2025-03-26T19:10:14-04:00 2024-11-30 920472474 MYCPA LLP 21700 OXNARD STE 1050 WOODLAND HILLS CA 91367 990PF 2023-12-01 953190683 APPEL FAMILY FOUNDATION APPE 3104777222 1616 OCEAN PARK BLVD SANTA MONICA CA 90405 SHELDON APPEL TRUSTEE 3104777222 2025-03-20 true false KEVIN FOROOTAN CPACGMA P01296032 8187833577 2025-03-19 2023 2025-03-06 01:10:19Z X 4363822 X 100000 X 6683 6683 90552 90552 -40754 1021795 63204 63204 219685 160439 13518 75 25010 38603 0 0 144800 144800 183403 0 144800 36282 160439 2765 7552 7552 54576 132647 132647 342747 392031 392031 2226606 2134897 3831592 2626694 2667127 4363822 15310 19461 15310 19461 X 615000 615000 1996384 2032666 2611384 2647666 2626694 2667127 2611384 36282 2647666 2647666 PUBLICLY TRADED SECURITIES AMER L/T P 215994 242028 -26034 -26034 PUBLICLY TRADED SECURTIES MS946 S/T P 195069 258160 -63091 -63091 PUBLICLY TRADED SECURTIES MS946 L/T P 102318 81186 21132 21132 PUBLICLY TRADED SECURTIES MS946 L/T P 5386 -5386 -5386 PUBLICLY TRADED SECURITIES AMER S/T P 508414 475789 32625 32625 -40754 -30466 2230 2230 2230 2067 2067 X 2 165 false false false false false false false true true CA true false false false false true N/A KEVIN FOROOTAN 8187833577 21700 OXNARD ST 1050 WOODLAND HILLS CA 91367 false false false false false false false false false false false false false false false false false false false false SHELDON APPEL 1616 OCEAN PARK BLVD SANTA MONICA CA 90405 TRUSTEE 000.00 0 0 0 CAROL APPEL 1616 OCEAN PARK BLVD SANTA MONICA CA 90405 TRUSTEE 000.00 0 0 0 NONE NONE N/A 3713043 230670 0 3943713 3943713 59156 3884557 194228 194228 2230 2230 191998 191998 191998 144800 144800 191998 1084 144800 1084 143716 48282 X AMERICAN COMMITTE FOR WEIZMANN INSTITUE OF SCIENCE 633 3RD AVE 20TH FLOOR NEW YORK NY 10017 NONE 501C3 SUPPORT SCIENTIFIC RESEARCH 500 AMERICAN FRIENDS OF IICC 5862 LINDENHURST AVE LOS ANGELES CA 90036 NONE 501C3 RAISE AWARENESS OF IICC 5000 CAPITAL AND MAIN 1910 W SUNSET BLVD SUITE 740 LOS ANGELES CA 90026 NONE 501C3 EDUCATE ON MATTERS OF IMPORTANCE 250 CCFA (CROHN'S & COLITIS FNDTN) 10350 SANTA MONICA BLVD 120 LOS ANGELES CA 90025 NONE 501C3 MEDICAL RESEARCH 1000 CONCERN FOUNDATION 11111 W OLYMPIC BL 214 LOS ANGELES CA 90024 NONE 501C3 SUPPORT CANCER RESEARCHERS 7500 CORAZON DE VIDA FOUNDATION 14252 CULVER DR A-800 IRVINE CA 92604 NONE 501C3 SUPPORT ORPHANED/ABANDONED CHILDREN 244 DETERMINED TO SUCCEED 2525 OCEAN PARK BLVD 116 SANTA MONICA CA 90405 NONE 501C3 COLLEGE ACCESS & SUCCESS PROGRAM 3029 DR ROY NINI 508 N LAS PALMAS AVE LOS ANGELES CA 90004 NONE 501C3 SUPPORT