H Auerbach Est H Auerbach Mem FD Tr #2

Foundation · Grantmaker New York, NY EIN: 13-6307278

H Auerbach Est H Auerbach Mem Fd Tr #2 is a private foundation established to distribute charitable funds. The organization is based in New York, NY and has maintained tax-exempt status since August 1972. It operates as a 501(c)(3) charitable organization, making donations to it tax-deductible.

Key facts about H Auerbach Est H Auerbach Mem FD Tr #2

EIN: 13-6307278
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $225,183
Grants made (2024): 16
Average grant: $14,074
Median grant: $10,000
New grantees (estimate): 38% first-time grantees (6 of 16, 2024)
Total assets: $2,843,788
Primary geography: California (35% 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 H Auerbach Est H Auerbach Mem FD Tr #2 funds

By grant dollars, the top recipient states for H Auerbach Est H Auerbach Mem FD Tr #2's 16 itemized 2024 grants were California (35%), New York (30%) and Washington (22%). The most frequent recipient cities were Oakland, CA (2 grants), Washington, DC (2 grants) and Nevada City, CA (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is H Auerbach Est H Auerbach Mem FD Tr #2 open to new grantees?

38%

first-time grantees, 2024

In 2024, 6 of 16 grantees (38%) were first-time recipients. First grants averaged $16K; repeat grants $13K. How we count

Medians: $10K first-time, $11K repeat.

56% of 2024 grantees were also funded in 2023. Method
Giving held roughly steady from 2021 to 2024 (+19%). Method
In 2024 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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.

Next steps with H Auerbach Est H Auerbach Mem FD Tr #2

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

-2.0% YoY

Annual Giving

$225K

-5.6% YoY

Grant Count

-15.8% YoY

Avg Grant Size

$14K

+12.1% YoY

Under IRS private-foundation payout rules, H Auerbach Est H Auerbach Mem FD Tr #2 reported a distributable amount of $272K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Grantmaking

The foundation makes grants across educational and general charitable purposes. Recent grant activity includes:

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Geographic Focus

Where this funder awards grants

The foundation has demonstrated funding activity in both California and New York, with grants made to organizations in Orland, CA and Baldwin, NY.

Grant Distribution by State

California $79K (35%)

New York $68K (30%)

Washington $50K (22%)

District of Columbia $18K (8%)

Ohio $10K (4%)

Share of all 16 itemized 2024 grant dollars.

States

California Colorado Connecticut District of Columbia Massachusetts Maine Nebraska New Jersey New York Ohio Tennessee Washington

Cities

BaldwinOaklandWashingtonNew YorkAlamedaGrass ValleySan FranciscoNevada CityOrlandPinoleDenverIslipAppletonColfaxLake StevensLincolnMemphisMiddleburyN San JuanReading

Financial History

Multi-year comparison from IRS filings

As of 2023:

Total Assets: $2.9 million
Annual Revenue: $298,000
Annual Expenses: $310,000
Total Liabilities: $0

As of 2020:

Total Assets: $3,003,884
Grant Distributions: $226,578

The foundation maintains a stable financial position with assets consistently in the multi-million dollar range and annual grant distributions in the range of $200,000-$230,000.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,843,788	$2,901,569	$2,907,159
Revenue	$239,346	$297,931	$127,900
Expenses	$298,247	$309,663	$302,856
Qualifying Distributions	$254,049	$266,526	$260,511
Net Investment Income	$195,147	$257,232	$83,247
Distributable Amount	$272,135	$259,186	$259,337

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

84 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Lil Dudes Insect Academy ($50,000), National Audubon Society ($28,100), Baldwin Union School Dist ($20,000).

Recipient	Purpose	Amount
LIL DUDES INSECT ACADEMY Lake Stevens, WA	GENERAL SUPPORT PURPOSES	$50,000
NATIONAL AUDUBON SOCIETY New York, NY	GENERAL SUPPORT PURPOSES	$28,100
BALDWIN UNION SCHOOL DIST Baldwin, NY	GENERAL SUPPORT PURPOSES	$20,000
SEATUCK ENVIRONMENTAL ASSOCIATION Islip, NY	GENERAL SUPPORT PURPOSES	$20,000
ALAMEDA COUNTY COMMUNITY FOOD BANK Oakland, CA	GENERAL SUPPORT PURPOSES	$20,000
REFUGEE TRANSITIONS San Francisco, CA	GENERAL SUPPORT PURPOSES	$11,000
YMCA Washington, DC	GENERAL SUPPORT PURPOSES	$10,083
SAINT MARYS CENTER Saint Marys, OH	GENERAL SUPPORT PURPOSES	$10,000
NEVADA COUNTY FOOD BANK Colfax, CA	GENERAL SUPPORT PURPOSES	$10,000
THE FRIENDS OF THE OAKLAND PUBLIC Oakland, CA	GENERAL SUPPORT PURPOSES	$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is managed through a trust structure with the following key personnel:

Trustee: Deutsche Bank Trust Company NA (PO Box 1297, Church Street Station, New York, NY 10008)
Co-Trustee: Victor Smallberg (Oakland, CA)
Co-Trustee: Ralph Smallberg (New York, NY)

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Victor Smallberg	Co-Trustee	2	$14,223
Ralph Smallberg	Co-Trustee	2	$14,223
Deutsche Trust Company NA	Trustee	3	$42,668

Frequently Asked Questions

How do I apply for a grant from H Auerbach Est H Auerbach Mem FD Tr #2?

The foundation makes grants across educational and general charitable purposes. Recent grant activity includes: • General purpose grants to educational institutions • Support to Baldwin Union School District (Baldwin, NY) • Support to Plaza Elementary School PTA (Orland, CA) Grant amounts have ranged from $1,000 to larger distributions, with the foundation distributing approximately $226,578 in grants during the 2020 fiscal year.

Where does H Auerbach Est H Auerbach Mem FD Tr #2 make grants?

The foundation has demonstrated funding activity in both California and New York, with grants made to organizations in Orland, CA and Baldwin, NY.

What size grants does H Auerbach Est H Auerbach Mem FD Tr #2 award?

In 2024, H Auerbach Est H Auerbach Mem FD Tr #2 awarded 16 grants totaling $225K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is H Auerbach Est H Auerbach Mem FD Tr #2 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, H Auerbach Est H Auerbach Mem FD Tr #2 reported a distributable amount of $272K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is H Auerbach Est H Auerbach Mem FD Tr #2's EIN?

H Auerbach Est H Auerbach Mem FD Tr #2's EIN (Employer Identification Number) is 13-6307278. IRS Form 990 filing data is available on this page for 2020–2024.