THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST (EIN 45-4160808)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-15
- IRS object ID
- 202532889349101503
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T16:13:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 993307718 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 N EUCLID AVENUE 2ND FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE S SOBOL | PreparerPersonNm |
| PTIN | P00057624 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2025-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,884,445 | 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 | $410,751 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,717 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $515,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,163,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $515,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,191,736 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $780,985 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $93,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,891 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $566 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $491 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $294 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $699,792 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $699,792 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $794,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $700,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $397,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $686,603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,933 | CashBOYAmt |
| Cash EOY | $365,843 | CashEOYAmt |
| Cash EOYFMV | $365,843 | CashEOYFMVAmt |
| Other Investments BOY | $12,446,878 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,879,263 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,518,602 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,473,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,245,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,884,445 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,085,031 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,085,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,388,780 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,245,106 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,388,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,245,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,473,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,245,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,388,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $397,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,890 | OtherIncreasesAmt |
| Subtotal | $10,788,938 | SubtotalAmt |
| Other Decreases | $543,832 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,245,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO #2883 ST NONCOVERED | P | 2024-05-03 | 2024-08-13 | $595,000 | $595,000 | $0 | $0 |
| WELLS FARGO #2286 ST COVERED | P | 2024-03-06 | 2024-04-04 | $65,517 | $68,093 | -$2,576 | -$2,576 |
| WELLS FARGO #2286 LT COVERED | P | 2019-06-25 | 2024-04-04 | $683,120 | $455,967 | $227,153 | $227,153 |
| WELLS FARGO #8977 ST COVERED | P | 2024-09-24 | 2024-12-06 | $579,772 | $560,099 | $19,673 | $19,673 |
| WELLS FARGO #8977 LT COVERED | P | 2021-02-05 | 2024-12-06 | $1,759,897 | $1,553,148 | $206,749 | $206,749 |
| MML INVESTORS #6879 ST COVERED | P | 2024-03-19 | 2024-05-21 | $37,166 | $41,077 | -$3,911 | -$3,911 |
| MML INVESTORS #6879 LT COVERED | P | 2021-09-09 | 2024-01-08 | $442,813 | $374,469 | $68,344 | $68,344 |
| CAPITAL GAINS DIVIDENDS | P | $235 | $235 | $235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $515,667 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,544 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,544 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,648 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,648 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $336 | EsPenaltyAmt |
| Tax Due | $7,232 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ART ROSEN | IndividualWithBooksNm |
