2022-11-14T12:41:25-08:00 2021-12-31 752995056 OBER FINANCIAL 900 E Katella Ave Suite B Orange CA 92867 990PF 2021-01-01 474762218 BLUEBIRD LEGACY INC BLUE 9495521181 3972 BARRANCA PARKWAY J-609 IRVINE CA 92606 DIANE GOLD BUBIER President & CEO 9495521181 2022-11-14 true DIANE GOLD BUBIER XXX-XX-XXXX CAREN OBER CPA P00166798 7147717570 0 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 41897455 X X 68448 68448 543065 543065 1010410 9754679 1010410 1621923 1621923 130000 26000 104000 63861 12772 51089 125 25 100 39020 3038 35982 179515 167635 11880 174481 165821 8660 3182 670 2512 590184 375961 214223 1183500 1183500 1773684 375961 1397723 -151761 1245962 51672 176553 176553 3539294 1739542 1739542 32807509 39953360 39953360 36000 28000 28000 36434475 41897455 41897455 417 413 417 413 X 36434058 41897042 36434058 41897042 36434475 41897455 36434058 -151761 5614745 41897042 41897042 1010410 17319 17319 17319 28000 28000 X 9 10672 10672 false false false false false false false false true CA true false false false false true N/A OBER FINANCIAL 7147717570 900 E KATELLA AVENUE B ORANGE CA 92867 false false false false false false false false false false false false false false false false false false false false false false DIANE GOLD BUBIER 3972 BARRANCA PKWY J-609 IRVINE CA 92606 President 30.00 130000 32500 NONE NONE 36380435 2753530 0 39133965 0 39133965 587009 38546956 1927348 1927348 17319 17319 1910029 1910029 1910029 1397723 1397723 1910029 921389 1397723 921389 0 476334 1433695 X access books po box 64951 los angeles CA 90064 N/A EOF charitable qualifying distribution 40000 boys & girls club of central oc 250 n golden cir 104 santa ana CA 92705 N/A EOF charitable qualifying distribution 30000 boys & girls club of tustin 580 w sixth st tustin CA 92780 N/A EOF charitable qualifying distribution 25000 CASA of Los Angeles 201 Centre Plaza Dr 1100 monterey park CA 91754 N/A EOF charitable qualifying distribution 25000 CASA of Orange County 1505 East 17th St 214 santa ana CA 92705 N/A EOF charitable qualifying distribution 25000 CASA of SAN BERNARDINO 851 S MT VERNON 7A COLTON CA 92324 N/A EOF charitable qualifying distribution 25000 CHALLENGE SUCCESS PO BOX 20053 STANFORD CA 94309 N/A EOF charitable qualifying distribution 54000 COUNCIL ON AGING SO CAL 2 EXECUTIVE CIR 175 IRVINE CA 92614 N/A EOF charitable qualifying distribution 30000 Direct Relief 27 S La Patera Ln santa barbara CA 93117 N/A EOF charitable qualifying distribution 50000 Facing History and Ourselves 350 S Bixel St 160 los angeles CA 90017 N/A EOF charitable qualifying distribution 20000 Families Forward 8 Thomas IRVINE CA 92618 N/A EOF charitable qualifying distribution 35000 First Place for Youth 426 17th St oakland CA 94612 N/A EOF charitable qualifying distribution 25000 Harmony Project 4322 Wilshire Blvd 101 los angeles CA 90010 N/A EOF charitable qualifying distribution 25000 hillsides 815 Colorado Blvd 300 los angeles CA 90041 N/A EOF charitable qualifying distribution 25000 JED FOUNDATION 6 EAST 9TH ST 1204 NEW YORK NY 10016 N/A EOF charitable qualifying distribution 69500 Jewish Family Services of Los Angeles 3580 Wilshire Blvd 700 los angeles