MEDICAL RESEARCH 2500 GIVEWELL 1714 FRANKLIN SR 100335 OAKLAND CA 94612 NONE 501C3 ASSIST DONORS WHERE TO GIVE 1500 HARVARD WESTLAKE SCHOOL 700 NORTH FARING ROAD LOS ANGELES CA 90077 NONE 501C3 GENERAL SUPPORT 100 ISRAEL GUIDE DOG CENTER 968 EASTON RD STE H WARRINGTON PA 18976 NONE 501C3 HELP VISUALLY IMPAIRED ISRAELIS 750 JAY SCHAPIRA MED FOUNDATION 8635 W 3RD ST 750W LOS ANGELES CA 90048 NONE 501C3 CARDIAC DISEASE RESEARCH 25000 JEWISH FAMILY SERVICES 8838 W PICO BLVD LOS ANGELES CA 90035 NONE 501C3 PROVIDE LIFE IMPROVING SERVICES 250 JEWISH HOME FOR THE AGING 18855 VICTORY BLVD RESEDA CA 91335 NONE 501C3 PROVIDE CARE FOR OLDER ADULTS 695 LARC LA KRETZ HALL SUITE 300 LOS ANGELES CA 90095 NONE 501C3 PREPARE LA FOR CLIMATE CHANGE 3057 ONE VOICE 1228 15TH ST STE C SANTA MONICA CA 90404 NONE 501C3 ASSIST THE UNDERPRIVILEGED 250 REGISTER HER 400 CONTINENTAL BLVD 6TH FLOOR EL SEGUNDO CA 90245 NONE 501C3 REGISTER WOMEN TO VOTE 325 THE BOOK FOUNDATION 5429 W WASHINGTON BLVD LOS ANGELES CA 90016 NONE 501C3 PROMOTE LITERACY 250 THE MASKET FOUNDATION 2080 CENTURY PARK E 911 LOS ANGELES CA 90067 NONE 501C3 PROVIDE EYE CARE TO THOSE IN NEED 1000 UCLA FOUNDATION 10889 WILSHIRE BLVD 110 LOS ANGELES CA 90024 NONE 501C3 MEDICAL RESEARCH 76250 UCLA SEMEL FOUNDATION 760 WESTWOOD PLZ LOS ANGELES CA 90095 NONE 501C3 MENTAL HEALTH RESEARCH 14500 VARIOUS 1616 OCEAN PARK BLVD SANTA MONICA CA 90405 NONE 501C3 GENERAL SUPPORT 850 144800 14 6683 14 90552 14 63204 14 -40754 160439 -40754 119685 false false false false false false false false false false MYCPA LLP 13518 16,162.055 SOUTHERN COMPANY - MS 30 705024 1440524 3,900 AT&T INC - AMER 89295 90753 700 CHEVRON CVX - AMER 105687 113575 2000 DEVON ENERGY CORP - AMER 92480 76000 13,000 HANESBRANDS - AMER 167700 114010 2000 INTL CORP- AMER 63316 47440 1500 ISHARES TRUST PREF & INC SECS E 47270 49320 5,000 NUVEEN TXBL MUNI INC FUND-AMER 99657 81800 7,000 TEVA PHARMACEUTICAL - AMER 1,600 WALT DISNEY CO - AMER 2,300 ISHARE MSCI EAFE ETF (EFA) MS9 2,000 ISHARE MSCI EAFE ETF (EFA) MS9 123720 157940 3,700 ISHARE MSCI EM MKTS (EEM) MS 9 2700 ISHARE MSCI EM MKTS (EEM) MS 9 120974 116802 800 ISH RUSSELL 2000 (IWM) MS 946 90199 193496 700 INVESCO QQQ TRUST (QQQ) MS946 74191 356818 700 SPDR DJIA TRUST ( DIA) MS 946 600 SPDR DJIA TRUST ( DIA) MS 946 106936 270054 1,200 SPDR S&P 500 (SPY) MS946 248448 723060 392031 392031 EXPENSES BROKER FEES 24951 MISCELLANEOUS 39 BANK CHARGES 20 SISKIN RANCHOS INC 63200 63200 INVESCO PREM REFUND 4 4 OPTIONS LIABILITY MS 946 15310 19461 CA REGISTRY OF CHARITABLE TRUSTS 75