THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST (EIN 45-4160808)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-22
- IRS object ID
- 201721739349100712
- Schema version
- 2016v3.0
- 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
- 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 | 2017-06-22T15:20:19-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-06-22 | 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 | 2017-06-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 8EF473314CB04823528DC6E50956DE4312BDFE68 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9573CC4F13590F126D02B1A952A81DDD5D1FB8A9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,237,887 | 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 | $255 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $255 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,376,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $808 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $789 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $789 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,056,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,434 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,352 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,352 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,926 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,278 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,447 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,447 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,278 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,772 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $888,761 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $505,771 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,352,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,352,444 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,783,570 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,885,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,885,443 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $20,737 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,310,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,237,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,237,887 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $39,048 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $39,048 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,310,078 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,198,839 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,310,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,198,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,310,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,237,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,310,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $888,761 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,198,839 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,198,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $808 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,903 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,065,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055155 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,523 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,647,619 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050693 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $759,456 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,176,227 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.645671 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,955 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $701,004 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061276 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $233,445 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111375 | DistributionYr5Rt |
| Total Distribution | 0.924170 | TotalDistributionRt |
| Average Distribution | 0.184834 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,319,718 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $428,763 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $322 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $429,085 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,772 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $643 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $643 | SubtotalAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $553 | OverpaymentAmt |
| Applied To ES Tax | $553 | 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 |
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 | $1,834,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $520,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,355,044 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,355,044 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,319,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $643 | TotalTaxAmt |
