2025-10-21T14:31:47-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990PF 2024-01-01 237288650 AMERICAN GOLD STAR MANOR AMER 5624267651 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 GLEN PATRICK PRESIDENT & CEO 5624267651 2025-10-17 1 1 MAGGIE ELLIOTT P01790721 2099556100 2025-10-10 2024 2025-03-06 01:10:19Z X 64136415 X 9459 84 84 84 1692502 1676993 1676993 -107065 4002129 0 37549 1389053 -194 1388859 2984033 1676883 3103485 305636 15282 200855 101317 775612 0 649479 121439 382818 1169 299796 84184 87594 0 3290 86537 52012 0 0 57737 136365 136365 136365 0 46622 9184 9184 23200 7289 0 1136 1244 0 0 1210 3898 0 0 4240 207618 0 62183 140630 2006708 162000 1362288 620494 27152 27152 2033860 162000 1362288 647646 950173 1514883 1741197 67791 87370 87370 345080 335668 335668 18838 13365 18838 18838 38488 20588 20588 330977 652859 652859 13823180 16501270 16501270 274707 243504 243504 103657 8389 102557 95268 95268 46322199 46181050 46181050 61318344 64136415 64136415 136928 152076 17348 42981 154276 195057 X 61161376 63940619 2692 739 61164068 63941358 61318344 64136415 61164068 950173 1827117 63941358 0 63941358 PUBLICLY TRADED SECURITIES 1285717 1248168 37549 37549 PUBLICLY TRADED SECURITIES 2713569 2846154 -132585 -132585 CAPITAL GAINS DIVIDENDS P 2843 2843 2843 -92193 37549 21057 0 21057 0 21057 22246 0 4100 0 26346 X 0 5289 5289 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 1 0 1 WWW.GOLDSTARMANOR.ORG SARAH BERGMAN 5624267651 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLEN PATRICK 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 PRESIDENT & CEO 31.00 162564 54019 0 SARAH BERGMAN 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 CFO 32.00 143072 39301 0 NICHOLAS SRAMEK 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 CHAIR 2.00 0 0 0 STEVEN KEESAL 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 VICE CHAIR 2.00 0 0 0 GREGORY PIERSON 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 SECRETARY 2.00 0 0 0 FEBIEN LIJIAM GHEBREYESUS 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TREASURER 2.00 0 0 0 RYAN ANTES 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TRUSTEE 1.00 0 0 0 PATTI ELLIOTT 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TRUSTEE 1.00 0 0 0 DIANE JACOBUS 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TRUSTEE (THRU 03/24) 1.00 0 0 0 NANCY KINDELAN 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TRUSTEE 2.00 0 0 0 ANNETTE KIRK 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TRUSTEE 1.00 0 0 0 JILL ROSENBERG 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TRUSTEE 1.00 0 0 0 GAIL SCHWANDNER 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TRUSTEE 1.00 0 0 0 TIM SCOTT 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TRUSTEE 1.00 0 0 0 PAM STEMPLE 