Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
AMERICAN GOLD STAR MANOR
 
Number and street (or P.O. box number if mail is not delivered to street address)3021 N GOLD STAR DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONG BEACH, CA90810
A Employer identification number

23-7288650
B Telephone number (see instructions)

(562) 426-7651
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$64,136,415J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 9,459
2 Check right arrow.............
3 Interest on savings and temporary cash investments 84 84 84
4 Dividends and interest from securities... 1,692,502 1,676,993 1,676,993
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -107,065
b Gross sales price for all assets on line 6a 4,002,129
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 37,549
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,389,053 -194 1,388,859
12 Total. Add lines 1 through 11........ 2,984,033 1,676,883 3,103,485
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 305,636 15,282 200,855 101,317
14 Other employee salaries and wages...... 775,612 0 649,479 121,439
15 Pension plans, employee benefits....... 382,818 1,169 299,796 84,184
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
87,594 0 3,290 86,537
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,012 0 0 57,737
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
136,365 136,365 136,365 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,622 9,184 9,184 23,200
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
7,289 0 1,136
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,244 0 0 1,210
22 Printing and publications.......... 3,898 0 0 4,240
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
207,618 0 62,183 140,630
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,006,708 162,000 1,362,288 620,494
25 Contributions, gifts, grants paid....... 27,152 27,152
26 Total expenses and disbursements. Add lines 24 and 25 2,033,860 162,000 1,362,288 647,646
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 950,173
b Net investment income (if negative, enter -0-) 1,514,883
c Adjusted net income (if negative, enter -0-)... 1,741,197
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 67,791 87,370 87,370
2 Savings and temporary cash investments......... 345,080 335,668 335,668
3 Accounts receivable right arrow18,838
Less: allowance for doubtful accounts right arrow   13,365 18,838 18,838
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 38,488 20,588 20,588
10a Investments—U.S. and state government obligations (attach schedule) 330,977 Click to see attachment
List of Attached Documents:
// Content
652,859 		652,859
b Investments—corporate stock (attach schedule)....... 13,823,180 Click to see attachment
List of Attached Documents:
// Content
16,501,270 		16,501,270
c Investments—corporate bonds (attach schedule)....... 274,707 Click to see attachment
List of Attached Documents:
// Content
243,504 		243,504
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow103,657
Less: accumulated depreciation (attach schedule) right arrow8,389 102,557 Click to see attachment
List of Attached Documents:
// Content
95,268 		95,268
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
46,322,199 		Click to see attachment
List of Attached Documents:
// Content
46,181,050 		Click to see attachment
List of Attached Documents:
// Content
46,181,050
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 61,318,344 64,136,415 64,136,415
Liabilities 17 Accounts payable and accrued expenses.......... 136,928 152,076
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
17,348 		Click to see attachment
List of Attached Documents:
// Content
42,981
23 Total liabilities (add lines 17 through 22)......... 154,276 195,057
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 61,161,376 63,940,619
25 Net assets with donor restrictions............ 2,692 739
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 61,164,068 63,941,358
30 Total liabilities and net assets/fund balances (see instructions). 61,318,344 64,136,415
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
61,164,068
2
Enter amount from Part I, line 27a .....................
2
950,173
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,827,117
4
Add lines 1, 2, and 3 ..........................
4
63,941,358
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
63,941,358
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,285,717   1,248,168 37,549
b 2,713,569   2,846,154 -132,585
c 2,843     2,843
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       37,549
b       -132,585
c       2,843
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -92,193
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 37,549
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 21,057
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 21,057
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,057
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 22,246
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,100
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,346
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,289
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,289 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.GOLDSTARMANOR.ORG
14
The books are in care ofright arrowSARAH BERGMAN Telephone no.right arrow (562) 426-7651

