MAPLE PLACE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MAPLE PLACE FOUNDATION (EIN 13-4178390)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-15
IRS object ID
202432899349100643
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-15T14:32:57-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454388302PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Hartmann GroupBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1705 Boston Post RoadAddressLine1Txt
CityGuilfordCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06437ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134178390EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAPLE PLACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 FAIR STREET UNIT 10AddressLine1Txt
CityGUILFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06437ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHEODORE D SANDSPersonNm
Person TitleOFFICERPersonTitleTxt
Phone9176028538PhoneNum
Signature2024-10-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert HartmannPreparerPersonNm
PTINP01603445PTIN
Phone2034538925PhoneNum
Preparation2024-10-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,672,408FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,498InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,498InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,498InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$67,430DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,430DividendsNetInvstIncmAmt
Dividends Adj Net Incm$67,430DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$113,099NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$144,754GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$113,099CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$186,027TotalRevAndExpnssAmt
Total Net Invst Incm$186,027TotalNetInvstIncmAmt
Total Adj Net Incm$72,928TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$3,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$3,000OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,000OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,000TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,740ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,740ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,740TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,000TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,000TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$182,740TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,287ExcessRevenueOverExpensesAmt
Net Investment Income$183,027NetInvestmentIncomeAmt
Adjusted Net Income$69,928AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$1,632,213CorporateStockBOYAmt
Corporate Stock EOY$1,672,408CorporateStockEOYAmt
Corporate Stock EOYFMV$1,672,408CorporateStockEOYFMVAmt
Total Assets BOY$1,632,213TotalAssetsBOYAmt
Total Assets EOY$1,672,408TotalAssetsEOYAmt
Total Assets EOYFMV$1,672,408TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,632,213NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,672,408NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,632,213TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,672,408TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,632,213TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,672,408TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,632,213TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,287ExcessRevenueOverExpensesAmt
Subtotal$1,635,500SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,635,500TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PENUMBRA INC 248 SHARESP2016-04-052023-09-18$65,127$82$65,045$65,045
SCHWAB CHARLES CORP NEW 945 SHARESP2006-03-072023-09-18$53,770$12,758$41,012$41,012
SCHWAB CHARLES CORP NEW 310 SHARESP2006-03-212023-09-18$17,639$4,185$13,454$13,454
SIMILARWEB LTD REG SHS 1540 SHARESP2023-09-152023-09-18$8,218$14,630-$6,412-$6,412
FieldValueIRS element (for citing)
Capital Gain Net Income$113,099CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,544InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,544SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,544TaxBasedOnInvestmentIncomeAmt
Tax Due$2,544TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksTHEODORE D SANDSIndividualWithBooksNm
Phone9176028538PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line118 FAIR STREET UNIT 10AddressLine1Txt
CityGUILFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06437ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THEODORE SANDS
18 FAIR STREET UNIT 10GUILFORDCT06437PRESIDENT2.00$0$0$0
CAROLINE HERRICK
18 FAIR STREET UNIT 10GUILFORDCT06437SECRETARY AND TREASURER1.00$0$0$0
CAROL SANDS
18 FAIR STREET UNIT 10GUILFORDCT06437VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,652,310AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,652,310TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,652,310AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,652,310NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,616MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,616MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,544TaxBasedOnInvestmentIncomeAmt
Total Tax$2,544TotalTaxAmt
Distributable Before Adj$80,072DistributableBeforeAdjAmt
Distributable Before Ded$80,072DistributableBeforeDedAmt
Distributable As Adjusted$80,072DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$182,740ExpensesAndContributionsAmt
Qualifying Distributions$182,740QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,072DistributableAsAdjustedAmt
Undistributed Income PY$68,986UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$8,744ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,648ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,463ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$80,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$175,855TotalExcessDistributionCyovAmt
Qualifying Distributions$182,740QualifyingDistributionsAmt
Remaining Distri From Corpus$149,740RemainingDistriFromCorpusAmt
Total Corpus$325,595TotalCorpusAmt
Taxable2$68,986Taxable2Amt
Undistributed Income CY$80,072UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,744ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$316,851ExcessDistriCyovToNextYrAmt
Excess From Year4$2,648ExcessFromYear4Amt
Excess From Year3$4,463ExcessFromYear3Amt
Excess From Year2$80,000ExcessFromYear2Amt
Excess From Year1$80,000ExcessFromYear1Amt
Excess From Current Year$149,740ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$69,928CurrentYearAmt
Year1$60,665Year1Amt
Total$130,593TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$59,439CurrentYearAmt
Year1$51,565Year1Amt
Total$111,004TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$182,740CurrentYearAmt
Total$182,740TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$182,740CurrentYearAmt
Total$182,740TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$55,077CurrentYearAmt
Total$55,077TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHEODORE D SANDSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLUMBIA UNIVERSITY
601 W113TH STREETNEW YORKNY10027NONECANCER RESEARCH GRANT$178,740
PARKLANDS FOUNDATION
202 W COLLEGE AVENUENORMALIL61761NONEPRESERVE HISTORIC NATURAL LANDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,740TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)

DescDescExclusionExclusionCd
MERRILL GOVT MONEY14
14

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,498ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,498ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,498TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$1,672,408EOYBookValueAmt
EOYFMV$1,672,408EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryHARTMANN GROUPCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Adjusted Net Income$3,000AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

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