2012-10-10T11:03:30-05:00
2012-06-30
952858054
ROBERT A MORIN CPA
217 E ALAMEDA AVE STE 305
BURBANK
CA
91502
990PF
2011-07-01
770439722
THE LEHRER FAMILY FOUNDATION
C/O ROBERT A MORIN CPA
LEHR
8185591315
217 E ALAMEDA AVENUE NO 305
BURBANK
CA
91502
SEYMOUR LEHRER
PRESIDENT
8185591315
2012-10-01
1
ROBERT MORIN
P00165282
8185591315
2012-09-28
X
2011
2016-02-24 21:20:13Z
X
8744581
X
477477
6
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8744581
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8744581
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N/A
ROBERT A MORIN CPA
8185591315
217 E ALAMEDA AVE STE 305
BURBANK
CA
91502
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
SEYMOUR LEHRER
975 KNOLLWOOD DR
SANTA BARBARA
CA
931081433
PRESIDENT/DIRECTOR
5.00
0
0
0
SHIRLEY LEHRER
975 KNOLLWOOD DR
SANTA BARBARA
CA
931081433
SECRETARY/DIRECTOR
5.00
0
0
0
KAREN LEHRER
4959 VIEJA DRIVE
SANTA BARBARA
CA
931102062
DIRECTOR
2.00
0
0
0
ELLEN LEHRER ORLANDO
120 CALLE BELLO
SANTA BARBARA
CA
931081806
DIRECTOR
5.00
0
0
0
THOMAS ORLANDO
120 CALLE BELLO
SANTA BARBARA
CA
931081806
DIRECTOR
5.00
0
0
0
NONE
0
NONE
0
MUSIC ACADEMY OF THE WEST:SUPPORTS AND TRAINS TALENTED MUSICIANS WORLDWIDE WITH AN EMPHASIS FOR AMERICAN MUSICIANS. OUR FOUNDATION HAS PLEDGED AND IS CONTRIBUTING SIGNIFICANTLY TO THEIR CONSTRUCTION PROJECT.
70800
CENTER FOR THE PERFORMING ARTS: PRIMARY SOURCE FOR THE FINE PERFORMING ARTS IN GREATER SANTA BARBARA AREA. OUR FOUNDATION CONTRIBUTED TO THEIR MAJOR CONSTRUCTION OF THE THEATER.
50000
B'NAI B'RITH:LOCAL TEMPLE SUPPORTING THE GREATER SANTA BARBARA AREA. OUR FOUNDATION CONTRIBUTED TO THEIR MAJOR BUILDING IMPROVEMENTS.
20000
DIRECT RELIEF INTERNATIONAL: LARGEST INTERNATIONAL ORGANIZATION FEEDING THE POOR AND UNDERNOURISHED WORLDWIDE.
12000
0
0
6273566
66009
0
6339575
0
0
6339575
66009
6273566
313678
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334145
714837
319448
158161
2448
234780
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266626
249704
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323512
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8723831
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8072840
5712244
30730234
0
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0
SEYMOUR LEHRER
SHIRLEY LEHRER
SEYMOUR LEHRER
SHIRLEY LEHRER
X
ARTS FUND
205C SANTA BARBARA STREET
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
CREATE, FUND AND ADMINISTER PROGRAMS AND PROJECTS THAT FOSTER THE ARTS OF THE PEOPLE
1000
ADL
823 UNITRD NATIONS PLAZA
NEW YORK
NY
10017
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
ANTI DEFAMATION LEAGUE
2000
AMERICAN PRECISION MUSEUM
196 MAIN STREET
WINDSOR
VT
05089
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
PRESERVES AMERICAN PRODUCTION MACHINERY
1500
B'NAI B'RITH
1000 SAN ANTONIO CREEK RD
SANTA BARBARA
CA
93111
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
COMMUNITY JEWISH SYNAGOGUE. CONTRIBUTIONS ARE FOR NEW CONSTRUCTION.
