BETA

THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST (EIN 45-4160808)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-28
IRS object ID
201841799349100414
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-28T14:50:02-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952694521PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROGERS CLEM & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11067 PARK VIEW DRAddressLine1Txt
CityCOVINACityNm
State AbbreviationCAStateAbbreviationCd
ZIP917243748ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454160808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOWARD AND NIKKI APPLEBAUMBusinessNameLine1Txt
Business Name Line2FOUNDATION TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHOWABusinessNameControlTxt
Phone9095987844PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115297 MAYSAIR LANEAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD APPLEBAUMPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9095987844PhoneNum
Signature2018-06-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDY R JONES CPAPreparerPersonNm
PTINP01213620PTIN
Phone6268585100PhoneNum
Preparation2018-06-28PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,286,595FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$390InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$390InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$90,497DividendsRevAndExpnssAmt
Dividends Net Invst Incm$84,820DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,837NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$754,993GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,379CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,619OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,619OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,097,343TotalRevAndExpnssAmt
Total Net Invst Incm$94,208TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,665AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,665AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,710OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,710OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$430TaxesRevAndExpnssAmt
Taxes Net Invst Incm$123TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$307TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,805TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,833TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,972TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$190,029ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$190,029ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$209,834TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,833TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$192,001TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$887,509ExcessRevenueOverExpensesAmt
Net Investment Income$76,375NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,352,444SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,108,699SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,108,699SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,885,443CorporateStockBOYAmt
Corporate Stock EOY$3,177,896CorporateStockEOYAmt
Corporate Stock EOYFMV$3,177,896CorporateStockEOYFMVAmt
Total Assets BOY$3,237,887TotalAssetsBOYAmt
Total Assets EOY$4,286,595TotalAssetsEOYAmt
Total Assets EOYFMV$4,286,595TotalAssetsEOYFMVAmt
Other Liabilities BOY$39,048OtherLiabilitiesBOYAmt
Other Liabilities EOY$200,247OtherLiabilitiesEOYAmt
Total Liabilities BOY$39,048TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,247TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,198,839UnrestrictedBOYAmt
Unrestricted EOY$4,086,348UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,198,839TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,086,348TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,237,887TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,286,595TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,198,839TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$887,509ExcessRevenueOverExpensesAmt
