THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST (EIN 45-4160808)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-21
- IRS object ID
- 201921729349100507
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-21T12:00:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-06-21 | 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 | 2019-06-21 | 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 | 2019-06-21 | IPDt |
| IP Tm | 12:00:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8EF473314CB04823528DC6E50956DE4312BDFE68 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFE3CD63BE55AC0700C230073C46F4FD1C374D30 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,995,325 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,471 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,766 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,554,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $185 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $185 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,161,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,176 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,616 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,591 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,591 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,752 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,752 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $902,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,969 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,108,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,023,975 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,023,975 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,177,896 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,971,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,971,350 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,286,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,995,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,995,325 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $200,247 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,501 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $200,247 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,501 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,086,348 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,988,824 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,086,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,988,824 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,286,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,995,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,086,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $902,476 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,988,824 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,988,824 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,390,836 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056623 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $150,772 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,319,718 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064996 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,903 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,065,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055155 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,523 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,647,619 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $759,456 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,176,227 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.645671 | DistributionYr5Rt |
| Total Distribution | 0.873138 | TotalDistributionRt |
| Average Distribution | 0.174628 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,989,971 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $871,389 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $660 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $872,049 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $231,452 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,319 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,319 | SubtotalAmt |
| Tax Based On Investment Income | $1,319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $978 | OverpaymentAmt |
| Applied To ES Tax | $978 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | $3,999,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,066,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,065,960 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,065,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,989,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $249,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $249,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,319 | TotalTaxAmt |
| Distributable Before Adj | $248,180 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $248,180 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $248,180 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,452 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $231,452 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $231,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,180 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $701,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,983 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,772 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,429 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,987 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $774,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,452 | QualifyingDistributionsAmt |
