THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE HOWARD AND NIKKI APPLEBAUM FOUNDATION TRUST (EIN 45-4160808)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201513179349101526
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T14:23:52-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330199281 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPATA & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28202 CABOT RD STE 245 | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926771248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY CAPATA | PreparerPersonNm |
| PTIN | P01224181 | PTIN |
| Phone | 9493640334 | PhoneNum |
| Preparation | 2015-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,903,835 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,025 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,025 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$41,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $483,102 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $23,572 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $23,572 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $529,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,508 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,572 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $693 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $693 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,999 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,999 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $435 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,957 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $440,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,074 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,572 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $746,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $922,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $922,938 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $627,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $926,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $926,117 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $67,401 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $54,780 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,780 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,441,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,903,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,903,835 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $21,947 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $21,947 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,441,582 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,881,888 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,441,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,881,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,441,582 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,903,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,441,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $440,306 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,881,888 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,881,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB - SEE ATTACHED | P | 2014-01-01 | 2014-12-31 | $438,477 | $447,181 | -$8,704 | -$8,704 |
| CHARLES SCHWAB - SEE ATTACHED | P | 2013-10-29 | 2014-12-03 | $44,624 | $77,738 | -$33,114 | -$33,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$41,817 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $759,456 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,176,227 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.645671 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,955 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $701,004 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061276 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $233,445 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111375 | DistributionYr3Rt |
| Total Distribution | 0.818322 | TotalDistributionRt |
| Average Distribution | 0.272774 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,647,619 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $449,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $421 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $449,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,523 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $841 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $841 | SubtotalAmt |
| Tax Based On Investment Income | $841 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $348 | TaxDueAmt |
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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | 1.00 | $0 | $0 | $0 |
| NIKKI APPLEBAUM | ||||||||
| 15297 MAYSAIR LANE | CHINO HILLS | CA | 91709 | DIRECTOR | 1.00 | $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 | $776,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $834,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $61,091 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,672,710 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,672,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,647,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $841 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $841 | TotalTaxAmt |