| Distributable Before Adj | $115,343 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,343 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,343 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,772 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,772 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $150,772 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,343 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,328 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,171 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $701,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,983 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,772 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $737,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,772 | QualifyingDistributionsAmt |
| Applied To Current Year | $115,343 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,429 | RemainingDistriFromCorpusAmt |
| Total Corpus | $772,958 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,328 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $758,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,171 | ExcessFromYear4Amt |
| Excess From Year3 | $701,275 | ExcessFromYear3Amt |
| Excess From Year2 | $1,983 | ExcessFromYear2Amt |
| Excess From Year1 | $11,772 | ExcessFromYear1Amt |
| Excess From Current Year | $35,429 | ExcessFromCurrentYearAmt |
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 | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 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 | $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 | $250 | ||
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | SCHOLARSHIP FUND | $100 | ||
| ARTHRITIS FOUNDATION | |||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | MEDICAL RESEARCH | $450 | ||
| BETH MEIR HACOHEN | |||||||
| 19045 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | SUPPORT SERVICES | $319 | ||
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DR | CHINO | CA | 91709 | SUPPORT SERVICES | $15,000 | ||
| CAMP BARNABUS | |||||||
| PO BOX 3200 | SPRINGFIELD | MO | 65808 | CAMP FOR DISABLED CHILDREN | $2,000 | ||
| CAMP JCA SHALOM | |||||||
| 34342 MULHOLLAND HIGHWAY | MALIBU | CA | 90265 | JEWISH EDUCATION | $4,000 | ||
| 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 | ||
| CHAI LIFETIME | |||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | CAMP FOR DISABLED | $1,800 | ||
| CHILDRENS HOSPITAL OF LA | |||||||
| DEPARTMENT 7924 | LOS ANGELES | CA | 900847924 | SUPPORT SERVICES | $1,000 | ||
| CHINO HILLS COMMUNITY FOUNDATION | |||||||
| 14000 CITY CENTER DR | CHINO HILLS | CA | 91709 | SUPPORT SERVICES | $2,000 | ||
| CITY OF HOPE | |||||||
| 673 ACKLEY STREET | MONTEREY PARK | CA | 91755 | MEDICAL RESEARCH | $5,000 | ||
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 10350 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | MEDICAL RESEARCH | $1,000 | ||
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | HEALTH AND WELLNESS | $1,000 | ||
| EDUCATORS FOR PEACEFUL CLASSROOMS | |||||||
| 520 CALABASAS RD | WATSONVILLE | CA | 95076 | SUPPORT SERVICES | $3,000 | ||
| GOOD SAMARITAN HOSPITAL | |||||||
| 1225 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900179971 | MEDICAL CARE | $2,000 | ||
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | END HUNGER & POVERTY | $300 | ||
| HILLS FOR EVERYONE | |||||||
| PO BOX 9835 | BREA | CA | 928221835 | SUPPORT SERVICES | $300 | ||
| HOLE IN WALL GANG CAMP | |||||||
| 565 ASHFORD CENTER RD | ASHFORD | CT | 06278 | YOUTH CAMP | $1,000 | ||
| INLAND VALLEY HUMANE SOCIETY | |||||||
| 500 HUMANE WAY | POMONA | CA | 91766 | SUPPORT SERVICES | $50 | ||
| JEWISH FEDERATION | |||||||
| 550 SOUTH SECOND AVE | ARCADIA | CA | 91006 | JEWISH CAUSES | $2,920 | ||
| JWB JEWISH CHAPLAINS COUNSIL | |||||||
| 520 EIGHTH AVE 4TH FLOOR | NEW YORK | NY | 10018 | MILITARY CHAPLAINS | $400 | ||
| LOYOLA HIGH SCHOOL | |||||||
| 1901 VENICE BLVD | LOS ANGELS | CA | 90006 | EDUCATION | $1,000 | ||
| MAZON | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | FOOD FOR THE NEEDY | $572 | ||
| MEDIC ALERT | |||||||
| 2323 COLORADO AVE | TURLOCK | CA | 95382 | MEDICAL NOTIFICATION | $200 | ||
| 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 | $23,975 | BOARD MEMBER | |
| NATIONAL JEWISH HEALTH | |||||||
| PO BOX 5898 | DENVER | CO | 802179171 | MEDICAL RESEARCH | $1,500 | ||
| NATIONAL STROKE ASSOCATION | |||||||
| 9707 E EASTER LANE | CENTENNIAL | CO | 801123754 | MEDICAL RESEARCH | $300 | ||
| NORTH ARKANSAS FENCING FOUNDATION | |||||||
| 1100 SE 14TH ST | BENTONVILLE | AR | 72712 | SUPPORT SERVICES | $300 | ||
| OPERATION SMILE | |||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | MEDICAL SERVICES | $440 | ||
| ORT AMERICA | |||||||
| 401 EAST DOROTHY DRIVE | FULLERTON | CA | 92835 | MEDICAL SERVICES | $2,106 | ||
| PATHWAYS OF HOPE | |||||||
| PO BOX 6326 | FULLERTON | CA | 92834 | MEDICAL RESEARCH | $250 | ||
| PATRIOT PAWS | |||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | SERVICE DOGS | $800 | ||
| PEPPERMINT RIDGE | |||||||
| 825 MAGNOLIA AVE | CORONA | CA | 92879 | SUPPORT SERVICES | $500 | ||
| PROJECT ACCESS | |||||||
| 3900 BIRCH STREET | NEWPORT BEACH | CA | 92660 | HEALTH EDUCATION | $2,000 | ||
| SALVATION ARMY | |||||||
| 1412 SOUTH EUCLID AVE | ONTARIO | CA | 917625816 | HELPING THE NEEDY | $500 | ||
| SMALL WONDERS FOUNDATION | |||||||
| PO BOX 480185 | LOS ANGELES | CA | 90048 | SUPPPORT SERVICES | $2,000 | ||
| SMILE TRAIN | |||||||
| 41 MADISION AVENUE | NEW YORK | NY | 10010 | MEDICAL SERVICES | $200 | ||
| 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 | $6,200 | ||
