ARTHUR I AND SUSAN MAIER FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR I AND SUSAN MAIER FUND INC (EIN 13-3322380)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-06
- IRS object ID
- 202500969349100500
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-06T09:32:15-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341883473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133322380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR I & SUSAN MAIER FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 2128387693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 81ST STREET 9H | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MAIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128387693 | PhoneNum |
| Signature | 2025-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RIVKIE STEINMAN | PreparerPersonNm |
| PTIN | P01063969 | PTIN |
| Phone | 2127905700 | PhoneNum |
| Preparation | 2025-04-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $146,834 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,775 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $365,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,269,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $365,026 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,135 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,135 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $390,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,458 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,888 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,887 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $123 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $762 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,649 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $524,546 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $524,546 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $536,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $528,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $376,203 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,834 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $219,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $48,952 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $293,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $293,091 | RetainedEarningBOYAmt |
| Retained Earning EOY | $146,834 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $293,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $146,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $293,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $293,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $146,874 | SubtotalAmt |
| Other Decreases | $40 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $146,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 100 SHARES OF FEDEX CORP | 2024-06-26 | $29,406 | $16,987 | $12,419 | $12,419 |
| 350 SHARES OF ABBOTT LAB | 2024-08-13 | $37,843 | $8,015 | $29,828 | $29,828 |
| 200 SHARES OF ABBVIE INC | 2024-08-13 | $37,940 | $4,607 | $33,333 | $33,333 |
| 600 SHARES OF ALPHABET INC | 2024-08-13 | $99,304 | $6,826 | $92,478 | $92,478 |
| 600 SHARES OF BRISTOL-MYERS | 2024-08-13 | $29,090 | $33,846 | -$4,756 | -$4,756 |
| 275 SHARES OF COLGATE-PALMOLIVE CO | 2024-08-13 | $27,576 | $8,247 | $19,329 | $19,329 |
| 250 SHARES OF EXXON MOBIL CORP | 2024-08-13 | $29,514 | $19,275 | $10,239 | $10,239 |
| 250 SHARES OF JOHNSON & JOHNSON | 2024-08-13 | $39,359 | $13,376 | $25,983 | $25,983 |
| 50 SHARES OF LOCKHEED MARTIN CORP | 2024-08-13 | $27,791 | $15,804 | $11,987 | $11,987 |
| 300 SHARES OF MERCK & CO. INC | 2024-08-13 | $34,275 | $7,497 | $26,778 | $26,778 |
| 150 SHARES OF MICROSOFT CORP | 2024-08-13 | $61,967 | $16,399 | $45,568 | $45,568 |
| 250 SHARES OF NESTLE SA-SPONS ADR | 2024-08-13 | $25,597 | $13,440 | $12,157 | $12,157 |
| 150 SHARES OF PEPSICO INC | 2024-08-13 | $25,735 | $9,342 | $16,393 | $16,393 |
| 200 SHARES OF RTX CORP | 2024-08-13 | $23,332 | $13,160 | $10,172 | $10,172 |
| 400 SHARES OF SHELL | 2024-08-13 | $28,768 | $17,976 | $10,792 | $10,792 |
| 650 SHARES OF US BANCORP | 2024-08-13 | $27,159 | $14,833 | $12,326 | $12,326 |
| US TREASURY BILL 03/21/24 | 2024-03-21 | $48,952 | $48,952 | $0 | $0 |
| US TREASURY BILL 09/05/24 | 2024-07-23 | $58,752 | $58,752 | $0 | $0 |
| US TREASURY BILL 09/05/24 | 2024-09-05 | $34,654 | $34,654 | $0 | $0 |
| US TREASURY BILL 11/29/24 | 2024-10-02 | $246,362 | $246,362 | $0 | $0 |
| US TREASURY BILL 11/29/24 | 2024-11-14 | $295,634 | $295,634 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $365,026 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $5,239 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN MAIER DECEASED 08012024 | IndividualWithBooksNm |
| Phone | 2125327555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 81ST STREET 9H | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN MAIER DECEASED 080124 | ||||||||
| 15 WEST 81ST STREET 9H | NEW YORK | NY | 10024 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| NANCY MAIER | ||||||||
| 15 WEST 81ST STREET 9H | NEW YORK | NY | 10024 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $439,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $470,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $470,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $463,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,229 | TotalTaxAmt |
| Distributable Before Adj | $17,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,966 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $528,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $528,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,735 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,907 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,602 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,274 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $258,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $528,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $510,229 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $768,846 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $40,735 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $728,111 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,907 | ExcessFromYear4Amt |
| Excess From Year3 | $24,602 | ExcessFromYear3Amt |
| Excess From Year2 | $37,274 | ExcessFromYear2Amt |
| Excess From Year1 | $31,099 | ExcessFromYear1Amt |
| Excess From Current Year | $510,229 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN MAIER DECEASED 080124 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AL NEILSON FRIENDSHIP CENTER | |||||||
| 45 EAGLE ST | NORTH ADAMS | MA | 01247 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $2,800 |
| CANCER SUPPORT COMMUNITY | |||||||
| 1200 OLD HENDERSON RD | COLUMBUS | OH | 43224 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $260 |
| COMMUNITY CENTER OF NORTHERN WESTCHESTER | |||||||
| 84 BEDFORD RD | KATONAH | NY | 10536 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $511 |
| CYCLE FOR SURVIVAL | |||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $208 |
| FAMILY LEGAL CARE | |||||||
| 55 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,586 |
| GRADBAG | |||||||
| PO BOX 605 | SCARSDALE | NY | 10583 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $16,010 |
| HIAS FOUNDATION | |||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $515 |
| MILNE PUBLIC LIBRARY | |||||||
| 1095 MAIN ST | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $200 |
| NEW YORK UNIVERSITY | |||||||
| 726 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $150,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $2,566 |
| RIDE FOR MENTAL HEALTH | |||||||
| 537 1ST STREET | BROOKLYN | NY | 11215 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $266 |
| SAFE HORIZON | |||||||
| 2 LAFAYETTE STREET | NEW YORK | NY | 10007 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,073 |
| THE MAIN IDEA INC | |||||||
| 9 IRVING STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $200 |
| THE SUMMER CAMP | |||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $348,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $524,546 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,297 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $365,026 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $384,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $384,458 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,775 | Amt |
| Net Investment Income | $2,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,887 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $40 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $5,197 | $5,197 | $0 |
| BANK FEE | $47 | $47 | $0 |
| NYS FILING FEE | $100 | $0 | $100 |
| CREDIT CARD CHARGES | $662 | $0 | $662 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,135 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,135 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,135 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $123 | Amt |
| Net Investment Income | $123 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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