BETA

THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST (EIN 45-4160808)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-15
IRS object ID
201602289349101510
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-15T13:26:56-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDY R JONES CPAPreparerPersonNm
PTINP01213620PTIN
Phone6268585100PhoneNum
Preparation2016-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,289,341FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,402InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,402InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,493DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,054DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$18,643NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,048,603GrossSalesPriceAmt
Other Income Rev And Expnss$4,867OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,867OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$4,867OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$559,119TotalRevAndExpnssAmt
Total Net Invst Incm$73,323TotalNetInvstIncmAmt
Total Adj Net Incm$4,867TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$690AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$690AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,382OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,382OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,254TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,254TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,390OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,390OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,716TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,026TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$690TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,213ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,213ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$130,929TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,026TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,903TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$428,190ExcessRevenueOverExpensesAmt
Net Investment Income$56,297NetInvestmentIncomeAmt
Adjusted Net Income$4,867AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$922,938SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$505,771SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$505,771SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$926,117CorporateStockBOYAmt
Corporate Stock EOY$1,783,570CorporateStockEOYAmt
Corporate Stock EOYFMV$1,783,570CorporateStockEOYFMVAmt
Corporate Bonds BOY$54,780CorporateBondsBOYAmt
Other Assets EOY$20,737OtherAssetsEOYAmt
Total Assets BOY$1,903,835TotalAssetsBOYAmt
Total Assets EOY$2,310,078TotalAssetsEOYAmt
Total Assets EOYFMV$2,289,341TotalAssetsEOYFMVAmt
Other Liabilities BOY$21,947OtherLiabilitiesBOYAmt
Total Liabilities BOY$21,947TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,881,888UnrestrictedBOYAmt
Unrestricted EOY$2,310,078UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,881,888TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,310,078TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,903,835TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,310,078TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,881,888TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$428,190ExcessRevenueOverExpensesAmt
Subtotal$2,310,078SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,310,078TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 8848P$435,510$445,703-$10,193-$10,193
CHARLES SCHWAB 8848P$392,853$408,655-$15,802-$15,802
CHARLES SCHWAB 8848P$28,070$25,554$2,516$2,516
WELLS FARGO 8977P$144,978$146,048-$1,070-$1,070
WELLS FARGO 2286P$37,799$34,535$3,264$3,264
WELLS FARGO 2286P$7,836$6,751$1,085$1,085
FieldValueIRS element (for citing)
Capital Gain Net Income-$18,643CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$7,999NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$83,523AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,647,619NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050693DistributionYr1Rt
Adjusted Qlfy Distri Yr2$759,456AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,176,227NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.645671DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,955AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$701,004NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061276DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$233,445NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.111375DistributionYr4Rt
Total Distribution0.869015TotalDistributionRt
Average Distribution0.217254AverageDistributionRt
Net Vl Noncharitable Assets$2,065,140NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$448,660AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$563NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$449,223AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$113,903QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,126InvestmentIncomeExciseTaxAmt
Subtotal$1,126SubtotalAmt
Tax Based On Investment Income$1,126TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$20EsPenaltyAmt
Tax Due$1,146TaxDueAmt

