2018-06-28T14:50:02-07:00 2017-12-31 952694521 ROGERS CLEM & COMPANY 1067 PARK VIEW DR COVINA CA 917243748 990PF 2017-01-01 454160808 THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST HOWA 9095987844 15297 MAYSAIR LANE CHINO HILLS CA 91709 HOWARD APPLEBAUM DIRECTOR 9095987844 2018-06-28 true ANDY R JONES CPA P01213620 6268585100 2018-06-28 2017 2022-09-23 18:48:47Z X 4286595 X 1000000 390 390 90497 84820 3837 754993 6379 2619 2619 1097343 94208 1665 1665 17710 17710 430 123 307 19805 17833 1972 190029 190029 209834 17833 192001 887509 76375 1352444 1108699 1108699 1885443 3177896 3177896 3237887 4286595 4286595 39048 200247 39048 200247 X 3198839 4086348 3198839 4086348 3237887 4286595 3198839 887509 4086348 4086348 6379 false 150772 2319718 0.064996 113903 2065140 0.055155 83523 1647619 0.050693 759456 1176227 0.645671 42955 701004 0.061276 0.877791 0.175558 3390836 595288 764 596052 192001 1528 1528 1528 669 669 859 false false false false false false false true true true false true 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 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 2921440 521033 0 3442473 3442473 51637 3390836 169542 169542 1528 1528 168014 168014 168014 192001 192001 192001 168014 8171 701275 1983 11772 35429 758630 192001 168014 23987 782617 0 8171 774446 701275 1983 11772 35429 23987 HOWARD NIKKI APPLEBAUM X ACADEMY OF WHOLE LEARNING 9400 CEDAR LAKE RD UNIT 7 ST LOUIS PARK MN 55426 NONE CHILDREN WITH AUTISM 1500 ALZHEIMERS ASSOCIATION 4421 WHILSHIRE BLVD LOS ANGELES CA 90010 MEDICAL RESEARCH 500 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 200 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 500 ARTHRITIS FOUNDATION PO BOX 96280 WASHINGTON DC 20090 MEDICAL RESEARCH 700 BEVERLY HOSPITAL FOUNDATION 309 W BEVERLY BLVD MONTEBELLOW CA 90640 SUPPORT SERVICES 100 BOYS REPUBLIC 1907 BOYS REPUBLIC DR CHINO CA 91709 SUPPORT SERVICES 16350 CAMP BARNABUS PO BOX 3200 SPRINGFIELD MO 65808 CAMP FOR DISABLED CHILDREN 2000 CAMP JCA SHALOM 34342 MULHOLLAND HIGHWAY MALIBU CA 90265 JEWISH EDUCATION 3000 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 500 CHAI LIFETIME 151 WEST 30TH STREET NEW YORK NY 10001 CAMP FOR DISABLED 3600 CHILDREN'S HEMIPLEGIA AND STROKE AS 4101 W GREEN OAKS BLVD UNIT 305149 ARLINGTON TX 76016 NONE CHILDRENS AFFECTED BY STOKE 2000 CHINO HILLS COMMUNITY FOUNDATION 14000 CITY CENTER DR CHINO HILLS CA 91709 SUPPORT SERVICES 2000 CITY OF HOPE 673 ACKLEY STREET MONTEREY PARK CA 91755 MEDICAL RESEARCH 2000 CONGREGATION BETH MEIR 19045 YORBA LINDA BLVD YORBA LINDA CA 92886 NONE JEWISH CAUSES 15186 CONGREGATION MEIR HACOHEN 19045 YORBA LINDA BLVD YORBA LINDA CA 92886 NONE JEWISH CAUSES 7060 CROHN'S AND COLITIS FOUNDATION 10350 SANTA MONICA BLVD LOS ANGELES CA 90025 MEDICAL RESEARCH 1000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD 2ND FLOOR BETHESDA MD 20814 NONE CYSTIC FIBROSIS RESEARCH 3450 DILLON INTERNATIONAL HERITAGE CAMP 7335 S LEWIS AVE SUITE 302 TULSA OK 74136 NONE HERITAGE EDUCATION 1500 DIRECT RELIEF PUERTO RICO 27 S LA PATERA LANE GOLETA CA 93117 SUPPORT SERVICE 500 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE NEW YORK NY 10001 HEALTH AND WELLNESS 500 DR WOLFFE NADOOLMAN 3031 TELEGRAPH AVE BERKELEY CA 94705 HEALTH AND WELLNESS 100 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 2800 FEEDING AMERICA 35 EAST WACKER DRIVE SUITE 2000 CHICAGO IL 60601 NONE FOOD BANKS 200 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 300 HILLS FOR EVERYONE PO BOX 9835 BREA CA 928221835 SUPPORT SERVICES 500 HOAG HOSPITAL 1 HOAG DR NEWPORT BEACH CA 92663 HEALTH AND WELLNESS 2000 HOLE IN WALL GANG CAMP 565 ASHFORD CENTER RD ASHFORD CT 06278 YOUTH CAMP 1500 HOPE LOVE AND