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 TRUSTEE (THRU 08/24) 1.00 0 0 0 ANETTE ALVAREZ 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 RESIDENT PROGRAMS SE 40.00 74735 21225 0 BETHANN CAIRNS 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 OPERATIONS/LEASING A 36.00 77814 17865 0 DENICE MOUNCE 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 OPERATIONS DIRECTOR 36.00 76258 9118 0 SIMORAL SIM 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 MAINTENANCE 36.00 55913 15372 0 PAULA QUEVEDO 3021 N GOLD STAR DRIVE LONG BEACH CA 90810 COMPLIANCE SPECIALIS 40.00 57742 12724 0 1 MORGAN STANLEY & CO LLC 444 SOUTH FLOWER STREET 34TH FLOOR LOS ANGELES CA 90071 INVESTMENT MANAGEMENT 136365 0 TO PROVIDE LOW COST HOUSING FOR NEEDY AND DISTRESSED MEMBERS IN GOOD STANDING WITH AMERICAN GOLD STAR MOTHERS INC, AND LOWER INCOME SENIORS. 1200288 0 16579687 429517 18838 17028042 0 0 17028042 255421 16772621 838631 X 647646 0 647646 X 838631 674520 600966 580837 2694954 712836 573342 510821 493711 2290711 647646 722903 512996 523090 2406635 0 0 0 0 0 647646 722903 512996 523090 2406635 0 0 559087 449680 400644 387225 1796636 0 0 0 0 X MARIA CORDOVA 280 S 39TH STREET SAN DIEGO CA 92113 NONE I HOUSING ASSISTANCE 3600 HEATHER HOCKER 495 EARL DRIVE SIERRA VISTA AZ 85635 NONE I HOUSING ASSISTANCE 2369 MARIE WHITE BROWN 2408 E PALM BEACH DRIVE CHANDLER AZ 85249 NONE I HOUSING ASSISTANCE 3797 NORMA FONTALVO 11119 BRADFORD WAY DRIVE HOUSTON TX 77075 NONE I HOUSING ASSISTANCE 2631 JULIE PERKINS ASHBY 8209 W CORNBREAD ROAD YORKTOWN IN 47396 NONE I HOUSING ASSISTANCE 3375 ROXANN ABRAMS 3271 HILLTOP DRIVE VENTURA CA 93003 NONE I HOUSING ASSISTANCE 4800 TINA HILLMAN 1322 EVERGREEN ROAD PITTSBURGH PA 15209 NONE I HOUSING ASSISTANCE 3900 DONNA ROBINSON 4010 N ROGERS AVENUE BALTIMORE MD 21207 NONE I HOUSING ASSISTANCE 2680 27152 0 MANAGEMENT FEE 325169 SERVICES INCOME 1034566 PARTNERSHIP MANAGEMENT FEE 28982 14 84 14 1692502 18 -107065 MISCELLANEOUS 01 336 0 1585857 1388717 2974574 1A 5% OF NET RENTAL INCOME OF AGSM RENOVATION LP. REVENUES EARNED AS PROPERTY MANAGER OF LOW-INCOME HOUSING. 1B REIMBURSEMENT OF EMPLOYEE COSTS FROM AGSM RENOVATION LP. RELATES TO WORK WITH LOW-INCOME HOUSING. 1C MANAGEMENT FEE FROM AGSM RENOVATION LP. REVENUES EARNED AS PROPERTY MANAGER OF LOW-INCOME HOUSING. 0 0 0 0 0 0 0 0 0 0 X X 1 EVALYN M BAUER FOUNDATION ONE WORLD TRADE CENTER SUITE 1660 LONG BEACH CA 90831 5000 X ACCOUNTING FEES 52012 0 0 57737 CLUB CAR CARRYALL 500 2023-09-11 11356 331 SL 10.000000000000 1136 0 1136 2023 FORD TRANSIT 2023-11-17 92301 769 SL 10.000000000000 6153 0 6153 AFFILIATED MANAGERS GROUP INC 9089 9089 ALGONQUIN POWER & UTILITIES CORP 6204 6204 ALLSTATE CORP 2995 2995 AMERICAN FINANCIAL GROUP 1580 1580 AMGEN INC 18187 18187 APOLLO GLOBAL MANAGEMENT INC 4636 4636 ASSURANT INC 4777 4777 AT&T INC 