MAURER FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MAURER FAMILY FOUNDATION INC (EIN 31-1469474)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202323209349100217
Schema version: 2022v5.0
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T22:48:16-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WITHUMSMITHBROWN PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1411 BROADWAY 9TH FLOOR	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	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311469474	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MAURER FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O WITHUMSMITHBROWN PC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% WITHUMSMITHBROWN PC	InCareOfNm
Business Name Control	MAUR	BusinessNameControlTxt
Phone	2127519100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1411 BROADWAY 9TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10018	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JONATHAN MAURER	PersonNm
Person Title	VP, DIRECTOR	PersonTitleTxt
Phone	2127519100	PhoneNum
Signature	2023-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JONATHAN	PersonFirstNm
Person Last	MAURER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Israel Tannenbaum CPA	PreparerPersonNm
PTIN	P01589203	PTIN
Phone	2127519100	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2022	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	$3,624,668	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	$478,865	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$57,736	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$57,736	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$180,944	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,229,668	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$180,944	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$8,782	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$8,782	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$726,327	TotalRevAndExpnssAmt
Total Net Invst Incm	$247,462	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$8,488	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,244	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$4,244	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$33,995	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$33,995	OtherProfFeesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$34,256	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$17,128	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$17,128	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$883	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$883	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$77,622	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$56,250	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$21,372	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$628,917	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$628,917	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$706,539	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$56,250	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$650,289	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$19,788	ExcessRevenueOverExpensesAmt
Net Investment Income	$191,212	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$165,969	CashBOYAmt
Cash EOY	$232,258	CashEOYAmt
Cash EOYFMV	$232,258	CashEOYFMVAmt
Corporate Stock BOY	$3,360,917	CorporateStockBOYAmt
Corporate Stock EOY	$3,004,622	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,317,318	CorporateStockEOYFMVAmt
Other Investments BOY	$61,910	OtherInvestmentsBOYAmt
Other Investments EOY	$55,692	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$75,092	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$821	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,589,617	TotalAssetsBOYAmt
Total Assets EOY	$3,292,572	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,624,668	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$3,589,617	CapitalStockBOYAmt
Capital Stock EOY	$3,292,572	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,589,617	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,292,572	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,589,617	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,292,572	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,589,617	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$19,788	ExcessRevenueOverExpensesAmt
Subtotal	$3,609,405	SubtotalAmt
Other Decreases	$316,833	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,292,572	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$1,186,430	$1,048,724	$137,706	$137,706
CAPITAL GAIN DIVIDENDS	P			$43,238

Field	Value	IRS element (for citing)
Capital Gain Net Income	$180,944	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,658	InvestmentIncomeExciseTaxAmt
Subtotal	$2,658	SubtotalAmt
Tax Based On Investment Income	$2,658	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,121	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$3,121	TotalPaymentsAndCreditsAmt
Overpayment	$463	OverpaymentAmt
Applied To ES Tax	$463	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	www.maurerfamilyfoundation.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	WITHUMSMITHBROWN PC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2127519100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1411 BROADWAY	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10018	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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
GILBERT C MAURER
217 EVERGLADE AVE	PALM BEACH	FL	33480	CHAIRMAN	0	$0	$0	$0
ANN MAURER
217 EVERGLADE AVE	PALM BEACH	FL	33480	PRESIDENT	0	$0	$0	$0
CHRISTOPHER C MAURER
12741 LONG COVE DRIVE	CHARLOTTE	NC	28277	V.P., DIRECTOR	0	$0	$0	$0
PETER J MAURER
2244 13TH AVENUE WEST	SEATTLE	WA	98122	V.P., DIRECTOR	0	$0	$0	$0