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 HILLSCA91709DIRECTOR1.00$0$0$0
NIKKI APPLEBAUM
15297 MAYSAIR LANECHINO HILLSCA91709DIRECTOR1.00$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$1,382,234AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$714,355AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,096,589TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,096,589AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,449CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,065,140NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,257MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,257MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,126TaxBasedOnInvestmentIncomeAmt
Total Tax$1,126TotalTaxAmt
Distributable Before Adj$102,131DistributableBeforeAdjAmt
Distributable Before Ded$102,131DistributableBeforeDedAmt
Distributable As Adjusted$102,131DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,903ExpensesAndContributionsAmt
Qualifying Distributions$113,903QualifyingDistributionsAmt
Adjusted Qualifying Distri$113,903AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$102,131DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$14,328ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,171ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$701,275ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,983ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$725,757TotalExcessDistributionCyovAmt
Qualifying Distributions$113,903QualifyingDistributionsAmt
Applied To Current Year$102,131AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,772RemainingDistriFromCorpusAmt
Total Corpus$737,529TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$737,529ExcessDistriCyovToNextYrAmt
Excess From Year4$14,328ExcessFromYear4Amt
Excess From Year3$8,171ExcessFromYear3Amt
Excess From Year2$701,275ExcessFromYear2Amt
Excess From Year1$1,983ExcessFromYear1Amt
Excess From Current Year$11,772ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
ALLIANCE OF JAMAICAN & AMER HUMANIT
8549 WILSHIRE BLVDSTE 1004BEVERLY HILLSCA90211SUPPORT SERVICES$2,500
ALZHEIMERS ASSOCIATION
4421 WHILSHIRE BLVDLOS ANGELESCA90010MEDICAL RESEARCH$500
AMERICAN FREINDS OF MAGEN DAVID ADO
352 SEVENTH AVENEW YORKNY10001MEDICAL CARE$250
AMERICAN HEART ASSOCIATION
PO BOX 78851PHOENIXAZ85062MEDICAL RESEARCH$150
AMERICAN JEWISH WORLD SERVICE
PO BOX 96061WASHINGTONDC20090JEWISH CAUSES$1,000
AMERICAN SPEECH LANGUAGE HEAR
220 RESEARCH BLVDROCKVILLEMD20850LANGUAGE AND SPEECH IMPAIRMENT$250
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAYLONG BEACHCA90802SCHOLARSHIP FUND$95
ARTHRITIS FOUNDATION
PO BOX 96280WASHINGTONDC20090MEDICAL RESEARCH$200
AUTISM SOCIETY
4340 EAST-WEST HWYSTE 350BETHESDAMD20814SUPPORT SERVICES$500
BETH MEIR HACOHEN
19045 YORBA LINDA BLVDYORBA LINDACA92886SUPPORT SERVICES$1,000
BOYS REPUBLIC
1907 BOYS REPUBLIC DRCHINOCA91709SUPPORT SERVICES$1,000
CAMP BARNABUS
PO BOX 3200SPRINGFIELDMO65808CAMP FOR DISABLED CHILDREN$2,500
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$1,000
CENTRAL CITY ACTION COMM
534 E EDGEWARE RDLOS ANGELESCA90026SUPPORT SERVICES$5,000
CHAI LIFETIME
151 WEST 30TH STREETNEW YORKNY10001CAMP FOR DISABLED$2,000
CHILDRENS HOSPITAL OF LA
DEPARTMENT 7924LOS ANGELESCA900847924SUPPORT SERVICES$1,000
CHINO HILLS COMMUNITY FOUNDATION
14000 CITY CENTER DRCHINO HILLSCA91709SUPPORT SERVICES$1,000
CITY OF HOPE
673 ACKLEY STREETMONTEREY PARKCA91755MEDICAL RESEARCH$1,000
CONVALESCENT AIDE SOCIETY
3255 E FOOTHILL BLVDPASADENACA91107SUPPORT SERVICES$500
CROHN'S AND COLITIS FOUNDATION
10350 SANTA MONICA BLVDLOS ANGELESCA90025MEDICAL RESEARCH$1,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENEW YORKNY10001HEALTH AND WELLNESS$500
EDUCATORS FOR PEACEFUL CLASSROOMS
520 CALABASAS RDWATSONVILLECA95076SUPPORT SERVICES$2,000
FEDEX FAMILY HOME
918 POPLAR AVEMEMPHISTN38105SUPPORT SERVICES$500
GLENNER MEMORY CARE CENTER
3702 4TH AVESAN DIEGOCA92103SUPPORT SERVICES$500
GOOD SAMARITAN HOSPITAL
1225 WILSHIRE BOULEVARDLOS ANGELESCA900179971MEDICAL CARE$2,500
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72202END HUNGER & POVERTY$200
HILLS FOR EVERYONE
PO BOX 9835BREACA928221835SUPPORT SERVICES$500
HOLE IN WALL GANG CAMP
565 ASHFORD CENTER RDASHFORDCT06278YOUTH CAMP$1,000
INLAND VALLEY HUMANE SOCIETY
500 HUMANE WAYPOMONACA91766SUPPORT SERVICES$50
JEWISH BOOK FESTIVAL
114 W LIME AVEMONROVIACA91016EDUCATION$500
JEWISH FEDERATION
550 SOUTH SECOND AVEARCADIACA91006JEWISH CAUSES$1,438
JWB JEWISH CHAPLAINS COUNSIL