4760 4760 ATHENE HOLDING LTD 3059 3059 BANK OF AMERICA CORP 18047 18047 BIP BERMUDA HOLDINGS I LTD 1617 1617 BROOKFIELD FINANCE INC 3195 3195 BROOKFIELD INFRASTRUCTURE PARTNERS 3199 3199 CARLYLE FIN LLC 3261 3261 CMS ENERGY CORP 8012 8012 COREBRIDGE FINANCIAL INC 8208 8208 DOMINION ENERGY INC 11143 11143 DTE ENERGY CO 3135 3135 F&G ANNUITIES & LIFE INC 6419 6419 FORD MOTOR CO 6442 6442 JPMORGAN CHASE & CO 11985 11985 KEMPER CORP 1562 1562 KKR & CO INC 2926 2926 MORGAN STANLEY 10447 10447 ORACLE CORP 11930 11930 PRUDENTIAL FINANCIAL INC 4564 4564 REINSURANCE GROUP OF AMERICA INC 13913 13913 SEMPRA ENERGY 6032 6032 THE SOUTHERN CO 6161 6161 T-MOBILE USA INC 18048 18048 TPG OPER GROUP II LP 3000 3000 US CELLULAR CORP 12884 12884 W R BERKLEY CORP 1432 1432 WELLS FARGO & CO 10655 10655 ABB LTD 20088 20088 ABBOTT LABORATORIES 32010 32010 ABBVIE INC 180721 180721 ACCENTURE PLC 110110 110110 ADOBE INC 16717 16717 AGNC INVESTMENT CORP 9504 9504 AIA GROUP LTD 33050 33050 AIR PROD & CHEM INC 60038 60038 AIRBNB INC 19186 19186 AKZONOBEL 42513 42513 ALCON INC 88710 88710 ALIBABA GROUP HOLDING LTD 15262 15262 ALLSTATE CORP 6366 6366 ALPHABET INC 231340 231340 AMAZON COM INC 296033 296033 AMERICAN HEALTHCARE REIT INC 15233 15233 AMERICAN HOMES 4 RENT 25524 25524 AMERICAN NATIONAL GROUP 11000 11000 AMERICAN REALTY TRUST INC 14424 14424 AMERICAN TOWER REIT 71530 71530 ANNALY CAPITAL MANAGEMENT INC 4685 4685 APPLE INC 173040 173040 APPLIED MATERIALS INC 21305 21305 ARCH CAPITAL GROUP 1629 1629 ASHTEAD GROUP PLC 70661 70661 ASML HOLDING 61229 61229 ASPEN INSURANCE HOLDINGS LTD 19520 19520 ASSA ABLOY AB 59019 59019 ASTRAZENECA PLC 22866 22866 AT&T INC 16519 16519 ATHENE HOLDING LTD 14187 14187 AUTODESK INC 62661 62661 AUTOMATIC DATA PROCESSING INC 79037 79037 AVALONBAY COMMUNITIES INC 49273 49273 AXIS CAP HOLDINGS LTD 4674 4674 BANK OF AMERICA CORP 35745 35745 BLACKROCK INC 38954 38954 BLACKSTONE INC 28622 28622 BLOCK INC 23372 23372 BOEING CO 104430 104430 BROADCOM INC 451856 451856 BROADSTONE NET LEASE INC 11483 11483 BROOKFIELD BRP HOLDINGS 3061 3061 BROOKFIELD CORP 108178 108178 BROOKFIELD FINANCE INC 3029 3029 CAMECO CORP 90806 90806 CANADIAN NATURAL RESOURCES LTD 15126 15126 CAPITAL ONE FINANCIAL CORP 31919 31919 CATERPILLAR INC 32983 32983 CELANESE CORP 11143 11143 CHEVRON CORP 75462 75462 CHS INC 29276 29276 CHUBB LTD 32603 32603 CISCO SYS INC 20069 20069 CITIZENS FINANCIAL GROUP INC 6415 6415 CME GROUP INC 46446 46446 COCA-COLA EUROPACIFIC PARTNERS 71587 71587 COMCAST CORP 43610 43610 CONSTELLATION BRANDS INC 24752 24752 CONSTELLATION ENERGY CORP 25727 25727 CORNING INC 50181 50181 COUSINS PPTYS INC 16821 16821 CREDICORP LTD 69295 69295 CSX CORP 22492 22492 CVS HEALTH CORP 17238 17238 DAIKIN INDS LTD 42778 42778 DANAHER CORP 21540 21540 DARDEN RESTAURANTS 30244 30244 DBS GROUP HOLDINGS