Nonprofit · EIN 47-1616467
KATHLEEN MAURER FOUNDATION
Tax-exempt · LONG BEACH, CA 90853
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $155,840 | $166,380 | -$10,540 | $1,116,463 | $0 | $1,116,463 |
| December 31, 2024 | 990-PF | $188,828 | $146,940 | $41,888 | $1,105,003 | $0 | $1,105,003 |
| December 31, 2023 | 990-PF | $31,006 | $113,417 | -$82,411 | $1,063,115 | $0 | $1,063,115 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,147
- Net gain from sales of assets
- $133,693
Expenses
- Grants and similar amounts paid
- $95,000
- Compensation of officers, directors and key employees
- $19,453
- Disbursements for charitable purposes
- $131,988
- Excise tax on investment income
- $1,688
Balance sheet and other
- Total assets, start of year
- $1,105,003
- Total assets, end of year
- $1,116,463
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,116,463
- Fair market value of assets
- $2,471,149
- Qualifying distributions
- $131,988
- Net investment income
- $155,840
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID H ROMAN 5050 E 2ND ST UNIT 14417, LONG BEACH, CA 90803 | President/CEO | 4 | $16,500 |
| ANN RORRER 5050 E 2ND ST UNIT 14417, Long Beach, CA 90803 | Prior CEO | 0 | $2,953 |
| DAVID RENTERIA 5050 E 2ND STREET UNIT 14417, LONG BEACH, CA 90803 | CFO | 0 | $0 |
| JAIME ZAVALA 5050 E 2ND STREET UNIT 14417, LONG BEACH, CA 90803 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ann Rorrer 5050 E 2ND ST UNIT 14417, Long Beach, CA 90803 | CEO/Trustee | 4 | $18,000 |
| DAVID H ROMAN 5050 E 2ND ST UNIT 14417, LONG BEACH, CA 90803 | CFO | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ann Rorrer 5050 E 2ND ST UNIT 14417, Long Beach, CA 90803 | CEO/Trustee | 4 | $18,000 |
| DAVID H ROMAN 5050 E 2ND ST UNIT 14417, LONG BEACH, CA 90803 | CFO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5050 E 2ND ST UNIT 14417, LONG BEACH, CA 90853-5405
- Signed the 990-PF
- DAVID H ROMAN, President & CEO
- Phone
- (949) 951-3200
- Return prepared by
- Carpenter Petersen & Associates CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 47-1616467 or by the name KATHLEEN MAURER FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-1616467
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,116,463
- Income (IRS master file)
- $331,238
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $155,840 | $166,380 | $1,116,463 | XML |
| 990-PF | December 2024 | $188,828 | $146,940 | $1,105,003 | XML |
| 990-PF | December 2023 | $31,006 | $113,417 | $1,063,115 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 47-1616467).
Questions about KATHLEEN MAURER FOUNDATION
- What is the EIN of KATHLEEN MAURER FOUNDATION?
- The employer identification number (EIN) of KATHLEEN MAURER FOUNDATION is 47-1616467.
- Is KATHLEEN MAURER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to KATHLEEN MAURER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHLEEN MAURER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHLEEN MAURER FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHLEEN MAURER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of KATHLEEN MAURER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $16,500 (DAVID H ROMAN, President/CEO).
- How much revenue does KATHLEEN MAURER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $155,840, expenses of $166,380 and total assets of $1,116,463 at year end.
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All nonprofits in LONG BEACH · California · Philanthropy, voluntarism and grantmaking foundations