Located atright arrow3021 N GOLD STAR DRIVELONG BEACHCA ZIP+4right arrow90810
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GLEN PATRICK PRESIDENT & CEO
31.00 		162,564 54,019 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
SARAH BERGMAN CFO
32.00 		143,072 39,301 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
NICHOLAS SRAMEK CHAIR
2.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
STEVEN KEESAL VICE CHAIR
2.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
GREGORY PIERSON SECRETARY
2.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
FEBIEN LIJIAM GHEBREYESUS TREASURER
2.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
RYAN ANTES TRUSTEE
1.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
PATTI ELLIOTT TRUSTEE
1.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
DIANE JACOBUS TRUSTEE (THRU 03/24)
1.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
NANCY KINDELAN TRUSTEE
2.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
ANNETTE KIRK TRUSTEE
1.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
JILL ROSENBERG TRUSTEE
1.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
GAIL SCHWANDNER TRUSTEE
1.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
TIM SCOTT TRUSTEE
1.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
PAM STEMPLE TRUSTEE (THRU 08/24)
1.00 		0 0 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ANETTE ALVAREZ RESIDENT PROGRAMS SE
40.00 		74,735 21,225 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
BETHANN CAIRNS OPERATIONS/LEASING A
36.00 		77,814 17,865 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
DENICE MOUNCE OPERATIONS DIRECTOR
36.00 		76,258 9,118 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
SIMORAL SIM MAINTENANCE
36.00 		55,913 15,372 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
PAULA QUEVEDO COMPLIANCE SPECIALIS
40.00 		57,742 12,724 0
3021 N GOLD STAR DRIVE
LONG BEACH,CA90810
Total number of other employees paid over $50,000...................right arrow 1
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MORGAN STANLEY & CO LLC INVESTMENT MANAGEMENT 136,365
444 SOUTH FLOWER STREET 34TH FLOOR
LOS ANGELES,CA90071
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 TO PROVIDE LOW COST HOUSING FOR NEEDY AND DISTRESSED MEMBERS IN GOOD STANDING WITH AMERICAN GOLD STAR MOTHERS INC, AND LOWER INCOME SENIORS. 1,200,288
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
16,579,687
b
Average of monthly cash balances.......................
1b
429,517
c
Fair market value of all other assets (see instructions)................
1c
18,838
d
Total (add lines 1a, b, and c).........................
1d
17,028,042
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
17,028,042
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
255,421
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,772,621
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
838,631
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
647,646
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
647,646
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
838,631 674,520 600,966 580,837 2,694,954
b 85% (0.85) of line 2a ......... 712,836 573,342 510,821 493,711 2,290,711
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		647,646 722,903 512,996 523,090 2,406,635
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		647,646 722,903 512,996 523,090 2,406,635
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		559,087 449,680 400,644 387,225 1,796,636
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
MARIA CORDOVA


280 S 39TH STREET
SAN DIEGO,CA92113 		NONE I HOUSING ASSISTANCE 3,600
HEATHER HOCKER


495 EARL DRIVE
SIERRA VISTA,AZ85635 		NONE I HOUSING ASSISTANCE 2,369
MARIE WHITE BROWN


2408 E PALM BEACH DRIVE
CHANDLER,AZ85249 		NONE I HOUSING ASSISTANCE 3,797
NORMA FONTALVO


11119 BRADFORD WAY DRIVE
HOUSTON,TX77075 		NONE I HOUSING ASSISTANCE 2,631
JULIE PERKINS ASHBY


8209 W CORNBREAD ROAD
YORKTOWN,IN47396 		NONE I HOUSING ASSISTANCE 3,375
ROXANN ABRAMS


3271 HILLTOP DRIVE
VENTURA,CA93003 		NONE I HOUSING ASSISTANCE 4,800
TINA HILLMAN


1322 EVERGREEN ROAD
PITTSBURGH,PA15209 		NONE I HOUSING ASSISTANCE 3,900
DONNA ROBINSON


4010 N ROGERS AVENUE
BALTIMORE,MD21207 		NONE I HOUSING ASSISTANCE 2,680
Total .................................right arrow 3a 27,152
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aMANAGEMENT FEE         325,169
bSERVICES INCOME         1,034,566
cPARTNERSHIP MANAGEMENT FEE         28,982
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 84  
4 Dividends and interest from securities ....     14 1,692,502  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -107,065  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS 		    01 336  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,585,857 1,388,717
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,974,574
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
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.
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
AMERICAN GOLD STAR MANOR
 
Employer identification number

23-7288650
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
AMERICAN GOLD STAR MANOR
  		Employer identification number
23-7288650
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
EVALYN M BAUER FOUNDATION
 
ONE WORLD TRADE CENTER SUITE 1660
 
LONG BEACH, CA90831

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
AMERICAN GOLD STAR MANOR
  		Employer identification number

23-7288650
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
AMERICAN GOLD STAR MANOR
  		Employer identification number

23-7288650
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 52,012 0 0 57,737

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
CLUB CAR CARRYALL 500 2023-09-11 11,356 331 SL 10.000000000000 1,136 0 1,136  
2023 FORD TRANSIT 2023-11-17 92,301 769 SL 10.000000000000 6,153 0 6,153  

TY 2024 InvestmentsCorpBondsSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Name of Bond End of Year Book Value End of Year Fair Market Value
AFFILIATED MANAGERS GROUP INC 9,089 9,089
ALGONQUIN POWER & UTILITIES CORP 6,204 6,204
ALLSTATE CORP 2,995 2,995
AMERICAN FINANCIAL GROUP 1,580 1,580
AMGEN INC 18,187 18,187
APOLLO GLOBAL MANAGEMENT INC 4,636 4,636
ASSURANT INC 4,777 4,777
AT&T INC 4,760 4,760
ATHENE HOLDING LTD 3,059 3,059
BANK OF AMERICA CORP 18,047 18,047
BIP BERMUDA HOLDINGS I LTD 1,617 1,617
BROOKFIELD FINANCE INC 3,195 3,195
BROOKFIELD INFRASTRUCTURE PARTNERS 3,199 3,199
CARLYLE FIN LLC 3,261 3,261
CMS ENERGY CORP 8,012 8,012
COREBRIDGE FINANCIAL INC 8,208 8,208
DOMINION ENERGY INC 11,143 11,143
DTE ENERGY CO 3,135 3,135
F&G ANNUITIES & LIFE INC 6,419 6,419
FORD MOTOR CO 6,442 6,442
JPMORGAN CHASE & CO 11,985 11,985
KEMPER CORP 1,562 1,562
KKR & CO INC 2,926 2,926
MORGAN STANLEY 10,447 10,447
ORACLE CORP 11,930 11,930
PRUDENTIAL FINANCIAL INC 4,564 4,564
REINSURANCE GROUP OF AMERICA INC 13,913 13,913
SEMPRA ENERGY 6,032 6,032
THE SOUTHERN CO 6,161 6,161
T-MOBILE USA INC 18,048 18,048
TPG OPER GROUP II LP 3,000 3,000
US CELLULAR CORP 12,884 12,884
W R BERKLEY CORP 1,432 1,432
WELLS FARGO & CO 10,655 10,655