| Applied To Current Year | $231,452 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $16,728 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,728 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $757,718 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $684,547 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $73,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,983 | ExcessFromYear4Amt |
| Excess From Year3 | $11,772 | ExcessFromYear3Amt |
| Excess From Year2 | $35,429 | ExcessFromYear2Amt |
| Excess From Year1 | $23,987 | ExcessFromYear1Amt |
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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF WHOLE LEARNING | |||||||
| 9400 CEDAR LAKE RD | UNIT 7 | ST LOUIS PARK | MN | 55426 | NONE | CHILDREN WITH AUTISM | $2,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 4421 WHILSHIRE BLVD | LOS ANGELES | CA | 90010 | MEDICAL RESEARCH | $650 | ||
| AMERICAN FREINDS OF MAGEN DAVID ADO | |||||||
| 352 SEVENTH AVE | NEW YORK | NY | 10001 | MEDICAL CARE | $500 | ||
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | MEDICAL RESEARCH | $300 | ||
| 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 | $2,939 | ||
| ARTHRITIS FOUNDATION | |||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | MEDICAL RESEARCH | $600 | ||
| BARNABAS FOUNDATION | |||||||
| 3801 EAGLE NEST DR | SUITE B | CRETE | IL | 60417 | MINISTRIES | $2,000 | |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DR | CHINO | CA | 91709 | SUPPORT SERVICES | $30,200 | ||
| CAMP JCA SHALOM | |||||||
| 34342 MULHOLLAND HIGHWAY | MALIBU | CA | 90265 | JEWISH EDUCATION | $7,000 | ||
| CAMP KESEM | |||||||
| PO BOX 452 | CULVER CITY | CA | 90232 | SUPPORT SERVICES | $2,000 | ||
| CANINE COMPANIONS | |||||||
| PO BOX 4568 | OCEANSIDE | CA | 920524568 | ANIMALS FOR DISABLED | $4,000 | ||
| CATRINA'S CLUB | |||||||
| 341 E CENTER ST | ANAHEIM | CA | 92805 | CHILDREN'S SERVICES | $3,000 | ||
| CCF WILDFIRE RELIEF FUND | |||||||
| 221 S FIGUEROA ST | SUITE 400 | LOS ANGELES | CA | 90012 | WILDFIRE RELIEF | $1,500 | |
| CHABAD | |||||||
| 5010 BARRANCA PKWY | IRVINE | CA | 92604 | NONE | JEWISH EDUCATION | $10,360 | |
| CHAI LIFETIME | |||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | CAMP FOR DISABLED | $2,000 | ||
| CHILDREN'S HEMIPLEGIA AND STROKE AS | |||||||
| 4101 W GREEN OAKS BLVD | UNIT 305149 | ARLINGTON | TX | 76016 | NONE | CHILDRENS AFFECTED BY STOKE | $2,000 |
| CHILDREN'S HOSPITAL | |||||||
| DEPT 7924 | LOS ANGELES | CA | 900847924 | MEDICAL SERVICES | $1,000 | ||
| CHINO HILLS COMMUNITY FOUNDATION | |||||||
| 14000 CITY CENTER DR | CHINO HILLS | CA | 91709 | SUPPORT SERVICES | $4,030 | ||
| CITY OF HOPE | |||||||
| 673 ACKLEY STREET | MONTEREY PARK | CA | 91755 | MEDICAL RESEARCH | $2,000 | ||
| CONGREGATION BETH MEIR | |||||||
| 19045 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | NONE | JEWISH CAUSES | $12,500 | |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 10350 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | MEDICAL RESEARCH | $2,000 | ||
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | 2ND FLOOR | BETHESDA | MD | 20814 | NONE | CYSTIC FIBROSIS RESEARCH | $4,175 |
| DILLON INTERNATIONAL HERITAGE CAMP | |||||||
| 7335 S LEWIS AVE | SUITE 302 | TULSA | OK | 74136 | NONE | HERITAGE EDUCATION | $2,000 |
| 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 | $5,000 | ||
| EDUCATORS FOR PEACEFUL CLASSROOMS | |||||||
| 520 CALABASAS RD | WATSONVILLE | CA | 95076 | SUPPORT SERVICES | $3,000 | ||
| EZRA CENTER | |||||||
| 1770 W CERRITOS AVE | ANAHEIM | CA | 92804 | NONE | JEWISH CAUSES | $2,000 | |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE | SUITE 2000 | CHICAGO | IL | 60601 | NONE | FOOD BANKS | $500 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | SUPPORT SERVICES | $2,000 | ||
| GOOD SAMARITAN HOSPITAL | |||||||
| 1225 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900179971 | MEDICAL CARE | $3,500 | ||
| HEALING GARDEN | |||||||
| PO BOX 1289 | ROGERS | AR | 72757 | COMMUNITY SERVICES | $5,000 | ||
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | END HUNGER & POVERTY | $300 | ||
| HILLS FOR EVERYONE | |||||||
| PO BOX 9835 | BREA | CA | 928221835 | SUPPORT SERVICES | $600 | ||
| HOAG HOSPITAL | |||||||
| 1 HOAG DR | NEWPORT BEACH | CA | 92663 | HEALTH AND WELLNESS | $2,000 | ||
| HOLE IN WALL GANG CAMP | |||||||
| 565 ASHFORD CENTER RD | ASHFORD | CT | 06278 | YOUTH CAMP | $1,500 | ||
| HOPE FOR CATS | |||||||
| PO BOX 243 | N BOSTON | NY | 14110 | ANIMAL RESCUE | $300 | ||
| HOPE LOVE AND CHARITY | |||||||
| 8352 KIMBALL AVE | CHINO | CA | 91708 | NONE | CHARITABLE | $500 | |
| INDEPENDENT LIVING PROGRAM | |||||||
| 3530 WILSHIRE BL | 4TH FLOOR | LOS ANGELES | CA | 90010 | COMMUNITY SERVICES | $3,000 | |
| JEWISH CHAPLAINS | |||||||
| 3950 BISCAYNE BLVD | MIAMI | FL | 33137 | JEWISH CAUSES | $500 | ||
| JEWISH FEDERATION | |||||||