Subtotal$4,086,348SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,086,348TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$6,379CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$150,772AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,319,718NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.064996DistributionYr1Rt
Adjusted Qlfy Distri Yr2$113,903AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,065,140NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055155DistributionYr2Rt
Adjusted Qlfy Distri Yr3$83,523AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,647,619NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050693DistributionYr3Rt
Adjusted Qlfy Distri Yr4$759,456AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,176,227NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.645671DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,955AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$701,004NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061276DistributionYr5Rt
Total Distribution0.877791TotalDistributionRt
Average Distribution0.175558AverageDistributionRt
Net Vl Noncharitable Assets$3,390,836NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$595,288AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$764NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$596,052AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$192,001QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,528InvestmentIncomeExciseTaxAmt
Subtotal$1,528SubtotalAmt
Tax Based On Investment Income$1,528TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$669EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$669TotalPaymentsAndCreditsAmt
Tax Due$859TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksART ROSENIndividualWithBooksNm
Phone9095987844PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115297 MAYSAIR LANEAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HOWARD APPLEBAUM
15297 MAYSAIR LANECHINO HILLSCA91709DIRECTOR000.00$0$0$0
NIKKI APPLEBAUM
15297 MAYSAIR LANECHINO HILLSCA91709DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,921,440AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$521,033AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,442,473TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,442,473AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,637CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,390,836NetVlNoncharitableAssetsAmt
Minimum Investment Return$169,542MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$169,542MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,528TaxBasedOnInvestmentIncomeAmt
Total Tax$1,528TotalTaxAmt
Distributable Before Adj$168,014DistributableBeforeAdjAmt
Distributable Before Ded$168,014DistributableBeforeDedAmt
Distributable As Adjusted$168,014DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$192,001ExpensesAndContributionsAmt
Qualifying Distributions$192,001QualifyingDistributionsAmt
Adjusted Qualifying Distri$192,001AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$168,014DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,171ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$701,275ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,983ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,772ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,429ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$758,630TotalExcessDistributionCyovAmt
Qualifying Distributions$192,001QualifyingDistributionsAmt
Applied To Current Year$168,014AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,987RemainingDistriFromCorpusAmt
Total Corpus$782,617TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,171ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$774,446ExcessDistriCyovToNextYrAmt
Excess From Year4$701,275ExcessFromYear4Amt
Excess From Year3$1,983ExcessFromYear3Amt
Excess From Year2$11,772ExcessFromYear2Amt
Excess From Year1$35,429ExcessFromYear1Amt
