THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST (EIN 45-4160808)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349102773
- Schema version
- 2019v5.0
- 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 Corp Stock Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:06:35-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952694521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGERS CLEM & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1067 PARK VIEW DR | AddressLine1Txt |
| City | COVINA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917243748 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDY R JONES CPA | PreparerPersonNm |
| PTIN | P01213620 | PTIN |
| Phone | 6268585100 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.44.179.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:06:35 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8EF473314CB04823528DC6E50956DE4312BDFE68 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8C15E659CBB1AEFC1EDE4910B5695C6A7E042D5C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,988,063 | 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 | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,958 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,958 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,338,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,701 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $669 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $669 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,661,087 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,235 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,144 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,809 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,143 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,918 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,349,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,282 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,023,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $374,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $374,457 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,971,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,973,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,613,606 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,995,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,348,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,988,063 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,501 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,988,824 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,338,040 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,988,824 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,338,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,995,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,348,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,988,824 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,349,216 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,338,040 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,338,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB 3230 | P | $1,099,000 | $1,099,000 | ||
| WELLS FARGO 2286 | P | $186,806 | $182,130 | $4,676 | $4,676 |
| WELLS FARGO 2286 | P | $798,147 | $774,456 | $23,691 | $23,691 |
| WELLS FARGO 2286 | P | $65,069 | $64,135 | $934 | $934 |
| WELLS FARGO 8977 | P | $66,611 | $64,563 | $2,048 | $2,048 |
| WELLS FARGO 8977 | P | $121,636 | $107,697 | $13,939 | $13,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,701 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,724 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $231,452 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,989,971 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046383 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,001 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,390,836 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,772 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,319,718 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,065,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055155 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,523 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,647,619 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050693 | DistributionYr5Rt |
