2025-10-13T11:45:30-05:00 2024-11-30 815052000 Kieckhafer Schiffer LLP 6201 Oak Canyon Drive Suite 200 Irvine CA 926185231 990PF 2023-12-01 330687534 The Piemonte Foundation PIEM 9495749964 1575 Placentia Avenue Newport Beach CA 926632813 John Aschieris President 9494331144 2025-10-10 1 1 James C Kieckhafer P00223581 9492503900 2025-10-10 2023 2025-03-06 01:10:19Z X 2197927 X 0 X 28143 28143 113941 296375 113941 142084 142084 0 0 0 2370 0 0 1319 1319 0 17365 17226 0 21054 18545 0 79435 79435 100489 18545 79435 41595 123539 54410 75623 75623 1193320 1213702 2122304 1247730 1289325 2197927 0 0 X 0 0 0 0 1247730 1289325 1247730 1289325 1247730 1289325 1247730 41595 0 1289325 0 1289325 2 AIRBNB INC COM CL A 2024-04-17 2024-11-04 273 318 -45 -45 38 AIRBNB INC COM CL A 2024-04-17 2024-12-23 5059 6042 -983 -983 7 BOSTON PROPERTIES INC COM 2024-02-15 2024-11-04 559 461 98 98 18 BROADCOM INC 2024-07-02 2024-11-04 3061 2981 80 80 3 CHENIERE ENERGY INC COM NEW 2024-07-10 2024-11-04 557 524 33 33 2 CHIPOTLE MEXICAN GRILL INC COM 2023-07-27 2024-01-25 4621 3819 802 802 2 INTUITIVE SURGICAL INC 2024-09-27 2024-11-04 1019 960 59 59 4 KKR & CO INC COM 2024-07-24 2024-11-04 548 473 75 75 2 LILLY ELI & CO COM 2024-09-27 2024-11-04 1617 1766 -149 -149 12 MERCK & CO INC COM 2024-01-25 2024-11-04 1213 1437 -224 -224 15 MICROSOFT CORP COM 2024-05-31 2024-11-04 6102 6096 6 6 4 MICROSOFT CORP COM 2024-02-20 2024-11-04 1627 1599 28 28 2 MOTOROLA SOLUTIONS INC COM NEW 2024-05-31 2024-11-04 919 721 198 198 8 PHILIP MORRIS INTL INC COM 2024-08-01 2024-11-04 1042 938 104 104 7 PNC FINL SVCS GROUP INC COM 2024-07-24 2024-11-04 1306 1254 52 52 4 PROCTER & GAMBLE CO COM 2024-08-01 2024-11-04 661 661 0 0 2 SERVICENOW INC COM 2024-02-20 2024-11-04 1906 1490 416 416 8 ABBOTT LABS COM 2019-05-23 2024-11-04 945 605 340 340 16 ACCENTURE PLC IRELAND SHS CLASS A 2019-05-23 2024-05-31 4483 2849 1634 1634 26 ACCENTURE PLC IRELAND SHS CLASS A 2019-05-23 2024-06-10 7527 4630 2897 2897 3 ADOBE SYS INC COM 2019-12-23 2024-05-31 1307 986 321 321 26 ADOBE SYS INC COM 2019-11-11 2019-05-31 11325 7553 3772 3772 5 ADVANCED MICRO DEVICES INC COM 2022-10-27 2024-11-20 10575 4600 5975 5975 79 AIRBNB INC COM CL A 2021-09-01 2024-01-25 11106 12387 -1281 -1281 38 ALPHABET INC CL C 2019-12-23 2024-11-04 6476 2561 3915 3915 24 AMAZON COM INC COM 2023-02-02 2024-11-04 4688 2683 2005 2005 5 AMAZON COM INC COM 2019-05-23 2024-11-04 977 457 520 520 18 AMERICAN TOWER CORP NEW COM 2018-05-25 2024-02-15 3401 2460 941 941 4 AMERICAN WTR WKS CO INC NEW COM 2018-05-25 2024-11-04 538 329 209 209 55 AMERICAN WTR WKS CO INC NEW COM 2018-05-25 2024-11-20 7583 4524 3059 3059 5 AMPHENOL CORP NEW CL A 2018-05-25 2024-11-04 342 110 232 232 1 ASML HOLDING N V N Y REGISTRY SHS 2019-12-23 2024-11-04 674 296 378 378 1 ASML HOLDING N V N Y REGISTRY SHS 2019-12-23 2024-11-20 651 296 355 355 5 ASML HOLDING N V N Y REGISTRY SHS 2020-04-09 2024-11-20 3253 1385 1868 1868 16 ASML HOLDING N V N Y REGISTRY SHS 2019-11-11 2024-11-20 10409 4277 6132 6132 5 BERKSHIRE HATHAWAY INC DEL CL B NEW 2019-12-23 2024-11-04 2205 1128 1077 1077 11 BLACKSTONE INC COM 2019-12-23 2024-11-04 1836 531 1305 1305 6 CHEVRON CORP COM 2019-12-23 2024-11-04 922 722 200 200 39 CHIPOTLE MEXICAN GRILL