEWISH CAUSES$3,600
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAYLONG BEACHCA90802NONEPCSUPPORT MARINE LIFE$2,500
ARTHRITIS FOUNDATION
PO BOX 96280WASHINGTONDC20090NONEPCMEDICAL RESEARCH$100
ARTS AND LEARNING CONSERVATORY
151 KALMUS DR STE G3COSTA MESACA92626NONEPCPERFORMING ARTS PROGRAMS$15,000
ASH FOUNDATION
2200 RESEARCH BLVDROCKVILLEMD20850NONEPCMEDICAL RESEARCH$500
BEST FRIENDS ANIMAL SOCIETY
1845 PONTIUS AVELOS ANGELESCA90025NONEPCANIMAL SUPPORT$1,250
BOYS REPUBLIC
1907 BOYS REPUBLIC DRIVECHINO HILLSCA91709NONEPCSUPPORT SERVICES$38,000
CALIFORNIA STATE PARKS FOUNDATION
PO BOX 398588SAN FRANCISCOCA941398588NONEPCPARK MAINTENANCE$500
CAMP BARNABAS FOUNDATION
3801 EAGLE NEST DRIVE SUITE BCRETEIL60417NONEPCCAMP FOR SPECIAL NEEDS$2,000
CAMP JCA SHALOM
34342 MULHOLLAND HWYMALIBUCA90265NONEPCCAMP FOR JEWISH CAUSES$10,000
CAMP KESEM
440 NORTH BARRANCA AVE 2273COVINACA91723NONEPCSUPPORT SERVICES$2,000
CANINE COMPANIONS FOR INDEPENDENCE
PO BOX 4568OCEANSIDECA92052NONEPCANIMALS FOR DISABLED$4,000
CATERINA'S CLUB
50 S ANAHEIM BLVD 251ANAHEIMCA92805NONEPCSUPPORT YOUTH PROGRAMS$5,000
CHABAD BETH MEIR HACOHEN
19045 YORBA LINDA BLVDYORBA LINDACA92886NONEPCJEWISH CAUSES$50,000
CHABAD OF CHINO VALLEY
PO BOX 2076CHINO HILLSCA91709NONEPCJEWISH EDUCATION$20,000
CHABAD OF NORTHWEST ARKANSAS
3400 SE JOHN ROLLOW DRIVEBENTONVILLEAR72712NONEPCJEWISH EDUCATION$5,000
CHAI LIFELINE
151 WEST 30TH STREETNEW YORKNY10001NONEPCJEWISH SERVICES$3,600
CHILDREN'S HOSPITAL OF LOS ANGELES
PO BOX 847924LOS ANGELESCA90084NONEPCHEALTH AND WELLNESS$5,000
CHINO VALLEY FIRE FOUNDATION
14011 CITY CENTER DRIVECHINO HILLSCA91709NONEPCPROVIDES HOLIDAY SHOPPING EXPERIENCE FOR UNDERPRIVILEGED CHILDREN, ETC.$5,000
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010NONEPCMEDICAL RESEARCH$123,500
CROHN'S AND COLITIS FOUNDATION OF AMERICA
840 APOLLO STREET SUITE 320EL SEGUNDOCA90245NONEPCMEDICAL RESEARCH$3,000
CYSTIC FIBROSIS FOUNDATION
1801 EAST EDINGER AVE 135SANTA ANACA92705NONEPCCYSTIC FIBROSIS RESEARCH$25,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVE 2ND FLOORNEW YORKNY10001NONEPCHEALTH AND WELLNESS$3,000
EDUCATORS FOR PEACEFUL CLASSROOMS &COMMUNITIES
520 CALABASAS RDWATSONVILLECA95076NONEPCSUPPORT SERVICES$5,000
FEDEX FAMILY HOUSE
918 POPLAR AVEMEMPHISTN38104NONEPCSUPPORT FAMILY PROGRAMS$3,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129NONEPCSUPPORT YOUTH PROGRAMS$10,000
FOOD FORWARD
PO BOX 15219NORTH HOLLYWOODCA91615NONEPCREDUCE FOOD WASTE BY DONATING TO LOCAL FOOD DISTRIBUTION AGENCIES.$15,000
FRIENDS OF FRANKLIN ELEMENTARY SCHOOL
4481 COPELAND AVESAN DIEGOCA92116NONEPCEDUCATION$1,000
FRIENDS OF ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163NONEPCSUPPORT STATE OF ISRAEL$2,000
FRIENDS OF LEAPS AND BOUNDS
P O BOX 6604NORCOCA92860NONEPCPHYSICAL THERAPY CHILDREN$5,000
FRIENDS OF YAD SARAH
445 PARK AVE SUITE 1702NEW YORKNY10022NONEPCJEWISH EDUCATION$500
GUIDE DOGS FOR THE BLIND
