2017-06-22T15:20:19-07:00 2016-12-31 952694521 ROGERS CLEM & COMPANY 1067 PARK VIEW DR COVINA CA 917243748 990PF 2016-01-01 454160808 THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST HOWA 9095987844 15297 MAYSAIR LANE CHINO HILLS CA 91709 HOWARD APPLEBAUM DIRECTOR 9095987844 2017-06-22 true ANDY R JONES CPA P01213620 6268585100 2017-06-22 8EF473314CB04823528DC6E50956DE4312BDFE68 9573CC4F13590F126D02B1A952A81DDD5D1FB8A9 2016 2021-01-29 14:40:06Z X 3237887 X 1000000 255 255 51827 47582 3940 1376415 808 789 789 1056811 49434 1250 1250 14352 14352 3001 2926 75 18603 17278 1325 149447 149447 168050 17278 150772 888761 32156 505771 1352444 1352444 1783570 1885443 1885443 20737 2310078 3237887 3237887 39048 39048 X 2310078 3198839 2310078 3198839 2310078 3237887 2310078 888761 3198839 3198839 808 false 113903 2065140 0.055155 83523 1647619 0.050693 759456 1176227 0.645671 42955 701004 0.061276 26000 233445 0.111375 0.924170 0.184834 2319718 428763 322 429085 150772 643 643 643 1200 1200 X 4 553 553 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 1834507 520537 0 2355044 2355044 35326 2319718 115986 115986 643 643 115343 115343 115343 150772 150772 150772 115343 14328 8171 701275 1983 11772 737529 150772 115343 35429 772958 0 14328 758630 8171 701275 1983 11772 35429 HOWARD NIKKI APPLEBAUM X 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 1800 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 15000 CAMP BARNABUS PO BOX 3200 SPRINGFIELD MO 65808 CAMP FOR DISABLED CHILDREN 2000 CAMP JCA SHALOM 34342 MULHOLLAND HIGHWAY MALIBU CA 90265 JEWISH EDUCATION 4000 CAMP KESEM PO BOX 452 CULVER CITY CA 90232 SUPPORT SERVICES 2000 CANINE COMPANIONS PO BOX 4568 OCEANSIDE CA 920524568 ANIMALS FOR DISABLED 2000 CHAI LIFETIME 151 WEST 30TH STREET NEW YORK NY 10001 CAMP FOR DISABLED 1800 CHILDRENS HOSPITAL OF LA DEPARTMENT 7924 LOS ANGELES CA 900847924 SUPPORT SERVICES 1000 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 5000 CROHN'S AND COLITIS FOUNDATION 10350 SANTA MONICA BLVD LOS ANGELES CA 90025 MEDICAL RESEARCH 1000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE NEW YORK NY 10001 HEALTH AND WELLNESS 1000 EDUCATORS FOR PEACEFUL CLASSROOMS 520 CALABASAS RD WATSONVILLE CA 95076 SUPPORT SERVICES 3000 GOOD SAMARITAN HOSPITAL 1225 WILSHIRE BOULEVARD LOS ANGELES CA 900179971 MEDICAL CARE 2000 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 1000 INLAND VALLEY HUMANE SOCIETY 500 HUMANE WAY POMONA CA 91766 SUPPORT SERVICES 50 JEWISH FEDERATION 550 SOUTH SECOND AVE ARCADIA CA 91006 JEWISH CAUSES 2920 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 1000 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 1000 MYASTHENIA GRAVIS FOUNDATION 6055 EAST WASHINTON BLVD LOS ANGELES CA 90040 BOARD MEMBER MEDICAL RESEARCH 23975 NATIONAL JEWISH HEALTH PO BOX 5898 DENVER CO 802179171 MEDICAL RESEARCH 1500 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 2106 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 2000 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 2000 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 6200 ST DAVID'S CENTER 3395 PLYMOUTH RD MINNETONKA MN 