2020-11-16T11:06:35-06:00 2019-12-31 952694521 ROGERS CLEM & COMPANY 1067 PARK VIEW DR COVINA CA 917243748 990PF 2019-01-01 454160808 THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST HOWA 9095987844 15297 MAYSAIR LANE CHINO HILLS CA 91709 HOWARD APPLEBAUM DIRECTOR 9095987844 2020-11-16 true ANDY R JONES CPA P01213620 6268585100 2020-11-16 47.44.179.98 2020-11-16 11:06:35 CS P 8EF473314CB04823528DC6E50956DE4312BDFE68 8C15E659CBB1AEFC1EDE4910B5695C6A7E042D5C 2019 2021-04-22 16:20:28Z X 6988063 X 1500000 30958 30958 82759 80907 46701 2338682 46701 669 669 1661087 159235 1775 1775 27144 27144 1809 1809 30728 28953 1775 281143 281143 311871 28953 282918 1349216 130282 1023975 374457 374457 3971350 5973583 6613606 4995325 6348040 6988063 6501 10000 6501 10000 X 4988824 6338040 4988824 6338040 4995325 6348040 4988824 1349216 6338040 6338040 CHARLES SCHWAB 3230 P 1099000 1099000 WELLS FARGO 2286 P 186806 182130 4676 4676 WELLS FARGO 2286 P 798147 774456 23691 23691 WELLS FARGO 2286 P 65069 64135 934 934 WELLS FARGO 8977 P 66611 64563 2048 2048 WELLS FARGO 8977 P 121636 107697 13939 13939 46701 6724 false 231452 4989971 0.046383 192001 3390836 0.056623 150772 2319718 0.064996 113903 2065140 0.055155 83523 1647619 0.050693 0.273850 0.054770 5901819 323243 1303 324546 282918 2606 2606 2606 2178 2178 428 false false false false false false false true true true false false false false true N/A ART ROSEN 9095987844 15297 MAYSAIR LANE CHINO HILLS CA 91709 false false false false false false false false false false false false false false false false false false false false 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 NONE NONE N/A 5292478 699216 0 5991694 5991694 89875 5901819 295091 295091 2606 2606 292485 292485 292485 282918 282918 282918 292485 1983 11772 35429 23987 73171 282918 282918 9567 9567 63604 0 63604 4188 35429 23987 HOWARD NIKKI APPLEBAUM X 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 1000 ACADEMY OF WHOLE LEARNING 9400 CEDAR LAKE RD UNIT 7 ST LOUIS PARK MN 55426 NONE CHILDREN WITH AUTISM 2500 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 1800 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 40610 CAMP BARABUS PO BOX 3200 SPRINGFIELD MO 65808 CHILD SERVICES 3000 CAMP JCA SHALOM 34342 MULHOLLAND HIGHWAY MALIBU CA 90265 JEWISH EDUCATION 2000 CAMP KESEM PO BOX 452 CULVER CITY CA 90232 SUPPORT SERVICES 2000 CANINE COMPANIONS PO BOX 4568 OCEANSIDE CA 920524568 ANIMALS FOR DISABLED 2000 CHABAD 5010 BARRANCA PKWY IRVINE CA 92604 NONE JEWISH EDUCATION 30680 CHABAD OF TUSTIN 13112 NEWPORT AVE SUITE H TUSTIN CA 92780 JEWISH EDUCATION 5000 CHAI LIFETIME 151 WEST 30TH STREET NEW YORK NY 10001 CAMP FOR DISABLED 1800 CHINO HILLS COMMUNITY FOUNDATION 14000 CITY CENTER DR CHINO HILLS CA 91709 SUPPORT SERVICES 4320 CITY OF HOPE 673 ACKLEY STREET MONTEREY PARK CA 91755 MEDICAL RESEARCH 5000 CONGREGATION BETH MEIR 19045 YORBA LINDA BLVD YORBA LINDA CA 92886 NONE JEWISH CAUSES 36 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 3000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD 2ND FLOOR BETHESDA MD 20814 NONE CYSTIC FIBROSIS RESEARCH 6075 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 20000 EDUCATORS FOR PEACEFUL CLASSROOMS 520 CALABASAS RD WATSONVILLE CA 95076 SUPPORT SERVICES 3000 EZRA CENTER 1770 W CERRITOS AVE ANAHEIM CA 92804 NONE JEWISH CAUSES 2100 FEEDING AMERICA 35 EAST WACKER DRIVE SUITE 2000 CHICAGO IL 60601 NONE FOOD BANKS 300 FRIENDS OF YAD SARAH 445 PARK AVE SUITE 1702 NEW YORK NY 10022 JEWISH EDUCATION 500 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 