2024-11-14T16:58:41+00:00 2023-12-31 346565596 ERNST & YOUNG US LLP 725 South Figueroa Street LOS ANGELES CA 900175418 990PF 2023-01-01 954325051 The Auen Foundation AUEN 7603415293 PO BOX 13390 PALM DESERT CA 922553390 SHERRIE AUEN TRUSTEE 7603415293 2024-11-14 true CHRISTOPHER KEARLEY P01245937 2139773200 2024-11-14 2023 2024-10-15 13:58:12Z X 32216128 X X 6467 6467 1022155 1022155 -649574 9089968 0 0 0 0 457998 457998 0 837046 1486620 0 265441 265441 36708 36708 218244 218244 0 0 0 0 29858 0 0 29858 0 0 0 0 72460 47460 0 0 20430 20066 0 12000 1200 10800 2396 2396 25096 8487 0 16609 682633 77213 0 580056 828700 828700 1511333 77213 0 1408756 -674287 1409407 0 413759 2967 7819 2967 2967 0 0 0 0 0 0 0 0 0 0 0 967113 990398 994676 7072692 5559326 5258868 13234042 15319649 15555675 5555000 0 5555000 5555000 2730000 0 0 0 144993 110686 54736 34307 34307 6412520 6269264 7639635 33717681 33730911 32216128 689257 0 0 0 0 46116 44377 46116 733634 X 33671565 32997277 33671565 32997277 33717681 33730911 33671565 -674287 0 32997278 0 32997278 Various publicly traded securities P 9089968 9739542 -649574 0 -649574 -649574 0 19591 19591 19591 40227 40227 X 0 20636 20636 0 false false false false false false false true true CA true false false false false true JOSEPH K GLASSETT 7603415293 PO BOX 13390 PALM DESERT CA 922553390 false false false false true false false false false false false false false false false false false false false false false false Sherrie Auen PO Box 13390 Palm Desert CA 922553390 Trustee 36.000 265441 35896 0 0 0 20247407 266869 10370188 30884464 0 30884464 463267 30421197 1521060 1521060 19591 19591 1501469 25000 1526469 1526469 1408756 0 0 1408756 1526469 1261738 2019 0 0 0 0 0 0 0 1408756 1261738 0 0 147018 0 0 0 0 0 0 1379451 0 0 0 0 0 0 0 0 NA NA X Alzheimers Coachella Valley 42600 Cook St Suite 134 Palm Desert CA 92211 NONE PC to support the "Endless Possibilities" as a Producing Sponsor 20000 Friends of the Cultural Center Inc 73-000 Fred Waring Drive Palm Desert CA 92260 NONE PC to support the McCallum Theatre's Muse Annual Fundraiser 15000 Read With Me Volunteer Programs PO Box 1016 Rancho Mirage CA 92270 NONE PC to support Intergenerational Reading Programs 30000 Pacific Heart Lung & Blood Institute - PHLBI 10780 Santa Monica Blvd Suite 101 Los Angeles CA 90025 NONE PC to offset cost of a new freezer to keep tissue, blood, and placentas specimens safe 10000 Well in the Desert PO Box 5312 Palm Springs CA 92263 NONE PC to help homeless seniors and the handicapped 25000 Braille Institute of America Inc 741 North Vermont Avenue Los Angeles CA 900293594 NONE PC to help continue to provide free Low Vision services 10000 Eisenhower Medical Center 39000 Bob Hope Drive Rancho Mirage CA 92270 NONE PC to support Eisenhower's new Cardiovascular Institute 50000 Joslyn Senior Center 73-750 Catalina Way Palm Desert CA 92260 NONE PC for ongoing support of Joslyn Wellness Center programs and services 20000 My Jump Inc 74916 Highway 111 Indian Wells CA 92210 NONE PC to support bucket wishes for seniors 15000 Palm Springs Cultural Center 2300 Baristo Road Palm Springs CA 92260 NONE PC operating expenses 2500 Palm Springs International Piano Competition 1276 N Palm Canyon Dr 210 Palm Springs CA 92262 NONE PC to support Senior tickets and Senior volunteers working on the events 10000 The Desert Symphony Inc 