| ST DAVID'S CENTER | |||||||
| 3395 PLYMOUTH RD | MINNETONKA | MN | 55305 | SUPPORT SERVICES | $1,000 | ||
| 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 BETH EMET | |||||||
| 1770 WEST CERRITOS AVE | ANAHEIM | CA | 92804 | JEWISH RELIGION | $11,035 | ||
| THE SOLDIERS PROJECT | |||||||
| 4605 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91602 | MILITARY SUPPORT SERVICES | $2,000 | ||
| UC REGENTS | |||||||
| 111 FRANKLIN ST | OAKLAND | CA | 94607 | EDUCATIONAL SERVICES | $2,000 | ||
| UNITED SYNAGOGUE | |||||||
| 820 SECOND AVENUE | NEW YORK | NY | 100174504 | JEWISH RELIGION | $180 | ||
| USC CANCER | |||||||
| 1441 EASTLAKE AVENUE | LOS ANGELES | CA | 90033 | SUPPORT SERVICES | $500 | ROOM 8302 | |
| VARIETY BOYS AND GIRLS CLUB | |||||||
| 2530 CINCINNATI STREET | LOS ANGELES | CA | 90033 | YOUTH SERVICES | $5,000 | ||
| WE CARE FOR KIDS | |||||||
| 4001 MACARTHUR BLVD | NEWPORT BEACH | CA | 92660 | SUPPORT SICK CHILDREN | $200 | ||
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | PROGRAMS FOR AT RISK YOUTHS | $1,500 | NONE | |
| ACADEMY OF WHOLE LEARNING | |||||||
| 9400 CEDAR LAKE RD | ST LOUIS PARK | MN | 55426 | CHILDREN WITH AUTISM | $2,500 | NONE | UNIT 7 |
| CHABAD | |||||||
| 5010 BARRANCA PKWY | IRVINE | CA | 92604 | JEWISH EDUCATION | $2,500 | NONE | |
| CHILDREN'S HEMIPLEGIA AND STROKE AS | |||||||
| 4101 W GREEN OAKS BLVD | ARLINGTON | TX | 76016 | CHILDRENS AFFECTED BY STOKE | $2,000 | NONE | UNIT 305149 |
| CONGREGATION MEIR HACOHEN | |||||||
| 19045 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | JEWISH CAUSES | $8,000 | NONE | |
| COUNCIL OF INDIAN NATIONS | |||||||
| 1310 E RIVERVIEW DR | PHOENIX | AZ | 85034 | AMERICAN INDIAN AID | $50 | NONE | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | CYSTIC FIBROSIS RESEARCH | $2,900 | NONE | 2ND FLOOR |
| DILLON INTERNATIONAL HERITAGE CAMP | |||||||
| 7335 S LEWIS AVE | TULSA | OK | 74136 | HERITAGE EDUCATION | $1,000 | NONE | SUITE 302 |
| EZRA CENTER | |||||||
| 1770 W CERRITOS AVE | ANAHEIM | CA | 92804 | JEWISH CAUSES | $2,150 | NONE | |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | FOOD BANKS | $200 | NONE | SUITE 2000 |
| FRIENDS OF JAMES THALMAN LIBRARY | |||||||
| 14020 CITY CENTER DR | CHINO HILLS | CA | 91709 | EDUCATION | $200 | NONE | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | JEWISH CAUSES | $36 | NONE | |
| LE BONHEUR CHILDRENS HOSPITAL | |||||||
| 51 N DUNLAP ST | MEMPHIS | TN | 38105 | CHILDRENS MEDICAL CARE | $1,500 | NONE | |
| MAGEN DAVID ADOM | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | EMERGENCY MEDICAL ASSISTANCE | $36 | NONE | SUITE 750 |
| PERPETUAL EDUCAITON FUND LDS | |||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | EDUCATION | $250 | NONE | |
| SOLDIER ON SERVICE DOGS | |||||||
| 2378 W MOORE LN | FAYETTEVILLE | AR | 72704 | SERVICE DOGS FOR VETS | $500 | NONE | |
| SOS MENTOR | |||||||
| 23622 CALABASAS ROAD | CALABASAS | CA | 91302 | UNDERSERVED YOUTHS | $2,000 | NONE | SUITE 146 |
| TEMPLE BETH SHOLOM | |||||||
| 2625 N TUSTIN AVE | SANTA ANA | CA | 92705 | JEWISH EDUCATION | $18 | NONE | |
| TEMPLE ISRAEL LONG BEACH | |||||||
| 269 LOMA AVE | LONG BEACH | CA | 90803 | JEWISH CAUSES | $360 | NONE | |
| PIH HEALTH | |||||||
| 12401 WASHINGTON BLVD | WHITTIER | CA | 90602 | MEDICAL SERVICES | $1,000 | NONE | |
| HOPE LOVE AND CHARITY | |||||||
| 8352 KIMBALL AVE | CHINO | CA | 91708 | CHARITABLE | $300 | NONE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,447 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,827 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $789 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $808 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,132 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,679 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,132 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,811 | 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 | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| CHARLES SCHWAB 8848 | PURCHASE | $828,920 | $820,763 | $8,157 |
| CHARLES SCHWAB 8848 | PURCHASE | $41,885 | $47,083 | -$5,198 |
| CHARLES SCHWAB 8848 | PURCHASE | $197,466 | $191,361 | $6,105 |
| CHARLES SCHWAB 8848 | PURCHASE | $82,647 | $81,122 | $1,525 |
| WELLS FARGO 2286 | PURCHASE | $8,844 | $9,278 | -$434 |
| WELLS FARGO 2286 | PURCHASE | $46,736 | $45,001 | $1,735 |
| WELLS FARGO 2286 | PURCHASE | $254 | $278 | -$24 |
| WELLS FARGO 8977 | PURCHASE | $131,278 | $139,853 | -$8,575 |
| WELLS FARGO 8977 | PURCHASE | $4,091 | $3,902 | $189 |
| WELLS FARGO 8977 | PURCHASE | $33,486 | $33,834 | -$348 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $912,730 | $912,730 |
| WELLS FARGO | $972,713 | $972,713 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| BOY Book Value | $20,737 | BOYBookValueAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CHARLES SCHWAB | $703 | $703 |
| WELLS FARGO | $86 | $86 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECOGNIZED GAIN/LOSS | Desc |
| EOY Book Value | $39,048 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO FEES | CategoryTxt |
| Amt | $14,352 | Amt |
| Net Investment Income | $14,352 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES & LICENSES | $2,878 | $2,803 | $75 |
| FOREIGN TAXES PAID | $123 | $123 |
Comments