TY 2024 InvestmentsCorpStockSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 20,088 20,088
ABBOTT LABORATORIES 32,010 32,010
ABBVIE INC 180,721 180,721
ACCENTURE PLC 110,110 110,110
ADOBE INC 16,717 16,717
AGNC INVESTMENT CORP 9,504 9,504
AIA GROUP LTD 33,050 33,050
AIR PROD & CHEM INC 60,038 60,038
AIRBNB INC 19,186 19,186
AKZONOBEL 42,513 42,513
ALCON INC 88,710 88,710
ALIBABA GROUP HOLDING LTD 15,262 15,262
ALLSTATE CORP 6,366 6,366
ALPHABET INC 231,340 231,340
AMAZON COM INC 296,033 296,033
AMERICAN HEALTHCARE REIT INC 15,233 15,233
AMERICAN HOMES 4 RENT 25,524 25,524
AMERICAN NATIONAL GROUP 11,000 11,000
AMERICAN REALTY TRUST INC 14,424 14,424
AMERICAN TOWER REIT 71,530 71,530
ANNALY CAPITAL MANAGEMENT INC 4,685 4,685
APPLE INC 173,040 173,040
APPLIED MATERIALS INC 21,305 21,305
ARCH CAPITAL GROUP 1,629 1,629
ASHTEAD GROUP PLC 70,661 70,661
ASML HOLDING 61,229 61,229
ASPEN INSURANCE HOLDINGS LTD 19,520 19,520
ASSA ABLOY AB 59,019 59,019
ASTRAZENECA PLC 22,866 22,866
AT&T INC 16,519 16,519
ATHENE HOLDING LTD 14,187 14,187
AUTODESK INC 62,661 62,661
AUTOMATIC DATA PROCESSING INC 79,037 79,037
AVALONBAY COMMUNITIES INC 49,273 49,273
AXIS CAP HOLDINGS LTD 4,674 4,674
BANK OF AMERICA CORP 35,745 35,745
BLACKROCK INC 38,954 38,954
BLACKSTONE INC 28,622 28,622
BLOCK INC 23,372 23,372
BOEING CO 104,430 104,430
BROADCOM INC 451,856 451,856
BROADSTONE NET LEASE INC 11,483 11,483
BROOKFIELD BRP HOLDINGS 3,061 3,061
BROOKFIELD CORP 108,178 108,178
BROOKFIELD FINANCE INC 3,029 3,029
CAMECO CORP 90,806 90,806
CANADIAN NATURAL RESOURCES LTD 15,126 15,126
CAPITAL ONE FINANCIAL CORP 31,919 31,919
CATERPILLAR INC 32,983 32,983
CELANESE CORP 11,143 11,143
CHEVRON CORP 75,462 75,462
CHS INC 29,276 29,276
CHUBB LTD 32,603 32,603
CISCO SYS INC 20,069 20,069
CITIZENS FINANCIAL GROUP INC 6,415 6,415
CME GROUP INC 46,446 46,446
COCA-COLA EUROPACIFIC PARTNERS 71,587 71,587
COMCAST CORP 43,610 43,610
CONSTELLATION BRANDS INC 24,752 24,752
CONSTELLATION ENERGY CORP 25,727 25,727
CORNING INC 50,181 50,181
COUSINS PPTYS INC 16,821 16,821
CREDICORP LTD 69,295 69,295
CSX CORP 22,492 22,492
CVS HEALTH CORP 17,238 17,238
DAIKIN INDS LTD 42,778 42,778
DANAHER CORP 21,540 21,540
DARDEN RESTAURANTS 30,244 30,244
DBS GROUP HOLDINGS LTD 79,735 79,735
DEERE & CO 11,440 11,440
DELL TECHNOLOGIES INC 50,245 50,245
DIAGEO PLC 64,074 64,074
DIGITAL REALTY TRUST INC 37,821 37,821
DISCOVER FINANCIAL SERVICES 23,559 23,559
DSM FIRMENICH AG 60,388 60,388
EATON CORP PLC 126,442 126,442
ELEVANCE HEALTH INC 14,018 14,018
ELI LILLY & CO 232,238 232,238
EOG RESOURCES INC 32,239 32,239
EQUINIX INC 110,318 110,318
EQUITABLE HOLDINGS 3,171 3,171
EQUITY LIFESTYLE PROPERTIES 12,854 12,854
EQUITY RESIDENTIAL 22,246 22,246
ERSTE GROUP BANK 95,879 95,879
ESSEX PROPERTY TRUST INC 15,806 15,806
EXPEDITORS INTERNATIONAL OF WASHINGTON INC 24,480 24,480
EXPERIAN GP LTD 57,038 57,038
EXTRA SPACE STORAGE INC 60,289 60,289
EXXON MOBIL CORP 56,259 56,259
FACTSET RESEARCH SYSTEMS INC 27,376 27,376
FANUC CORP 44,604 44,604
FASTENAL CO 20,494 20,494
FIFTH THIRD BANCORP 7,695 7,695
FIRST HORIZON CORP 3,187 3,187
GAMING & LEISURE PROPERTIES INC 16,134 16,134
GE AEROSPACE 33,191 33,191
GENERAL DYNAMICS CORP 24,787 24,787
GENERAL MOTORS CO 26,315 26,315
GILEAD SCIENCE 29,743 29,743
GLOBAL NET LEASE INC 1,721 1,721
GSK PLC 49,851 49,851
HALEON PLC 69,642 69,642
HALLIBURTON CO 15,770 15,770
HEALTHPEAK PROPERTIES INC 17,250 17,250
HEINEKEN NV 37,098 37,098
HOME DEPOT INC 130,701 130,701
HP INC 28,910 28,910
HUNTINGTON BANCSHARES INC 3,125 3,125
ICON PLC 8,438 8,438
ILLINOIS TOOL WORKS INC 43,105 43,105
ILLUMINA INC 20,178 20,178
ING GROEP 91,905 91,905
INTERCONTINENTAL EXCHANGE INC 28,908 28,908
INTUIT INC 34,053 34,053
INTUITIVE SURGICAL INC 69,943 69,943
INVENTRUST PROPERTIES CORP 5,755 5,755
INVITATION HOMES INC 29,572 29,572
JACKSON FINCL INC 3,087 3,087
JHANCOCK MGD ACCT SHRS 458,930 458,930
JOHNSON & JOHNSON 54,811 54,811
JPMORGAN CHASE & CO 150,427 150,427
KEURIG DR PEPPER INC 73,972 73,972