520 EIGHTH AVE 4TH FLOORNEW YORKNY10018MILITARY CHAPLAINS$360
LOYOLA HIGH SCHOOL
1901 VENICE BLVDLOS ANGELSCA90006EDUCATION$1,000
MARCH OF DIMES ARKANSAS
1501 N PIERCE STLITTLE ROCKAR72207SUPPORT SERVICES$200
MAZON
10495 SANTA MONICA BLVDLOS ANGELESCA90025FOOD FOR THE NEEDY$500
MEDIC ALERT
2323 COLORADO AVETURLOCKCA95382MEDICAL NOTIFICATION$300
MEIR PANIM
5316 NEW ULRECHT AVEBROOKLYNNY11219SUPPORT SERVICES$180
MSKCC SLOAN KETTERING
1275 YORK AVENEW YORKNY10065SUPPORT SERVICES$100
MUSICAL THEATER WEST
4350 E 7TH STLONG BEACHCA90804ARTS$1,000
MYASTHENIA GRAVIS FOUNDATION
6055 EAST WASHINTON BLVDLOS ANGELESCA90040MEDICAL RESEARCH$19,775BOARD MEMBER
NAPLE IMPROVEMENT ASSOCIATION
333 WEST OCEAN BLVDLONG BEACHCA90802IMPROVEMENT SERVICES$50
NATIONAL JEWISH HEALTH
PO BOX 5898DENVERCO802179171MEDICAL RESEARCH$1,000
NATIONAL STROKE ASSOCATION
9707 E EASTER LANECENTENNIALCO801123754MEDICAL RESEARCH$100
NORTH ARKANSAS FENCING FOUNDATION
1100 SE 14TH STBENTONVILLEAR72712SUPPORT SERVICES$2,000
OPERATION SMILE
3641 FACULTY BOULEVARDVIRGINIA BEACHVA23453MEDICAL SERVICES$700
ORT AMERICA
401 EAST DOROTHY DRIVEFULLERTONCA92835MEDICAL SERVICES$2,000
PATHWAYS OF HOPE
PO BOX 6326FULLERTONCA92834MEDICAL RESEARCH$250
PATRIOT PAWS
254 RANCH TRAILROCKWALLTX75032SERVICE DOGS$500
PEPPERMINT RIDGE
825 MAGNOLIA AVECORONACA92879SUPPORT SERVICES$500
PIH HEALTH FOUNDATION
7612 GREENLEAF AVEWHITTIERCA90602SUPPORT SERVICES$1,000
PROJECT ACCESS
3900 BIRCH STREETNEWPORT BEACHCA92660HEALTH EDUCATION$2,000
SALVATION ARMY
1412 SOUTH EUCLID AVEONTARIOCA917625816HELPING THE NEEDY$800
SECOND HARVEST FOOD BANK
8014 MARINE WAYIRVINECA92618SUPPORT SERVICES$250
SHALOM INSTITUTE
34342 MULLHOLLAND HWYMALIBUCA90265RELIGIOUS$2,000
SMALL WONDERS FOUNDATION
PO BOX 480185LOS ANGELESCA90048SUPPPORT SERVICES$1,000
SMILE TRAIN
41 MADISION AVENUENEW YORKNY10010MEDICAL SERVICES$250
SOUTHER CALIFORNIA PUBLIC RADIO
474 SOUTH RAYMOND AVEPASADENACA91105PUBLIC RADIO$500
SPEECH AND LANGUAGE
8699 HOLDER STBUENA PARKCA90620DEVELOPMENTAL SERVICES$3,200
ST DAVID'S CENTER
3395 PLYMOUTH RDMINNETONKAMN55305SUPPORT SERVICES$1,000
ST JUDE CHILDREN'S RESEARCH HOSP
12365 LEWIS STGARDEN GROVECA92840SUPPORT SERVICES$500
ST JUDE MEMORIAL FOUNDATION
PO BOX 4138FULLERTONCA928344138MEDICAL SERVICES$1,000
STOKE SUPPORT ASSOCIATION
PO BOX 8340LONG BEACHCA90808SUPPORT SERVICES$1,000
TEMPLE BETH EMET
1770 WEST CERRITOS AVEANAHEIMCA92804JEWISH RELIGION$12,965
THE CYSTIC FIBROSIS FOUNDATION
2150 TOWNE CENTRE PLACEANAHEIMCA92806JEWISH RELIGION$2,650
THE SOLDIERS PROJECT
4605 LANKERSHIM BLVDNORTH HOLLYWOODCA91602MILITARY SUPPORT SERVICES$3,000
UC REGENTS
111 FRANKLIN STOAKLANDCA94607EDUCATIONAL SERVICES$2,000
UNITED SYNAGOGUE
820 SECOND AVENUENEW YORKNY100174504JEWISH RELIGION$150
USC CANCER
1441 EASTLAKE AVENUEROOM 8302LOS ANGELESCA90033SUPPORT SERVICES$200
VARIETY BOYS AND GIRLS CLUB
2530 CINCINNATI STREETLOS ANGELESCA90033YOUTH SERVICES$10,000
WE CARE FOR KIDS
4001 MACARTHUR BLVDNEWPORT BEACHCA92660SUPPORT SICK CHILDREN$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,213TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,402ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,493ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$18,643ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
CHARLES SCHWAB 8848 - NON DIV14$4,815
WELLS FARGO 2286 - NON DIV14$52

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$59,119ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,119TotalIncomeProducingActyAmt

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$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$690Amt
Disbursements Charitable Prps$690DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWABBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB$906,444$906,444
WELLS FARGO$877,126$877,126

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
EOY Book Value$20,737EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADJUST TO FMV$5,390$5,390

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CHARLES SCHWAB 8848 - NON DIV$4,815$4,815$4,815
WELLS FARGO 2286 - NON DIV$52$52$52

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUNRECOGNIZED GAIN/LOSSDesc
BOY Book Value$21,947BOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPORTFOLIO FEESCategoryTxt
Amt$10,382Amt
Net Investment Income$10,382NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHOWARD NIKKI APPLEBAUMPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES & LICENSESCategoryTxt
Amt$1,254Amt
Net Investment Income$1,254NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.