LTD 79735 79735 DEERE & CO 11440 11440 DELL TECHNOLOGIES INC 50245 50245 DIAGEO PLC 64074 64074 DIGITAL REALTY TRUST INC 37821 37821 DISCOVER FINANCIAL SERVICES 23559 23559 DSM FIRMENICH AG 60388 60388 EATON CORP PLC 126442 126442 ELEVANCE HEALTH INC 14018 14018 ELI LILLY & CO 232238 232238 EOG RESOURCES INC 32239 32239 EQUINIX INC 110318 110318 EQUITABLE HOLDINGS 3171 3171 EQUITY LIFESTYLE PROPERTIES 12854 12854 EQUITY RESIDENTIAL 22246 22246 ERSTE GROUP BANK 95879 95879 ESSEX PROPERTY TRUST INC 15806 15806 EXPEDITORS INTERNATIONAL OF WASHINGTON INC 24480 24480 EXPERIAN GP LTD 57038 57038 EXTRA SPACE STORAGE INC 60289 60289 EXXON MOBIL CORP 56259 56259 FACTSET RESEARCH SYSTEMS INC 27376 27376 FANUC CORP 44604 44604 FASTENAL CO 20494 20494 FIFTH THIRD BANCORP 7695 7695 FIRST HORIZON CORP 3187 3187 GAMING & LEISURE PROPERTIES INC 16134 16134 GE AEROSPACE 33191 33191 GENERAL DYNAMICS CORP 24787 24787 GENERAL MOTORS CO 26315 26315 GILEAD SCIENCE 29743 29743 GLOBAL NET LEASE INC 1721 1721 GSK PLC 49851 49851 HALEON PLC 69642 69642 HALLIBURTON CO 15770 15770 HEALTHPEAK PROPERTIES INC 17250 17250 HEINEKEN NV 37098 37098 HOME DEPOT INC 130701 130701 HP INC 28910 28910 HUNTINGTON BANCSHARES INC 3125 3125 ICON PLC 8438 8438 ILLINOIS TOOL WORKS INC 43105 43105 ILLUMINA INC 20178 20178 ING GROEP 91905 91905 INTERCONTINENTAL EXCHANGE INC 28908 28908 INTUIT INC 34053 34053 INTUITIVE SURGICAL INC 69943 69943 INVENTRUST PROPERTIES CORP 5755 5755 INVITATION HOMES INC 29572 29572 JACKSON FINCL INC 3087 3087 JHANCOCK MGD ACCT SHRS 458930 458930 JOHNSON & JOHNSON 54811 54811 JPMORGAN CHASE & CO 150427 150427 KEURIG DR PEPPER INC 73972 73972 KEYCORP 8314 8314 KILROY REALTY CORP 9142 9142 KINDER MORGAN INC 34469 34469 KKR & CO INC 33871 33871 KUBOTA CORP 37737 37737 L3HARRIS TECHNOLOGIES INC 15981 15981 LINCOLN NATIONAL CORP 4574 4574 LINDE 24702 24702 LINEAGE INC 5029 5029 LOCKHEED MARTIN CORP 56855 56855 LVMH MOET HENNESSY LOUIS VUITTON 54487 54487 M&T BANK CORP 8049 8049 MAGNA INTERNATIONAL INC 35689 35689 MARRIOTT VACATIONS WORLDWIDE 5739 5739 MARSH & MCLENNAN COS INC 175026 175026 MASTERCARD INC 29966 29966 MC DONALDS CORP 96823 96823 MERCK & CO INC 113507 113507 META PLATFORMS INC 298790 298790 METLIFE INC 1488 1488 MICHELIN COMPAGNIE GENERALE 67058 67058 MICROSOFT CORP 455220 455220 MONDELEZ INTL INC 101003 101003 MONOTARO CO LTD 82630 82630 MONSTER BEVERAGE CORP 74218 74218 MORGAN STANLEY 36966 36966 MUENCHENER RUECK 65219 65219 NATIONAL HEALTH INVESTORS INC 8117 8117 NETFLIX INC 188069 188069 NETSTREIT CORP 5023 5023 NEUBERGER BERMAN INC 1584405 1584405 NEXTERA ENERGY INC 91118 91118 NIDEC CORP 28024 28024 NIKE INC 18463 18463 NNN REIT INC 9681 9681 NORTHROP GRUMMAN CORP 36605 36605 NOVARTIS AG 21019 21019 NOVO NORDISK 41376 41376 NVIDIA CORP 374535 374535 ONEOK INC 35542 35542 ORACLE