3000 HEIFER INTERNATIONAL 1 WORLD AVE LITTLE ROCK AR 72202 END HUNGER & POVERTY 200 HILLS FOR EVERYONE PO BOX 9835 BREA CA 928221835 SUPPORT SERVICES 1000 HOLE IN WALL GANG CAMP 565 ASHFORD CENTER RD ASHFORD CT 06278 YOUTH CAMP 1000 INTERVAL HOUSE 6615 PACIFIC COAST HWY SUITE 170 LONG BEACH CA 90803 DOMESTIC VIOLENCE SUPPORT 250 JAFINA 633 3RD AVE 21ST FLOOR NEW YORK NY 10017 SUPPORT ISRAEL 500 JEWISH CHAPLAINS 3950 BISCAYNE BLVD MIAMI FL 33137 JEWISH CAUSES 540 JEWISH FEDERATION 550 SOUTH SECOND AVE ARCADIA CA 91006 JEWISH CAUSES 4971 JEWISH FEDERATION OF SGV 114A W LIME AVE MONROVIA CA 91016 JEWISH EDUCATION 2000 JUST IMAGINE 4805 4TH STREET NW APT 4 WASHINGTON DC 200116128 CHILDREN SERVICES 1000 LE BONHEUR CHILDRENS HOSPITAL 51 N DUNLAP ST MEMPHIS TN 38105 NONE CHILDRENS MEDICAL CARE 1000 LOYOLA HIGH SCHOOL 1901 VENICE BLVD LOS ANGELES CA 90006 EDUCATION 3000 MAGEN DAVID ADOM 6505 WILSHIRE BLVD SUITE 750 LOS ANGELES CA 90048 MEDICAL SERVICES 500 MAZON 10495 SANTA MONICA BLVD LOS ANGELES CA 90025 FOOD FOR THE NEEDY 1800 MEDIC ALERT 2323 COLORADO AVE TURLOCK CA 95382 MEDICAL NOTIFICATION 100 MERCAZ 520 EIGHTH AVE 4TH FLOOR NEW YORK NY 10018 JEWISH EDUCATION 108 MOUNT WILSON BICYCLING ASSOC 3124 RIDGEVIEW DRIVE ALTADENA CA 91001 COMMUNITY ACTIVITY 1100 MUSICAL THEATER WEST 4350 E 7TH ST LONG BEACH CA 90804 ARTS 1000 MYASTHENIA GRAVIS FOUNDATION 6055 EAST WASHINTON BLVD LOS ANGELES CA 90040 BOARD MEMBER MEDICAL RESEARCH 10500 NATIONAL JEWISH HEALTH PO BOX 5898 DENVER CO 802179171 MEDICAL RESEARCH 5000 ODIN PUBLIC SCHOOLS 102 S MERRITT ST ODIN IL 62870 EDUCATION 2200 OPERATION SMILE 3641 FACULTY BOULEVARD VIRGINIA BEACH VA 23453 MEDICAL SERVICES 500 ORT AMERICA 401 EAST DOROTHY DRIVE FULLERTON CA 92835 MEDICAL SERVICES 2065 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 5760 PIH HEALTH FOUNDATION 7612 GREENLEAF AVE WHITTIER CA 90602 HEALTH CARE 2000 PRICELESS PET 2587 CHINO HILLS PARKWAY UNIT C CHINO HILLS CA 91709 SUPPPORT SERVICES 500 RANCH RESCUE TEAM 20 WESTBROOK LN POMONA CA 91766 ANIMAL RESCUE 1000 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 1300 SAVE A CHILD'S HEART PO BOX 59172 POTOMAC MD 208599172 MEDICAL ASSISTANCE 40000 SHALOM INSTITUTE 34342 MULHOLLAND HWY MALIBU CA 90265 JEWISH EDUCATION 5000 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 5500 ST JUDE MEMORIAL FOUNDATION PO BOX 4138 FULLERTON CA 928344138 MEDICAL SERVICES 3000 STOKE SUPPORT ASSOCIATION PO BOX 8340 LONG BEACH CA 90808 SUPPORT SERVICES 6500 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 1500 TEMPLE BETH EMET 1770 WEST CERRITOS AVE ANAHEIM CA 92804 JEWISH RELIGION 7908 TEMPLE BETH TIKVAH 1600 N ACACIA AVE FULLERTON CA 92831 JEWISH RELIGION 1800 TEMPLE ISRAEL LONG BEACH 269 LOMA AVE LONG BEACH CA 90803 JEWISH RELIGION 1800 USCJ 3080 BROADWAY SUITE B208 NEW YORK NY 10027 JEWISH EDUCATION 180 VARIETY BOYS AND GIRLS CLUB 2530 CINCINNATI STREET LOS ANGELES CA 90033 YOUTH SERVICES 6000 VICTORY JUNCTION GANG CAMP 4500 ADAMS WAY RANDLEMAN NC 27317 CHILDREN SERVICES 5000 WE CARE FOR KIDS 4001 MACARTHUR BLVD NEWPORT BEACH CA 92660 SUPPORT SICK CHILDREN 100 281143 14 30958 14 82759 14 669 18 46701 161087 161087 false false false false false false false false false false X X 1 HOWARD AND NIKKI APPLEBAUM 15297 MAYSAIR LANE CHINO HILLS CA 91709 1500000 X INDIRECT ACCOUNTING FEES 1775 1775 CHARLES SCHWAB 10597 10434 WELLS FARGO 5962986 6603172 NON DIVIDEND DISTRIBUTIONS 669 669 UNRECOGNIZED GAIN/LOSS 6501 DUE TO OFFICER 10000 PORTFOLIO FEES 26956 26956 OTHER 188 188 TAXES & LICENSES 1500 1500 FOREIGN TAXES PAID 309 309