| 550 SOUTH SECOND AVE | ARCADIA | CA | 91006 | JEWISH CAUSES | $4,990 | ||
| JUST IMAGINE | |||||||
| 4805 4TH STREET NW | APT 4 | WASHINGTON | DC | 200116128 | CHILDREN SERVICES | $1,000 | |
| LE BONHEUR CHILDRENS HOSPITAL | |||||||
| 51 N DUNLAP ST | MEMPHIS | TN | 38105 | NONE | CHILDRENS MEDICAL CARE | $2,000 | |
| MAZON | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | FOOD FOR THE NEEDY | $1,836 | ||
| MEDIC ALERT | |||||||
| 2323 COLORADO AVE | TURLOCK | CA | 95382 | MEDICAL NOTIFICATION | $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 | BOARD MEMBER | MEDICAL RESEARCH | $18,000 | |
| NATIONAL JEWISH HEALTH | |||||||
| PO BOX 5898 | DENVER | CO | 802179171 | MEDICAL RESEARCH | $2,000 | ||
| NATIONAL STROKE ASSOCATION | |||||||
| 9707 E EASTER LANE | CENTENNIAL | CO | 801123754 | MEDICAL RESEARCH | $200 | ||
| NORTH VALLEY COMMUNITY FD | |||||||
| 240 MAIN ST | SUITE 260 | CHICO | CA | 95928 | FIRE RELIEF | $1,500 | |
| OPERATION SMILE | |||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | MEDICAL SERVICES | $500 | ||
| ORT AMERICA | |||||||
| 401 EAST DOROTHY DRIVE | FULLERTON | CA | 92835 | MEDICAL SERVICES | $2,073 | ||
| 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 | $1,000 | ||
| PEPPERMINT RIDGE | |||||||
| 825 MAGNOLIA AVE | CORONA | CA | 92879 | SUPPORT SERVICES | $6,020 | ||
| PRESBYTERIAN INTERCOMMUNITY HOSP | |||||||
| 12401 WASHINGTON BLVD | WHITTIER | CA | 90602 | MEDICAL SERVICES | $2,000 | ||
| PRICELESS PET | |||||||
| 2587 CHINO HILLS PARKWAY | UNIT C | CHINO HILLS | CA | 91709 | SUPPPORT SERVICES | $500 | |
| PROJECT ACCESS | |||||||
| 3900 BIRCH STREET | NEWPORT BEACH | CA | 92660 | HEALTH EDUCATION | $2,000 | ||
| RANCH RESCUE TEAM | |||||||
| 20 WESTBROOK LN | POMONA | CA | 91766 | ANIMAL RESCUE | $500 | ||
| RED BUCKET EQUINE RESCUE | |||||||
| 2885 ENGLISH RD | CHINO HILLS | CA | 91709 | ANIMAL RESCUE | $1,000 | ||
| RIVERSIDE CITY MISSION | |||||||
| 3878 6TH ST | RIVERSIDE | CA | 92501 | JEWISH CAUSES | $300 | ||
| SALVATION ARMY | |||||||
| 1412 SOUTH EUCLID AVE | ONTARIO | CA | 917625816 | HELPING THE NEEDY | $1,300 | ||
| SOS MENTOR | |||||||
| 23622 CALABASAS ROAD | SUITE 146 | CALABASAS | CA | 91302 | NONE | UNDERSERVED YOUTHS | $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 | $6,300 | ||
| ST JUDE MEMORIAL FOUNDATION | |||||||
| PO BOX 4138 | FULLERTON | CA | 928344138 | MEDICAL SERVICES | $2,000 | ||
| STOKE SUPPORT ASSOCIATION | |||||||
| PO BOX 8340 | LONG BEACH | CA | 90808 | SUPPORT SERVICES | $1,000 | ||
| TEMPLE B'NAI EMET | |||||||
| 482 NORTH GARFIELD AVE | MONTEBELLO | CA | 90640 | JEWISH EDUCATION | $4,600 | ||
| TEMPLE BETH EMET | |||||||
| 1770 WEST CERRITOS AVE | ANAHEIM | CA | 92804 | JEWISH RELIGION | $13,679 | ||
| 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 | ||
| TOGETHER WE RISE | |||||||
| 580 W LAMBERT RD | SUITE A | BREA | CA | 92821 | CHILDREN SERVICES | $500 | |
| UC REGENTS | |||||||
| 111 FRANKLIN ST | OAKLAND | CA | 94607 | EDUCATIONAL SERVICES | $3,000 | ||
| USC CANCER | |||||||
| 1441 EASTLAKE AVENUE | ROOM 8302 | LOS ANGELES | CA | 90033 | SUPPORT SERVICES | $500 | |
| VARIETY BOYS AND GIRLS CLUB | |||||||
| 2530 CINCINNATI STREET | LOS ANGELES | CA | 90033 | YOUTH SERVICES | $1,500 | ||
| 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 | $200 | ||
| WICKMAN ELEMENTARY | |||||||
| 16250 PINEHURST DR | CHINO HILLS | CA | 91709 | CHILDREN SERVICES | $300 | ||
| YAD SARAH | |||||||
| 445 PARK AVE | SUITE 1702 | NEW YORK | NY | 10022 | JEWISH RELIGION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,752 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,471 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,766 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,161 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,552 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,552 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,135 | 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 | $1,000,000 | 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 | $1,700 | Amt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| CHARLES SCHWAB 8848 | PURCHASE | $658,128 | $595,621 | $62,507 |
| CHARLES SCHWAB 8848 | PURCHASE | $236,833 | $231,016 | $5,817 |
| CHARLES SCHWAB 3230 | PURCHASE | $1,602,166 | $1,609,699 | -$7,533 |
| CHARLES SCHWAB 3230 | PURCHASE | $575,780 | $584,189 | -$8,409 |
| WELLS FARGO 2286 | PURCHASE | $36,042 | $36,714 | -$672 |
| WELLS FARGO 2286 | PURCHASE | $58,398 | $48,533 | $9,865 |
| WELLS FARGO 8977 | PURCHASE | $201,583 | $207,398 | -$5,815 |
| WELLS FARGO 8977 | PURCHASE | $184,156 | $175,364 | $8,792 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $2,089,324 | $2,089,324 |
| WELLS FARGO | $1,882,026 | $1,882,026 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NON DIVIDEND DISTRIBUTIONS | $183 | $183 |
| ROUNDING | $2 | $2 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECOGNIZED GAIN/LOSS | Desc |
| BOY Book Value | $200,247 | BOYBookValueAmt |
| EOY Book Value | $6,501 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PORTFOLIO FEES | $23,615 | $23,615 |
| ADR FEES | $1 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES & LICENSES | $3,335 | $3,335 |
| FOREIGN TAXES PAID | $256 | $256 |
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