Excess From Current Year$23,987ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHOWARD NIKKI APPLEBAUMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY OF WHOLE LEARNING
9400 CEDAR LAKE RDUNIT 7ST LOUIS PARKMN55426NONECHILDREN WITH AUTISM$1,500
ALZHEIMERS ASSOCIATION
4421 WHILSHIRE BLVDLOS ANGELESCA90010MEDICAL RESEARCH$500
AMERICAN FREINDS OF MAGEN DAVID ADO
352 SEVENTH AVENEW YORKNY10001MEDICAL CARE$500
AMERICAN HEART ASSOCIATION
PO BOX 78851PHOENIXAZ85062MEDICAL RESEARCH$200
AMERICAN JEWISH WORLD SERVICE
PO BOX 96061WASHINGTONDC20090JEWISH CAUSES$1,800
AMERICAN SPEECH LANGUAGE HEAR
220 RESEARCH BLVDROCKVILLEMD20850LANGUAGE AND SPEECH IMPAIRMENT$500
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAYLONG BEACHCA90802SCHOLARSHIP FUND$500
ARTHRITIS FOUNDATION
PO BOX 96280WASHINGTONDC20090MEDICAL RESEARCH$700
BEVERLY HOSPITAL FOUNDATION
309 W BEVERLY BLVDMONTEBELLOWCA90640SUPPORT SERVICES$100
BOYS REPUBLIC
1907 BOYS REPUBLIC DRCHINOCA91709SUPPORT SERVICES$16,350
CAMP BARNABUS
PO BOX 3200SPRINGFIELDMO65808CAMP FOR DISABLED CHILDREN$2,000
CAMP JCA SHALOM
34342 MULHOLLAND HIGHWAYMALIBUCA90265JEWISH EDUCATION$3,000
CAMP KESEM
PO BOX 452CULVER CITYCA90232SUPPORT SERVICES$2,000
CANINE COMPANIONS
PO BOX 4568OCEANSIDECA920524568ANIMALS FOR DISABLED$2,000
CHABAD
5010 BARRANCA PKWYIRVINECA92604NONEJEWISH EDUCATION$500
CHAI LIFETIME
151 WEST 30TH STREETNEW YORKNY10001CAMP FOR DISABLED$3,600
CHILDREN'S HEMIPLEGIA AND STROKE AS
4101 W GREEN OAKS BLVDUNIT 305149ARLINGTONTX76016NONECHILDRENS AFFECTED BY STOKE$2,000
CHINO HILLS COMMUNITY FOUNDATION
14000 CITY CENTER DRCHINO HILLSCA91709SUPPORT SERVICES$2,000
CITY OF HOPE
673 ACKLEY STREETMONTEREY PARKCA91755MEDICAL RESEARCH$2,000
CONGREGATION BETH MEIR
19045 YORBA LINDA BLVDYORBA LINDACA92886NONEJEWISH CAUSES$15,186
CONGREGATION MEIR HACOHEN
19045 YORBA LINDA BLVDYORBA LINDACA92886NONEJEWISH CAUSES$7,060
CROHN'S AND COLITIS FOUNDATION
10350 SANTA MONICA BLVDLOS ANGELESCA90025MEDICAL RESEARCH$1,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD2ND FLOORBETHESDAMD20814NONECYSTIC FIBROSIS RESEARCH$3,450
DILLON INTERNATIONAL HERITAGE CAMP
7335 S LEWIS AVESUITE 302TULSAOK74136NONEHERITAGE EDUCATION$1,500
DIRECT RELIEF PUERTO RICO
27 S LA PATERA LANEGOLETACA93117SUPPORT SERVICE$500
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENEW YORKNY10001HEALTH AND WELLNESS$500
DR WOLFFE NADOOLMAN
3031 TELEGRAPH AVEBERKELEYCA94705HEALTH AND WELLNESS$100
EDUCATORS FOR PEACEFUL CLASSROOMS
520 CALABASAS RDWATSONVILLECA95076SUPPORT SERVICES$3,000
EZRA CENTER
1770 W CERRITOS AVEANAHEIMCA92804NONEJEWISH CAUSES$2,800
FEEDING AMERICA
35 EAST WACKER DRIVESUITE 2000CHICAGOIL60601NONEFOOD BANKS$200
GOOD SAMARITAN HOSPITAL
1225 WILSHIRE BOULEVARDLOS ANGELESCA900179971MEDICAL CARE$3,000
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72202END HUNGER & POVERTY$300
HILLS FOR EVERYONE
PO BOX 9835BREACA928221835SUPPORT SERVICES$500
HOAG HOSPITAL
1 HOAG DRNEWPORT BEACHCA92663HEALTH AND WELLNESS$2,000
HOLE IN WALL GANG CAMP
565 ASHFORD CENTER RDASHFORDCT06278YOUTH CAMP$1,500
HOPE LOVE AND CHARITY
8352 KIMBALL AVECHINOCA91708NONECHARITABLE$500
HOUSTON FOOD BANK
536 PORTWALL STHOUSTONTX77029NONECHARITABLE$1,000
HOUSTON SPCA
900 PORTWAY DRHOUSTONTX77024NONECHARITABLE$500
INTERVAL HOUSE
6615 E PACIFIC COASTHWY 170LONG BEACHCA90803NONECHARITABLE$1,000
JEWISH CHAPLAINS
3950 BISCAYNE BLVDMIAMIFL33137JEWISH CAUSES$600
JEWISH FEDERATION
550 SOUTH SECOND AVEARCADIACA91006JEWISH CAUSES$2,930
LE BONHEUR CHILDRENS HOSPITAL
51 N DUNLAP STMEMPHISTN38105NONECHILDRENS MEDICAL CARE$1,000
LOYOLA HIGH SCHOOL
1901 VENICE BLVDLOS ANGELSCA90006EDUCATION$1,000
MAZON
10495 SANTA MONICA BLVDLOS ANGELESCA90025FOOD FOR THE NEEDY$1,100
MEDIC ALERT
2323 COLORADO AVETURLOCKCA95382MEDICAL NOTIFICATION$200
MERCAZ
520 EIGHTH AVE4TH FLOORNEW YORKNY10018JEWISH CAUSES$54
MUSICAL THEATER WEST
4350 E 7TH STLONG BEACHCA90804ARTS$1,000
MYASTHENIA GRAVIS FOUNDATION
6055 EAST WASHINTON BLVDLOS ANGELESCA90040BOARD MEMBERMEDICAL RESEARCH$32,580
NATIONAL JEWISH HEALTH
PO BOX 5898DENVERCO802179171MEDICAL RESEARCH$2,100