| Distributable Before Adj | $81,540 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,540 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,523 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,523 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $83,523 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,540 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $14,328 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $701,275 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $723,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,523 | QualifyingDistributionsAmt |
| Applied To Current Year | $81,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,983 | RemainingDistriFromCorpusAmt |
| Total Corpus | $725,757 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $725,757 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,328 | ExcessFromYear3Amt |
| Excess From Year2 | $8,171 | ExcessFromYear2Amt |
| Excess From Year1 | $701,275 | ExcessFromYear1Amt |
| Excess From Current Year | $1,983 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||||
| 4221 WILSHIRE BLVD | SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | MEDICAL RESEARCH | $500 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||||||
| 352 SEVENTH AVE | SUITE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC | MEDICAL CARE | $750 | |
| AMERICAN HEART ASSOCIATION | |||||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | NONE | PUBLIC | MEDICAL RESEARCH | $200 | ||
| AMERICAN JEWISH WORLD SERVICE | |||||||||
| PO BOX 96061 | WASHINGTON | DC | 20090 | NONE | PUBLIC | JEWISH CAUSES | $1,000 | ||
| AMERICAN SPEECH LANGUAGE HEAR | |||||||||
| 2200 RESEARCH BLVD | ROCKVILLE | MD | 20850 | NONE | PUBLIC | LANGUAGE AND SPEECH IMPAIRMENT | $250 | FOUNDATION | |
| AQUARIUM OF THE PACIFIC | |||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PUBLIC | SCHOLARSHIP FUND | $205 | ||
| ARTHRITIS FOUNDATION | |||||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | NONE | PUBLIC | MEDICAL RESEARCH | $50 | ||
| CAMP JCA SHALOM | |||||||||
| 34342 MULHOLLAND HIGHWAY | MALIBU | CA | 90265 | NONE | PUBLIC | JEWISH EDUCATION | $3,000 | SCHOLARSHIP FUND | |
| CAMP KESEM | |||||||||
| PO BOX 452 | CULVER CITY | CA | 90232 | NONE | PUBLIC | SUPPORT SERVICES | $2,000 | ||
| CANINE COMPANIONS | |||||||||
| PO BOX 4568 | OCEANSIDE | CA | 920524568 | NONE | PUBLIC | ANIMALS FOR DISABLED | $1,000 | ||
| CHAI LIFETIME | |||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | CAMP FOR DISABLED | $1,800 | ||
| CHEERFUL HELPERS | |||||||||
| 3300 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | PUBLIC | SUPPORT SERVICES | $500 | ||
| CITY OF HOPE | |||||||||
| 673 ACKLEY STREET | MONTEREY PARK | CA | 91755 | NONE | PUBLIC | MEDICAL RESEARCH | $1,000 | ||
| CONGREGATION BETH MEIR | |||||||||
| 11725 MOORPARK ST | MOORPARK | CA | 91604 | NONE | PUBLIC | RELIGIOUS | $100 | ||
| CROHN'S AND COLITIS FOUNDATION | |||||||||
| 10350 SANTA MONICA BLVD | SUITE 120 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | MEDICAL RESEARCH | $1,000 | |
| DIH HEALTH | |||||||||
| 12401 WASHINGTON BLVD | WHITTIER | CA | 90602 | NONE | PUBLIC | HEALTH CARE SERVICES | $500 | ||
| DOCTORS WITHOUT BORDERS | |||||||||
| 333 SEVENTH AVE | 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | HEALTH AND WELLNESS | $500 | |
| EARLY RIDES | |||||||||
| PO BOX 11661 | WESTMINISTER | CA | 92685 | NONE | PUBLIC | VETERAN SUPPORT SERVICES | $1,000 | ||
| EZRA CENTER | |||||||||
| 1770 WEST CERRITOS AVE | ANAHEIM | CA | 92804 | NONE | PUBLIC | RELIGIOUS EDUCATION | $1,150 | TEMPLE BETH EMET | |
| FOUNDATION FOR REMOTE JEWISH | |||||||||
| PO BOX 1355 | MANHASSET | NY | 11030 | NONE | PUBLIC | RELIGIOUS | $1,000 | COMMUNITIES | |
| GOOD SAMARITAN HOSPITAL | |||||||||
| 1225 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900179971 | NONE | PUBLIC | MEDICAL CARE | $1,500 | CAMPAIGN FOR CARDIOLOGY | |
| HEIFER INTERNATIONAL | |||||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC | END HUNGER & POVERTY | $200 | ||
| INLAND VALLEY HUMANE SOCIETY | |||||||||
| 500 HUMANE WAY | POMONA | CA | 91766 | NONE | PUBLIC | HUMANE SERVICES | $150 | ||
| JEWISH BOOK FESTIVAL | |||||||||
| 114 W LIME AVE | MONROVIA | CA | 91016 | NONE | PUBLIC | EDUCATION | $500 | ||
| JEWISH FEDERATION | |||||||||
| 550 SOUTH SECOND AVE | ARCADIA | CA | 91006 | NONE | PUBLIC | JEWISH CAUSES | $738 | ||
| JWB JEWISH CHAPLAINS COUNCIL | |||||||||
| 520 EIGHTH AVE | 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | SUPPORT FOR MILITARY AND VETS | $500 | |
| LOS ANGELES JEWISH HOME | |||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PUBLIC | SENIOR CARE | $200 | ||
| LOYOLA HIGH SCHOOL | |||||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | NONE | PUBLIC | EDUCATION | $1,000 | ||
| MAZON | |||||||||
| 10495 SANTA MONICA BLVD | SUITE 100 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | FOOD FOR THE NEEDY | $1,000 | |
