THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST (EIN 45-4160808)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349109607
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T18:06:02-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954659692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL MURPHY & PINDROH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 N EUCLID AVENUE 2ND FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454160808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND NIKKI APPLEBAUM | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 9095987844 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15297 MAYSAIR LANE | AddressLine1Txt |
| City | CHINO HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD APPLEBAUM | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9095987844 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | APPLEBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE S SOBOL | PreparerPersonNm |
| PTIN | P00057624 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2021-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,864,724 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,583,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $139,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,408,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,032 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,032 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,722,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,969 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,389 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $254 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $364,812 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $364,812 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $422,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $366,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,300,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $374,457 | CashBOYAmt |
| Cash EOY | $5,586,985 | CashEOYAmt |
| Cash EOYFMV | $5,586,985 | CashEOYFMVAmt |
| Other Investments BOY | $5,973,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,034,901 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,277,739 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,348,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,621,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,864,724 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,338,040 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,621,886 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,338,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,621,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,348,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,621,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,338,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,300,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,053 | OtherIncreasesAmt |
| Subtotal | $11,641,105 | SubtotalAmt |
| Other Decreases | $19,219 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,621,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 125K BMW BK N AMERICA-WFB #2883 | 2020-01-08 | 2020-02-10 | $125,000 | $125,000 | $0 | $0 | |
| 250K BANK OF INDIA NY-WFB #2883 | 2019-12-23 | 2020-01-29 | $250,000 | $250,000 | $0 | $0 | |
| 250K DISCOVER BANK GREENWOOD DE-WFB #2883 | 2019-12-23 | 2020-01-30 | $250,000 | $250,000 | $0 | $0 | |
| 250K INVESTORS BK MILLBURN NJ- WFB #2883 | 2019-12-23 | 2020-01-31 | $250,000 | $250,000 | $0 | $0 | |
| 250K MIZUHO BANK USA NY-WFB #2883 | 2019-12-23 | 2020-01-31 | $250,000 | $250,000 | $0 | $0 | |
| WFB 8977 ST LOSS COVERED | 2020-08-11 | 2020-09-22 | $240,551 | $242,087 | -$1,536 | -$1,536 | |
| WFB 8977 LT GAIN COVERED | 2018-10-02 | 2020-09-22 | $434,389 | $405,299 | $29,090 | $29,090 | |
| WFB 2286 ST LOSS COVERED | 2020-01-01 | 2020-04-06 | $266,550 | $353,790 | -$87,240 | -$87,240 | |