| Total Distribution | 0.273850 | TotalDistributionRt |
| Average Distribution | 0.054770 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,901,819 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $323,243 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,303 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $324,546 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,918 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,606 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,606 | SubtotalAmt |
| Tax Based On Investment Income | $2,606 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,178 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,178 | TotalPaymentsAndCreditsAmt |
| Tax Due | $428 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ART ROSEN | IndividualWithBooksNm |
| Phone | 9095987844 | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | 000.00 | $0 | $0 | $0 |
| NIKKI APPLEBAUM | ||||||||
| 15297 MAYSAIR LANE | CHINO HILLS | CA | 91709 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,292,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $699,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,991,694 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,991,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,901,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,606 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,606 | TotalTaxAmt |
| Distributable Before Adj | $292,485 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,485 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,918 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $282,918 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $282,918 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,485 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,983 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,772 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,429 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,987 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $73,171 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $282,918 | QualifyingDistributionsAmt |
| Applied To Current Year | $282,918 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,567 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,567 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,604 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $63,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,188 | ExcessFromYear4Amt |
| Excess From Year3 | $35,429 | ExcessFromYear3Amt |
| Excess From Year2 | $23,987 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD NIKKI APPLEBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | SUPPORT FOR CHILDREN | $200 | ||
| AARP FOUNDATION | |||||||
| PO BOX 93207 | LONG BEACH | CA | 908093207 | SENIOR POVERTY | $1,000 | ||
| ACADEMY OF WHOLE LEARNING | |||||||
| 9400 CEDAR LAKE RD | ST LOUIS PARK | MN | 55426 | CHILDREN WITH AUTISM | $2,500 | UNIT 7 | NONE |
| ALZHEIMERS ASSOCIATION | |||||||
| 4421 WHILSHIRE BLVD | LOS ANGELES | CA | 90010 | MEDICAL RESEARCH | $500 | ||
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | MEDICAL RESEARCH | $500 | ||
| AMERICAN JEWISH WORLD SERVICE | |||||||
| PO BOX 96061 | WASHINGTON | DC | 20090 | JEWISH CAUSES | $1,800 | ||
| AMERICAN SPEECH LANGUAGE HEAR | |||||||
| 220 RESEARCH BLVD | ROCKVILLE | MD | 20850 | LANGUAGE AND SPEECH IMPAIRMENT | $500 | ||
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | SCHOLARSHIP FUND | $659 | ||
| ARTHRITIS FOUNDATION | |||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | MEDICAL RESEARCH | $600 | ||
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DR | CHINO | CA | 91709 | SUPPORT SERVICES | $40,610 | ||
| CAMP BARABUS | |||||||
| PO BOX 3200 | SPRINGFIELD | MO | 65808 | CHILD SERVICES | $3,000 | ||
| CAMP JCA SHALOM | |||||||
| 34342 MULHOLLAND HIGHWAY | MALIBU | CA | 90265 | JEWISH EDUCATION | $2,000 | ||
| CAMP KESEM | |||||||