NATIONAL STROKE ASSOCATION
9707 E EASTER LANECENTENNIALCO801123754MEDICAL RESEARCH$200
OPERATION SMILE
3641 FACULTY BOULEVARDVIRGINIA BEACHVA23453MEDICAL SERVICES$500
ORT AMERICA
401 EAST DOROTHY DRIVEFULLERTONCA92835MEDICAL SERVICES$1,943
PATHWAYS OF HOPE
PO BOX 6326FULLERTONCA92834MEDICAL RESEARCH$250
PATRIOT PAWS
254 RANCH TRAILROCKWALLTX75032SERVICE DOGS$500
PEPPERMINT RIDGE
825 MAGNOLIA AVECORONACA92879SUPPORT SERVICES$5,000
PIH HEALTH
12401 WASHINGTON BLVDWHITTIERCA90602NONEMEDICAL SERVICES$1,000
PRICELESS PET
2587 CHINO HILLS PARKWAYUNIT CCHINO HILLSCA91709SUPPPORT SERVICES$500
PROJECT ACCESS
3900 BIRCH STREETNEWPORT BEACHCA92660HEALTH EDUCATION$500
RIVERSIDE CITY MISSION
3878 6TH STRIVERSIDECA92501JEWISH CAUSES$300
SALVATION ARMY
1412 SOUTH EUCLID AVEONTARIOCA917625816HELPING THE NEEDY$900
SHALOM INSTITUTE
34342 MULHOLLAND HWYMALIBUCA90265YOUTH SERVICES$2,200
SIMCHAT SHABBAT
52 SUNLIGHTIRVINECA92603JEWISH RELIGION$500
SMALL WONDERS FOUNDATION
PO BOX 480185LOS ANGELESCA90048SUPPPORT SERVICES$2,000
SOS MENTOR
23622 CALABASAS ROADSUITE 146CALABASASCA91302NONEUNDERSERVED YOUTHS$4,000
SOUTHER CALIFORNIA PUBLIC RADIO
474 SOUTH RAYMOND AVEPASADENACA91105PUBLIC RADIO$500
SPEECH AND LANGUAGE
8699 HOLDER STBUENA PARKCA90620DEVELOPMENTAL SERVICES$5,500
ST JUDE MEMORIAL FOUNDATION
PO BOX 4138FULLERTONCA928344138MEDICAL SERVICES$3,000
STARKEY HEARING FOUNDATION
12555 W JEFFERSON BLVD150LOS ANGELESCA90066MEDICAL SERVICES$2,000
STOKE SUPPORT ASSOCIATION
PO BOX 8340LONG BEACHCA90808SUPPORT SERVICES$1,000
TEMPLE B'NAI EMET
482 NORTH GARFIELD AVEMONTEBELLOCA90640JEWISH EDUCATION$6,013
TEMPLE BETH EMET
1770 WEST CERRITOS AVEANAHEIMCA92804JEWISH RELIGION$13,249
TEMPLE BETH SHOLOM
2625 N TUSTIN AVESANTA ANACA92705NONEJEWISH EDUCATION$60
UC REGENTS
111 FRANKLIN STOAKLANDCA94607EDUCATIONAL SERVICES$2,000
UNITED SYNAGOGUE
820 SECOND AVENUENEW YORKNY100174504JEWISH RELIGION$180
USC CANCER
1441 EASTLAKE AVENUEROOM 8302LOS ANGELESCA90033SUPPORT SERVICES$500
VARIETY BOYS AND GIRLS CLUB
2530 CINCINNATI STREETLOS ANGELESCA90033YOUTH SERVICES$5,000
WE CARE FOR KIDS
4001 MACARTHUR BLVDNEWPORT BEACHCA92660SUPPORT SICK CHILDREN$200
WOMEN'S LEAGUE TBE
475 RIVERSIDE DRIVESUITE 820NEW YORKNY10115JEWISH RELIGION$306
YAD SARAH
445 PARK AVESUITE 1702NEW YORKNY10022JEWISH RELIGION$318
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$190,029TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$390ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90,497ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,619ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,379ExclusionAmt
Related Or Exempt Function Incm-$2,542RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$99,885ExclusionAmt
Related Or Exempt Function Incm-$2,542RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,343TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHOWARD AND NIKKI APPLEBAUMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line115297 MAYSAIR LANEAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,665Amt
Disbursements Charitable Prps$1,665DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CHARLES SCHWAB 8848PURCHASE$87,271$91,137-$3,866
CHARLES SCHWAB 8848PURCHASE$508,331$516,227-$7,896
WELLS FARGO 2286PURCHASE$3,451$2,604$847
WELLS FARGO 2286PURCHASE$44,455$48,299-$3,844
WELLS FARGO 8977PURCHASE$1,168$1,142$26
WELLS FARGO 8977PURCHASE$103,938$91,747$12,191

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB$2,064,363$2,064,363
WELLS FARGO$1,113,533$1,113,533

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CHARLES SCHWAB 8848$1,201$1,201
CHARLES SCHWAB 3230$1,156$1,156
WELLS FARGO 2286$262$262

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUNRECOGNIZED GAIN/LOSSDesc
BOY Book Value$39,048BOYBookValueAmt
EOY Book Value$200,247EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPORTFOLIO FEESCategoryTxt
Amt$17,710Amt
Net Investment Income$17,710NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES & LICENSES$307$307
FOREIGN TAXES PAID$123$123

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