AUERBACH LEGACY FOUNDATION: Form 990PF, tax year 2020
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- Organization
- AUERBACH LEGACY FOUNDATION (EIN 81-4656601)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-15
- IRS object ID
- 202101669349100330
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-15T15:29:50-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954744428 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEDACCA ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 SAN VICENTE BLVD SUITE 609 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814656601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUERBACH LEGACY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUER | BusinessNameControlTxt |
| Phone | 3103159770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 WILSHIRE BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORNA M AUERBACH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3103159770 | PhoneNum |
| Signature | 2021-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORNA | PersonFirstNm |
| Person Last | AUERBACH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY SEDACCA | PreparerPersonNm |
| PTIN | P00640179 | PTIN |
| Phone | 3108203040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,425,480 | 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 | $1,835 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $887 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $887 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$79,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $534,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$53,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,248 | 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 |
| Legal Fees Rev And Expnss | $280 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,098 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $6,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,307 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,307 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,307 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,307 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,307 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$158,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,494 | CashBOYAmt |
| Cash EOY | $245 | CashEOYAmt |
| Cash EOYFMV | $245 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,168 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $390,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $394,310 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,049,169 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $394,917 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $237,573 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $310,898 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $36,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $36,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $36,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $857,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $697,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,425,480 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,217 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $271 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,217 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $271 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $855,884 | RetainedEarningBOYAmt |
| Retained Earning EOY | $697,025 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $855,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $697,025 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $857,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $697,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $855,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$158,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $697,025 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $697,025 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPS ALERIAN MLP ETF | P | 2018-04-03 | 2020-04-03 | $8,425 | $23,371 | -$14,946 | -$14,946 |
| AMERICAN FIN T | P | 2019-09-10 | 2020-04-21 | $7,680 | $10,110 | -$2,430 | -$2,430 |
| AMERICAN HOME | P | 2020-03-30 | 2020-06-08 | $26,457 | $23,646 | $2,811 | $2,811 |
| ANNALY CAPITAL | P | 2017-12-13 | 2020-03-20 | $20,033 | $25,235 | -$5,202 | -$5,202 |
| APOLLO COML REAL EST | P | 2017-12-13 | 2020-04-03 | $6,301 | $18,533 | -$12,232 | -$12,232 |
| ARES CAPITAL CORP | P | 2017-12-13 | 2020-03-20 | $12,018 | $19,739 | -$7,721 | -$7,721 |
| CHIMERA INVESTMENT | P | 2017-12-13 | 2020-03-31 | $16,176 | $26,094 | -$9,918 | -$9,918 |
| DIGITAL REALTY | P | 2020-03-30 | 2020-06-17 | $25,044 | $23,545 | $1,499 | $1,499 |
| FIRST TRUST INSTITL | P | 2020-05-19 | 2020-07-29 | $28,640 | $27,130 | $1,510 | $1,510 |
| GLOBAL MED REI | P | 2020-04-20 | 2020-12-14 | $8,292 | $7,282 | $1,010 | $1,010 |
| GMAC CAPITAL | P | 2019-10-18 | 2020-04-03 | $15,240 | $20,995 | -$5,755 | -$5,755 |
| GOLUB CAPITAL BDC INC | P | 2017-12-13 | 2020-03-20 | $11,010 | $19,006 | -$7,996 | -$7,996 |
| INVITATION HOMES INCORP | P | 2020-06-22 | 2020-07-29 | $16,491 | $16,782 | -$291 | -$291 |
| ISHARES MSCI EAFE ETF | P | 2018-08-28 | 2020-03-02 | $18,934 | $21,501 | -$2,567 | -$2,567 |
| LEXINGTON REALT | P | 2020-04-21 | 2020-07-29 | $16,254 | $14,699 | $1,555 | $1,555 |
| MONMOUTH REA | P | 2018-07-16 | 2020-07-29 | $20,120 | $19,170 | $950 | $950 |
| PS BUSINESS PA | P | 2020-03-12 | 2020-07-29 | $25,618 | $25,130 | $488 | $488 |
| REGIONS FINL | P | 2019-08-12 | 2020-03-20 | $13,165 | $15,429 | -$2,264 | -$2,264 |
| REXFORD INDL REALTY | P | 2019-10-30 | 2020-07-29 | $12,331 | $14,351 | -$2,020 | -$2,020 |
| SCHWAB FUNDAMENTAL INL | P | 2017-12-13 | 2020-03-02 | $25,295 | $29,971 | -$4,676 | -$4,676 |
| SCHWAB US BOARD MARKET | P | 2017-12-13 | 2020-07-29 | $46,046 | $38,527 | $7,519 | $7,519 |
| SL GREEN REALT | P | 2017-12-13 | 2020-05-18 | $24,599 | $25,459 | -$860 | -$860 |
| SPDR S&P MIDCAP | P | 2018-02-28 | 2020-07-29 | $27,063 | $27,730 | -$667 | -$667 |
| STARWOOD PPTY TRUST | P | 2017-12-13 | 2020-04-03 | $9,492 | $21,708 | -$12,216 | -$12,216 |