20000
CAMA
111 E YANONALI STREET
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
COMMUNITY ARTS MUSIC ASSOCIATION
6000
CANCER CENTER OF SANTA BARBARA
300 W PUEBLO
SANTA BARBARA
CA
931059597
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
MEDICAL RESEARCH
2000
CITY OF HOPE
208 W 8TH STREET
LOS ANGELES
CA
90014
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
MEDICAL RESEARCH
5000
DIRECT RELIEF INTERNATIONAL
27 S LA PATERA LANE
GOLETA
CA
93105
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
HELPS TO FEED PEOPLE WORLDWIDE
12000
ENVIRONMENTAL DEFENSE CENTER
906 GARDEN STREET
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
ENVIRONMENTAL EDUCATION
3000
ESALEN INSTITUTE
HIGHWAY ONE
BIG SUR
CA
93920
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
PSYCHOLOGICAL & THERAPEUTIC TREATMENT:CONSTRUCTION OF NEW BUILDING
10000
FIRST TEE CENTRAL COAST
PO BOX 1611
SUMMERLAND
CA
93067
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
GOLF FACILITIES FOR UNDERPRIVILEGED
1500
GIRLS INC OF GREATER SANTA BARBARA
PO BOX 236
SANTA BARBARA
CA
93102
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
WOMEN HELPING GIRLS
3000
HILLEL FOUNDATION AT UCSB
777 CAMINO PESCADERO
SANTA BARBARA
CA
93117
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SUPPORT FOR STUDENT ACTIVITIES:BUILDING CONSTRUCTION
10200
SANTA BARBARA HUMANE FOUNDATION
5399 OVERPASS ROAD
SANTA BARBARA
CA
93111
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
ANIMAL WELFARE
1000
LOBERO THEATER FOUNDATION
33 E CANON PERDIDO
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
PRESERVE THEATER: BUILDING RENOVATIONS.
1000
LOTUSLAND
695 ASHLEY ROAD
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
BOTANIC GARDEN
1000
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROAD
SANTA BARBARA
CA
93108
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SUPPORTS STUDENT MUSICIANS: MAJOR CONSTRUCTION
70800
NEW BEGINNINGS COUNSELING CENTER
324 E CARRILLO STREET
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
COUNSELING SERVICES
6000
OPERA SANTA BARBARA
123-A W PADRE STREET
SANTA BARBARA
CA
93105
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SUPPORTS OPERA COMPANY: CONSTRUCTION OF LEASEHOLD IMPROVEMENTS
5000
PLANNED PARENTHOOD OF AMERICASANTA BARBARA
434 W 33RD STREET
NEW YORK
NY
10001
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
PLANNED PARENTHOOD BUILDING CONSTRUCTION.
8000
SANTA BARBARA CHAMBER ORCHESTRA
PO BOX 90903
SANTA BARBARA
CA
93190
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
CHAMBER ORCHESTRA BUILDING CONSTRUCTION.
10000
SANTA BARBARA FOODBANK
4554 HOLLISTER AVE
SANTA BARBARA
CA
93110
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
ENDING HUNGER IN SANTA BARBARA COUNTY
3000
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREET
SANTA BARBARA
CA
93117
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
JEWISH COMMUNITY CENTER CONSTRUCTING NEW BUILDING.
10000
SANTA BARBARA MUSUEM OF ART
1130 STATE STREET
SANTA BARBARA
CA
91301
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
CITY ART MUSUEM CONTRUCTION (DOUBLING BUILDING SIZE)
10000
SANTA BARBARA SYMPHONY
1900 STATE STREET
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SUPPORTS SYMPHONY ORCHESTRA
10000
SANTA BARBARA ZOOLOGICAL GARDENS
500 NINOS DRIVE
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SUPPORTS LOCAL ZOO: CONSTRUCTION TO EXPAND EXISTING BUILDING
11200
SEVA FOUNDATION
1786 FIFTH STREET
BERKELEY
CA
94710
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
BUILDS SUSTAINABLE PROGRAMS IN UNDERSERVED COMMUNITIES
3000
STATE STREET BALLET
322 STATE STREET
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SUPPORTS BALLET COMPANY: BUILDING LEASEHOLD IMPROVEMENTS
5000
TRANSITION HOME
425 E COTA STREET
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
PROVIDES SHELTER, HOUSING & SUPPORT TO HOMELESS:CONSTRUCTION BUILDING ADDITIONS
5000
UNITED BOYS AND GIRLS CLUB
5638 HOLLISTER AVE STE 220
GOLETA
CA
93117
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
INSPIRE & ENABLE YOUNG PEOPLE
1500
VISITING NURSE & HOSPICE CARE
222 E CANON PERDIDO STREET
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
ASSIST TERMINALLY ILL: FUND BUILDING ADDITION
1000
WORLD WILDLIFE FUND
1250 TWENTY- FOURTH STREET NW
WASHINGTON
DC
20037
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SAFEGUARD ENDANGERED WILDLIFE & HABITAT
2000
CASA ESPERANZA HOMELESS CENTER
PO BOX 24116
SANTA BARBARA
CA
98121
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SAVES AND CHANGES LIVES: BUILDING ADDITION AND MAJOR REPAIRS.
