2021-11-15T18:06:02-06:00 2020-12-31 954659692 LUCAS HORSFALL MURPHY & PINDROH LLP 299 N EUCLID AVENUE 2ND FLOOR PASADENA CA 91101 990PF 2020-01-01 454160808 THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST HOWA 9095987844 15297 MAYSAIR LANE CHINO HILLS CA 91709 HOWARD APPLEBAUM DIRECTOR 9095987844 2021-11-15 1 HOWARD APPLEBAUM 999009999 LESLIE S SOBOL P00057624 6267445100 2021-11-13 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 12864724 X 5583000 1866 1866 139071 139071 -3002 2408991 0 2032 2032 5722967 142969 0 0 0 2500 1250 1250 55389 55389 0 254 94 160 58143 56733 1410 364812 364812 422955 56733 366222 5300012 86236 374457 5586985 5586985 5973583 6034901 7277739 6348040 11621886 12864724 10000 0 10000 0 X 6338040 11621886 6338040 11621886 6348040 11621886 6338040 5300012 3053 11641105 19219 11621886 125K BMW BK N AMERICA-WFB #2883 2020-01-08 2020-02-10 125000 125000 0 0 250K BANK OF INDIA NY-WFB #2883 2019-12-23 2020-01-29 250000 250000 0 0 250K DISCOVER BANK GREENWOOD DE-WFB #2883 2019-12-23 2020-01-30 250000 250000 0 0 250K INVESTORS BK MILLBURN NJ- WFB #2883 2019-12-23 2020-01-31 250000 250000 0 0 250K MIZUHO BANK USA NY-WFB #2883 2019-12-23 2020-01-31 250000 250000 0 0 WFB 8977 ST LOSS COVERED 2020-08-11 2020-09-22 240551 242087 -1536 -1536 WFB 8977 LT GAIN COVERED 2018-10-02 2020-09-22 434389 405299 29090 29090 WFB 2286 ST LOSS COVERED 2020-01-01 2020-04-06 266550 353790 -87240 -87240 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 341428 285817 55611 55611 WFB 8977 CGD P 2019-01-01 2020-12-31 1012 1012 1012 WFB 2286 CGD P 2019-01-01 2020-12-31 19 19 19 -3002 1199 0 1199 0 1199 2610 0 1500 0 4110 X 8 2903 2903 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ART ROSEN 7147435890 15297 MAYSAIR LANE CHINO HILLS CA 91709 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 6957612 450523 0 7408135 0 0 7408135 111122 7297013 364851 364851 1199 1199 363652 0 363652 0 363652 366222 0 366222 0 366222 363652 0 0 4188 35429 23987 63604 366222 0 0 0 363652 2570 0 0 66174 0 0 0 0 0 0 4188 61986 35429 23987 2570 HOWARD APPLEBAUM NIKKI APPLEBAUM X 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 5000 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 1000 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 1800 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 4000 ARTHRITIS FOUNDATION PO BOX 96280 WASHINGTON DC 20090 NONE PC MEDICAL RESEARCH 750 BE KIND 10869 N SCOTTSDALE ROADSUITE 103-254 SCOTTSDALE AZ 85254 NONE PC SOCIAL PROGRAMS 180 BOYS REPUBLIC 1907 BOYS REPUBLIC DR CHINO CA 91709 NONE PC SUPPORT SERVICES 31010 CAMP BARABUS P O BOX 3200 SPRINGFIELD MO 65808 NONE PC CHRISTIAN CAMPING 5000 CAMP JCA SHALOM 34342 MULHOLLAN HIGHWAY MALIBU CA 90265 NONE PC JEWISH SUMMER CAMPING 12000 CAMP KESEM P O BOX 452 CULVER CITY CA 90232 NONE PC SUPPORT SRVICES 1000 CANINE COMPANIONS P O BOX 4568 OCEANSIDE CA 92052 NONE PC ANIMALS FOR DISABLED 2000 CARING FOR THE HILLS 15554 CECELIA ST CHINO HILLS CA 91709 NONE PC FOOD PANTRY 2000 CATERINA'S CLUB 451 W LINCOLN AVE SUITE 251 ANAHEIM CA 92805 NONE PC FEEDING HOUSING AND EDUCATING AT-RISK CHILDREN, YOUTH & FAMILIES 5000 CDC FOUNDATION 600 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90025 NONE PC MEDICAL RESEARCH 2000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD BETHESDA MD 20814 NONE