| Phone | 7147435890 | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | 0.00 | $0 | $0 | $0 |
| NIKKI APPLEBAUM | ||||||||
| 15297 MAYSAIR LANE | CHINO HILLS | CA | 91709 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,935,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $526,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,461,738 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,461,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $201,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,259,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $662,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $662,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,544 | TotalTaxAmt |
| Distributable Before Adj | $653,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $653,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $653,447 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $700,086 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $700,086 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $653,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $209,639 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $61,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $274,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $700,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $653,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,639 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $320,787 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $320,787 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,570 | ExcessFromYear4Amt |
| Excess From Year3 | $209,639 | ExcessFromYear3Amt |
| Excess From Year1 | $61,939 | ExcessFromYear1Amt |
| Excess From Current Year | $46,639 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD APPLEBAUM | ContributingManagerNm |
| Contributing Manager | NIKKI APPLEBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| P O BOX 93207 | LONG BEACH | CA | 90809 | NONE | PC | SENIOR POVERTY | $300 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2922 CRENSHOW BLVD 125 | LOS ANGELES | CA | 90016 | NONE | PC | MEDICAL RESERACH | $3,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 WEST 36TH STREET SUITE 1100 | NEW YORK | NY | 100189784 | NONE | PC | MEDICAL FIRST RESPONSE | $5,400 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | REDUCE HEATH CAUSED BY HEART DIESEASE | $500 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| PO BOX 568 | ETNA | NH | 03750 | NONE | PC | JEWISH CAUSES | $3,600 |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | SUPPORT MARINE LIFE | $3,000 |
| ARTHRITIS FOUNDATION | |||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | NONE | PC | MEDICAL RESEARCH | $1,100 |
| ARTS AND LEARNING CONSERVATORY | |||||||
| 151 KALMUS DR STE G3 | COSTA MESA | CA | 92626 | NONE | PC | PERFORMING ARTS PROGRAMS | $10,000 |
| ASH FOUNDATION | |||||||
| 2200 RESEARCH BLVD | ROCKVILLE | MD | 20850 | NONE | PC | MEDICAL RESEARCH | $500 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 1845 PONTIUS AVE | LOS ANGELES | CA | 90025 | NONE | PC | ANIMAL SUPPORT | $500 |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DRIVE | CHINO HILLS | CA | 91709 | NONE | PC | SUPPORT SERVICES | $33,500 |
| CALIFORNIA STATE PARKS FOUNDATION | |||||||
| PO BOX 398588 | SAN FRANCISCO | CA | 941398588 | NONE | PC | PARK MAINTENANCE | $500 |
| CAMP BARNABAS FOUNDATION | |||||||
| 3801 EAGLE NEST DRIVE SUITE B | CRETE | IL | 60417 | NONE | PC | CAMP FOR SPECIAL NEEDS | $1,500 |
| CAMP JCA SHALOM | |||||||
| 34342 MULHOLLAND HWY | MALIBU | CA | 90265 | NONE | PC | CAMP FOR JEWISH CAUSES | $35,600 |
| CAMP KESEM | |||||||
| 440 NORTH BARRANCA AVE 2273 | COVINA | CA | 91723 | NONE | PC | SUPPORT SERVICES | $8,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| PO BOX 4568 | OCEANSIDE | CA | 92052 | NONE | PC | ANIMALS FOR DISABLED | $3,000 |
| CATERINA'S CLUB | |||||||
| 50 S ANAHEIM BLVD 251 | ANAHEIM | CA | 92805 | NONE | PC | SUPPORT YOUTH PROGRAMS | $3,000 |
| CHABAD BETH MEIR HACOHEN | |||||||
| 19045 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | NONE | PC | JEWISH CAUSES | $50,000 |