KEYCORP 8,314 8,314
KILROY REALTY CORP 9,142 9,142
KINDER MORGAN INC 34,469 34,469
KKR & CO INC 33,871 33,871
KUBOTA CORP 37,737 37,737
L3HARRIS TECHNOLOGIES INC 15,981 15,981
LINCOLN NATIONAL CORP 4,574 4,574
LINDE 24,702 24,702
LINEAGE INC 5,029 5,029
LOCKHEED MARTIN CORP 56,855 56,855
LVMH MOET HENNESSY LOUIS VUITTON 54,487 54,487
M&T BANK CORP 8,049 8,049
MAGNA INTERNATIONAL INC 35,689 35,689
MARRIOTT VACATIONS WORLDWIDE 5,739 5,739
MARSH & MCLENNAN COS INC 175,026 175,026
MASTERCARD INC 29,966 29,966
MC DONALDS CORP 96,823 96,823
MERCK & CO INC 113,507 113,507
META PLATFORMS INC 298,790 298,790
METLIFE INC 1,488 1,488
MICHELIN COMPAGNIE GENERALE 67,058 67,058
MICROSOFT CORP 455,220 455,220
MONDELEZ INTL INC 101,003 101,003
MONOTARO CO LTD 82,630 82,630
MONSTER BEVERAGE CORP 74,218 74,218
MORGAN STANLEY 36,966 36,966
MUENCHENER RUECK 65,219 65,219
NATIONAL HEALTH INVESTORS INC 8,117 8,117
NETFLIX INC 188,069 188,069
NETSTREIT CORP 5,023 5,023
NEUBERGER BERMAN INC 1,584,405 1,584,405
NEXTERA ENERGY INC 91,118 91,118
NIDEC CORP 28,024 28,024
NIKE INC 18,463 18,463
NNN REIT INC 9,681 9,681
NORTHROP GRUMMAN CORP 36,605 36,605
NOVARTIS AG 21,019 21,019
NOVO NORDISK 41,376 41,376
NVIDIA CORP 374,535 374,535
ONEOK INC 35,542 35,542
ORACLE CORP 99,358 99,358
OTSUKA HOLDINGS CO LTD 77,432 77,432
PALO ALTO NETWORKS INC 46,218 46,218
PAN PAC INTL HLDGS CORP 86,261 86,261
PAYCHEX INC 78,383 78,383
PAYPAL HLDGS INC 58,635 58,635
PEPSICO INC 101,120 101,120
PHILIP MORRIS INTL INC 71,007 71,007
PHILLIPS 66 COM 50,699 50,699
PIMCO INCOME I2 1,554,316 1,554,316
PINNACLE FINANCIAL PARTNERS 3,101 3,101
PNC FINANCIAL SVCS GROUP 98,354 98,354
PPL CORP 49,047 49,047
PROCTER & GAMBLE 111,152 111,152
PROLOGIS INC 78,429 78,429
PUBLIC STORAGE 10,870 10,870
QUALCOMM INC 67,286 67,286
REALTY INCOME CORP 56,935 56,935
REGENCY CTRS CORP 34,821 34,821
REGENERON PHARMACEUTICALS INC 36,372 36,372
REGIONS FINANCIAL CORP 4,904 4,904
RENTOKIL INITIAL PLC 40,664 40,664
REXFORD INDL REALTY INC 14,536 14,536
ROCHE HOLDINGS 87,130 87,130
ROYAL CARIBBEAN GROUP 25,607 25,607
RTX CORP 89,790 89,790
RYMAN HOSPITALITY PPTYS INC 14,712 14,712
S&P GLOBAL INC 39,327 39,327
SABRA HEALTH CARE REIT INC 17,112 17,112
SAFRAN SA 87,247 87,247
SALESFORCE.COM INC 116,347 116,347
SAP 27,576 27,576
SAUL CTRS INC 1,637 1,637
SBA COMMUNICATNS CORP 30,774 30,774
SCE TRUST IV 1,596 1,596
SCE TRUST V 7,601 7,601
SCE TRUST VI 1,528 1,528
SCE TRUST VII 4,472 4,472
SCE TRUST VII 3,128 3,128
SCHWAB CHARLES CORP 1,580 1,580
SEI INVESTMENTS CO 28,538 28,538
SEMPRA ENERGY 99,124 99,124
SHERWIN WILLIAMS CO 32,296 32,296
SHOPIFY INC 55,187 55,187
SIMON PPTY GROUP INC 9,049 9,049
SONY GROUP CORP 92,681 92,681
SOUTHERN CO 25,519 25,519
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 36,938 36,938
STARBUCKS CORP 36,683 36,683
STATE STREET CORP 8,903 8,903
STRYKER CORP 33,119 33,119
SUNSTONE HOTEL INVESTORS INC 4,914 4,914
SYMRISE AG 55,033 55,033
TAIWAN SMCNDCTR MFG CO LTD 38,511 38,511
TARGET CORP 42,582 42,582
TERRENO RLTY CORP 11,651 11,651
TESLA INC 206,362 206,362
TEXAS INSTRUMENTS 74,816 74,816
THERMO FISHER SCIENTIFIC 65,549 65,549
TOTAL ENERGIES SE 48,069 48,069
TRAVELERS COMPANIES INC 100,933 100,933
TRUIST FINANCIAL CORP 3,076 3,076
TRUIST FINCL CORP 3,107 3,107
UBER TECHNOLOGIES INC 25,334 25,334
UNILEVER PLC 47,685 47,685
UNION PACIFIC CORP 29,417 29,417
UNITED PARCEL SERVICE INC 14,628 14,628
UNITEDHEALTH GROUP INC 115,842 115,842
US BANCORP 1,502 1,502
VENTAS INC 50,174 50,174
VERTEX PHARMACEUTICALS 49,129 49,129
VICI PROPERTIES INC 31,021 31,021
VISA INC 249,008 249,008
VORNADO REALTY TRUST 11,855 11,855
WALT DISNEY CO 58,125 58,125
WEC ENERGY GROUP INC 32,538 32,538
WELLS FARGO & CO 55,390 55,390
WELLTOWER INC 94,775 94,775
WESCO INTERNATIONAL INC 2,960 2,960
WEYERHAEUSER CO 7,375 7,375
WILLIAMS CO 122,528 122,528
WINTRUST FINANCIAL CORP 6,257 6,257
WORKDAY INC 49,800 49,800
WW GRAINGER INC 42,512 42,512
YUM BRANDS INC 45,749 45,749
YUM CHINA HOLDINGS 7,611 7,611
ZOETIS INC 27,698 27,698