MERIDETH M HUTCHINSON
6 CHERRY LANE	WESTPORT	CT	06880	V.P., DIRECTOR	0	$0	$0	$0
DAVID M MAURER
11817 TEXAS AVE	LOS ANGELES	CA	90025	V.P., DIRECTOR	0	$0	$0	$0
JONATHAN G MAURER
108 EAST 82ND STREET	NEW YORK	NY	10028	V.P., DIRECTOR	0	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,599,564	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$202,262	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$86,763	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,888,589	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,888,589	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$58,329	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,830,260	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$191,513	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$191,513	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,658	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,658	TotalTaxAmt
Distributable Before Adj	$188,855	DistributableBeforeAdjAmt
Distributable Before Ded	$188,855	DistributableBeforeDedAmt
Distributable As Adjusted	$188,855	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$650,289	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$650,289	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$188,855	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2020	PriorYear1Yr
Prior Year2	2019	PriorYear2Yr
Prior Year3	2018	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$227,507	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,912,671	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$194,877	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$28,905	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$524,029	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,887,989	TotalExcessDistributionCyovAmt
Qualifying Distributions	$650,289	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$188,855	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$461,434	RemainingDistriFromCorpusAmt
Total Corpus	$3,349,423	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$227,507	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,121,916	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,912,671	ExcessFromYear4Amt
Excess From Year3	$194,877	ExcessFromYear3Amt
Excess From Year2	$28,905	ExcessFromYear2Amt
Excess From Year1	$524,029	ExcessFromYear1Amt
Excess From Current Year	$461,434	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Funding Arts Broward
1350 E Sunrise Blvd	Fort Lauderdale	FL	33304	NONE	General use of donee	$2,250
Art Space Inc
104 W 14th St 5th Fl	New York	NY	10011	NONE	General use of donee	$15,000
Asheville Art Museum
2 S Pack Sq	Asheville	NC	28801	NONE	General use of donee	$15,000
Brooklyn Museum
200 Eastern Pkwy	Brooklyn	NY	11238	NONE	General use of donee	$25,000
Center of Creative Education
16 Cedar St	Kingston	NY	12401	NONE	General use of donee	$15,000
Concordia Conservatory
171 White Plains Rd	Bronxville	NY	10708	NONE	General use of donee	$10,000
Early Music America
801 Vinial St Ste 300	Pittsburgh	PA	15212	NONE	General use of donee	$15,000
Gay Men's Chorus of South Florida
2038 N Dixie Highway Ste 201	Wilton Manors	FL	33305	NONE	General use of donee	$12,000
Gold Coast Jazz Society Inc
1350 E Sunrise Blvd	Fort Lauderdale	FL	33304	NONE	General use of donee	$15,000
Key to Change
200 SW Langston Road	Renton	WA	98057	NONE	General use of donee	$10,000
Koda Arts Inc
1062 DEAN STREET APT 3	Brooklyn	NY	11216	NONE	General use of donee	$15,000
Palm Beach Dramaworks Inc
201 Clematis St	West Palm Beach	FL	33401	NONE	General use of donee	$90,000
Sacred Heart University
5151 Park Avenue	Fairfield	CT	06825	NONE	General use of donee	$10,000
St Lawrence University
21 Romoda Dr	Canton	NY	13617	NONE	General use of donee	$266,667
Theatre Forward
201 State Street	Madison	WI	53703	NONE	General use of donee	$13,000
Yale University
451 College St	New Haven	CT	06511	NONE	General use of donee	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$628,917	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$57,736	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8,782	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$180,944	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$247,462	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$247,462	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
GILBERT C AND ANN MAURER
1	217 EVERGLADE AVE	PALM BEACH	FL	33480	$226,087	Yes (X)	Yes (X)
GILBER C AND ANN MAURER
2	217 EVERGLADE AVE	PALM BEACH	FL	33480	$252,778	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	3,279 SHARES OF Ishares S&P 500 growth	$226,087	2022-03-08
2	720 SHARES OF VANGUARD 500 INDEX FUND	$252,778	2022-09-22

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	WITHUMSMITH+BROWN PC	CategoryTxt
Amt	$8,488	Amt
Net Investment Income	$4,244	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,244	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	BOA SECURITIES	StockNm
EOY Book Value	$3,004,622	EOYBookValueAmt
EOYFMV	$3,317,318	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	NB PRIVATE MARKETS FUND III	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$55,692	BookValueAmt
EOYFMV	$75,092	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DIVIDENDS RECEIVABLE	Desc
BOY Book Value	$821	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	DONATED SECURITIES FMV TO COST ADJ	Desc
Amt	$316,833	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK FEES	Desc
Revenue And Expenses Per Books	$883	RevenueAndExpensesPerBooksAmt
Net Investment Income	$883	NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	NB PRIVATE MARKETS FUND III (TE)	Desc
Revenue And Expenses Per Books	$8,782	RevenueAndExpensesPerBooksAmt
Net Investment Income	$8,782	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	BANK OF AMERICA, N.A.	CategoryTxt
Amt	$33,995	Amt
Net Investment Income	$33,995	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt
FOREIGN TAXES
FEDERAL TAX