2020-11-13T13:03:36-06:00 2019-12-31 330072380 MICHAEL DISTEFANO CPA PO BOX 3865 TUSTIN CA 927813865 990PF 2019-01-01 474762218 BLUEBIRD LEGACY INC BLUE 9495521181 3972 BARRANCA PARKWAY NO J-609 IRVINE CA 926061204 DIANE GOLD BUBIER PRESIDENT 9495521181 2020-11-12 1 MICHAEL DISTEFANO P00885357 7146661234 2020-11-12 X 76.240.166.206 2020-11-12 16:18:40 PS P 6A63A9D0E3DDA9FC22E75A6BBEF10E440E326F31 6A63A9D0E3DDA9FC22E75A6BBEF10E440E326F31 2019 2021-04-22 16:20:28Z X 32604676 X 0 X 79358 79358 585380 585380 1333810 6616725 1333810 1998548 1998548 140833 28167 112666 62733 12547 50186 6375 3188 3187 147674 129381 18293 54936 46520 8416 862 0 5041 0 5041 5201 474 4727 423655 220277 202516 710133 710133 1133788 220277 912649 864760 1778271 35237 -4341 -4341 770411 774922 774922 25980994 31798095 31798095 3877 3877 862 0 0 46990 36000 36000 26834494 32604676 32604676 1468 2190 1468 2190 X 26833026 32602486 26833026 32602486 26834494 32604676 26833026 864760 4904700 32602486 0 32602486 SCHWAB ACCT TRADES 2018-12-31 2019-12-31 6457471 5282915 1174556 1174556 CAPITAL GAINS DIVIDENDS P 159254 159254 159254 1333810 1 0 0.000000 0 0.000000 0 0 0.000000 35565 0 35565 0 35565 36000 18000 0 54000 X 0 18435 18435 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A MICHAEL DISTEFANO CPA 7146661234 1115 N ARMANDO STREET ANAHEIM CA 928062609 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DIANE GOLD BUBIER 18692 SECLUSION WAY SANTA ANA CA 927053237 PRESIDENT 20.00 140833 32500 0 NONE 0 NONE 0 0 28889545 788115 0 29677660 0 0 29677660 445165 29232495 1461625 1461625 35565 35565 1426060 0 1426060 0 1426060 912649 0 912649 0 912649 1426060 710133 0 0 912649 710133 0 0 202516 0 0 0 0 0 0 0 0 1223544 0 0 0 X ACCESS BOOKS PO BOX 64951 LOS ANGELES CA 90064 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 BOYS & GIRLS CLUB OF CENTRAL OC 250 N GOLDEN CIR 104 SANTA ANA CA 92705 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 15000 BOYS & GIRLS CLUB OF TUSTIN 580 W SIXTH ST TUSTIN CA 92780 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 15000 CASA OF LOS ANGELES 201 CENTRE PLAZA DR 1100 MONTEREY PARK CA 91754 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 CASA OF ORANGE COUNTY 1505 EAST 17TH ST 214 SANTA ANA CA 92705 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 CHALLENGE SUCCESS PO BOX 20053 STANFORD CA 94309 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 CHILD ADVOCATES OF SAN BERNARDINO PO BOX 519 RIALTO CA 92377 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 15000 COUNCIL ON AGING SO CAL 2 EXECUTIVE CIR 175 IRVINE CA 92614 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 25000 DIRECT RELIEF 27 S LA PATERA LN SANTA BARBARA CA 93117 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 25000 FACING HISTORY AND OURSELVES 350 S BIXEL ST 160 LOS ANGELES CA 90017 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 17500 FAMILIES FORWARD 8 THOMAS IRVINE CA 92618 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 FIRST PLACE FOR YOUTH 426 17TH ST OAKLAND CA 94612 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 HARMONY PROJECT 4322 WILSHIRE BLVD 101 LOS ANGELES CA 90010 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 25000 HILLSIDES 815 COLORADO BLVD 300 LOS ANGELES CA 90041 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 