| WFB 2286 COMMERCE BANCSHARES-CASH IN LIEU | 2020-12-18 | 2020-12-18 | $42 | $42 | $42 | ||
| WFB 2286 LT GAIN COVERED | 2014-04-07 | 2020-03-05 | $341,428 | $285,817 | $55,611 | $55,611 | |
| WFB 8977 CGD | 2019-01-01 | 2020-12-31 | $1,012 | $1,012 | $1,012 | P | |
| WFB 2286 CGD | 2019-01-01 | 2020-12-31 | $19 | $19 | $19 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,002 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,610 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,110 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $2,903 | OverpaymentAmt |
| Applied To ES Tax | $2,903 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ART ROSEN | IndividualWithBooksNm |
| Phone | 7147435890 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15297 MAYSAIR LANE | AddressLine1Txt |
| City | CHINO HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD APPLEBAUM | ||||||||
| 15297 MAYSAIR LANE | CHINO HILLS | CA | 91709 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NIKKI APPLEBAUM | ||||||||
| 15297 MAYSAIR LANE | CHINO HILLS | CA | 91709 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,957,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $450,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,408,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,408,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,297,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $364,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $364,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,199 | TotalTaxAmt |
| Distributable Before Adj | $363,652 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $363,652 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $363,652 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $366,222 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $366,222 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $366,222 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $363,652 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,188 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,429 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,987 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $63,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $366,222 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $363,652 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,570 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,174 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,188 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $61,986 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,429 | ExcessFromYear4Amt |
| Excess From Year3 | $23,987 | ExcessFromYear3Amt |
| Excess From Current Year | $2,570 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD APPLEBAUM | ContributingManagerNm |
| Contributing Manager | NIKKI APPLEBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| P O BOX 93207 | LONG BEACH | CA | 90809 | NONE | PC | SENIOR POVERTY | $200 | |
| ACADEMY OF WHOLE LEARNING | ||||||||
| 9400 CEDAR LAKE RD | ST LOUIS PARK | MN | 55426 | NONE | PC | CHILDREN WITH AUTISM | $5,000 | |
| ALLIANCE OF JAMAICAN AND AMERICAN HUMANITARIANS | ||||||||
| 8549 WILSHIRE BLVD STE 1004 | BEVERLY HILLS | CA | 90211 | NONE | PC | HEALTHCARE, EDUCATION PROGRAMS & SOCIAL SERVICE TO THE POOR | $1,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 4421 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | MEDICAL RESEARCH | $750 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 6505 WILSHIRE BLVD SUITE 650 | LOS ANGELES | CA | 90048 | NONE | PC | BLOOD SUPPLY | $500 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| P O BOX 96061 | WASHINGTON | DC | 20090 | NONE | PC | JEWISH CAUSES | $1,800 | |
| AMERICAN SPEECH LANGUAGE HEAR FOUNDATION | ||||||||
| 220 RESEARCH BLVD | ROCKVILLE | MD | 20850 | NONE | PC | LANGUAGE AND SPEECH IMPAIRMENT | $500 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | SCHOLARSHIP FUND | $4,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | NONE | PC | MEDICAL RESEARCH | $750 | |