| PO BOX 452 | CULVER CITY | CA | 90232 | SUPPORT SERVICES | $2,000 | ||
| CANINE COMPANIONS | |||||||
| PO BOX 4568 | OCEANSIDE | CA | 920524568 | ANIMALS FOR DISABLED | $2,000 | ||
| CHABAD | |||||||
| 5010 BARRANCA PKWY | IRVINE | CA | 92604 | JEWISH EDUCATION | $30,680 | NONE | |
| CHABAD OF TUSTIN | |||||||
| 13112 NEWPORT AVE | TUSTIN | CA | 92780 | JEWISH EDUCATION | $5,000 | SUITE H | |
| CHAI LIFETIME | |||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | CAMP FOR DISABLED | $1,800 | ||
| CHINO HILLS COMMUNITY FOUNDATION | |||||||
| 14000 CITY CENTER DR | CHINO HILLS | CA | 91709 | SUPPORT SERVICES | $4,320 | ||
| CITY OF HOPE | |||||||
| 673 ACKLEY STREET | MONTEREY PARK | CA | 91755 | MEDICAL RESEARCH | $5,000 | ||
| CONGREGATION BETH MEIR | |||||||
| 19045 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | JEWISH CAUSES | $36 | NONE | |
| CONVALESCENT AID SOCIETY | |||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | CONVALESCENT AID | $200 | ||
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 10350 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | MEDICAL RESEARCH | $3,000 | ||
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | CYSTIC FIBROSIS RESEARCH | $6,075 | 2ND FLOOR | NONE |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | HEALTH AND WELLNESS | $500 | ||
| DORIS CARES | |||||||
| 3676 LOWRY RD | LOS ANGELES | CA | 90027 | HOMELESS SERVICES | $20,000 | ||
| EDUCATORS FOR PEACEFUL CLASSROOMS | |||||||
| 520 CALABASAS RD | WATSONVILLE | CA | 95076 | SUPPORT SERVICES | $3,000 | ||
| EZRA CENTER | |||||||
| 1770 W CERRITOS AVE | ANAHEIM | CA | 92804 | JEWISH CAUSES | $2,100 | NONE | |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | FOOD BANKS | $300 | SUITE 2000 | NONE |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVE | NEW YORK | NY | 10022 | JEWISH EDUCATION | $500 | SUITE 1702 | |
| FULLERTON ROTARY CLUB | |||||||
| 1440 E BASTANCHURY RD | FULLERTON | CA | 92835 | COMMUNITY SERVICES | $500 | ||
| GOOD SAMARITAN HOSPITAL | |||||||
| 1225 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900179971 | MEDICAL CARE | $3,000 | ||
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | END HUNGER & POVERTY | $200 | ||
| HILLS FOR EVERYONE | |||||||
| PO BOX 9835 | BREA | CA | 928221835 | SUPPORT SERVICES | $1,000 | ||
| HOLE IN WALL GANG CAMP | |||||||
| 565 ASHFORD CENTER RD | ASHFORD | CT | 06278 | YOUTH CAMP | $1,000 | ||
| INTERVAL HOUSE | |||||||
| 6615 PACIFIC COAST HWY | LONG BEACH | CA | 90803 | DOMESTIC VIOLENCE SUPPORT | $250 | SUITE 170 | |
| JAFINA | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | SUPPORT ISRAEL | $500 | 21ST FLOOR | |
| JEWISH CHAPLAINS | |||||||
| 3950 BISCAYNE BLVD | MIAMI | FL | 33137 | JEWISH CAUSES | $540 | ||
| JEWISH FEDERATION | |||||||
| 550 SOUTH SECOND AVE | ARCADIA | CA | 91006 | JEWISH CAUSES | $4,971 | ||
| JEWISH FEDERATION OF SGV | |||||||
| 114A W LIME AVE | MONROVIA | CA | 91016 | JEWISH EDUCATION | $2,000 | ||
| JUST IMAGINE | |||||||
| 4805 4TH STREET NW | WASHINGTON | DC | 200116128 | CHILDREN SERVICES | $1,000 | APT 4 | |
| LE BONHEUR CHILDRENS HOSPITAL | |||||||
| 51 N DUNLAP ST | MEMPHIS | TN | 38105 | CHILDRENS MEDICAL CARE | $1,000 | NONE | |
| LOYOLA HIGH SCHOOL | |||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | EDUCATION | $3,000 | ||
| MAGEN DAVID ADOM | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | MEDICAL SERVICES | $500 | SUITE 750 | |
| MAZON | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | FOOD FOR THE NEEDY | $1,800 | ||
| MEDIC ALERT | |||||||
| 2323 COLORADO AVE | TURLOCK | CA | 95382 | MEDICAL NOTIFICATION | $100 | ||
| MERCAZ | |||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | JEWISH EDUCATION | $108 | 4TH FLOOR | |
| MOUNT WILSON BICYCLING ASSOC | |||||||
| 3124 RIDGEVIEW DRIVE | ALTADENA | CA | 91001 | COMMUNITY ACTIVITY | $1,100 | ||
| MUSICAL THEATER WEST | |||||||
| 4350 E 7TH ST | LONG BEACH | CA | 90804 | ARTS | $1,000 | ||
| MYASTHENIA GRAVIS FOUNDATION | |||||||
| 6055 EAST WASHINTON BLVD | LOS ANGELES | CA | 90040 | MEDICAL RESEARCH | $10,500 | BOARD MEMBER | |
| NATIONAL JEWISH HEALTH | |||||||
| PO BOX 5898 | DENVER | CO | 802179171 | MEDICAL RESEARCH | $5,000 | ||
| ODIN PUBLIC SCHOOLS | |||||||