PC CYSTIC FIBROSIS RESEARCH 5000 DILLON INTL HERITAGE CAMP 7335 S LEWIS AVE SUITE 204 TULSA OK 74136 NONE PC ADOPTION SUPPORT 1000 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 1000 DORIS CARES 3676 LOWRY RD LOS ANGELES CA 90027 NONE PC HOMELESS SERVICES 5000 EDUCATORS FOR PEACEFUL CLASSROOMS 520 CALABASAS RD WATSONVILLE CA 95076 NONE PC SUPPORT SERVICES 3000 FED EX FAMILY HOUSE 918 POPLAR AVE MEMPHIS TN 38104 NONE PC COST-FREE HOUSING 3000 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 10000 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 3000 INTERVAL HOUSE 6615 PACIFIC COAST HWY LONG BEACH CA 90803 NONE PC DOMESTIC VIOLENCE SUPPORT 1000 ISAIAH'S ROCK 13031 7TH STREET CHINO CA 91710 NONE PC FOOD BANK 1000 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 6400 JUST IMAGINE 4805 4TH STREET NW WASHINGTON DC 20011 NONE PC CHILDREN SERVICES 1000 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 2000 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 3000 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 3600 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 2500 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 20000 NATIONAL JEWISH HEALTH P O BOX 5898 DENVER CA 80217 NONE PC HEALTH 10000 ODIN PUBLIC SCHOOL 102 S MERRITT ST ODIN IL 62870 NONE PC EDUCATION 2000 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 2404 ORTHOPEDIC INST FOR CHILDREN 403 W ADAMS BLVD LOS ANGELES CA 90007 NONE PC MEDICAL SERVICES 3000 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 12100 PIH HEALTH FOUNDATION 7612 GREENLEAF AVE WHITTIER CA 90602 NONE PC HEALTH CARE 5500 PRICELESS PETS 2587 CHINO HILLS PARKWAY CHINO HILLS CA 91709 NONE PC SUPPORT SERVICES 750 PROJECT ACCESS 2100 WEST ORANGEWOOD AVENUE SUITE 230 ORANGE CA 92868 NONE PC SOCIAL SERVICES 3000 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 1400 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 30000 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 6000 ST JUDE MEMORIAL FOUNDATION PO BOX 4138 FULLERTON CA 92834 NONE PC MEDICAL SERVICES 4000 STROKE ASSOCIATION LONG BEACH CHAPTER PO BOX 8340 LONG BEACH CA 90808 NONE PC SUPPORT SERVICES 1000 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 5523 TEMPLE BETH EMET 1770 WEST CERRITOS AVE ANAHEIM CA 92804 NONE PC JEWISH RELIGION 54430 TEMPLE BETH ISRAEL 269 LOMA AVE LONG BEACH CA 90803 NONE PC JEWISH RELIGION 1800 TEMPLE BETH TIKVAH 1600 N ACACIA AVE FULLERTON CA 92831 NONE PC JEWISH RELIGION 1800 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 5000 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 20000 VICTORY JUNCTION GANG CAMP 4500 ADAMS WAYS RANDLEMAN NC 27317 NONE PC CHILDREN SERVICES 5000 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 364812 0 14 1866 14 139071 14 2032 18 -3002 0 139967 0 139967 0 0 0 0 0 0 0 0 0 0 X X 1 HOWARD AND NIKKI APPLEBAUM 15297 MAYSAIR LANE CHINO HILLS CA 91709 5583000 X ACCOUNTING FEES 2500 1250 1250 CHARLES SCHWAB FMV 10881 10763 WELLS FARGO FMV 6024020 7266976 UNREALIZED GAIN (LOSS) INVESTMENTS 19219 NON DIVIDEND DISTRIBUTION #2286 1947 1947 1947 NON DIVIDEND DISTRIBUTION #3230 85 85 85 BOOK TAX DIFFERENCE FEDERAL TAXES 3053 DUE TO OFFICER 10000 0 INVESTMENT MANAGEMENT FEES 55317 55317 0 BANK FEES 72 72 0 FOREIGN TAX 94 94 0 DEPT OF JUSTICE 150 0 150 FRANCHISE TAX BOARD 10 0 10