The Appleton Foundation

990PF • Fiscal year 2019 • EIN 91-1792407

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 21, 2020

Organization Profile

PO Box 1460Santa Cruz, CA 95061

(831) 295-0023

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,929,453

Down $4,936,800 (-72%) from 2015

Net Assets

Down

$1,930,374

Down $4,935,879 (-72%) from 2015

Liabilities

Down

-$921

Down $921 from 2015

Revenue And Expenses

Revenue

Down

$339,414

Down $93,009 (-22%) from 2015

Expenses

Down

$1,434,715

Down $52,594 (-3.5%) from 2015

Net Income

Down

-$1,095,301

Down $40,415 (-3.8%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2019

Assets$1,929,453

Liabilities-$921

Net Assets$1,930,374

Open 2019 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2019

Revenue$339,414

Expenses$1,434,715

Net Income-$1,095,301

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Jul 21, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
PHIL MCMANUS	Program Manager	PT	$27,900	-	$27,900
DON LANE	Foundation Mgr.	PT	$18,060	-	$18,060
ALEXANDER GAGUINE	President	PT	$0	-	-
EILEEN BALIAN	Treasurer	-	$0	-	-
JANE WEED POMERANTZ	Board Member	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Appleton Foundation
EIN: 91-1792407
Phone: 8312950023
Address: PO BOX 1460, SANTA CRUZ, CA 95061

Signing Officer

Name: Alexander Gaguine
Title: President
Signed: 2020-07-21
Discuss with paid preparer: Yes

Preparer

Firm: Patricia A Beckwith CPA
Address: 4630 Soquel Drive, Soquel, CA 95073
Preparer: Patricia A Beckwith CPA
Phone: 8316610665

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ALEXANDER GAGUINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	EILEEN BALIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	PHIL MCMANUS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	JANE WEED POMERANTZ
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8312950023
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1344000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 1460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SANTA CRUZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	95061
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1344000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	105735
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	105735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1190760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1231664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1142414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1028679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	882375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	882375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	5833357
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1239840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1190760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1231664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1142414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1028679
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1345575
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1239840
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	6715732
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	5475892
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	GAGUINE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	2210 D RAVEN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	DOUGLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	AK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	99801
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	60000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	499
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DEPOSITS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	499
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	499
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BOARD EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	DUES/SUBSCRIPTIONS/TRANSFER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	EMPLOYEE BENEFITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	GRANT PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	1575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	452
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	2807
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	8073
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	1575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	43
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	492
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	1	CREDIT CARD OVERPAYMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	492
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	1	-1413
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	9668
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	12000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	1226
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANAGEMENT FEES PER BROKERAGE STMTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	MANAGEMENT FEES PER P&L
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	PAYROLL SERVICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	0
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/Amt	1	3740
TaxesSchedule/TaxesDetail/Amt	2	3576
TaxesSchedule/TaxesDetail/CategoryTxt	0	FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt	1	PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	TAXES
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ALEXANDER GAGUINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE APPLETON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	APPL
ReturnHeader/Filer/EIN	0	911792407
ReturnHeader/Filer/PhoneNum	0	8312950023
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1460
ReturnHeader/Filer/USAddress/CityNm	0	SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	95061
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	263175104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Patricia A Beckwith CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4630 Soquel Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Soquel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	95073
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8316610665
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Patricia A Beckwith CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2020-07-21T10:54:17-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,929,453
Liabilities: -$921
Net assets: $1,930,374
Revenue: $339,414
Expenses: $1,434,715
Net income: -$1,095,301

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.24	$0.24
2021Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.24	$0.12	$0.85	$0.73
2020Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.10	$1.02	$0.92
2019Detailed filing. Detailed filing data is available for this year.	$1.93	$0.00	$1.93	$0.34	$1.43	$1.10
2015Detailed filing. Detailed filing data is available for this year.	$6.87	$0.00	$6.87	$0.43	$1.49	$1.05
2014Summary only. Only limited summary data is available for this year.	$8.15	$0.00		$0.64	$1.41	$0.78
2013Summary only. Only limited summary data is available for this year.	$8.96	$0.00		$0.57	$1.65	$1.08
2012Summary only. Only limited summary data is available for this year.	$9.49	$0.00		$0.53	$1.56	$1.02
2011Summary only. Only limited summary data is available for this year.	$10.0	$0.00		$0.62	$1.40	$0.78