2024-05-28T07:23:25-07:00 2023-12-31 934563647 Carpenter Petersen & Associates CPAs 26020 Towne Centre Drive Foothill Ranch CA 92610 990PF 2023-01-01 471616467 KATHLEEN MAURER FOUNDATION KATH 9499513200 5050 E 2ND ST UNIT 14417 LONG BEACH CA 90803 DAVID H ROMAN CFO 2024-05-28 true DAVID H ROMAN 999009999 true Gino Galante P00170369 9499513200 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X X 1940406 X X 4811 4811 4811 23345 23345 23345 2850 457339 2850 31006 31006 28156 18000 18000 8445 2111 6334 26426 26426 2030 2030 3516 3516 58417 28537 29880 55000 55000 113417 28537 84880 -82411 2469 28156 24618 86473 86473 1120908 976642 1853933 1145526 1063115 1940406 0 X 1145526 1063115 1145526 1063115 1145526 1063115 1145526 -82411 1063115 1063115 CAPITAL GAIN DISTRIBUTIONS P 2019-01-20 2023-02-20 14918 14918 14918 CITIBANK P 2023-01-20 2023-12-20 19352 19718 -366 -366 CITIBANK P 2019-01-20 2023-12-20 406940 433039 -26099 -26099 CITIBANK P 2019-12-02 2023-12-20 16129 1732 14397 14397 2850 -366 34 34 34 34 0 false false false false false false false true true CA true false false false false true N/A GINO GALANTE 9499513200 26020 TOWNE CENTRE DRIVE FOOTHILL RANCH CA 92610 false false false false false false false false false false false false false false false false false false false false false false DAVID H ROMAN 5050 E 2ND ST UNIT 14417 LONG BEACH CA 90803 CFO 0.00 0 Ann Rorrer 5050 E 2ND ST UNIT 14417 Long Beach CA 90803 CEO/Trustee 4.00 18000 NONE NONE 1741441 55546 0 1796987 0 1796987 26955 1770032 88502 88502 34 34 88468 88468 88468 84880 84880 88468 8190 2854 11044 84880 0 84880 3588 3588 7456 0 4602 2854 2854 X OLIVE CREST 917 PINE AVENUE LONG BEACH CA 90813 DONEE 501(c)(3) TO SUPPORT CRITICAL PROGRAMS THAT PROVIDE SHELTER, TREATMENT AND CARE FOR AT-RISK YOUTH. 10000 CITY OF HOPE 1055 WILSHIRE BLVD 1200 LOS ANGELES CA 90017 DONEE 501(C)(3) FOR RESEARCH ON NEW MEDICAL, CANCER AND DIABETES TREATMENTS FOR CHILDREN. 10000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE SECOND FLOOR NEW YORK CITY NY 10001 DONEE 501(C)(3) FOR THE MEDICAL ASSISTANCE AND TREATMENT OF CHILDRENS HEALTH ISSUES. 15000 GARFIELD HIGH SCHOOL 5101 E 6TH STREET LOS ANGELES CA 90022 DONEE 501(C)(3) DONATE TO THE HIGH SCHOOL'S SCHOLARSHIP FUND. 10000 ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 DONEE 501(C)(3) FOR THE HEALTH AND WELFARE OF CHILDREN WITH CANCER AND OTHER DEADLY DISEASES. 10000 55000 14 4811 14 23345 2850 28156 2850 31006 8 GENERATED BY PRUDENT INVESTING OF FUNDS AND FUNDS ON HAND PRIOR TO EXPENDITURE. false false false false false false false false false false 8445 2111 0 6334 BANK FEES 30 30 INSURANCE 1448 1448 LEGAL FEES 570 570 MEALS & ENTERTAINMENT 58 58 OFFICE EXPENSE 218 218 PAYROLL FEES 898 898 POSTAGE 294 294 BROKERAGE FEES 26426 26426 0 0 FOREIGN TAXES PAID 112 112 OTHER TAXES 457 457 PAYROLL TAXES 1461 1461