CORP 99358 99358 OTSUKA HOLDINGS CO LTD 77432 77432 PALO ALTO NETWORKS INC 46218 46218 PAN PAC INTL HLDGS CORP 86261 86261 PAYCHEX INC 78383 78383 PAYPAL HLDGS INC 58635 58635 PEPSICO INC 101120 101120 PHILIP MORRIS INTL INC 71007 71007 PHILLIPS 66 COM 50699 50699 PIMCO INCOME I2 1554316 1554316 PINNACLE FINANCIAL PARTNERS 3101 3101 PNC FINANCIAL SVCS GROUP 98354 98354 PPL CORP 49047 49047 PROCTER & GAMBLE 111152 111152 PROLOGIS INC 78429 78429 PUBLIC STORAGE 10870 10870 QUALCOMM INC 67286 67286 REALTY INCOME CORP 56935 56935 REGENCY CTRS CORP 34821 34821 REGENERON PHARMACEUTICALS INC 36372 36372 REGIONS FINANCIAL CORP 4904 4904 RENTOKIL INITIAL PLC 40664 40664 REXFORD INDL REALTY INC 14536 14536 ROCHE HOLDINGS 87130 87130 ROYAL CARIBBEAN GROUP 25607 25607 RTX CORP 89790 89790 RYMAN HOSPITALITY PPTYS INC 14712 14712 S&P GLOBAL INC 39327 39327 SABRA HEALTH CARE REIT INC 17112 17112 SAFRAN SA 87247 87247 SALESFORCE.COM INC 116347 116347 SAP 27576 27576 SAUL CTRS INC 1637 1637 SBA COMMUNICATNS CORP 30774 30774 SCE TRUST IV 1596 1596 SCE TRUST V 7601 7601 SCE TRUST VI 1528 1528 SCE TRUST VII 4472 4472 SCE TRUST VII 3128 3128 SCHWAB CHARLES CORP 1580 1580 SEI INVESTMENTS CO 28538 28538 SEMPRA ENERGY 99124 99124 SHERWIN WILLIAMS CO 32296 32296 SHOPIFY INC 55187 55187 SIMON PPTY GROUP INC 9049 9049 SONY GROUP CORP 92681 92681 SOUTHERN CO 25519 25519 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 36938 36938 STARBUCKS CORP 36683 36683 STATE STREET CORP 8903 8903 STRYKER CORP 33119 33119 SUNSTONE HOTEL INVESTORS INC 4914 4914 SYMRISE AG 55033 55033 TAIWAN SMCNDCTR MFG CO LTD 38511 38511 TARGET CORP 42582 42582 TERRENO RLTY CORP 11651 11651 TESLA INC 206362 206362 TEXAS INSTRUMENTS 74816 74816 THERMO FISHER SCIENTIFIC 65549 65549 TOTAL ENERGIES SE 48069 48069 TRAVELERS COMPANIES INC 100933 100933 TRUIST FINANCIAL CORP 3076 3076 TRUIST FINCL CORP 3107 3107 UBER TECHNOLOGIES INC 25334 25334 UNILEVER PLC 47685 47685 UNION PACIFIC CORP 29417 29417 UNITED PARCEL SERVICE INC 14628 14628 UNITEDHEALTH GROUP INC 115842 115842 US BANCORP 1502 1502 VENTAS INC 50174 50174 VERTEX PHARMACEUTICALS 49129 49129 VICI PROPERTIES INC 31021 31021 VISA INC 249008 249008 VORNADO REALTY TRUST 11855 11855 WALT DISNEY CO 58125 58125 WEC ENERGY GROUP INC 32538 32538 WELLS FARGO & CO 55390 55390 WELLTOWER INC 94775 94775 WESCO INTERNATIONAL INC 2960 2960 WEYERHAEUSER CO 7375 7375 WILLIAMS CO 122528 122528 WINTRUST FINANCIAL CORP 6257 6257 WORKDAY INC 49800 49800 WW GRAINGER INC 42512 42512 YUM BRANDS INC 45749 45749 YUM CHINA HOLDINGS 7611 7611 ZOETIS INC 27698 27698 652859 652859 0 0 CLUB CAR CARRYALL 500 11356 1467 9889 2023 FORD TRANSIT 92301 6922 85379 LEGAL CONSULTING FEES 87594 0 3290 86537 DUE FROM HOME 24877 25722 25722 PARTNERSHIP MANAGEMENT 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