CHARITY 8352 KIMBALL AVE CHINO CA 91708 NONE CHARITABLE 500 HOUSTON FOOD BANK 536 PORTWALL ST HOUSTON TX 77029 NONE CHARITABLE 1000 HOUSTON SPCA 900 PORTWAY DR HOUSTON TX 77024 NONE CHARITABLE 500 INTERVAL HOUSE 6615 E PACIFIC COAST HWY 170 LONG BEACH CA 90803 NONE CHARITABLE 1000 JEWISH CHAPLAINS 3950 BISCAYNE BLVD MIAMI FL 33137 JEWISH CAUSES 600 JEWISH FEDERATION 550 SOUTH SECOND AVE ARCADIA CA 91006 JEWISH CAUSES 2930 LE BONHEUR CHILDRENS HOSPITAL 51 N DUNLAP ST MEMPHIS TN 38105 NONE CHILDRENS MEDICAL CARE 1000 LOYOLA HIGH SCHOOL 1901 VENICE BLVD LOS ANGELS CA 90006 EDUCATION 1000 MAZON 10495 SANTA MONICA BLVD LOS ANGELES CA 90025 FOOD FOR THE NEEDY 1100 MEDIC ALERT 2323 COLORADO AVE TURLOCK CA 95382 MEDICAL NOTIFICATION 200 MERCAZ 520 EIGHTH AVE 4TH FLOOR NEW YORK NY 10018 JEWISH CAUSES 54 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 32580 NATIONAL JEWISH HEALTH PO BOX 5898 DENVER CO 802179171 MEDICAL RESEARCH 2100 NATIONAL STROKE ASSOCATION 9707 E EASTER LANE CENTENNIAL CO 801123754 MEDICAL RESEARCH 200 OPERATION SMILE 3641 FACULTY BOULEVARD VIRGINIA BEACH VA 23453 MEDICAL SERVICES 500 ORT AMERICA 401 EAST DOROTHY DRIVE FULLERTON CA 92835 MEDICAL SERVICES 1943 PATHWAYS OF HOPE PO BOX 6326 FULLERTON CA 92834 MEDICAL RESEARCH 250 PATRIOT PAWS 254 RANCH TRAIL ROCKWALL TX 75032 SERVICE DOGS 500 PEPPERMINT RIDGE 825 MAGNOLIA AVE CORONA CA 92879 SUPPORT SERVICES 5000 PIH HEALTH 12401 WASHINGTON BLVD WHITTIER CA 90602 NONE MEDICAL SERVICES 1000 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 500 RIVERSIDE CITY MISSION 3878 6TH ST RIVERSIDE CA 92501 JEWISH CAUSES 300 SALVATION ARMY 1412 SOUTH EUCLID AVE ONTARIO CA 917625816 HELPING THE NEEDY 900 SHALOM INSTITUTE 34342 MULHOLLAND HWY MALIBU CA 90265 YOUTH SERVICES 2200 SIMCHAT SHABBAT 52 SUNLIGHT IRVINE CA 92603 JEWISH RELIGION 500 SMALL WONDERS FOUNDATION PO BOX 480185 LOS ANGELES CA 90048 SUPPPORT SERVICES 2000 SOS MENTOR 23622 CALABASAS ROAD SUITE 146 CALABASAS CA 91302 NONE UNDERSERVED YOUTHS 4000 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 STARKEY HEARING FOUNDATION 12555 W JEFFERSON BLVD 150 LOS ANGELES CA 90066 MEDICAL SERVICES 2000 STOKE SUPPORT ASSOCIATION PO BOX 8340 LONG BEACH CA 90808 SUPPORT SERVICES 1000 TEMPLE B'NAI EMET 482 NORTH GARFIELD AVE MONTEBELLO CA 90640 JEWISH EDUCATION 6013 TEMPLE BETH EMET 1770 WEST CERRITOS AVE ANAHEIM CA 92804 JEWISH RELIGION 13249 TEMPLE BETH SHOLOM 2625 N TUSTIN AVE SANTA ANA CA 92705 NONE JEWISH EDUCATION 60 UC REGENTS 111 FRANKLIN ST OAKLAND CA 94607 EDUCATIONAL SERVICES 2000 UNITED SYNAGOGUE 820 SECOND AVENUE NEW YORK NY 100174504 JEWISH RELIGION 180 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 5000 WE CARE FOR KIDS 4001 MACARTHUR BLVD NEWPORT BEACH CA 92660 SUPPORT SICK CHILDREN 200 WOMEN'S LEAGUE TBE 475 RIVERSIDE DRIVE SUITE 820 NEW YORK NY 10115 JEWISH RELIGION 306 YAD SARAH 445 PARK AVE SUITE 1702 NEW YORK NY 10022 JEWISH RELIGION 318 190029 14 390 14 90497 14 2619 18 6379 -2542 99885 -2542 97343 false false false false false false false false false false X X 1 HOWARD AND NIKKI APPLEBAUM 15297 MAYSAIR LANE CHINO HILLS CA 91709 1000000 X INDIRECT ACCOUNTING FEES 1665 1665 CHARLES SCHWAB 8848 PURCHASE 87271 91137 -3866 CHARLES SCHWAB 8848 PURCHASE 508331 516227 -7896 WELLS FARGO 2286 PURCHASE 3451 2604 847 WELLS FARGO 2286 PURCHASE 44455 48299 -3844 WELLS FARGO 8977 PURCHASE 1168 1142 26 WELLS FARGO 8977 PURCHASE 103938 91747 12191 CHARLES SCHWAB 2064363 2064363 WELLS FARGO 1113533 1113533 UNREALIZED GAIN/LOSS CHARLES SCHWAB 8848 1201 1201 CHARLES SCHWAB 3230 1156 1156 WELLS FARGO 2286 262 262 UNRECOGNIZED GAIN/LOSS 39048 200247 PORTFOLIO FEES 17710 17710 TAXES & LICENSES 307 307 FOREIGN TAXES PAID 123 123