55305 SUPPORT SERVICES 1000 ST JUDE MEMORIAL FOUNDATION PO BOX 4138 FULLERTON CA 928344138 MEDICAL SERVICES 2000 STOKE SUPPORT ASSOCIATION PO BOX 8340 LONG BEACH CA 90808 SUPPORT SERVICES 1000 TEMPLE BETH EMET 1770 WEST CERRITOS AVE ANAHEIM CA 92804 JEWISH RELIGION 11035 THE SOLDIERS PROJECT 4605 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91602 MILITARY SUPPORT SERVICES 2000 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 A PLACE CALLED HOME 2830 S CENTRAL AVE LOS ANGELES CA 90011 NONE PROGRAMS FOR AT RISK YOUTHS 1500 ACADEMY OF WHOLE LEARNING 9400 CEDAR LAKE RD UNIT 7 ST LOUIS PARK MN 55426 NONE CHILDREN WITH AUTISM 2500 CHABAD 5010 BARRANCA PKWY IRVINE CA 92604 NONE JEWISH EDUCATION 2500 CHILDREN'S HEMIPLEGIA AND STROKE AS 4101 W GREEN OAKS BLVD UNIT 305149 ARLINGTON TX 76016 NONE CHILDRENS AFFECTED BY STOKE 2000 CONGREGATION MEIR HACOHEN 19045 YORBA LINDA BLVD YORBA LINDA CA 92886 NONE JEWISH CAUSES 8000 COUNCIL OF INDIAN NATIONS 1310 E RIVERVIEW DR PHOENIX AZ 85034 NONE AMERICAN INDIAN AID 50 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD 2ND FLOOR BETHESDA MD 20814 NONE CYSTIC FIBROSIS RESEARCH 2900 DILLON INTERNATIONAL HERITAGE CAMP 7335 S LEWIS AVE SUITE 302 TULSA OK 74136 NONE HERITAGE EDUCATION 1000 EZRA CENTER 1770 W CERRITOS AVE ANAHEIM CA 92804 NONE JEWISH CAUSES 2150 FEEDING AMERICA 35 EAST WACKER DRIVE SUITE 2000 CHICAGO IL 60601 NONE FOOD BANKS 200 FRIENDS OF JAMES THALMAN LIBRARY 14020 CITY CENTER DR CHINO HILLS CA 91709 NONE EDUCATION 200 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE JEWISH CAUSES 36 LE BONHEUR CHILDRENS HOSPITAL 51 N DUNLAP ST MEMPHIS TN 38105 NONE CHILDRENS MEDICAL CARE 1500 MAGEN DAVID ADOM 6505 WILSHIRE BLVD SUITE 750 LOS ANGELES CA 90048 NONE EMERGENCY MEDICAL ASSISTANCE 36 PERPETUAL EDUCAITON FUND LDS 1450 N UNIVERSITY AVE PROVO UT 84604 NONE EDUCATION 250 SOLDIER ON SERVICE DOGS 2378 W MOORE LN FAYETTEVILLE AR 72704 NONE SERVICE DOGS FOR VETS 500 SOS MENTOR 23622 CALABASAS ROAD SUITE 146 CALABASAS CA 91302 NONE UNDERSERVED YOUTHS 2000 TEMPLE BETH SHOLOM 2625 N TUSTIN AVE SANTA ANA CA 92705 NONE JEWISH EDUCATION 18 TEMPLE ISRAEL LONG BEACH 269 LOMA AVE LONG BEACH CA 90803 NONE JEWISH CAUSES 360 PIH HEALTH 12401 WASHINGTON BLVD WHITTIER CA 90602 NONE MEDICAL SERVICES 1000 HOPE LOVE AND CHARITY 8352 KIMBALL AVE CHINO CA 91708 NONE CHARITABLE 300 149447 14 255 14 51827 14 789 18 808 3132 53679 3132 56811 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 1250 1250 CHARLES SCHWAB 8848 PURCHASE 828920 820763 8157 CHARLES SCHWAB 8848 PURCHASE 41885 47083 -5198 CHARLES SCHWAB 8848 PURCHASE 197466 191361 6105 CHARLES SCHWAB 8848 PURCHASE 82647 81122 1525 WELLS FARGO 2286 PURCHASE 8844 9278 -434 WELLS FARGO 2286 PURCHASE 46736 45001 1735 WELLS FARGO 2286 PURCHASE 254 278 -24 WELLS FARGO 8977 PURCHASE 131278 139853 -8575 WELLS FARGO 8977 PURCHASE 4091 3902 189 WELLS FARGO 8977 PURCHASE 33486 33834 -348 CHARLES SCHWAB 912730 912730 WELLS FARGO 972713 972713 UNREALIZED GAIN/LOSS 20737 CHARLES SCHWAB 703 703 WELLS FARGO 86 86 UNRECOGNIZED GAIN/LOSS 39048 PORTFOLIO FEES 14352 14352 TAXES & LICENSES 2878 2803 75 FOREIGN TAXES PAID 123 123