INC COM 2023-07-27 2024-11-04 2244 1489 755 755 38 CME GROUP INC 2020-04-09 2024-07-27 7446 7163 283 283 1 COSTCO WHSL CORP NEW COM 2022-01-03 2024-11-04 885 567 318 318 5 DANAHER CORP DEL COM 2019-12-23 2024-11-04 1233 677 556 556 8 DISNEY WALT CO COM DISNEY 2019-12-23 2024-11-04 765 1157 -392 -392 6 EATON CORP PLC SHS 2020-04-23 2024-11-04 1995 477 1518 1518 11 ELEVANCE HEALTH INC 2019-12-23 2024-04-04 5540 3337 2203 2203 3 ELEVANCE HEALTH INC 2019-05-23 2024-04-04 1511 827 684 684 19 ELEVANCE HEALTH INC 2019-05-23 2024-09-27 9946 5240 4706 4706 3 ELEVANCE HEALTH INC 2019-05-23 2024-11-04 1250 827 423 423 5 EOG RES INC COM 2020-04-09 2024-11-04 614 215 399 399 14 FORTIVE CORP COM 2019-05-23 2024-11-04 997 941 56 56 5 HONEYWELL INTL INC COM 2019-05-23 2024-11-04 1038 831 207 207 1 INTUIT COM 2020-11-12 2024-11-04 620 348 272 272 4 IQVIA HLDGS INC COM 2019-12-23 2024-11-04 833 620 213 213 20 J P MORGAN CHASE & CO COM 2018-05-25 2024-07-24 4209 2211 1998 1998 13 J P MORGAN CHASE & CO COM 2018-05-25 2024-11-04 2877 1437 1440 1440 10 JOHNSON & JOHNSON COM 2019-12-23 2024-07-10 1485 1465 20 20 47 JOHNSON & JOHNSON COM 2019-05-23 2024-07-10 6980 5720 1260 1260 27 KINDER MORGAN INC DEL COM 2019-12-23 2024-07-10 541 498 43 43 96 KINDER MORGAN INC DEL COM 2019-05-23 2024-07-10 1923 1619 304 304 169 KINDER MORGAN INC DEL COM 2020-04-09 2024-07-10 3386 1815 1571 1571 97 KINDER MORGAN INC DEL COM 2018-05-25 2024-07-10 1943 1190 753 753 3 LAUDER ESTEE COS INC CL A 2019-05-23 2024-08-01 289 492 -203 -203 34 LAUDER ESTEE COS INC CL A 2018-05-25 2024-08-01 3281 5137 -1856 -1856 4 LINDE PLC SHS 2023-07-21 2024-11-04 1831 1536 295 295 4 MARSH & MCLENNAN COS INC COM 2020-04-09 2024-11-04 881 385 496 496 7 META PLATFORMS INC CL A 2019-12-23 2024-11-04 3945 1441 2504 2504 3 NORFOLK SOUTHERN CORP COM 2021-07-22 2024-11-04 740 792 -52 -52 8 NVIDIA CORP COM 2020-11-12 2024-02-20 5441 1072 4369 4369 13 NVIDIA CORP COM 2020-04-09 2024-02-20 8842 851 7991 7991 161 NVIDIA CORP COM 2020-04-09 2024-07-02 19732 1054 18678 18678 90 NVIDIA CORP COM 2020-04-09 2024-11-04 12410 589 11821 11821 32 PEPSICO INC COM 2019-05-23 2024-08-01 5566 4179 1387 1387 47 PEPSICO INC COM 2018-05-25 2024-08-01 8175 4716 3459 3459 12 RAYTHEON TECHNOLOGIES CORP COM 2021-12-08 2024-11-04 1418 1041 377 377 2 S&P GLOBAL INC. 2022-10-27 2024-11-04 971 641 330 330 2 SALESFORCE COM INC COM 2023-04-19 2024-11-04 597 396 201 201 3 SPDR SERIES TRUST S&P BIOTECH 2019-12-23 2024-11-04 300 292 8 8 3 SUN COMMUNITIES INC 2022-10-27 2024-11-04 391 394 -3 -3 15 TESLA MTRS INC COM 2022-11-29 2024-01-25 2727 2712 15 15 40 TESLA MTRS INC COM 2022-11-29 2024-01-25 6280 7232 -952 -952 3 THERMO FISHER SCIENTIFIC INC COM 2019-12-23 2024-09-27 1851 984 867 867 5 THERMO FISHER SCIENTIFIC INC COM 2020-04-09 2024-09-27 3084 1573 1511 1511 2 THERMO FISHER SCIENTIFIC INC COM 2020-04-09 2024-11-04 1105 629 476 476 18 TJX COS INC NEW COM 2019-12-23 2024-11-04 2016 1079 937 937 3 UNITED RENTALS INC COM 2020-11-06 2024-11-04 2361 576 1785 1785 5 VALERO ENERGY CORP NEW COM 2018-05-25 2024-11-04 653 595 58 58 15 VISA INC COM CL A 2019-05-23 2024-07-24 3826 2440 1386 1386 10 VISA INC COM CL A 2019-05-23 2024-11-04 2916 1627 1289 1289 34 APPLE COMPUTER INC COM 2024-07-02 