| CHABAD OF CHINO VALLEY | |||||||
| PO BOX 2076 | CHINO HILLS | CA | 91709 | NONE | PC | JEWISH EDUCATION | $11,800 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| PO BOX 847924 | LOS ANGELES | CA | 90084 | NONE | PC | HEALTH AND WELLNESS | $5,000 |
| CHINO VALLEY FIRE FOUNDATION | |||||||
| 14011 CITY CENTER DRIVE | CHINO HILLS | CA | 91709 | NONE | PC | PROVIDES HOLIDAY SHOPPING EXPERIENCE FOR UNDERPRIVILEGED CHILDREN, ETC. | $5,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | MEDICAL RESEARCH | $181,000 |
| CODY DIERUF FOUNDATION | |||||||
| 211 HAGGERTY LN | BOZEMAN | MT | 59715 | NONE | PC | SUPPORT CYSTIC FIBROSIS PROGRAMS | $500 |
| CROHN'S AND COLITUS FOUNDATION | |||||||
| 10350 SANTA MONICA BLVD SUITE 120 | LOS ANGELES | CA | 90025 | NONE | PC | MEDICAL RESEARCH | $3,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 1801 EAST EDINGER AVE 135 | SANTA ANA | CA | 92705 | NONE | PC | CYSTIC FIBROSIS RESEARCH | $25,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | HEALTH AND WELLNESS | $1,500 |
| EDUCATORS FOR PEACEFUL CLASSROOMS &COMMUNITIES | |||||||
| 520 CALABASAS RD | WATSONVILLE | CA | 95076 | NONE | PC | SUPPORT SERVICES | $5,000 |
| FEDEX FAMILY HOUSE | |||||||
| 918 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PC | SUPPORT FAMILY PROGRAMS | $2,500 |
| FOOD FORWARD | |||||||
| PO BOX 15219 | NORTH HOLLYWOOD | CA | 91615 | NONE | PC | REDUCE FOOD WASTE BY DONATING TO LOCAL FOOD DISTRIBUTION AGENCIES. | $15,000 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | SUPPORT STATE OF ISRAEL | $1,000 |
| FRIENDS OF LEAPS AND BOUNDS | |||||||
| P O BOX 6604 | NORCO | CA | 92860 | NONE | PC | PHYSICAL THERAPY CHILDREN | $10,000 |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVE SUITE 1702 | NEW YORK | NY | 10022 | NONE | PC | JEWISH EDUCATION | $500 |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | PC | SUPPORT DOGS FOR THE BLIND PROGRAMS | $750 |
| HERITAGE POINTE | |||||||
| 27356 BELLOGENTE | MISSION VIEJO | CA | 92691 | NONE | PC | ASSISTED LIVING AND MEMORY | $1,800 |
| HILLS FOR EVERYONE | |||||||
| PO BOX 9835 | BREA | CA | 92822 | NONE | PC | SUPPORT SERVICE | $500 |
| HOUSE EAR INSTITUTE | |||||||
| 2100 W 3RD ST 111 | LOS ANGELES | CA | 90057 | NONE | PC | HEARING RESEARCH AND EDUCATION | $3,000 |
| INTERVAL HOUSE | |||||||
| PO BOX 3356 | SEAL BEACH | CA | 907402356 | NONE | PC | DOMESTIC VIOLENCE SUPPORT | $2,000 |
| JEWISH BOOK FESTIVAL | |||||||
| 114 A WEST LIME AVENUE | MONROVIA | CA | 91016 | NONE | PC | JEWISH EDUCATION | $500 |
| JEWISH CHAPLAINS | |||||||
| 520 EIGHTH AVE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | JEWISH CAUSES | $540 |
| JEWISH COLLABORATIVE OF OC | |||||||
| 2200 SAN JOAQUIN HILLS ROAD | NEWPORT BEACH | CA | 92660 | NONE | PC | JEWISH CAUSES | $5,000 |
| JEWISH FEDERATION | |||||||
| 114 A WEST LIME AVENUE | MONROVIA | CA | 91016 | NONE | PC | JEWISH CAUSES | $5,000 |
| MAZON | |||||||
| 10850 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90024 | NONE | PC | FOOD FOR THE NEEDY | $2,000 |
| MEDIC ALERT | |||||||
| PO BOX 21009 | LANSING | MI | 48909 | NONE | PC | PEOPLE SUPPORT | $250 |
| MUSICAL THEATER WEST | |||||||
| 4350 E 7TH ST | LONG BEACH | CA | 90804 | NONE | PC | ARTS | $2,000 |
| MYASTENIA GRAVIS FOUNDATION | |||||||
| 6055 EAST WASHINGTON BLVD | LOS ANGELES | CA | 90040 | NONE | PC | MEDICAL RESEARCH | $20,000 |
| NATIONAL BONE MARROW DONOR | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | NONE | PC | CURE CANCER | $13,000 |
| NATIONAL JEWISH HEALTH | |||||||
| 14724 VENTURA BLVD 1004 | SHERMAN OAKS | CA | 91403 | NONE | PC | SUPPORT HEALTH | $25,000 |
| NEURO TALENT WORKS | |||||||
| 3579 E FOOTHILL BLVD 220 | PASADENA | CA | 91107 | NONE | PC | SUPPORT TALENT | $2,000 |
| NORTHWEST ARKANSAS CHABAD | |||||||
| 3400 SE JOHN ROLLOW DR | BENTOVILLE | AR | 72712 | NONE | PC | JEWISH SERVICES | $5,000 |
| OPERATION SMILE | |||||||
| PO BOX 78588 | TOPEKA | KS | 66675 | NONE | PC | MEDICAL SERVICES | $1,500 |
| ORT AMERICA | |||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | MEDICAL SERVICES | $4,600 |
| PATHWAYS OF HOPE | |||||||
| 1231 E CHAPMAN AVE | FULLERTON | CA | 92831 | NONE | PC | COMMUNITY SUPPORT | $1,000 |