CA 90010 N/A EOF charitable qualifying distribution 25000 John Burton Advocates for Youth 235 Montgomery St 1142 san Francisco CA 94104 N/A EOF charitable qualifying distribution 25000 Holocaust Museum of Los Angeles 100 S The Grove Dr los angeles CA 90036 N/A EOF charitable qualifying distribution 15000 Meals on Wheels Orange County 1200 N Knollwood Cir ANAHEIM CA 92801 N/A EOF charitable qualifying distribution 35000 Museum of Tolerance 1399 S Roxbury Dr Los angeles CA 90035 N/A EOF charitable qualifying distribution 35000 Pacific Symphony 17620 Fitch St 100 irvine CA 92614 N/A EOF charitable qualifying distribution 30000 Philharmonic Society of Orange County 2082 Business Center Dr 100 irvine CA 92612 N/A EOF charitable qualifying distribution 30000 Riverside County Philharmonic PO Box 1601 riverside CA 92502 N/A EOF charitable qualifying distribution 15000 San Bernardino Symphony Association 198 N Arrowhead Ave san bernardino CA 92408 N/A EOF charitable qualifying distribution 30000 Sandy Hook Promise PO Box 3489 Newtown CT 06470 N/A EOF charitable qualifying distribution 20000 SCHOOL ON WHEELS PO BOX 23371 VENTURA CA 93002 N/A EOF charitable qualifying distribution 25000 Seneca Family of Agencies 180 Park Court Pl H SANTA ana CA 92701 N/A EOF charitable qualifying distribution 30000 South Coast Repertory PO Box 2197 costa mesa CA 92628 N/A EOF charitable qualifying distribution 30000 Western Youth Services 23461 S Pointe Dr 220 LAGUNA HILLS CA 92653 N/A EOF charitable qualifying distribution 15000 YMCA of Orange County 13821 Newport Ave 200 tustin CA 92780 N/A EOF charitable qualifying distribution 30000 FEEDING AMERICA PO BOX 96749 WASHINGTON DC 20090 N/A EOF charitable qualifying distribution 30000 FOODBANK OF SOUTHERN CALIFORNIA 1444 SAN FRANCISCO AVE LONG BEACH CA 90813 N/A EOF charitable qualifying distribution 40000 LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST ST LOS angeles CA 90058 N/A EOF charitable qualifying distribution 40000 SECOND HARVEST FOOD BANK OF ORANGE CTY 8014 MARINE WAY IRVINE CA 92618 N/A EOF charitable qualifying distribution 30000 FOCUSING PHILANTHROPY 1637 16TH ST 3801 SANTA MONICA CA 90404 N/A EOF charitable qualifying distribution 25000 ALL HANDS AND HEARTS 6 COUNTY ROAD 6 MATTAPOISETT MA 02739 N/A EOF charitable qualifying distribution 50000 SBP FKA ST BERNARD PROJECT 2645 Toulouse Street NEW ORLEANS LA 70119 N/A EOF charitable qualifying distribution 25000 TEAM RUBICON 5230 Pacific Concourse Drive 200 LOS ANGELES CA 90045 N/A EOF charitable qualifying distribution 50000 1183500 14 68448 14 543065 18 1010410 1621923 1621923 false false false false false false false false false false ACCTG & TAX PREP 15190 3038 0 12152 AUDIT FEES 23830 0 0 23830 SCHWAB INVESTMENT PORTFOLIO 39953360 39953360 LEGAL FEES 125 25 0 100 FEDERAL TAX DEPOSITS 36000 28000 28000 OFFICE EXPENSE 1293 259 1034 PAYROLL PROCESSING FEES 1847 369 1478 TAX FILING PENALTY 42 42 FINAL CORPUS TRANSFER FROM DAVID B GOLD FOUNDATION 22544 CREDIT CARD PAYABLE 417 413 BROKERAGE FEES 167635 167635 0 0 OUTSIDE SERVICES 11880 0 0 11880 FEDERAL EXCISE TAX 163777 163777 FILING FEES 486 486 PAYROLL TAXES 10218 2044 8174