15000 JED FOUNDATION 6 EAST 9TH ST 1204 NEW YORK NY 10016 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 15000 JEWISH FAMILY SERVICES OF LOS ANGELES 3580 WILSHIRE BLVD 700 LOS ANGELES CA 90010 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 JOHN BURTON ADVOCATES FOR YOUTH 235 MONTGOMERY ST 1142 SAN FRANCISCO CA 94104 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 LOS ANGELES MUSEUM OF THE HOLOCAUST 100 S THE GROVE DR LOS ANGELES CA 90036 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 10000 MEALS ON WHEELS ORANGE COUNTY 1200 N KNOLLWOOD CIR ANAHEIM CA 92801 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 MUSEUM OF TOLERANCE 1399 S ROXBURY DR LOS ANGELES CA 90035 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 25000 PACIFIC SYMPHONY 17620 FITCH ST 100 IRVINE CA 92614 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 25000 PHILHARMONIC SOCIETY OF ORANGE COUNTY 2082 BUSINESS CENTER DR 100 IRVINE CA 92612 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 25000 RIVERSIDE COUNTY PHILHARMONIC PO BOX 1601 RIVERSIDE CA 92502 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 15000 SAN BERNARDINO SYMPHONY ASSOCIATION 198 N ARROWHEAD AVE SAN BERNARDINO CA 92408 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 SANDY HOOK PROMISE PO BOX 3489 NEWTOWN CT 06470 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 15000 SCHOOL ON WHEELS PO BOX 23371 VENTURA CA 93002 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 15000 SCHWAB CHARITABLE DONOR ADVISED FUND 425 CALIFORNIA ST 1500 SAN FRANCISCO CA 94104 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 105133 SENECA FAMILY OF AGENCIES 180 PARK COURT PL H SANTA ANA CA 92701 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 SOUTH COAST REPERTORY PO BOX 2197 COSTA MESA CA 92628 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 25000 VOICES FOR CHILDREN 2851 MEADOW LARK DR SAN DIEGO CA 92123 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 17500 WESTERN YOUTH SERVICES 23461 S POINTE DR 220 LAGUNA HILLS CA 92653 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 10000 WORLD CENTRAL KITCHEN 1342 FLORIDA AVE NW WASHINGTON DC 20009 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 15000 YMCA OF ORANGE COUNTY 13821 NEWPORT AVE 200 TUSTIN CA 92780 NONE 501(C)(3) CHARITABLE QUALIFYING DISTRIBUTION 20000 710133 0 14 79358 14 585380 18 1333810 0 1998548 0 1998548 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 6375 3188 3187 TAXPAYER HEREBY ELECTS UNDER IRC REG SEC 53.4942(A)-3(D)(2) TO APPLY THE PORTION NEEDED FROM THE EXCESS 2019 QUALIFYING DISTRIBUTIONS REMAINING TO THE REQUIRED DISTRIBUTIONS FOR 2018. COMPUTER EQPMT 2017-08-15 3877 3015 200DB 3.000000000000 862 0 SCHWAB ACCOUNTS FMV 31798095 31798095 COMPUTER EQPMT 3877 3877 0 PAYROLL CLEARING 10990 0 0 FEDERAL TAX DEPOSITS 36000 36000 36000 POSTAGE & MAILING 2443 0 2443 OFFICE SUPPLIES 875 0 875 MISCELLANEOUS 122 122 0 PAYROLL PROCESSING FEES 1761 352 1409 UNREALIZED APPRECIATION ON BROKERAGE ACCOUNTS 4902942 CORPUS TRANSFER FROM DAVID B GOLD FOUNDATION 1758 CREDIT CARD PAYABLE 1468 2190 BROKERAGE FEES 129381 129381 0 OUTSIDE SERVICES 18293 0 18293 FILING FEES 310 0 310 FOREIGN TAXES ON DIVIDENDS 9675 9675 0 FEDERAL EXCISE TAXES 34818 34818 0 PAYROLL TAXES 10133 2027 8106