73-730 Hwy 111 Suite 6 Palm Desert CA 92260 NONE PC intergenerational programs 15000 The Palm Springs International Film Society 1700 E Tahquitz Canyon Way 3 Palm Springs CA 92262 NONE PC to support senior volunteers 25000 Tools For Tomorrow 42-600 Cook Street Suite 202 Palm Desert CA 92211 NONE PC Intergenerational Educational Programs 15000 USC - Davis School of Gerontology 3715 McClintock Ave Room 103 Los Angeles CA 90089 NONE PC to help purchase Lucid Resipher Oxygen Consumption Monitor 50000 Alzheimers Coachella Valley 42600 Cook St Suite 134 Palm Desert CA 92211 NONE PC program support 5000 Coronado Promenade Concerts PO Box 182072 Coronado CA 92178 NONE PC to underwrite the Special Band Labor Day Sunday performance 10000 Lupus Foundation of America 2121 K Street NW Suite 200 Washington CA 20037 NONE PC to support the golf fundraiser for Lupus 5000 Sharp HospiceCare Fund Grossmont Hospital Foundation PO Bo x 158 La Mesa CA 91944 NONE PC for construction of a Hospice Home in Poway 20000 St Jude Children's Research Hospital 201 East Sandpointe Ave Suite 300 Santa Ana CA 92707 NONE PC program support 25000 ACT for Multiple Sclerosis 73-710 Fred Waring Drive Ste 118 Palm Desert CA 92260 NONE PC Senior general support 10000 Coronado Fourth of July 620 Coronado Ave Coronado CA 92118 NONE PC helping the community with costs for the parade 5000 Living Desert Reserve 47-900 Portola Avenue Palm Desert CA 92260 NONE PC to support educational outreach to memory care assisted living and low income senior centers in Coachella Valley 25000 Old Town Artisan Studios 78134 Calle Tampico Suite 160 La Quinta CA 92253 NONE PC to provide and expand intergenerational programs 15000 Parade Charities Inc 72-559 HWY 111 Palm Desert CA 92260 NONE PC Presenting Sponsor for the Senior Seating section for the 2023 Golf Cart Parade 15000 American Heart Association - Coachella Valley Division 1700 Iowa Avenue Ste 240 Riverside CA 92507 NONE PC to support your most under-resourced and high-risk residents in Indio through community-based hypertension outreach programs 25000 Coronado Hospital Foundation 250 Prospect Place Coronado CA 92118 NONE PC to support Phase II of the Campaign for Emergency and Intensive Care at Sharp Coronado Hospital 50000 Dogs For Our Brave 60 Hillcrest Dr Rancho Mirage CA 92270 NONE PC for service dogs and training for veterans - to help increase the size of the training center 25000 International Classical Concerts of the Desert PO Box 1227 La Quinta CA 92253 NONE PC senior entertainment programs 5000 AIDS Assistance Program 1276 N Palm Canyon Drive Suite 108 Palm Springs CA 92263 NONE PC to help purchase 175 food vouchers 25000 Barbara Sinatra Children's Center at Eisenhower 39000 Bob Hope Drive Rancho Mirage CA 92270 NONE PC to support seniors raising children 25000 Coachella Valley Repertory Theatre 68510 East Palm Canyon Dr Cathedral City CA 92234 NONE PC Intergenerational Collaboration and Lighting the Way 25000 CSUSB - Philanthropic Foundation 37-500 Cook Street Palm Desert CA 922112900 NONE PC to support scholarship fund for nurses 30000 Guide Dogs of the Desert PO Box 1692 Palm Springs CA 92263 NONE PC Event Sponsor to thank supporters of Guide Dogs 10000 My Jump Inc 74916 Highway 111 Indian Wells CA 92210 NONE PC making wishes come true for seniors 15000 Operation Safe House Inc 9685 Hayes Street Riverside