PO BOX 151200SAN RAFAELCA94915NONEPCSUPPORT DOGS FOR THE BLIND PROGRAMS$500
HERITAGE POINTE
27356 BELLOGENTEMISSION VIEJOCA92691NONEPCASSISTED LIVING AND MEMORY$1,800
HERRINGTON ACADEMY
8605 SANTA MONICA BLVD 457624WEST HOLLYWOODCA90069NONEPCSUPPORT SERVICES$2,000
HILLS FOR EVERYONE
PO BOX 9835BREACA92822NONEPCSUPPORT SERVICE$500
HOUSE EAR INSTITUTE
2100 W 3RD ST 111LOS ANGELESCA90057NONEPCHEARING RESEARCH AND EDUCATION$3,000
INTERVAL HOUSE
PO BOX 3356SEAL BEACHCA907402356NONEPCDOMESTIC VIOLENCE SUPPORT$1,000
JEWISH CHAPLAINS
520 EIGHTH AVE 4TH FLOORNEW YORKNY10018NONEPCJEWISH CAUSES$700
JEWISH COLLABORATIVE OF OC
2200 SAN JOAQUIN HILLS ROADNEWPORT BEACHCA92660NONEPCJEWISH CAUSES$5,000
JEWISH FEDERATION
114 A WEST LIME AVENUEMONROVIACA91016NONEPCJEWISH CAUSES$13,500
LINDEN OAKS
8699 HOLDER STREETBUENA PARKCA90620NONEPCSPECIAL EDUCATION$15,000
MAZON
10850 WILSHIRE BLVD 400LOS ANGELESCA90024NONEPCFOOD FOR THE NEEDY$2,000
MDS FOUNDATION
288 PARK AVE S PMB 118983NEW YORKNY100031502NONEPCSUPPORT SERVICES$16,000
MEDIC ALERT
PO BOX 21009LANSINGMI48909NONEPCPEOPLE SUPPORT$250
MUSICAL THEATER WEST
4350 E 7TH STLONG BEACHCA90804NONEPCARTS$2,000
MYASTENIA GRAVIS FOUNDATION
6055 EAST WASHINGTON BLVDLOS ANGELESCA90040NONEPCMEDICAL RESEARCH$20,000
NATIONAL JEWISH HEALTH
14724 VENTURA BLVD 1004SHERMAN OAKSCA91403NONEPCSUPPORT HEALTH$25,000
NATIONAL ORGANIZATION OF RARE DISEASES
1900 CROWN COLONY DRIVE SUITE 310QUINCYMA02169NONEPCSUPPORT HEALTH$3,000
NMDP FOUNDATION
500 NORTH FIFTH STREETMINNEAPOLISMN554011206NONEPCSUPPORT HEALTH$10,000
OPERATION SMILE
PO BOX 78588TOPEKAKS66675NONEPCMEDICAL SERVICES$1,000
ORT AMERICA
75 MAIDEN LANE 10TH FLOORNEW YORKNY10038NONEPCMEDICAL SERVICES$1,800
PARENTS HELPING PARENTS
1400 PARKMOOR AVENUE 100SAN JOSECA95126NONEPCSUPPORT SERVICES$500
PASADENA HUMANE
361 SOUTH RAYMOND AVEPASADENACA91105NONEPCANIMAL SUPPORT$500
PATRIOT PAWS
254 RANCH TRAILROCKWALLTX75032NONEPCSERVICE DOGS$500
PAWS 4 SUCCESS
3141 ENGLISH ROADCHINO HILLSCA91709NONEPCANIMAL SUPPORT$50,500
PEPPERMINT RIDGE
825 MAGNOLIA AVECORONACA92879NONEPCSUPPORT SERVICES$7,500
PIH HEALTH FOUNDATION
12401 WASHINGTON BLVDWHITTIERCA90602NONEPCHEALTH CARE$20,000
PRICELESS PETS
2587 CHINO HILLS PARKWAYCHINO HILLSCA91709NONEPCSUPPORT SERVICES$500
PROJECT ACCESS
2100 ORANGEWOOD AVE 230ORANGECA92868NONEPCCOMMUNITY SUPPORT$4,000
PROJECT STREET VET
PO BOX 232579ENCINITASCA92023NONEPCANIMAL SUPPORT$750
RED BUCKET EQUINE RESCUE
2885 ENGLISH RDCHINO HILLSCA91709NONEPCANIMAL RESCUE$1,000
SALVATION ARMY
1412 SOUTH EUCLID AVEONTARIOCA91762NONEPCHELPING THE NEEDY$500
SAN GABRIEL VALLEY BUSINESS LEADERSHIP FOUNDATION
PO BOX 3164SOUTH EL MONTECA917330164NONEPCEDUCATION SERVICES$2,000
SAVE A CHILD'S HEART
PO BOX 59172POTOMACMD208599172NONEPCMEDICAL ASSISTANCE$25,000
SHALOM INSTITUTE
1014 SOUTH WESTLAKE BLVD SUITEWESTLAKE VILLAGECA91361NONEPCJEWISH SERVICES$11,00014-175
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105NONEPCPUBLIC RADIO$600