| BE KIND | ||||||||
| 10869 N SCOTTSDALE ROADSUITE | SCOTTSDALE | AZ | 85254 | NONE | PC | SOCIAL PROGRAMS | $180 | 103-254 |
| BOYS REPUBLIC | ||||||||
| 1907 BOYS REPUBLIC DR | CHINO | CA | 91709 | NONE | PC | SUPPORT SERVICES | $31,010 | |
| CAMP BARABUS | ||||||||
| P O BOX 3200 | SPRINGFIELD | MO | 65808 | NONE | PC | CHRISTIAN CAMPING | $5,000 | |
| CAMP JCA SHALOM | ||||||||
| 34342 MULHOLLAN HIGHWAY | MALIBU | CA | 90265 | NONE | PC | JEWISH SUMMER CAMPING | $12,000 | |
| CAMP KESEM | ||||||||
| P O BOX 452 | CULVER CITY | CA | 90232 | NONE | PC | SUPPORT SRVICES | $1,000 | |
| CANINE COMPANIONS | ||||||||
| P O BOX 4568 | OCEANSIDE | CA | 92052 | NONE | PC | ANIMALS FOR DISABLED | $2,000 | |
| CARING FOR THE HILLS | ||||||||
| 15554 CECELIA ST | CHINO HILLS | CA | 91709 | NONE | PC | FOOD PANTRY | $2,000 | |
| CATERINA'S CLUB | ||||||||
| 451 W LINCOLN AVE SUITE 251 | ANAHEIM | CA | 92805 | NONE | PC | FEEDING HOUSING AND EDUCATING AT-RISK CHILDREN, YOUTH & FAMILIES | $5,000 | |
| CDC FOUNDATION | ||||||||
| 600 PEACHTREE ST NE 1000 | ATLANTA | GA | 30308 | NONE | PC | HEALTH AND SAFETY | $500 | |
| CHABAD NORTHWEST | ||||||||
| 1 TORAH WAY | ROCKAWAY | NJ | 07866 | NONE | PC | JEWISH EDUCATION | $6,800 | |
| CHABAD OF CHINO HILLS | ||||||||
| P O BOX 2076 | CHINCO HILLS | CA | 91709 | NONE | PC | JEWISH EDUCATION | $460 | |
| CHABAD | ||||||||
| 5010 BARRANCA PKWY | IRVINE | CA | 92604 | NONE | PC | JEWISH EDUCATION | $1,536 | |
| CHAI LIFELINE | ||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | CAMP FOR DISABLED | $1,800 | |
| CHILDREN'S HOSPITAL | ||||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NONE | PC | HEALTH AND WELLNESS | $3,000 | |
| CHINO HILLS COMMUNITY FOUNDATION | ||||||||
| 14000 CITY CENTER DR | CHINO HILLS | CA | 91709 | NONE | PC | SUPPORT SERVICES | $5,000 | |
| CHINO NEIGHBORHOOD HOUSE | ||||||||
| 13130 6TH STREET | CHINCO HILLS | CA | 91710 | NONE | PC | FOOD & CLOTHINGS | $2,750 | |
| CIRCLE OF LIFE HOSPICE | ||||||||
| 901 JONES RD | SPRINGDALE | AR | 72762 | NONE | PC | HEALTH | $2,000 | |
| CITY OF HOPE | ||||||||
| 673 ACKLEY STREET | MONTEREY PARK | CA | 91755 | NONE | PC | MEDICAL RESEARCH | $7,600 | |
| CONVALESCENT AID SOCIETY | ||||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 90025 | NONE | PC | CONVALESCENT AID | $500 | |
| CROHN'S AND COLITUS FOUNDATION | ||||||||
| 10350 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | MEDICAL RESEARCH | $2,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | NONE | PC | CYSTIC FIBROSIS RESEARCH | $5,000 | |
| DILLON INTL HERITAGE CAMP | ||||||||
| 7335 S LEWIS AVE SUITE 204 | TULSA | OK | 74136 | NONE | PC | ADOPTION SUPPORT | $1,000 | |
| DIRECT RELIEF AUSTRALIA FIRES | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PC | WILD FIRE SUPPORT | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | NONE | PC | HEALTH AND WELLNESS | $1,000 | |
| DORIS CARES | ||||||||
| 3676 LOWRY RD | LOS ANGELES | CA | 90027 | NONE | PC | HOMELESS SERVICES | $5,000 | |
| EDUCATORS FOR PEACEFUL CLASSROOMS | ||||||||
| 520 CALABASAS RD | WATSONVILLE | CA | 95076 | NONE | PC | SUPPORT SERVICES | $3,000 | |
| FED EX FAMILY HOUSE | ||||||||
| 918 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PC | COST-FREE HOUSING | $3,000 | |
| FEEDING AMERICA | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PC | FOOD BANKS | $540 | |
| FRIENDS OF YAD SARAH | ||||||||
| 445 PARK AVE | NEW YORK | NY | 10022 | NONE | PC | JEWISH EDUCATION | $750 | |
| GOOD SAMARITAN HOSPITAL | ||||||||
| 1225 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | NONE | PC | MEDICAL CARE | $10,000 | |
| GUIDE DOGS FOR THE BLIND | ||||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | NONE | PC | GUIDE DOGS | $500 | |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | NONE | PC | END HUNGER & POVERTY | $500 | |