CA 92503 NONE PC to help keep kids safe 5000 Rutgers University Foundation 185 South Orange Ave Newark NJ 07103 NONE PC enhancing quality of end-of-life care 25000 The Ranch Recovery Centers Inc 7885 Annandale Avenue Desert Hot Springs CA 92240 NONE PC Senior Scholarships 30000 Elderhelp 5095 Muphy Canyon Rd 100 San Diego CA 92123 NONE PC to support Senior Food Programs 15000 Foundation for Palm Springs Unified School District 150 District Center Drive Palm Springs CA 92264 NONE PC sponsorship for the High School MTU's Broadway Bash 1200 Mamysh Inc 305 North Second Ave Ste 294 Upland CA 91786 NONE PC to help families with intergenerational problems and counseling 5000 Palm Springs Cultural Center 2300 Baristo Road Palm Springs CA 92260 NONE PC to support Broadway's Best in the West and Senior Food Program 5000 Rancho Mirage Writer's Festival 71-100 HWY 111 Rancho Mirage CA 92270 NONE PC to help support videos to reach all people regardless of home bound or other restrictions 25000 Spiritual Outreach Ministries 75-153 Merle Drive Suite B Palm Desert CA 92211 NONE PC to help fund the needs of at risk seniors 5000 The Palm Springs International Film Society 1700 E Tahquitz Canyon Way 3 Palm Springs CA 92262 NONE PC Senior volunteer program's and screening for seniors 50000 College of the Desert Foundation 43-500 Monterey Avenue Palm Desert CA 92260 NONE PC to fund the nursing program 25000 World Affairs Council Of The Desert 41550 Eclectic Street Palm Desert CA 92260 NONE PC to prepare students for a life in a globally connected world, and for senior volunteers and students to work together. 5000 878700 0 14 6467 14 1022155 18 -649574 INCOME FROM PARTNERSHIPS 16 456744 MISCELLANEOUS 1 1254 0 837046 0 837046 false false false false false true false false false 1b(4) 368510 The Fairfield Homes Title Holding Co Inc Paymaster, accounting, admin true The Fairfield Homes Title Holding Co Inc 501(c)(3) Is the paymaster of the Foundation as authorized by Employment Tax Reg. 31.3121(s) - 1(a) and (b). Accounting services and other administrative expenses provided to the Foundation at allocated cost in accordance with an overhead sharing agreement. Audit Fees 21000 21000 Tax Preparation Fees 8858 8858 Furniture and Fixtures 364 Transportation 20066 20066 CS CONTINGENT WORSTOF RT CS WORSTOF CONTINGENT CITI WORSTOF CONTINGENT AU CITI WORSTOF CONTINGENT CA CITI WORSTOF CONTINGENT CA CITI WORSTOF CONTINGENT CA JPM CI AUTO GM MS WO CONTINGENT CA MS WO CONTINGENT AU MS WO AUTO-CAL TRIGGER JUMP NDX RTY SPX CA MS WORSTOF CONTINGENT AU MS WORSTOF CONTINGENT AU NDX MS WORSTOF CONTINGENT AU RTY MS WORSTOF CONTINGENT CA MS WORSTOF CONTINGENT CA UBS 7.5% WORSTOF CONTINGENT AU BANK OF AMERICA CORP FXD BANK OF AMERICA CORP FXD CITIGROUP INC CITIGROUP INC CITIGROUP INC CITIGROUP INC CITIGROUP INC ENBRIDGE ENBRIDGE INC GENERAL ELECTRIC HUNTINGTON BANCSHARES HCA INC ILFC E-CAP REG S JP MORGAN CHASE JP MORGAN CHASE & CO FXD MORGAN STANLEY FINANCIAL PNC FIN SEWRVICES GROUP INC FXD TO SYNOVUS FINANCIAL CORP SIGNATURE BANK OF NEW YORK BLACK STONE- BX PRIVATE CREDIT FUND NUVEEN S&P 500 BUY WRITE INC CALAMOS STRATEGIC TOTAL CATALYST MILBURN HGD STRAT CLOUGH GLOBAL OPP FUND COHEN & STEERS TAX ADAVNTAGE PFD S DELAWARE VALUE A FIDELITY ADV MID CAP VALUE A FIRST EAGLE GLOBAL A JP MORGAN LARGE CAP GRW.