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Nonprofit · EIN 83-6614733

CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED

Also known as JUDY LEFTWICH TTEE

Tax-exempt · SAN DIEGO, CA 92127

Financials

$8K$49K2023$27K$74K2024$78K$76K2025
Revenue Expenses · by fiscal year end
Financials of CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$77,685$75,552$2,133$456,273$0$456,273
December 31, 2024990-PF$27,464$73,583-$46,119$456,209$0$456,209
December 31, 2023990-PF$7,747$49,137-$41,390$501,644$0$501,644
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$30
Dividends
$13,066
Interest
$534
Net gain from sales of assets
$64,055

Expenses

Grants and similar amounts paid
$59,416
Disbursements for charitable purposes
$59,416
Excise tax on investment income
$855

Balance sheet and other

Total assets, start of year
$456,209
Total assets, end of year
$456,273
Total liabilities, end of year
$0
Net assets, end of year
$456,273
Fair market value of assets
$532,133
Qualifying distributions
$59,416
Net investment income
$77,655

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEVIN AUFMANN
15103 LINCOLN LOOP, SAN DIEGO, CA 92127
President0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JUDY LEFTWICH
8880 RIO SAN DIEGO DR 800, SAN DIEGO, CA 92108
President0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JUDY LEFTWICH
8880 RIO SAN DIEGO DR 800, SAN DIEGO, CA 92108
President0$0

Address and contacts

Address (IRS master file)
15103 LINCOLN LOOP, SAN DIEGO, CA 92127-3689
In care of
% JUDY LEFTWICH
Signed the 990-PF
KEVIN B AUFMANN, President
Phone
(877) 829-5500
Return prepared by
Leaf & Cole LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 83-6614733 or by the name CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-6614733
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$456,273
Income (IRS master file)
$681,941

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$77,685$75,552$456,273IRS
990-PFDecember 2024$27,464$73,583$456,209XML
990-PFDecember 2023$7,747$49,137$501,644XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-6614733).

Questions about CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED

What is the EIN of CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED?
The employer identification number (EIN) of CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED is 83-6614733.
Is CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does CHARITABLE SHARE CREATED UNDER THE VICTOR E LEFTWICH TRUST DATED have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $77,685, expenses of $75,552 and total assets of $456,273 at year end.

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