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Nonprofit · EIN 95-4021661

AFFORDABLE LIVING CHOICES TRUST

Also known as NEWMAN AARONSON & VANAMAN

Tax-exempt · SHERMAN OAKS, CA 91423

Financials

−$70K$414K2023$217K$361K2024
Revenue Expenses · by fiscal year end
Financials of AFFORDABLE LIVING CHOICES TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$217,089$361,063-$143,974$3,358,971-$12,534$3,371,505
December 31, 2023990-PF-$69,871$413,824-$483,695$3,515,479$0$3,515,479
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$24,910
Interest
$91,122
Net gain from sales of assets
$16,151
Other income
$84,906

Expenses

Grants and similar amounts paid
$174,489
Compensation of officers, directors and key employees
$147,500
Disbursements for charitable purposes
$174,489
Excise tax on investment income
$200

Balance sheet and other

Total assets, start of year
$3,515,479
Total assets, end of year
$3,358,971
Total liabilities, end of year
-$12,534
Net assets, end of year
$3,371,505
Fair market value of assets
$3,267,154
Qualifying distributions
$174,489
Net investment income
$200,938

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOEL S AARONSON
14001 VENTURA BLVD, SHERMAN OAKS, CA 91423
TRUSTEE0$102,500
PATRICIA M GREEN
14001 VENTURA BL, SHERMAN OAKS, CA 91423
TRUSTEE0$45,000
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOEL S AARONSON
14001 VENTURA BLVD, SHERMAN OAKS, CA 91423
TRUSTEE0$90,825
PATRICIA M GREEN
14001 VENTURA BL, SHERMAN OAKS, CA 91423
TRUSTEE0$68,000

Address and contacts

Address (IRS master file)
14001 VENTURA BLVD, SHERMAN OAKS, CA 91423-3511
In care of
% JOEL S AARONSON TRUSTEE
Signed the 990-PF
JOEL S AARONSON, TRUSTEE
Phone
(818) 990-7722
Return prepared by
FRANK JEW CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4021661 or by the name AFFORDABLE LIVING CHOICES TRUST.

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-4021661
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,358,971
Income (IRS master file)
$3,310,165

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$217,089$361,063$3,358,971XML
990-PFDecember 2023-$69,871$413,824$3,515,479XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 95-4021661).

Questions about AFFORDABLE LIVING CHOICES TRUST

What is the EIN of AFFORDABLE LIVING CHOICES TRUST?
The employer identification number (EIN) of AFFORDABLE LIVING CHOICES TRUST is 95-4021661.
Is AFFORDABLE LIVING CHOICES TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to AFFORDABLE LIVING CHOICES TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AFFORDABLE LIVING CHOICES TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of AFFORDABLE LIVING CHOICES TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AFFORDABLE LIVING CHOICES TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of AFFORDABLE LIVING CHOICES TRUST?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $102,500 (JOEL S AARONSON, TRUSTEE).
How much revenue does AFFORDABLE LIVING CHOICES TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $217,089, expenses of $361,063 and total assets of $3,358,971 at year end.

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