2024-11-04 7545 7476 69 69 19 JOHNSON & JOHNSON COM 2019-05-23 2024-07-10 2822 2624 198 198 5 ADVANCED MICRO DEVICES INC COM 2022-10-27 2024-11-04 709 299 410 410 Capital Gains Dividends P 96 96 96 113941 1717 0 1717 0 1717 0 0 3500 0 3500 64 1719 1719 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A John E Aschieris 9494331144 1575 Placentia Avenue Newport Beach CA 926632813 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 John M Aschieris 1575 Placentia Avenue Newport Beach CA 92663 President/Director 1.00 0 0 0 John E Aschieris 1575 Placentia Avenue Newport Beach CA 92663 Sec/CFO/Director 1.00 0 0 0 Michael S Aschieris 1575 Placentia Avenue Newport Beach CA 92663 V-Pres/Director 1.00 0 0 0 Ronald A Aschieris 1575 Placentia Avenue Newport Beach CA 92663 Asst Sec/Director 1.00 0 0 0 NONE 0 NONE 0 NONE - NO DIRECT CHARITABLE ACTIVITIES ARE BEING UNDERTAKEN BY THIS FOUNDATION 0 NONE 0 0 1985347 55468 0 2040815 0 0 2040815 30612 2010203 100510 100510 1717 1717 98793 0 98793 0 98793 79435 0 79435 98793 79181 0 0 79435 79181 0 0 254 0 0 0 0 0 0 0 0 98539 0 0 0 John M Aschieris X ALD Connect 35 Village Road Suite 100 353306 Middleton MA 01949 None Tax-Exempt General Fund 600 Assistance League of Long Beach 6220 E Sprint St Long Beach CA 90815 None Tax-Exempt General Fund 2000 Assistance League of Santa Ana 1037 W 1st St Santa Ana CA 92703 None Tax-Exempt General Fund 5000 Boys & Girls Club of San Diego 533 Lomas Santa Fe Dr Solana Beach CA 92075 None Tax-Exempt General Fund 100 Brain & Behavior Research 747 Third Avenue 33rd Floor New York NY 10017 None Tax-Exempt General Fund 100 Cal State Long Beach Shark Research 1250 Bellflower Blvd Long Beach CA 90840 None Tax-Exempt General Fund 250 Catalina Island Conservancy 708 Crescent Ave Avalon CA 90704 None Tax-Exempt General Fund 500 Catholic Community Foundation 4747 Morena Blvd 300 San Diego CA 92117 None Tax-Exempt General Fund 100 Challenged Athletes Foundation 951 Waples St San Diego CA 92121 None Tax-Exempt General Fund 500 Charleston Athletic Fund 307 Meeting St Charleston SC 29401 None Tax-Exempt General Fund 500 Church of the Nativity 6309 El Apajo Rancho Santa Fe CA 92067 None Tax-Exempt General Fund 500 DePaul USA 161 S Alvarado Street Los Angeles CA 90057 None Tax-Exempt General Fund 100 Fellowship of Christian Athletes 449 W Foothill Blvd Glendora CA 91741 None Tax-Exempt General Fund 250 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 None Tax-Exempt General Fund 250 Helen Woodward Animal Hospital 6523 Helen Woodward Way 200 Rancho Santa Fe CA 92067 None Tax-Exempt General Fund 100 Hoag Hospital Foundation 330 Placentia Ave 100 Newport Beach CA 92663 None Tax-Exempt General Fund 1400 Holy Family Church 1527 Fremont Ave South Pasadena CA 91030 None Tax-Exempt General Fund 100 Homeboy Industries 130 Bruno St Los Angeles CA 90012 None Tax-Exempt General Fund 600 Leukemia & Lymphoma Society 3 International Drive Suite 200 Rye Brook NY 10573 None Tax-Exempt General Fund 300 Little Red Dog 23046 Avenida De La Carlota 600 Laguna Hills CA 92653 None Tax-Exempt General Fund 500 Loyola High School 1901 Venice Blvd Los Angeles CA 90006 None Tax-Exempt General Fund 700 Marengo Elementary 1400 Marengo Ave South Pasadena CA 91030 None