| MEDIC ALERT | |||||||||
| 2323 COLORADO AVE | TURLOCK | CA | 95382 | NONE | PUBLIC | MEDICAL NOTIFICATION | $50 | ||
| MUSICAL THEATER WEST | |||||||||
| 4350 E 7TH ST | LONG BEACH | CA | 90804 | NONE | PUBLIC | ARTS | $1,000 | ||
| MYASTHENIA GRAVIS FOUNDATION | |||||||||
| 6055 EAST WASHINGTON BLVD | SUITE 350 | LOS ANGELES | CA | 90040 | BOARD MEMBER | PUBLIC | MEDICAL RESEARCH | $14,650 | |
| NAPLE IMPROVEMENT ASSOCIATION | |||||||||
| 333 WEST OCEAN BLVD | LONG BEACH | CA | 90802 | NONE | PUBLIC | IMPROVEMENT SERVICES | $50 | ||
| NATIONAL JEWISH HEALTH | |||||||||
| PO BOX 5898 | DENVER | CO | 802179171 | NONE | PUBLIC | MEDICAL RESEARCH | $1,000 | ||
| NATIONAL STROKE ASSOCIATION | |||||||||
| 9707 E EASTER LANE | SUITE B | CENTENNIAL | CO | 801123754 | NONE | PUBLIC | MEDICAL RESEARCH | $400 | |
| OPERATION SMILE | |||||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | NONE | PUBLIC | MEDICAL SERVICES | $300 | ||
| ORANGE COUNTY JEWISH FEDERATION | |||||||||
| 1 FEDERATION WAY | IRVINE | CA | 92603 | NONE | PUBLIC | RELIGOUS SERVICES | $1,000 | ||
| ORT AMERICA | |||||||||
| 401 EAST DOROTHY DRIVE | FULLERTON | CA | 92835 | NONE | PUBLIC | MEDICAL SERVICES | $2,000 | ||
| PATHWAYS OF HOPE | |||||||||
| PO BOX 6326 | FULLERTON | CA | 92834 | NONE | PUBLIC | MEDICAL RESEARCH | $500 | ||
| PROJECT ACCESS | |||||||||
| 3900 BIRCH STREET | SUITE 113 | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC | HEALTH EDUCATION | $4,000 | |
| SALVATION ARMY | |||||||||
| 1412 SOUTH EUCLID AVE | ONTARIO | CA | 917625816 | NONE | PUBLIC | HELPING THE NEEDY | $400 | ||
| SHALOM INSTITUTE | |||||||||
| 34342 MULLHOLLAND HWY | MALIBU | CA | 90265 | NONE | PUBLIC | RELIGIOUS | $1,000 | ||
| SMILE TRAIN | |||||||||
| 41 MADISION AVENUE | 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC | MEDICAL SERVICES | $250 | |
| SOUTHER CALIFORNIA PUBLIC RADIO | |||||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | NONE | PUBLIC | PUBLIC RADIO | $250 | ||
| SPEECH AND LANGUAGE | |||||||||
| 8699 HOLDER ST | BUENA PARK | CA | 90620 | NONE | PUBLIC | DEVELOPMENTAL SERVICES | $1,500 | DEVELOPMENT CENTER | |
| ST JUDE MEMORIAL FOUNDATION | |||||||||
| PO BOX 4138 | FULLERTON | CA | 928344138 | NONE | PUBLIC | MEDICAL SERVICES | $1,300 | ST JUDE MEDICAL CENTER | |
| TEMPLE BETH EMET | |||||||||
| 1770 WEST CERRITOS AVENUE | ANAHEIM | CA | 92804 | NONE | PUBLIC | JEWISH RELIGION | $5,574 | ||
| TEMPLE BNAI EMET | |||||||||
| 482 NORTH GARFIELD AVE | MONTEBELLO | CA | 90640 | NONE | PUBLIC | JEWISH RELIGION | $1,633 | ||
| THE CYSTIC FIBROSIS FOUNDATION | |||||||||
| 2150 TOWNE CENTRE PLACE | SUITE 120 | ANAHEIM | CA | 92806 | NONE | PUBLIC | JEWISH RELIGION | $2,865 | |
| THE SOLDIERS PROJECT | |||||||||
| 4605 LANKERSHIM BLVD | SUITE 202 | NORTH HOLLYWOOD | CA | 91602 | NONE | PUBLIC | MILITIARY SUPPORT SERVICES | $3,000 | |
| TIVKA HOPE | |||||||||
| PO BOX 199042 | BROOKLYN | NY | 112190042 | NONE | PUBLIC | SUPPORT SERVICES | $100 | ||
| UC REGENTS | |||||||||
| 111 FRANKLIN ST | 12TH FLOOR | OAKLAND | CA | 94607 | NONE | PUBLIC | EDUCATIONAL SERVICES | $2,500 | |
| UNION RESCUE | |||||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | SUPPORT SERVICES | $100 | ||
| UNITED SYNAGOGUE | |||||||||
| 820 SECOND AVEUE | 10TH FLOOR | NEW YORK | NY | 100174504 | NONE | PUBLIC | JEWISH RELIGION | $100 | |
| VARIETY BOYS AND GIRLS CLUB | |||||||||
| 2530 CINCINNATI STREET | LOS ANGELES | CA | 90033 | NONE | PUBLIC | YOUTH SERVICES | $13,525 | ||
| WE CARE FOR KIDS | |||||||||
| 4001 MACARTHUR BLVD | 3RD FLOOR | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC | SUPPORT SICK CHILDREN | $400 | MAKE A WISH FOUNDATION |
| WOMEN'S LEAGUE | |||||||||
| 1556 38TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC | SUPPORT SERVICES | $90 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,830 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,025 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,483 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$41,817 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| NON-DIVIDEND DISTRIBUTION | 14 | $10,018 | |
| OTHER INCOME | $13,554 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,554 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,263 | 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 | $500,000 | 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 | $693 | Amt |
| Disbursements Charitable Prps | $693 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $54,780 | EOYBookValueAmt |
| EOYFMV | $54,780 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $814,483 | $814,483 |
| WELLS FARGO | $111,634 | $111,634 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| NON-DIVIDEND DISTRIBUTION | $10,018 | $10,018 |
| OTHER INCOME | $13,554 | $13,554 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECOGNIZED GAIN/LOSS | Desc |
| EOY Book Value | $21,947 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,999 | Amt |
| Net Investment Income | $4,999 | NetInvestmentIncomeAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $435 | Amt |
| Net Investment Income | $435 | NetInvestmentIncomeAmt |
Comments