ARTHUR I AND SUSAN MAIER FUND INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR I AND SUSAN MAIER FUND INC (EIN 13-3322380)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-09-01
- IRS object ID
- 202322449349100707
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-01T10:22:20-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | 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 MHM 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 | 2021-12-01 | 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 | 2023-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | MAIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RIVKIE STEINMAN | PreparerPersonNm |
| PTIN | P01063969 | PTIN |
| Phone | 2127905700 | PhoneNum |
| Preparation | 2023-08-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $642,976 | 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 | $4,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,152 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,652 | 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 | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,886 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,419 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,513 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,513 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $268,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $248,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $560,497 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,545 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,545 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $48,966 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $328,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $333,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $642,976 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $500 | 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 | $328,389 | RetainedEarningBOYAmt |
| Retained Earning EOY | $333,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $328,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $333,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $328,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $333,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $328,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $333,063 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $333,063 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 200 SHS BRISTOL-MYERS SQUIBB CO | 2021-12-20 | $12,378 | $11,282 | $1,096 | $1,096 |
| 50 SHS ABBOTT LABORATORIES | 2022-03-10 | $5,836 | $1,643 | $4,193 | $4,193 |
| 50 SHS ABBVIE INC | 2022-03-10 | $7,453 | $1,152 | $6,301 | $6,301 |
| 50 SHS US BANCORP | 2022-03-10 | $2,630 | $1,141 | $1,489 | $1,489 |
| 400 SHS ALPHABET INC CL A | 2022-09-14 | $41,817 | $4,565 | $37,252 | $37,252 |
| 100 SHS ALPHABET INC CL C | 2022-10-06 | $10,150 | $1,138 | $9,012 | $9,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,343 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $937 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $937 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $937 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,319 | 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 | $1,319 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $382 | OverpaymentAmt |
| Applied To ES Tax | $382 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 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 | ||||||||
| 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 | $609,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,356 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $626,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $626,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $617,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $937 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $937 | TotalTaxAmt |
| Distributable Before Adj | $29,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,201 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $67,201 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,753 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,735 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,907 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,602 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $262,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,201 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,274 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $299,846 | 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 | $33,753 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $266,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,575 | ExcessFromYear4Amt |
| Excess From Year3 | $40,735 | ExcessFromYear3Amt |
| Excess From Year2 | $124,907 | ExcessFromYear2Amt |
| Excess From Year1 | $24,602 | ExcessFromYear1Amt |
| Excess From Current Year | $37,274 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN MAIER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY FOR TEACHERS | |||||||
| PO BOX 771 | PHILMONT | NY | 12565 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| AL NEILSON FRIENDSHIP CENTER | |||||||
| 45 EAGLE ST | NORTH ADAMS | MA | 01247 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,250 |
| ALZHEIMER'S FOUNDATION OF AMERICA (AFA) | |||||||
| 322 EIGHTH AVE 7TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $500 |
| BOYS AND GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $512 |
| CANCER SUPPORT COMMUNITY | |||||||
| 1200 OLD HENDERSON RD | COLUMBUS | OH | 43224 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| CITY PARKS FOUNDATION | |||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| GRADBAG | |||||||
| PO BOX 605 | SCARSDALE | NY | 10583 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $5,010 |
| HANCOCK SHAKER VILLAGE | |||||||
| 1843 WEST HOUSATONIC ST | PITTSFIELD | MA | 01201 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| LETS REIMAGINE | |||||||
| 548 MARKET ST 79765 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $200 |
| LIFTONLINE | |||||||
| 32 COURT STREET SUITE 1208 | BROOKLYN | NY | 11201 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $2,070 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| NATIONAL PEACE CORPS | |||||||
| 1825 CONNECTICUT AVE NW 800 | WASHINGTON | DC | 20009 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $500 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $513 |
| PLEDGEREG | |||||||
| 116 PLEASANT ST STE 321 | EASTHAMPTON | MA | 01027 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $533 |
| ROOMFUL OF TEETH | |||||||
| 64 SOUTHWORTH STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $500 |
| SAFE HORIZON | |||||||
| 2 LAFAYETTE STREET | NEW YORK | NY | 10007 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| SOUTH WILLIAMSTOWN COMMUNITY ASSOCIATION | |||||||
| PO BOX 432 | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $10,000 |
| THE JEWISH BOARD | |||||||
| 463 7TH AVE 18TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $263 |
| THE MAIN IDEA INC | |||||||
| 9 IRVING STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $500 |
| THE SUMMER CAMP | |||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $37,000 |
| WGAESF | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,551 | 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 | $15,309 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,652 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,652 | 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 | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 50,000 SHS BALL CORP | BondNm |
| EOY Book Value | $51,545 | EOYBookValueAmt |
| EOYFMV | $48,966 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 750 SHS US BANCORP | $17,115 | $34,043 |
| 600 SHS BRISTOL-MYERS SQUIBB | $33,846 | $48,168 |
| 50 SHS LOCKHEED MARTIN | $15,804 | $24,260 |
| 400 SHS ROYAL DUTCH SHELL | $17,976 | $23,388 |
| 350 SHS ABBOTT LABORATORIES | $8,015 | $37,653 |
| 350 SHS MERCK & CO | $8,746 | $38,542 |
| 600 SHS ALPHABET INC - CL C | $6,826 | $60,870 |
| 250 SHS ABBVIE SECURITY | $5,758 | $40,295 |
| 275 SHS COLGATE PALMOLIVE CO | $8,247 | $21,307 |
| 250 SHS NESTLE S A | $13,440 | $29,748 |
| 250 SHS JOHNSON & JOHNSON | $13,376 | $44,500 |
| 250 SHS EXXON MOBIL CORP | $19,275 | $27,835 |
| 200 SHS RAYTHEON TECHNOLOGIES CORP | $13,160 | $19,744 |
| 150 SHS PEPSICO | $9,342 | $27,827 |
| 150 SHS MICROSOFT CORP | $16,399 | $38,271 |
| 125 SHS INTL FLAVORS & FRAGRANCES | $15,303 | $13,227 |
| 100 SHS FEDEX CORP | $16,987 | $18,222 |
| 100 SHS 3M CO | $8,390 | $12,597 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT IN TRANSIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,585 | $4,584 | $0 |
| BANK FEE | $602 | $302 | $300 |
| NYS FILING FEE | $100 | $0 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $140 | Amt |
| Net Investment Income | $140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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