| HERITAGE POINTE | ||||||||
| 1785 SHUEY AVE | WALNUT CREEK | CA | 94596 | NONE | PC | ASSISTED LIVING AND MEMORY | $180 | |
| HILLS FOR EVERYONE | ||||||||
| PO BOX 9835 | BREA | CA | 92822 | NONE | PC | SUPPORT SERVICE | $750 | |
| HOUSE EAR INSTITUTE | ||||||||
| 2100 W 3RD ST 111 | LOS ANGELES | CA | 90057 | NONE | PC | HEARING RESEARCH AND EDUCATION | $3,000 | |
| INTERVAL HOUSE | ||||||||
| 6615 PACIFIC COAST HWY | LONG BEACH | CA | 90803 | NONE | PC | DOMESTIC VIOLENCE SUPPORT | $1,000 | |
| ISAIAH'S ROCK | ||||||||
| 13031 7TH STREET | CHINO | CA | 91710 | NONE | PC | FOOD BANK | $1,000 | |
| JEWISH CHAPLAINS | ||||||||
| 3950 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | JEWISH CAUSES | $540 | |
| JEWISH FEDERATION | ||||||||
| 550 SOUTH SECOND AVE | ARCADIA | CA | 91006 | NONE | PC | JEWISH CAUSES | $6,400 | |
| JUST IMAGINE | ||||||||
| 4805 4TH STREET NW | WASHINGTON | DC | 20011 | NONE | PC | CHILDREN SERVICES | $1,000 | |
| KPCC SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | EDUCATIONAL RADIO STATION | $500 | |
| LA ARBORETUM FOUNDATION | ||||||||
| 301 N BALDWIN AVE | ARCADIA | CA | 91007 | NONE | PC | ARBORETUM AND BOTANIC GARDEN | $500 | |
| LOMA LINDA CHILDRENS HOSPITAL | ||||||||
| 11234 ANDERSON STREET | LOMA LINDA | CA | 92354 | NONE | PC | CHILDREN'S HEALTH AND WELLNESS | $2,000 | |
| LOS ANGELES JEWISH HOME | ||||||||
| 18855 VICTORY BLVD | RESEDA | CA | 91335 | NONE | PC | SENIOR SERVICES | $100 | |
| LOYOLA HIGH SCHOOL | ||||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | NONE | PC | EDUCATION | $3,000 | |
| MAGEN DAVID ADOM | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | MEDICAL SERVICE | $360 | |
| MAZON | ||||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | FOOD FOR THE NEEDY | $3,600 | |
| MEDIC ALERT | ||||||||
| 2323 COLORADO AVE | TURLOCK | CA | 95382 | NONE | PC | MEDICAL NOTIFICATION | $200 | |
| MUSICAL THEATER WEST | ||||||||
| 4350 E 7TH ST | LONG BEACH | CA | 90804 | NONE | PC | ARTS | $2,500 | |
| MY FRIENDS PLACE | ||||||||
| 106 PIERCE AVE | MANTECA | CA | 95337 | NONE | PC | FOOD | $500 | |
| MYASTENIA GRAVIS FOUNDATION | ||||||||
| 6055 EAST WASHINGTON BLVD | LOS ANGELES | CA | 90040 | NONE | PC | MEDICAL RESEARCH | $20,000 | |
| NATIONAL JEWISH HEALTH | ||||||||
| P O BOX 5898 | DENVER | CA | 80217 | NONE | PC | HEALTH | $10,000 | |
| ODIN PUBLIC SCHOOL | ||||||||
| 102 S MERRITT ST | ODIN | IL | 62870 | NONE | PC | EDUCATION | $2,000 | |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | NONE | PC | MEDICAL SERVICES | $500 | |
| ORT AMERICA | ||||||||
| 401 EAST DOROTHY DRIVE | FULLERTON | CA | 92835 | NONE | PC | MEDICAL SERVICES | $2,404 | |
| ORTHOPEDIC INST FOR CHILDREN | ||||||||
| 403 W ADAMS BLVD | LOS ANGELES | CA | 90007 | NONE | PC | MEDICAL SERVICES | $3,000 | |
| PASADENA JEWISH TEMPLE | ||||||||
| 1434 N ALTADENA DR | PASADENA | CA | 91107 | NONE | PC | SYNAGOGUE AND COMMUNITY CENTER | $100 | |
| PATRIOT PAWS | ||||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | NONE | PC | SERVICE DOGS | $500 | |
| PEPPERMINT RIDGE | ||||||||
| 825 MAGNOLIA AVE | CORONA | CA | 92879 | NONE | PC | SUPPORT SERVICES | $12,100 | |
| PIH HEALTH FOUNDATION | ||||||||
| 7612 GREENLEAF AVE | WHITTIER | CA | 90602 | NONE | PC | HEALTH CARE | $5,500 | |
| PRICELESS PETS | ||||||||
| 2587 CHINO HILLS PARKWAY | CHINO HILLS | CA | 91709 | NONE | PC | SUPPORT SERVICES | $750 | |
| PROJECT ACCESS | ||||||||
| 2100 WEST ORANGEWOOD AVENUE SUITE | ORANGE | CA | 92868 | NONE | PC | SOCIAL SERVICES | $3,000 | 230 |
| RANCH RESCUE TEAM | ||||||||
| 20 WESTBROOK LN | POMONA | CA | 91766 | NONE | PC | ANIMAL RESCUE | $500 | |
| RED BUCKET EQUINE RESCUE | ||||||||
| 2885 ENGLISH RD | CHINO HILLS | CA | 91709 | NONE | PC | ANIMAL RESCUE | $750 | |
| RIVERSIDE CITY MISSION | ||||||||
| 26200 DATE ST E | HIGHLAND | CA | 92346 | NONE | PC | PROVIDE FOOD FOR THE HUNGRY | $450 | |
| SALVATION ARMY | ||||||||