10000
SANTA BARBARA CENTER FOR PERFORMING ARTS
1216 STATE ST STE 201
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SUPPORTS FINE ARTS THEATER:CONSTRUCTION OF NEW FACILITY
50000
SANTA BARBARA COTTAGE HOSPITAL
PO BOX 689
SANTA BARBARA
CA
93102
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
COMMUNITY HOSPITAL: CONSTRUCTION OF NEW FACILITIES
2500
LAND TRUST OF SANTA BARBARA
PO BOX 91830
SANTA BARBARA
CA
93190
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
PROTECTS COASTAL AND RURAL OPEN SPACE AND FARMLAND
1000
SANTA BARBARA FOUNDATION
15 E CARRILLO STREET
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SANTA BARBARA COMMUNITY FOUNDATION: NEW CONSTRUCTION
9500
THE GRANADA PATRON CIRCLESANTA BARBARA
1330 STATE ST SUITE 101
SANTA BARBARA
CA
93101
ASSOCIATE PUBLIC CHARITY
ASSOCIATE PUBLIC CHA
SUPPORTS FINE ARTS THEATER
2500
317200
0
14
6
14
221802
14
163064
0
384872
0
384872
0
0
0
0
0
0
0
0
0
0
X
X
1
SEYMOURSHIRLEY LEHRER
975 KNOLLWOOD DRIVE
SANTA BARBARA
CA
931081433
238739
X
2
SEYMOURSHIRLEY LEHRER
975 KNOLLWOOD DRIVE
SANTA BARBARA
CA
931081433
238738
X
1
FIVE PREFERRED STOCKS AND ONE NOTE FROM PUBLICLY TRADED COMPANIES.
238739
2012-05-18
2
FIVE PREFERRED STOCKS AND ONE NOTE FROM PUBLICLY TRADED COMPANIES.
238738
2012-05-18
ACCOUNTING/ TAX PREPARATION
6180
0
0
6180
INVESTMENT GRADE NOTES AND BONDS HELD WITH RBC-DAIN RAUSCHER.
0
ALL ASSETS OF THE FOUNDATION ARE DEEMED TO BE USED FOR CHARITABLE PURPOSES AND/OR AS THE MEDIUM FOR CONTRIBUTING TO CHARITABLE ORGANIZATIONS SUCH AS THE CASH ACCOUNT, SECURITIES AND FIXED ASSETS.
BUILDING- SAN PEDRO
2009-12-22
1416674
56001
SL
39.000000000000
36325
36325
36325
LAND
2009-12-22
666670
L
0
0
0
COPY OF PUBLIC NOTICE REQUIRED UNDER IRC 6104(D) IS ATTACHED.
BUILDING- SAN PEDRO
1416674
92326
1324348
LAND
666670
0
666670
WELLS FARGO SECURITIES
FMV
3975407
3975407
RBC - DAIN RAUSCHER
FMV
921428
921428
UNREALIZED LOSS
1402886
1761118
1761118
UNREALIZED GAIN
-21974
-40294
-40294
LOSS- SECURITIES
-140289
0
-140289
PARTNERSHIP DISTRIBUTIONS
133586
0
133586
NET RENTAL INCOME
169767
0
169767
CLEARING/EXCHANGE
0
20750
PUBLICATION
40
0
0
40
TAXES, OTHER
85
0
0
85
POSTAGE
7
0
0
7
SEYMOUR AND SHIRLEY LEHRER
975 KNOLLWOOD DRIVE
SANTA BARBARA
CA
93108