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KATHLEEN MAURER FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KATHLEEN MAURER FOUNDATION (EIN 47-1616467)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-09
IRS object ID
202631609349100603
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-09T07:12:16-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN934563647PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Carpenter Petersen & Associates CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line126020 Towne Centre DriveAddressLine1Txt
CityFoothill RanchCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92610ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471616467EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN MAURER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone9499513200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15050 E 2ND ST UNIT 14417AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID H ROMANPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2026-06-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGino GalantePreparerPersonNm
PTINP00170369PTIN
Phone9499513200PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,471,149FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$22,147DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,147DividendsNetInvstIncmAmt
Dividends Adj Net Incm$22,147DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$133,693NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$309,091GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$133,693CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$155,840TotalRevAndExpnssAmt
Total Net Invst Incm$155,840TotalNetInvstIncmAmt
Total Adj Net Incm$22,147TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$19,453CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$19,453CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,060AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,265AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,795AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$32,127OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,127OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,370TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$4,370TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,370OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,370OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$71,380TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,392TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$36,988TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$166,380TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,392TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$131,988TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,540ExcessRevenueOverExpensesAmt
Net Investment Income$121,448NetInvestmentIncomeAmt
Adjusted Net Income$22,147AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,819CashBOYAmt
Cash EOY$61,159CashEOYAmt
Cash EOYFMV$61,159CashEOYFMVAmt
Corporate Stock BOY$1,058,183CorporateStockBOYAmt
Corporate Stock EOY$1,055,304CorporateStockEOYAmt
Corporate Stock EOYFMV$2,409,990CorporateStockEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Total Assets BOY$1,105,003TotalAssetsBOYAmt
Total Assets EOY$1,116,463TotalAssetsEOYAmt
Total Assets EOYFMV$2,471,149TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,105,003RetainedEarningBOYAmt
Retained Earning EOY$1,116,463RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,105,003TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,116,463TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,105,003TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,116,463TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,105,003TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,540ExcessRevenueOverExpensesAmt
Other Increases$22,000OtherIncreasesAmt
Subtotal$1,116,463SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,116,463TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25 CROWN CASTLE INCP2024-10-032025-01-30$2,235$2,874-$639-$639
141 PRINCIPAL MID-CAP FUNDP2024-12-122025-01-30$6,652$6,614$38$38
28 PROSHARES TR S&P 500P2024-12-312025-11-10$2,896$2,847$49$49
186 T-ROWE PRICE BLUE CHIPP2024-12-122025-06-10$36,208$36,022$186$186
325 APPLE INCP2012-02-102025-11-10$82,343$5,793$76,550$76,550
350 CROWN CASTLE INCP2023-10-232025-01-30$31,289$37,950-$6,661-$6,661
555 PRINCIPAL MID-CAP FUNDP2023-12-272025-11-10$28,347$19,116$9,231$9,231
309 PROSHARES TR S&P 500P2024-10-022025-11-10$31,562$28,746$2,816$2,816
272 T-ROWE PRICE BULE CHIPP2022-12-142025-09-04$53,792$35,436$18,356$18,356
CAPITAL GAIN DISTRIBUTIONSP2022-12-142025-12-31$33,767$33,767$33,767
FieldValueIRS element (for citing)
Capital Gain Net Income$133,693CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$366NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,688InvestmentIncomeExciseTaxAmt
Subtotal$1,688SubtotalAmt
Tax Based On Investment Income$1,688TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$88EsPenaltyAmt
Tax Due$1,776TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GINO GALANTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9499513200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line126020 TOWNE CENTRE DRIVEAddressLine1Txt
CityFOOTHILL RANCHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92610ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID H ROMAN
5050 E 2ND ST UNIT 14417LONG BEACHCA90803President/CEO4.00$16,500
ANN RORRER
5050 E 2ND ST UNIT 14417Long BeachCA90803Prior CEO0.00$2,953
DAVID RENTERIA
5050 E 2ND STREET UNIT 14417LONG BEACHCA90803CFO0.00$0
JAIME ZAVALA
5050 E 2ND STREET UNIT 14417LONG BEACHCA90803Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,315,572AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,989AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,369,561TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,369,561AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,543CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,334,018NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,701MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,701MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,688TaxBasedOnInvestmentIncomeAmt
Total Tax$1,688TotalTaxAmt
Distributable Before Adj$115,013DistributableBeforeAdjAmt
Distributable Before Ded$115,013DistributableBeforeDedAmt
Distributable As Adjusted$115,013DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$131,988ExpensesAndContributionsAmt
Qualifying Distributions$131,988QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$115,013DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$2,854ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$12,813ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,667TotalExcessDistributionCyovAmt
Qualifying Distributions$131,988QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$115,013AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,975RemainingDistriFromCorpusAmt
Total Corpus$32,642TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$32,642ExcessDistriCyovToNextYrAmt
Excess From Year3$2,854ExcessFromYear3Amt
Excess From Year1$12,813ExcessFromYear1Amt
Excess From Current Year$16,975ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OLIVE CREST
917 PINE AVENUELONG BEACHCA90813DONEEPCTO SUPPORT CRITICAL PROGRAMS THAT PROVIDE SHELTER, TREATMENT AND CARE FOR AT-RISK YOUTH.$30,000
CITY OF HOPE
1055 WILSHIRE BLVD 1200LOS ANGELESCA90017DONEEPCFOR RESEARCH ON NEW MEDICAL, CANCER AND DIABETES TREATMENTS FOR CHILDREN.$20,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUE SECOND FLOORNEW YORK CITYNY10001DONEEPCFOR THE MEDICAL ASSISTANCE AND TREATMENT OF CHILDRENS HEALTH ISSUES.$10,000
JAMES GARFIELD HIGH SCHOOL SCHOLARSHIP
5101 E 6TH STREETLOS ANGELESCA90022DONEENCDONATE TO THE HIGH SCHOOL'S SCHOLARSHIP FUND.$15,000
ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105DONEEPCFOR THE HEALTH AND WELFARE OF CHILDREN WITH CANCER AND OTHER DEADLY DISEASES.$15,000
VENICE ARTS
13445 BEACH AVENUEVENICECA90292DONEENCART EDUCATION & MENTORINGCREATIVE CAREER PATHWAYSPUBLIC PROGRAMS & EXHIBITIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,147ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$133,693RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,147ExclusionAmt
Related Or Exempt Function Incm$133,693RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$155,840TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$9,060Amt
Net Investment Income$2,265NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,795DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUTO EXPENSES$12$12
INSURANCE$1,455$1,455
MEALS & ENTERTAINMENT$212$212
MISCELLANEOUS EXPENSE$2,166$2,166
OFFICE EXPENSE$1,371$1,371
PAYROLL FEES$834$834
POSTAGE$320$320

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADDITIONAL CONTRIBUTION TO FOUNDATIONDesc
Amt$22,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$32,127Amt
Net Investment Income$32,127NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$273$273
OTHER TAXES$2,270$2,270
PAYROLL TAXES$1,827$1,827

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