Tax-Exempt General Fund 100 Marketplace 480 Cedar St Saint Paul MN 55101 None Tax-Exempt General Fund 60 Newport Beach Police 870 Santa Barbara Dr Newport Beach CA 92660 None Tax-Exempt General Fund 100 Newport Harbor Sailing 1048 Irvine Ave 820 Newport Beach CA 92660 None Tax-Exempt General Fund 175 Philip Stemler for Newport Mesa USD 2985 Bear St Costa Mesa CA 92626 None Tax-Exempt General Fund 100 Resident Donation Account 1575 Placentia Ave Newport Beach CA 92663 None Tax-Exempt General Fund 1000 Sam Brown Victory Fund 3275 N Fort Apache 150 Las Vegas NV 89129 None Tax-Exempt General Fund 250 Sanford-Burnham 10901 N Torrey Pines Rd La Jolla CA 92037 None Tax-Exempt General Fund 500 Santa Clara University 500 El Camino Real Santa Clara CA 95053 None Tax-Exempt General Fund 400 Second Harvest Food Bank 8014 Marine Way Irvine CA 92618 None Tax-Exempt General Fund 500 Semester at Sea 2243 Centre Ave Unit 300 Fort Collins CO 80526 None Tax-Exempt General Fund 200 Shower of Hope 5619 Monte Vista St Los Angeles CA 90043 None Tax-Exempt General Fund 500 Solana Presbyterian 120 Stevens Ave Solana Beach CA 92075 None Tax-Exempt General Fund 300 Song for Charlie 530 South Lake Ave 632 Pasadena CA 91101 None Tax-Exempt General Fund 500 St Francis Center 1835 S Hope St Los Angeles CA 90015 None Tax-Exempt General Fund 100 St Francis High School 1885 Miramonte Ave Mountain View CA 94040 None Tax-Exempt General Fund 500 St James Presbyterian Church 19414 Ventura Blvd Tarzana CA 91356 None Tax-Exempt General Fund 500 St Joseph Center 1524 Fremont Ave South Pasadena CA 91030 None Tax-Exempt General Fund 100 SurfAid 2328 Vallejo Street San Francisco CA 94123 None Tax-Exempt General Fund 100 The ALS Association of Greater San Diego 1980 Peacock Blvd Suite A Oceanside CA 92056 None Tax-Exempt General Fund 1000 The Jed Foundation PO Box 412945 Boston MA 02241 None Tax-Exempt General Fund 100 The Nature Conservacy Union Bank Plaza 445 S Figueroa St 1950 Los Angeles CA 90071 None Tax-Exempt General Fund 1000 UCSF 505 Parnassus Ave San Francisco CA 94143 None Tax-Exempt General Fund 500 Unicef USA 125 Maiden Lane New York NY 10038 None Tax-Exempt General Fund 300 University of Notre Dame Holy Cross Dr Notre Dame IN 46556 None Tax-Exempt General Fund 100 USC - Orthodontic Department of the Ostrow School of Dentistry 925 W 34th St Los Angeles CA 90089 None Tax-Exempt General Fund 50000 USC Caruso Catholic Center 844 W 32nd St Los Angeles CA 90007 None Tax-Exempt General Fund 2500 USC 925 W 34th St Los Angeles CA 90089 None Tax-Exempt General Fund 3000 Waves of Impact 326 Camelot Dr Oceanside CA 92054 None Tax-Exempt General Fund 250 World Vision 800 W Chestnut Ave Monrovia CA 91016 None Tax-Exempt General Fund 250 79435 0 14 28143 14 96 113845 0 28239 113845 142084 8 Proceeds from the sale of securities are used to fund contributions 8 to various charitable organizations. 0 0 0 0 0 0 0 0 0 0 Accounting 2370 0 0 Pursuant to Code Section 4942(h) and Regulation Section 53.4942(a)-3(d)(2) the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. Stock Portfolio 1213702 2122304 Investment Fees 17226 17226 0 Bank Charges 27 0 0 Filing Fees 75 0 0 Office Supplies 37 0 0 Foreign Taxes 396 396 0 Excise Tax 923 923 0