| THE HANOVER INS | P | 2019-08-23 | 2020-07-29 | $15,324 | $15,394 | -$70 | -$70 |
| VANGUARD FTSE EMERGING | P | 2017-12-13 | 2020-03-02 | $27,406 | $29,954 | -$2,548 | -$2,548 |
| VANGUARD S&P 500 ETF | P | 2020-03-27 | 2020-12-24 | $11,828 | $8,136 | $3,692 | $3,692 |
| VEREIT, INC | P | 2019-07-11 | 2020-04-21 | $19,361 | $20,168 | -$807 | -$807 |
| WESTERN ASSET MORTGAGE | P | 2017-12-13 | 2020-03-20 | $20,256 | $25,561 | -$5,305 | -$5,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$79,457 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $249 | 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 | 0 | 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 | LORNA M AUERBACH | IndividualWithBooksNm |
| Phone | 3103159770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 WILSHIRE BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORNA M AUERBACH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 WILSHIRE BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION IS INVOLVED IN SUPPORTING AND EDUCATING THE COMMUNITY. | Description1Txt |
| Expenses1 | $105,485 | Expenses1Amt |
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 | $1,185,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,223,695 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,223,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,205,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $249 | TotalTaxAmt |
| Distributable Before Adj | $60,018 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,018 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,018 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,107 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,018 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $84,225 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $187,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,018 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,089 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $229,174 | 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 | $229,174 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $84,225 | ExcessFromYear2Amt |
| Excess From Year1 | $102,860 | ExcessFromYear1Amt |
| Excess From Current Year | $42,089 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LORNA M AUERBACH | ContributingManagerNm |
| Shareholder Manager | LORNA M AUERBACH | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NON-PROFIT ORGANIZAT | TO SUPPORT SELECT EDUCATIONAL PROGRAMS INCLUDING MIDDLE EAST RESEARCH, EDUCATIONAL MATERIALS AND CONFERENCES, AND LEADERSHIP PROGRAMS FOR UNIVERSITY STUDENTS. | $20,000 |
| REBECCA BENDER INITIATIVE | ||||||
| 560 NE F STREET STE A628 | GRANTS PASS | OR | 97526 | NON-PROFIT ORGANIZAT | TO SUPPORT THE CHANGE IN CULTURE, INFLUENCE COMMUNITIES, AND TO IMPACT THE WORLD. | $6,000 |
| JEWISH HEALING CENTER | ||||||
| 10573 WEST PICO BLVDSTE 850 | LOS ANGELES | CA | 90064 | NON-PROFIT ORGANIZAT | TO ENSURE A STRONG, SECURE, AND PROSPEROUS FUTURE FOR JEWISH COMMUNITY AND PEOPLE. | $1,800 |
| OPERATION GRATITUDE | ||||||
| 9409 OWENSMOUTH AVE | CHATSWORTH | CA | 91311 | NON-PROFIT ORGANIZAT | TO SUPPORT NATIONAL GUARD AND MILITARY COMMUNITIES. | $5,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION (CHF) | ||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NON-PROFIT ORGANIZAT | TO SUPPORT ADVANCEMENT OF HOMEBUILDING INDUSTRY IN CALIFORNIA AND PROMOTING WORKFORCE EDUCATION PROGRAMS. | $25,000 |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NON-PROFIT ORGANIZAT | TO SUPPORT THE HEALTH CENTER TO SAVE LIVES. | $20,000 |
| WOMEN'S VOICES NOW | ||||||
| 46-E PENINSULA CENTER | ROLLING HILLS ESTATES | CA | 90274 | NON-PROFIT ORGANIZAT | TO SUPPORT WOMEN TO RECEIVE EQUAL ACCESS TO EQUCATION, POLITICAL REPRESENTATION, AND ECONOMIC OPPORTUNITIES. | $5,000 |
| YOUTH BUSINESS ALLIANCE | ||||||
| 800 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 90017 | NON-PROFIT ORGANIZAT | TO SUPPORT YOUTH BY FOCUSING ON CRITICAL SKILLA AND PERSPECTIVES INTO THEIR CLASSROOMS. | $5,000 |
| THE DOMINGUEZ DREAM | ||||||
| 4540 DUCKHORN DR STE 100 | SACRAMENTO | CA | 95834 | NON-PROFIT ORGANIZAT | TO SUPPORT THE NONPROFIT ORGANIZATION THAT IS COMMITTED TO EMPOWER CHILDREN IN UNDESERVED COMMUNITIES TO ACHIEVE THEIR FULL POTENTIAL THROUGH LITERACY AND SCIENCE, TECHNOLOGY, ETC. | $1,000 |
| HILLEL AT UCLA | ||||||
| 575 HILGARD AVE 208 | LOS ANGELES | CA | 90024 | NON-PROFIT ORGANIZAT | TO SUPPORT THE JEWISH STUDENTS AT UCLA. | $5,000 |
| USC HILLEL | ||||||
| 3300 S HOVER ST | LOS ANGELES | CA | 90007 | NON-PROFIT ORGANIZAT | TO SUPPORT THE JEWISH STUDENTS AT USC. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,800 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $887 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $23,361 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$79,457 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$55,209 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$55,209 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,098 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB-EQUITIES | StockNm |
| EOY Book Value | $394,310 | EOYBookValueAmt |
| EOYFMV | $1,049,169 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB-EXCHG TRADED FUNDS | AT COST | $166,142 | $224,942 |
| CHARLES SCHWAB-OTHER ASSETS | AT COST | $71,431 | $85,956 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $280 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE | Desc |
| BOY Book Value | $36,000 | BOYBookValueAmt |
| EOY Book Value | $36,000 | EOYBookValueAmt |
| EOYFMV | $36,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GENERAL ATTORNEY'S OFFICE - RRF-1 | $25 | $25 | $25 |
| CA FILING FEES | $10 | $10 | $10 |
| INVESTMENT FEES | $5,400 | $5,400 | $5,400 |
| TAXES & LICENSES | $872 | $872 | $872 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| BOY Book Value | $1,217 | BOYBookValueAmt |
| EOY Book Value | $271 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORNA M AUERBACH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 WILSHIRE BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |