2017-08-02T07:18:11-07:00 2016-12-31 Carpenter Petersen & Associates CPAS 26020 Towne Centre Drive Foothill Ranch CA 92610 990PF 2016-01-01 471616467 KATHLEEN MAURER FOUNDATION KATH 9499513200 PO BOX 14417 LONG BEACH CA 90853 Ann Rorrer CEO/DIRECTOR/TT 2017-08-02 true Gino Galante P00170369 9499513200 2016 2021-01-29 14:40:06Z X 1432377 X X 8329 8329 8329 23875 23875 23875 -21881 435597 3877 3877 3877 14200 36081 36081 3000 3000 5950 5726 224 851 112 739 438 438 10239 5838 4401 25000 25000 35239 5838 29401 -21039 30243 36081 143706 143706 958353 1159310 123017 129361 1225076 1432377 0 X 1246115 -21039 1225076 0 1225076 -21039 1246115 1225076 1225076 CITI PWM #6045 P 2016-10-01 2016-12-31 244338 249528 -5190 -5190 CITI PWM #6045 P 2001-01-01 2016-12-31 189719 207950 -18231 -18231 Capital Gain Dividends 1540 -21881 -5190 true 605 605 605 X 18 623 false false false false false false false false true true CA true false false false false true N/A GINO GALANTE 9499513200 26020 TOWNE CENTRE DRIVE FOOTHILL RANCH CA 92610 false false false false false false false false false false false false false false false false false false false false false false false false false false Ann Rorrer 3609 E2nd Street 403 Long Beach CA 90803 CEO/Trustee 4.00 3000 NONE NONE 1253912 41234 0 1295146 0 1295146 19427 1275719 63786 63786 605 605 63181 63181 63181 29401 29401 29401 63181 73011 73011 29401 0 29401 33780 33780 39231 0 39231 39231 X 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. 15000 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. 10000 25000 8329 23875 3 -23421 1540 EXEMPT INTEREST DIVIDEND 3 1688 NON-DIVIDEND DISTRIBUTION 3 2189 -19544 33744 14200 false false false false false false false false false false General Explanation Supplemental Information for Form 990-PF 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 CITI PWM BONDS 123017 129361 CITI PWM EQUITIES AND MUTUAL FUNDS 958353 1159310 MEALS & ENTERTAINMENT 133 133 MISCELLANEOUS EXPENSE 105 105 PO BOX DUES 200 200 EXEMPT INTEREST DIVIDEND 1688 1688 1688 NON-DIVIDEND DISTRIBUTION 2189 2189 2189 TRUST FUNDING 1246115 BROKERAGE FEES 5726 5726 0 0 PAYROLL ADMIN FEES 224 0 0 224 FOREIGN TAXES PAID 112 112 OTHER TAXES 509 509 PAYROLL TAXES 230 230