ST JUDE MEMORIAL FOUNDATION
PO BOX 4138FULLERTONCA92834NONEPCMEDICAL SERVICES$28,000
STROKE SUPPORT ASSOCIATION
3759 ORANGE AVELONG BEACHCA90807NONEPCMEDICAL SUPPORT FOR STROKE SURVIVORS$1,500
STXBP1 FOUNDATION
PO BOX 1148HOLLY SPRINGSNC27540NONEPCMEDICAL RESEARCH$10,000
TBE MEN'S CLUB
1770 WEST CERRITOS AVEANAHEIMCA92804NONEPCJEWISH EDUCATION$1,025
TBE WOMEN'S LEAGUE
1770 WEST CERRITOS AVEANAHEIMCA92804NONEPCJEWISH CAUSES$1,054
TEMPLE BETH EMET
1770 WEST CERRITOS AVEANAHEIMCA92804NONEPCJEWISH RELIGION$14,253
TEMPLE B'NAI EMET
482 NORTH GARFIELD AVEMONTEBELLOCA90640NONEPCJEWISH EDUCATION$4,001
TORAH FUND OF WOMEN'S LEAGUE
3080 BROADWAYNEW YORKNY10027NONEPCJEWISH CAUSES$360
UCLA FOUNDATION
PO BOX 7145PASADENACA911099903NONEPCSTUDENT SUPPORTS AND ADVANCING CRITICAL RESEARCH$15,000
UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM
820 SECOND AVE 10TH FLOORNEW YORKNY100174504NONEPCJEWISH CAUSES$360
YORBA LINDA MIDDLE SCHOOL
4777 CASA LOMA AVEYORBA LINDACA92886NONEPCSUPPORT YOUTH PROGRAMS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$703,603TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,017ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$386,821ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$353,121ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$747,959ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$747,959TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHOWARD AND NIKKI APPLEBAUMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line115297 MAYSAIR LANEAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd
FieldValueIRS element (for citing)
Total Contributions$677,690TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCKS DONATIONS - VARIOUS PUBLICLY TRADED STOCKSNoncashPropertyDesc
Fair Market Value$670,690FairMarketValueAmt
Received2025-12-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,900DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWABFMV$376,293$1,034,563
WELLS FARGOFMV$7,496,354$9,403,776
MMLFMV$2,446,072$3,812,233

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
BOOK TAX DIFFERENCE FEDERAL TAXES$15,313
BOOK TAX DIFFERENCE LIFE INSURANCE$21,855
BOOK TAX DIFFERENCE UNREALIZED GAINS$13,670

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOSTAGEDesc
Revenue And Expenses Per Books$234RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$234DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
BOOK TAX DIFFERENCE NON-DIVIDEND DISTR$1,920
BOOK TAX DIFFERENCE INVESTMENT INCOME$121

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$94,546Amt
Net Investment Income$94,546NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHOWARD AND NIKKI APPLEBAUMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115297 MAYSAIR LANEAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$324$324$0
FRANCHISE TAX BOARD$200$0$200

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