Auerbach Legacy Foundation

Foundation · Grantmaker Santa Monica, CA EIN: 81-4656601

Auerbach Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Monica, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $346K in total assets. In 2024, it awarded 11 grants totaling $455K. Net investment income was $293K.

Key facts about Auerbach Legacy Foundation

EIN
81-4656601
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$455,000
Grants made (2024)
11
Average grant
$41,364
Median grant
$25,000
New grantees (estimate)
64% first-time grantees (7 of 11, 2024)
Total assets
$346,381
Primary geography
California (74% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Auerbach Legacy Foundation funds

By grant dollars, the top recipient states for Auerbach Legacy Foundation's 11 itemized 2024 grants were California (74%), New York (19%) and Virginia (7%). The most frequent recipient cities were New York, NY (3 grants) and Los Angeles, CA (2 grants). None of its 11 grants with a stated purpose were described as general or operating support.

Is Auerbach Legacy Foundation open to new grantees?

64%

first-time grantees, 2024

In 2024, 7 of 11 grantees (64%) were first-time recipients. First grants averaged $55K; repeat grants $18K. How we count

Medians: $30K first-time, $10K repeat.

  • 27% of 2024 grantees were also funded in 2023. Method
  • Giving grew 310% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$346K

-31.9% YoY

Annual Giving

$455K

+148.7% YoY

Grant Count

11

+22.2% YoY

Avg Grant Size

$41K

+103.5% YoY

Under IRS private-foundation payout rules, Auerbach Legacy Foundation reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About Auerbach Legacy Foundation

Based on IRS filings

Auerbach Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Monica, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $346K in total assets. In 2024, it awarded 11 grants totaling $455K. Net investment income was $293K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of all 11 itemized 2024 grant dollars.

Cities

Los AngelesSacramentoWashingtonBeverly HillsNew YorkRolling Hills EstatesSanta MonicaCoronadoGrants PassChatsworthPacific PalisadesSmyrnaVirginia Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$129K$257K$386K$515K20202021202220232024
Metric202420232022
Total Assets$346,381$508,530$499,998
Revenue$305,594$200,441$89,907
Expenses$467,743$193,909$233,310
Qualifying Distributions$463,753$189,901$230,104
Net Investment Income$293,241$193,430$83,453
Distributable Amount$42,252$39,697$52,289

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$114K$228K$341K$455K11 grants20207 grants202112 grants20229 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Milken Community School: $150KMilken Community School$150KSaint's John Health Center Foundation (Women's Health and Wellness Fund): $100KSaint's John Health CenterFoundation (Women's Health…$100KJewish National Fund USA: $50KJewish National Fund USA$50KThe Jewish Graduate Student Initiative (Jgsi): $48KThe Jewish Graduate StudentInitiative (Jgsi)$48KNavy Seal Foundation: $30KNavy Seal Foundation$30KJewish Federation Los Angeles: $25KJewish Federation Los Angeles$25KThe UCLA Foundation: $25KThe UCLA Foundation$25KAmerican Friends of Israel Navy Seals (Afins): $10KAmerican Friends of IsraelNavy Seals (Afins)$10KThe C4 Foundation: $10KThe C4 Foundation$10KThe Dominguez Dream: $5KThe Dominguez Dream$5K

Grant Size Distribution

50 grants across all recorded years

44<$50K2$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Milken Community School ($150,000), Saint's John Health Center Foundation (Women's Health and Wellness Fund) ($100,000), Jewish National Fund USA ($50,000).

RecipientPurposeAmount
MILKEN COMMUNITY SCHOOL Los Angeles, CATO SUPPORT THE EDUCATIONAL PROGRAMS, EDUCATIONAL MATERIALS AND CONFERENCES, AND LEADERSHIP PROGRAMS FOR STUDENTS.$150,000
SAINT'S JOHN HEALTH CENTER FOUNDATION (WOMEN'S HEALTH AND WELLNESS FUND) Santa Monica, CATO SUPPORT THE HOSPITAL FOR WOMEN'S HEALTH.$100,000
JEWISH NATIONAL FUND USA New York, NYTO SUPPORT THE LAND AND PEOPLE OF ISRAEL AND JEWISH COMMUNITY.$50,000
THE JEWISH GRADUATE STUDENT INITIATIVE (JGSI) Beverly Hills, CATO SUPPORT STUDENTS TO HAVE BETTER EDUCATION IN JEWISH COMMUNITY.$48,200
NAVY SEAL FOUNDATION Virginia Beach, VATO PROVIDE SUPPORT TO NAVY SEAL MEMBERS AND FAMILIES.$30,000
JEWISH FEDERATION LOS ANGELES Los Angeles, CATO PROVIDE HELP TO JEWISH COMMUNITY IN LOS ANGELES, ISRAEL, AND AROUNT THE WORLD.$25,000
THE UCLA FOUNDATION New York, NYGIVING THE UNIVERSITY THE FLEXIBILITY TO MEET UNFORESEEN NEEDS AND HELPING UCLA CONTINUE TO THRIVE.$25,000
AMERICAN FRIENDS OF ISRAEL NAVY SEALS (AFINS) New York, NYTO HELP ISRAEL'S NAVY SEALS TO MEET THE EMERGENCY NEEDS OF SEALS AND BAREAVED FAMILIES, BE THEY SOCIAL, PROFESSIONAL OR FINANCIAL.$10,000
THE C4 FOUNDATION Coronado, CATO PROVIDE SUPPORT TO NAVY SEAL FAMILIES.$10,000
THE DOMINGUEZ DREAM Sacramento, CATO SUPPORT THE CHILDREN IN UNDERSERVED COMMUNITES TO ACHIEVE THEIR FULL POTENTIAL.$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Lorna M AuerbachDirector5—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Auerbach Legacy Foundation?

Auerbach Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Monica, CA. It holds $346K in total assets as of 2024.

How large is Auerbach Legacy Foundation?

As of 2024, Auerbach Legacy Foundation holds $346K in total assets with $306K in annual revenue. It awarded 11 grants totaling $455K in 2024.

Where does Auerbach Legacy Foundation operate?

Auerbach Legacy Foundation has awarded grants in California, District of Columbia, Georgia, New York, Oregon, Virginia.

What size grants does Auerbach Legacy Foundation award?

In 2024, Auerbach Legacy Foundation awarded 11 grants totaling $455K — an average of about $41K per grant, based on its IRS Form 990 filings.

How much is Auerbach Legacy Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Auerbach Legacy Foundation reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Auerbach Legacy Foundation's EIN?

Auerbach Legacy Foundation's EIN (Employer Identification Number) is 81-4656601. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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