| PATRIOT PAWS | |||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | NONE | PC | SERVICE DOGS | $500 |
| PAWS 4 SUCCESS | |||||||
| 3141 ENGLISH ROAD | CHINO HILLS | CA | 91709 | NONE | PC | ANIMAL SUPPORT | $53,000 |
| PEPPERMINT RIDGE | |||||||
| 825 MAGNOLIA AVE | CORONA | CA | 92879 | NONE | PC | SUPPORT SERVICES | $7,000 |
| PIH HEALTH FOUNDATION | |||||||
| 12401 WASHINGTON BLVD | WHITTIER | CA | 90602 | NONE | PC | HEALTH CARE | $20,000 |
| PRICELESS PETS | |||||||
| 2587 CHINO HILLS PARKWAY | CHINO HILLS | CA | 91709 | NONE | PC | SUPPORT SERVICES | $500 |
| PROJECT ACCESS | |||||||
| 2100 ORANGEWOOD AVE 230 | ORANGE | CA | 92868 | NONE | PC | COMMUNITY SUPPORT | $3,000 |
| PROJECT STREET VET | |||||||
| PO BOX 232579 | ENCINITAS | CA | 92023 | NONE | PC | ANIMAL SUPPORT | $500 |
| RED BUCKET EQUINE RESCUE | |||||||
| 2885 ENGLISH RD | CHINO HILLS | CA | 91709 | NONE | PC | ANIMAL RESCUE | $1,000 |
| SALVATION ARMY | |||||||
| 1412 SOUTH EUCLID AVE | ONTARIO | CA | 91762 | NONE | PC | HELPING THE NEEDY | $300 |
| SAVE A CHILD'S HEART | |||||||
| PO BOX 59172 | POTOMAC | MD | 208599172 | NONE | PC | MEDICAL ASSISTANCE | $25,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | PUBLIC RADIO | $600 |
| SPEECH AND LANGUAGE DEVELOPMENT CENTER | |||||||
| 8699 HOLDER ST | BUENA PARK | CA | 90620 | NONE | PC | DEVELOPMENTAL SERVICES | $15,500 |
| ST JUDE MEMORIAL FOUNDATION | |||||||
| PO BOX 4138 | FULLERTON | CA | 92834 | NONE | PC | MEDICAL SERVICES | $18,000 |
| STROKE SUPPORT ASSOCIATION | |||||||
| 3759 ORANGE AVE | LONG BEACH | CA | 90807 | NONE | PC | MEDICAL SUPPORT FOR STROKE SURVIVORS | $1,500 |
| STXBP1 FOUNDATION | |||||||
| PO BOX 1148 | HOLLY SPRINGS | NC | 27540 | NONE | PC | MEDICAL RESEARCH | $10,000 |
| TBE MEN'S CLUB | |||||||
| 1770 WEST CERRITOS AVE | ANAHEIM | CA | 92804 | NONE | PC | JEWISH EDUCATION | $1,025 |
| TBE WOMEN'S LEAGUE | |||||||
| 1770 WEST CERRITOS AVE | ANAHEIM | CA | 92804 | NONE | PC | JEWISH CAUSES | $1,090 |
| TEMPLE B'NAI EMET | |||||||
| 482 NORTH GARFIELD AVE | MONTEBELLO | CA | 90640 | NONE | PC | JEWISH EDUCATION | $9,857 |
| UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | NONE | PC | STUDENT SUPPORTS AND ADVANCING CRITICAL RESEARCH | $5,000 |
| USCJ | |||||||
| 3080 BROADWAY STE B208 | NEW YORK | NY | 10027 | NONE | PC | JEWISH RELIGION | $180 |
| VICTORY JUNCTION GANG CAMP | |||||||
| 4500 ADAMS WAY | RANDLEMAN | NC | 27317 | NONE | PC | CAMP FOR CHILDREN WITH MEDICAL ISSUES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $699,792 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,601 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,717 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $515,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $780,985 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $780,985 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | $410,751 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCKS DONATIONS - APPLE INC, CHEVRON CORP, ENERGY SELECT AND EXXON MOBILE | NoncashPropertyDesc |
| Fair Market Value | $410,751 | FairMarketValueAmt |
| Received | 2024-10-30 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | FMV | $368,272 | $968,573 |
| WELLS FARGO | FMV | $7,167,332 | $9,163,605 |
| MML | FMV | $2,343,659 | $3,386,424 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TAX DIFFERENCE FEDERAL TAXES | $3,000 |
| BOOK TAX DIFFERENCE LIFE INSURANCE | $21,855 |
| BOOK TAX DIFFERENCE UNREALIZED GAINS | $518,977 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $219 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $219 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TAX DIFFERENCE NON-DIVIDEND DISTR | $1,647 |
| BOOK TAX DIFFERENCE INVESTMENT INCOME | $1,243 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| BOY Book Value | $2,085,031 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $93,891 | Amt |
| Net Investment Income | $93,891 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD AND NIKKI APPLEBAUM | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $491 | $491 | $0 |
| FRANCHISE TAX BOARD | $75 | $0 | $75 |
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