| 102 S MERRITT ST | ODIN | IL | 62870 | EDUCATION | $2,200 | ||
| OPERATION SMILE | |||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | MEDICAL SERVICES | $500 | ||
| ORT AMERICA | |||||||
| 401 EAST DOROTHY DRIVE | FULLERTON | CA | 92835 | MEDICAL SERVICES | $2,065 | ||
| ORTHOPEDIC INST FOR CHILDREN | |||||||
| 403 W ADAMS BLVD | LOS ANGELES | CA | 90007 | MEDICAL SERVICES | $500 | ||
| PATRIOT PAWS | |||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | SERVICE DOGS | $500 | ||
| PEPPERMINT RIDGE | |||||||
| 825 MAGNOLIA AVE | CORONA | CA | 92879 | SUPPORT SERVICES | $5,760 | ||
| PIH HEALTH FOUNDATION | |||||||
| 7612 GREENLEAF AVE | WHITTIER | CA | 90602 | HEALTH CARE | $2,000 | ||
| PRICELESS PET | |||||||
| 2587 CHINO HILLS PARKWAY | CHINO HILLS | CA | 91709 | SUPPPORT SERVICES | $500 | UNIT C | |
| RANCH RESCUE TEAM | |||||||
| 20 WESTBROOK LN | POMONA | CA | 91766 | ANIMAL RESCUE | $1,000 | ||
| RED BUCKET EQUINE RESCUE | |||||||
| 2885 ENGLISH RD | CHINO HILLS | CA | 91709 | ANIMAL RESCUE | $500 | ||
| SALVATION ARMY | |||||||
| 1412 SOUTH EUCLID AVE | ONTARIO | CA | 917625816 | HELPING THE NEEDY | $1,300 | ||
| SAVE A CHILD'S HEART | |||||||
| PO BOX 59172 | POTOMAC | MD | 208599172 | MEDICAL ASSISTANCE | $40,000 | ||
| SHALOM INSTITUTE | |||||||
| 34342 MULHOLLAND HWY | MALIBU | CA | 90265 | JEWISH EDUCATION | $5,000 | ||
| SOUTHER CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | PUBLIC RADIO | $500 | ||
| SPEECH AND LANGUAGE | |||||||
| 8699 HOLDER ST | BUENA PARK | CA | 90620 | DEVELOPMENTAL SERVICES | $5,500 | ||
| ST JUDE MEMORIAL FOUNDATION | |||||||
| PO BOX 4138 | FULLERTON | CA | 928344138 | MEDICAL SERVICES | $3,000 | ||
| STOKE SUPPORT ASSOCIATION | |||||||
| PO BOX 8340 | LONG BEACH | CA | 90808 | SUPPORT SERVICES | $6,500 | ||
| TBE MENS CLUB | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | JEWISH EDUCATION | $45 | ||
| TBE WOMENS LEAGUE | |||||||
| 1770 W CERRITOS AVE | ANAHEIM | CA | 92804 | JEWISH EDUCATION | $36 | ||
| TEMPLE B'NAI EMET | |||||||
| 482 NORTH GARFIELD AVE | MONTEBELLO | CA | 90640 | JEWISH EDUCATION | $1,500 | ||
| TEMPLE BETH EMET | |||||||
| 1770 WEST CERRITOS AVE | ANAHEIM | CA | 92804 | JEWISH RELIGION | $7,908 | ||
| TEMPLE BETH TIKVAH | |||||||
| 1600 N ACACIA AVE | FULLERTON | CA | 92831 | JEWISH RELIGION | $1,800 | ||
| TEMPLE ISRAEL LONG BEACH | |||||||
| 269 LOMA AVE | LONG BEACH | CA | 90803 | JEWISH RELIGION | $1,800 | ||
| USCJ | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | JEWISH EDUCATION | $180 | SUITE B208 | |
| VARIETY BOYS AND GIRLS CLUB | |||||||
| 2530 CINCINNATI STREET | LOS ANGELES | CA | 90033 | YOUTH SERVICES | $6,000 | ||
| VICTORY JUNCTION GANG CAMP | |||||||
| 4500 ADAMS WAY | RANDLEMAN | NC | 27317 | CHILDREN SERVICES | $5,000 | ||
| WE CARE FOR KIDS | |||||||
| 4001 MACARTHUR BLVD | NEWPORT BEACH | CA | 92660 | SUPPORT SICK CHILDREN | $100 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,143 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,958 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,759 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $669 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,701 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $161,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,087 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | HOWARD AND NIKKI APPLEBAUM | ContributorPersonNm |
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 | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,775 | Amt |
| Disbursements Charitable Prps | $1,775 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $10,597 | $10,434 |
| WELLS FARGO | $5,962,986 | $6,603,172 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $669 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $669 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| UNRECOGNIZED GAIN/LOSS | $6,501 | |
| DUE TO OFFICER | $10,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PORTFOLIO FEES | $26,956 | $26,956 |
| OTHER | $188 | $188 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES & LICENSES | $1,500 | $1,500 |
| FOREIGN TAXES PAID | $309 | $309 |
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