MAURER FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MAURER FAMILY FOUNDATION INC (EIN 31-1469474)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201913159349101171
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T13:55:50-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL STALLONE CPA | PreparerPersonNm |
| PTIN | P00104108 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.124.179.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220193155000041 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C8549682D064AE8B15C1C23430EE3134DA6B9152 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1A0928AB662B6824D9D02C0F2D12A2EBD7C8BB73 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,799,310 | 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 | $336,480 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $949 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $949 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $867,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,197,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $867,724 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,063 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,408 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,284,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $939,155 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $481 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $481 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,624 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $28,130 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,130 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,690 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,725 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,029,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,029,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,102,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,068,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$817,692 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $907,360 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,496 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $186,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $186,717 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,355,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,036,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,299,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $165,043 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $79,579 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $76,116 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $353,738 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $237,459 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $235,576 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,030 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,665 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,665 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,975,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,541,997 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,799,310 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,975,789 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,541,997 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,975,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,541,997 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,975,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,541,997 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,975,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$817,692 | ExcessRevenueOverExpensesAmt |
| Other Increases | $385,885 | OtherIncreasesAmt |
| Subtotal | $2,543,982 | SubtotalAmt |
| Other Decreases | $1,985 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,541,997 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST ST TRANSACTIONS | P | $345,505 | $338,491 | $7,014 | $7,014 |
| US TRUST LT TRANSACTIONS | P | $1,819,219 | $991,684 | $827,535 | $827,535 |
| CLASS ACTION SETTLEMENT | $50 | $50 | $50 | ||
| CAPITAL GAIN DIVIDENDS | P | $33,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $867,724 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $381,836 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,136,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121725 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $617,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,726,874 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.226574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $417,289 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,821,604 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.147891 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $649,615 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,681,415 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.242266 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $400,405 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,485,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.161097 | DistributionYr5Rt |
| Total Distribution | 0.899553 | TotalDistributionRt |
| Average Distribution | 0.179911 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,292,253 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $592,313 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,074 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $601,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,068,210 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,074 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,074 | SubtotalAmt |
| Tax Based On Investment Income | $9,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,140 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,140 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,066 | OverpaymentAmt |
| Applied To ES Tax | $5,066 | 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 | 10.0 | $0 | $0 | $0 |
| ANN MAURER | ||||||||
| 217 EVERGLADE AVE | PALM BEACH | FL | 33480 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| CHRISTOPHER C MAURER | ||||||||
| 12741 LONG COVE DRIVE | CHARLOTTE | NC | 28277 | V.P., DIRECTOR | 10.0 | $0 | $0 | $0 |
| PETER J MAURER | ||||||||
| 2244 13TH AVENUE WEST | SEATTLE | WA | 98122 | V.P., DIRECTOR | 10.0 | $0 | $0 | $0 |
| MERIDETH M HUTCHINSON | ||||||||
| 6 CHERRY LANE | WESTPORT | CT | 06880 | V.P., DIRECTOR | 10.0 | $0 | $0 | $0 |
| DAVID M MAURER | ||||||||
| 11817 TEXAS AVE | LOS ANGELES | CA | 90025 | V.P., DIRECTOR | 10.0 | $0 | $0 | $0 |
| JONATHAN G MAURER | ||||||||
| 108 EAST 82ND STREET | NEW YORK | NY | 10028 | V.P., DIRECTOR | 10.0 | $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 | $2,999,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,428 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,342,389 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,342,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,292,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,074 | TotalTaxAmt |
| Distributable Before Adj | $155,539 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,539 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,539 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,068,210 | 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 | $2,068,210 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,074 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,059,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $286,187 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $522,032 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $278,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $489,792 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $227,507 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,803,619 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,068,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $155,539 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,912,671 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,716,290 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $286,187 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,430,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $522,032 | ExcessFromYear4Amt |
| Excess From Year3 | $278,101 | ExcessFromYear3Amt |
| Excess From Year2 | $489,792 | ExcessFromYear2Amt |
| Excess From Year1 | $227,507 | ExcessFromYear1Amt |
| Excess From Current Year | $1,912,671 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WITHUMSMITHBROWN PC | AddressLine1Txt |
| Address Line2 | 1411 BROADWAY - 9TH FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $2,029,280 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,029,280 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $949 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,097 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $867,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,655 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $947,833 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $947,833 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GILBERT C AND ANN MAURER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 EVERGLADE AVE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $336,480 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,800 | Amt |
| Disbursements Charitable Prps | $10,800 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE SCHEDULE ATTACHED | BondNm |
| EOY Book Value | $79,579 | EOYBookValueAmt |
| EOYFMV | $76,116 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $2,036,577 | EOYBookValueAmt |
| EOYFMV | $2,299,236 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEE SCHEDULE ATTACHED | AT COST | $167,646 | $168,086 |
| EXCELSIOR VENTURE | AT COST | $0 | $0 |
| EXCELSIOR PRIVATE MARKETS | AT COST | $69,813 | $67,490 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,030 | BOYBookValueAmt |
| EOY Book Value | $1,665 | EOYBookValueAmt |
| EOYFMV | $1,665 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS FROM PARTNERSHIPS | Desc |
| Amt | $1,985 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $28,690 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28,690 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCELSIOR VENTURE INVESTORS III, LLC | $2,403 | $2,403 |
| EXCELSIOR PRIVATE MARKETS FUND III (TE) | $8,005 | $8,005 |
| TAX REFUND | $8,655 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN FROM PARTNERSHIPS | $1,282 |
| COST BASIS ADJUSTMENTS | $384,603 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA, N.A. | CategoryTxt |
| Amt | $481 | Amt |
| Net Investment Income | $481 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,624 | $2,624 |
| FEDERAL TAX | $2,000 |