- A NEUBERGER BERMAN NEXT GEN FUND VOYA LARGE CAP GROWTH A SPDR S&P 500 ETF TRUST BANK OF AMERICA CORP FXD 012027 251882 223816 BANK OF AMERICA CORP FXD 092024 252265 248778 BANK OF AMERICA CORP FXD 100224 162007 161806 BANK OF NOVA SCOTIA FXD TO 102022 197007 182537 CITIGROUP INC FXD TO 052023 302657 301706 CITIGROUP INC FXD TO 052024 271319 248186 CITIGROUP INCFXD TO 0/2026 311256 296690 CITIGROUP INC 234105 243161 ENBRIDGE INC FXD TO 032028 201400 186019 FIFTH THIRD BANCORP FXD TO 062023 248132 239788 FIFTH THIRD BANCORP FXD TO 092019 450457 433526 GOLDMAN SACHS GROUP INC /THE FXD TO 112022 245944 249448 HUNTINGTON BANCSHARES INC/OH F XD TO 042023 100000 95611 HCA INC 200007 199667 ILFC E-CAPITAL TRUST FXD TO 00000 289762 222564 JP MORGAN CHASE & CO FXD TO 042024 199507 199485 JP MORGAN CHASE & CO FXD TO 022024 163588 163106 JP MORGAN CHASE&CO FXD TO 0/2023 309756 301470 PNC FIN SERVICES GROUP INC FXD TO092027 250007 244328 SYNOVUS FINANCIAL CORP FXD TO 022024 203106 188721 SIGNATURE BANK OF NEW YORK FXD TO 112024 153006 57750 BLACK STONE BCRED- BX PRIVATE CREDIT FUND 489866 481080 NUVEEN S&P 500 BUY WRITE INC 359587 346014 CALAMOS STRATEGIC TOTAL 85292 72580 CATALYST MILBURN HGD STRAT A 610151 674510 MSILF GOVERNMENT PTF INST 557149 557149 COHEN & STEERS TAX ADAVNTAGE PFD S 963804 960978 FIDELITY ADV MID CAP VALUE A 177961 206500 FIRST EAGLE GLOBAL A 244388 280010 JP MORGAN LARGE CAP GRW.- A 538022 693664 NEUBERGER BERMAN NEXT GEN FUND 80000 43720 VANGUARD S&P 500 ETF 380394 406224 SPDR S&P 500 ETF TRUST 385865 722471 BOA 9% WORST OF CONTINGENT DA 200000 196760 BOA 8.1% WORST OF CONTINGENT DA 750000 750000 BOA 8.25% WORST OF CONTINGENT DA 200000 200340 BOA 8.3% WORST OF CONTINGENT 250000 249375 BOA 8.3% WORST OF CONTINGENT DAILY CALL NDX RTY SPX 200000 200740 BOA 8.35% WORST OF CONTINGENT DAILY CALL NDX RTY SPX 200000 202080 BOA 8.55% WORST OF CONTINGENT DAILY CALL NDX RTY SPX 200000 201120 CITI WORSTOF CONTINGENT CALL NDX RTY SPX 250000 249400 CITI WORSTOF CONTINGENT CALL SPX 250000 249250 CITI WORSTOF CONTINGENT CALL SPX 500000 496600 CITI WORSTOF CONTINGENT AUTOCALL NDX RTY SPX 400000 397960 CITI WORSTOF CONTINGENT DA 200000 194860 CITI WORSTOF CONTINGENT DAILY CALL NDX RTY SPX 250000 245725 JPM 11.1% CONTINGENT AUTOCALL GM 150000 89400 MS WO CONTINGENT AUTOCALL INDU RTY SPX 250000 248588 MS WO AUTO-CAL TRIGGER JUMP NDX RTY SPX CA 200000 240700 MS WORSTOF CONTINGENT CALL NDX RTY SPX 250000 252988 MS WORST OF CINTINGENT 250000 254113 MS WORSTOF CONTINGENT DA 250000 254388 UBS 7.5% WORSTOF CONTINGENT AUTOCALL NDX RTY SPX 250000 248225 A T & T INC AGNC INVESTMENT CORP SER E AGNC INVESTMENT CORP SER F APOLLO GLBL MNGMT ASSURANT INV ATHENE HOLDING LTD ATHENE HOLDING LTD ATLANTIC UN BANKSHARES BANK OF AMERICA BANK OF AMERICA DP BANK OF AMERICA CORP SER SS BANK OZK SER A PFD ARES / (Formerly BC INDUSTRIAL REIT IV INC ESC) BERRY PETE CORP BIP BERMUDA HLDGS I LIMITED BOFA CORP SER PP BOOKFIELD INFRA SER A BRIGHTHOUSE FINANCIAL SER "B" BRIGHTHOUSE FINANCIAL SER "C" BRIGHTHOUSE FINANCIAL SER "D" BROOKFIELD BRP HLDGS BROOKFIELD BRP HOLDINGS BROOKFIELD FIN I UK BROOKFIELD FIN I UK BROOKFIELD IN PTNS SER 13 BROOKFIELD INFRAESTRUCTURE PA BUMBLE INC CL A CAPITAL ONE FINANCIAL CORP CAPITAL ONE FINANCIAL CORP CARLYLE FIN LLC CITIZENS FIN GROUP -D CMS ENERGY CORP SER C CUSTOMERS BANCORP DTE ENERGYCO ENERGY TRANSFER - 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