KATHLEEN MAURER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KATHLEEN MAURER FOUNDATION (EIN 47-1616467)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-02
- IRS object ID
- 201712149349100701
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-02T07:18:11-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carpenter Petersen & Associates CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26020 Towne Centre Drive | AddressLine1Txt |
| City | Foothill Ranch | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471616467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN MAURER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 9499513200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14417 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Rorrer | PersonNm |
| Person Title | CEO/DIRECTOR/TT | PersonTitleTxt |
| Signature | 2017-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gino Galante | PreparerPersonNm |
| PTIN | P00170369 | PTIN |
| Phone | 9499513200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,432,377 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,329 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,329 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,329 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,875 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,875 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $435,597 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,877 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,877 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,877 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,081 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $36,081 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $224 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $739 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $438 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,401 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,243 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,081 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $143,706 | CashEOYAmt |
| Cash EOYFMV | $143,706 | CashEOYFMVAmt |
| Corporate Stock EOY | $958,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,159,310 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $123,017 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $129,361 | CorporateBondsEOYFMVAmt |
| Total Assets EOY | $1,225,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,432,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock EOY | $1,246,115 | CapitalStockEOYAmt |
| Retained Earning EOY | -$21,039 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,225,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | -$21,039 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,246,115 | OtherIncreasesAmt |
| Subtotal | $1,225,076 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITI PWM #6045 | P | 2016-10-01 | 2016-12-31 | $244,338 | $249,528 | -$5,190 | -$5,190 |
| CITI PWM #6045 | P | 2001-01-01 | 2016-12-31 | $189,719 | $207,950 | -$18,231 | -$18,231 |
| Capital Gain Dividends | $1,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,881 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,190 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $605 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $605 | SubtotalAmt |
| Tax Based On Investment Income | $605 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $623 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINO GALANTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9499513200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26020 TOWNE CENTRE DRIVE | AddressLine1Txt |
| City | FOOTHILL RANCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Rorrer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3609 E2nd Street 403 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CEO/Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,253,912 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,295,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,295,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,275,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $605 | TotalTaxAmt |
| Distributable Before Adj | $63,181 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,181 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,181 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,401 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,401 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,401 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,181 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $73,011 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,401 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,401 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $33,780 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,780 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,231 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $39,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $39,231 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OLIVE CREST | |||||||
| 917 PINE AVENUE | LONG BEACH | CA | 90813 | DONEE | 503(c)(3) | TO SUPPORT CRITICAL PROGRAMS THAT PROVIDE SHELTER, TREATMENT AND CARE FOR AT-RISK YOUTH. | $15,000 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90017 | DONEE | 503(C)(3) | FOR RESEARCH ON NEW MEDICAL, CANCER AND DIABETES TREATMENTS FOR CHILDREN. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,329 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,875 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | -$23,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,540 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| EXEMPT INTEREST DIVIDEND | 3 | $1,688 |
| NON-DIVIDEND DISTRIBUTION | 3 | $2,189 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$19,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $33,744 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,200 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990-PF, PART XIII UNDISTRIBUTED INCOME THE KATHLEEN MAURER FOUNDATION IS A TRANSFEREE FOUNDATION UNDER IRC SEC 507 AND WILL POSSESS THE ATTRIBUTES AND CHARACTERISTICS OF THE TRANSFEROR ORGANIZATION UNDER REVENUE RULING 2002-28. THE TRANSFEROR ORGANIZATION IS THE KATHLEEN MCDONNELL-MAURER FOUNDATION. THE AMOUNT IN ITEM #3 $73,011 IS THE EXCESS DISTRIBUTION FROM THE TRANSFEROR ORGANIZATION | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CITI PWM BONDS | BondNm |
| EOY Book Value | $123,017 | EOYBookValueAmt |
| EOYFMV | $129,361 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CITI PWM EQUITIES AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $958,353 | EOYBookValueAmt |
| EOYFMV | $1,159,310 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MEALS & ENTERTAINMENT | $133 | $133 |
| MISCELLANEOUS EXPENSE | $105 | $105 |
| PO BOX DUES | $200 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXEMPT INTEREST DIVIDEND | $1,688 | $1,688 | $1,688 |
| NON-DIVIDEND DISTRIBUTION | $2,189 | $2,189 | $2,189 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST FUNDING | Desc |
| Amt | $1,246,115 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $5,726 | $5,726 | $0 | $0 |
| PAYROLL ADMIN FEES | $224 | $0 | $0 | $224 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $112 | $112 | |
| OTHER TAXES | $509 | $509 | |
| PAYROLL TAXES | $230 | $230 |
Comments