TY 2024 InvestmentsGovtObligationsSch
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
US Government Securities - End of Year Book Value:

652,859
US Government Securities - End of Year Fair Market Value:

652,859
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 LandEtcSchedule2
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
CLUB CAR CARRYALL 500 11,356 1,467 9,889  
2023 FORD TRANSIT 92,301 6,922 85,379  


TY 2024 LegalFeesSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL CONSULTING FEES 87,594 0 3,290 86,537


TY 2024 OtherAssetsSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM HOME 24,877 25,722 25,722
PARTNERSHIP MANAGEMENT FEE RECEIVABLE 28,138 28,982 28,982
DUE FROM AGSM RENOVATION, LP 46,152,233 46,126,346 46,126,346
DUE FROM PARTNERSHIP 116,951 0 0


TY 2024 OtherExpensesSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 7,956 0 5,735 2,257
INSURANCE 42,309 0 25,519 30,535
MISCELLANOUS 6,329 0 3,167 3,193
RESIDENT SERVICES 80,319 0 0 79,167
COMPUTER & TECHNICAL SUPPORT 25,785 0 19,914 5,762
COMMUNICATIONS 7,231 0 5,584 1,622
ASSOCIATION 2,016 0 0 2,641
ADMINISTRATIVE CONTRACTS 8,759 0 0 8,393
STAFF TRAINING 3,560 0 2,264 1,297
VEHICLE MAINTENANCE 3,468 0 0 3,384
CONTRACT SERVICES 17,507 0 0 0
TAXES, LICENSES, & PERMITS 2,379 0 0 2,379


TY 2024 OtherIncomeSchedule2
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AGSM RENOVATION LP INCOME   -194 -194
MANAGEMENT FEE 325,169   325,169
SERVICES INCOME 1,034,566   1,034,566
PARTNERSHIP MANAGEMENT FEE 28,982   28,982
MISCELLANEOUS 336   336


TY 2024 OtherIncreasesSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Description Amount
UNREALIZED GAIN ON INVESTMENTS 1,827,117


TY 2024 OtherLiabilitiesSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Description Beginning of Year - Book Value End of Year - Book Value
DEFERED TAX LIABILITY 17,348 42,981


TY 2024 OtherProfessionalFeesSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 136,365 136,365 136,365 0


TY 2024 TaxesSchedule
Name:
AMERICAN GOLD STAR MANOR
EIN:
23-7288650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 46,622 0 0 23,200
FOREIGN TAXES 0 9,184 9,184 0