| 1412 SOUTH EUCLID AVE | ONTARIO | CA | 91762 | NONE | PC | HELPING THE NEEDY | $1,400 | |
| SAN DIEGO ZOO GLOBAL | ||||||||
| 15600 SAN PASQUALL VALLEY ROAD | ESCONDIDO | CA | 92027 | NONE | PC | SAVING ENDANGERED SPECIES WORLDWIDE | $500 | |
| SAVE A CHILD'S HEART | ||||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | NONE | PC | MEDICAL ASSISTANCE | $30,000 | |
| SCHOOL ON WHEELS | ||||||||
| 3150 N SAN FERNANDO RD B | LOS ANGELES | CA | 90065 | NONE | PC | TUTORING AND SCHOOL SUPPLIES CHILDREN WITHOUT PREMANENT HOMES | $500 | |
| SPEECH AND LANGUAGE DEVELOPMENT CENTER | ||||||||
| 8699 HOLDER ST | BUENA PARK | CA | 90620 | NONE | PC | DEVELOPMENTAL SERVICES | $6,000 | |
| ST JUDE MEMORIAL FOUNDATION | ||||||||
| PO BOX 4138 | FULLERTON | CA | 92834 | NONE | PC | MEDICAL SERVICES | $4,000 | |
| STROKE ASSOCIATION LONG BEACH CHAPTER | ||||||||
| PO BOX 8340 | LONG BEACH | CA | 90808 | NONE | PC | SUPPORT SERVICES | $1,000 | |
| TBE MEN'S CLUB | ||||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | PC | JEWISH EDUCATION | $25 | |
| TEMPLE B'NAI EMET | ||||||||
| 482 NORTH GARFIELD AVE | MONTEBELLO | CA | 90640 | NONE | PC | JEWISH EDUCATION | $5,523 | |
| TEMPLE BETH EMET | ||||||||
| 1770 WEST CERRITOS AVE | ANAHEIM | CA | 92804 | NONE | PC | JEWISH RELIGION | $54,430 | |
| TEMPLE BETH ISRAEL | ||||||||
| 269 LOMA AVE | LONG BEACH | CA | 90803 | NONE | PC | JEWISH RELIGION | $1,800 | |
| TEMPLE BETH TIKVAH | ||||||||
| 1600 N ACACIA AVE | FULLERTON | CA | 92831 | NONE | PC | JEWISH RELIGION | $1,800 | |
| THE SHOWER OF HOPE | ||||||||
| 958 NORTH WESTERN AVE 603 | LOS ANGELES | CA | 90029 | NONE | PC | FREE SHOWERS AND SOCIAL SERVICES FOR PEOPLE SUFFERING POVERTY | $300 | |
| UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PC | STUDENT SUPPORTS AND ADVANCING CRITICAL RESEARCH | $5,000 | |
| USCJ | ||||||||
| 3080 BOARDWAY | NEW YORK | NY | 10027 | NONE | PC | JEWISH EDUCATION | $180 | |
| VARIETY BOYS AND GIRLS CLUB | ||||||||
| 2530 CINCINNATI STREET | LOS ANGELES | CA | 90033 | NONE | PC | YOUTH SERVICES | $20,000 | |
| VICTORY JUNCTION GANG CAMP | ||||||||
| 4500 ADAMS WAYS | RANDLEMAN | NC | 27317 | NONE | PC | CHILDREN SERVICES | $5,000 | |
| WICKMAN ELEMENTARY | ||||||||
| 16250 PINEHURST DR | CHINO HILLS | CA | 91709 | NONE | PC | EDUCATION | $100 | |
| WOMEN'S LEAGUE TBE | ||||||||
| 1770 W CERRITOS AVE | ANAHEIM | CA | 92804 | NONE | PC | SERVICES | $644 | |
| WORKING WARDROPES | ||||||||
| 17392 DAIMLER ST | IRVINE | CA | 92614 | NONE | PC | SUPPORT HELP FOR PEOPLE GET BACK TO WORK | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $364,812 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,866 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,071 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,002 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,967 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD AND NIKKI APPLEBAUM | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15297 MAYSAIR LANE | AddressLine1Txt |
| City | CHINO HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,583,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | FMV | $10,881 | $10,763 |
| WELLS FARGO | FMV | $6,024,020 | $7,266,976 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) INVESTMENTS | Desc |
| Amt | $19,219 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NON DIVIDEND DISTRIBUTION #2286 | $1,947 | $1,947 | $1,947 |
| NON DIVIDEND DISTRIBUTION #3230 | $85 | $85 | $85 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX DIFFERENCE FEDERAL TAXES | Desc |
| Amt | $3,053 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OFFICER | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $55,317 | $55,317 | $0 |
| BANK FEES | $72 | $72 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $94 | $94 | $0 |
| DEPT OF JUSTICE | $150 | $0 | $150 |
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
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