2024-11-13T22:47:17-06:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 400 SPECTRUM CENTER DR SUITE 400 IRVINE CA 92618 990PF 2023-01-01 954649432 STEINMETZ FOUNDATION STEI 9492243300 400 SPECTRUM CENTER DR 400 IRVINE CA 92618 CHARLES STEINMETZ PRESIDENT 3105420011 2024-11-12 1 1 ELIZABETH BOYD P00958368 9492243300 2024-11-08 2023 2024-10-15 13:58:12Z X X 23249530 X 0 X 322646 322646 910289 14980176 910289 1232935 1232935 0 0 0 20124 10062 10062 15000 7500 7500 1675 1675 0 17902 0 0 54701 19237 17562 1187800 1187800 1242501 19237 1205362 -9566 1213698 121220 2070100 2070100 5696 8216232 8216232 20940513 10777476 12963198 21067429 21063808 23249530 3325 15419 3325 15419 X 0 0 0 0 21064104 21048389 21064104 21048389 21067429 21063808 21064104 -9566 0 21054538 6149 21048389 PUBLICLY TRADED SECURITIES P 14980176 14069887 910289 910289 910289 16870 0 16870 0 16870 2083 0 35000 0 37083 X 632 19581 19581 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ARMANINO LLP 9492243300 400 SPECTRUM CENTER DR 400 IRVINE CA 92618 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN MARIE STEINMETZ 400 SPECTRUM CENTER DR 400 IRVINE CA 92618 DIRECTOR 2.00 0 0 0 CHARLES WILLIAM STEINMETZ 400 SPECTRUM CENTER DR 400 IRVINE CA 92618 PRESIDENT-DIRECTOR 3.00 0 0 0 TERRY KAY 400 SPECTRUM CENTER DR 400 IRVINE CA 92618 CHIEF FINANCIAL OFFICER 3.00 0 0 0 JEAN S KAY 400 SPECTRUM CENTER DR 400 IRVINE CA 92618 VP-ADMIN & SECRETARY 3.00 0 0 0 NONE 0 NONE 0 0 20188841 562297 0 20751138 0 0 20751138 311267 20439871 1021994 1021994 16870 16870 1005124 0 1005124 0 1005124 1205362 0 1205362 1005124 0 0 481674 1414671 1076386 1546071 4518802 1205362 0 0 0 1005124 200238 0 0 4719040 0 0 0 0 0 0 0 4719040 481674 1414671 1076386 1546071 200238 X A NOISE WITHIN THEATRE 3352 E FOOTHILL BLVD PASADENA CA 91107 NOT APPLICABLE PC TO SUPPORT ITS EDUCATION OUTREACH PROGRAM. 50000 AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS 6-8 CHARLTON STREET PRINCETON NJ 085405232 NOT APPLICABLE PC TO SUPPORT RESEARCH ON THE PHALERON BIOARCHAEOLOGICAL PROJECT. 105000 ARCHAEOLOGICAL INSTITUTE OF AMERICA 656 BEACON STREET BOSTON MA 02215 NOT APPLICABLE PC GENERAL SUPPORT 50000 AUTRY MUSEUM OF THE AMERICAN WEST 4700 WESTERN HERITAGE WAY LOS ANGELES CA 90027 NOT APPLICABLE PC TO SUPPORT THE NUMAN NATURE: WATER EDUCATIONAL PROGRAMS. 50000 CAMP MARIASTELLA 4316 LANAI ROAD ENCINO CA 91436 NOT APPLICABLE PC FOR ONGOING SUPPORT. 30000 CATHOLIC EDUCATION FOUNDATION 3424 WILSHIRE BLVD LOS ANGELES CA 90010 NOT APPLICABLE PC TO SUPPORT ITS TUITION AWARDS PROGRAM. 150000 CATHOLIC SCHOOLS COLLABORATIVE 3108 GLENDALE BLVD UNIT 652 LOS ANGELES CA 90039 NOT APPLICABLE PC GENERAL SUPPORT 20000 COOPERATIVE FOR EDUCATION 2300 MONTANA AVENUE SUITE 301 CINCINNATI OH 45211 NOT APPLICABLE PC TO SUPPORT THE RISE YOUTH DEVELOPMENT PROGRAM. 50000 DIRECT RELIEF INTERNATIONAL 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NOT APPLICABLE PC GENERAL SUPPORT 20000 DIY GIRLS PO BOX 330662 PACOIMA CA 91333 NOT APPLICABLE PC GENERAL SUPPORT 20000 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SUPPORT 10000 UCLA FOUNDATION - THE COTSEN INSTITUTE OF ARCHAEOLOGY 10920 WILSHIRE BLVD SUITE 1400 LOS ANGELES CA 900246516 NOT APPLICABLE PC GENERAL SUPPORT OF THE BACKCOUNTRY CAPITAL CAMPAIGN 30000 1187800 0 14 322646 18 910289 0 1232935 0 1232935 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20124 10062 10062 VANGUARD TOTAL STOCK (VTI) AT COST 9241181 11420954 SCHWAB SHORT TERM US AT COST 1536295 1542244 ADJUSTMENT FOR NET INVESTMENT INCOME TAX PAYABLE 6149 NET INVESTMENT INCOME TAX PAYABLE 3325 15419 OTHER PROFESSIONAL FEES 15000 7500 7500 SECTION 4940 EXCISE TAX 17502 0 0 CA REGISTRATION RENEWAL 400 0 0