ARTHUR I AND SUSAN MAIER FUND INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR I AND SUSAN MAIER FUND INC (EIN 13-3322380)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-05-16
- IRS object ID
- 201921369349100812
- Schema version
- 2017v2.3
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-16T15:32:20-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 THORNALL STREET | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088372213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | 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 | 320 GLENDALE ROAD | AddressLine1Txt |
| City | SCARSDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10583 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MAIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128387693 | PhoneNum |
| Signature | 2019-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN REO | PreparerPersonNm |
| PTIN | P01276346 | PTIN |
| Phone | 7325492800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 148.77.102.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-22 | IPDt |
| IP Tm | 11:48:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EC22E29963D3B207F270B362D98676F4E5A70B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $573,248 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $428 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $428 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,587 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $157,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,612 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,627 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $416 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,404 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,891 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,891 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,497 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,257 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $341,448 | CorporateStockBOYAmt |
| Corporate Stock EOY | $302,706 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $555,991 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $360,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $319,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $573,248 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $360,945 | UnrestrictedBOYAmt |
| Unrestricted EOY | $319,963 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $360,945 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $319,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $360,945 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $319,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $360,945 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $160 | OtherIncreasesAmt |
| Subtotal | $319,963 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $319,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,200 SHS MERIDIAN BANKCORP INC | P | 2018-12-06 | $24,200 | $12,885 | $11,315 | $11,315 |
| 766 SHS GRAMERCY PROPERTY TRUST INC | P | 2018-05-07 | $21,057 | $17,818 | $3,239 | $3,239 |
| 275 SHS VARIAN MEDICAL SYSTEMS INC | P | 2018-12-06 | $30,503 | $8,445 | $22,058 | $22,058 |
| 1,400 SHS JPM PRIME MM FD | P | 2018-09-05 | $1,400 | $1,400 | $0 | $0 |
| 10,000 SHS US TRES BILL | P | 2018-09-07 | $9,960 | $9,960 | $0 | $0 |
| 40,000 SHS US TRES BILL | P | 2018-09-13 | $39,840 | $39,840 | $0 | $0 |
| 30,000 SHS US TRES BILL | P | 2018-09-19 | $29,718 | $29,718 | $0 | $0 |
| 1,131 SHS JPM PRIME MM FD | P | 2018-08-17 | $1,131 | $1,131 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,612 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $572,336 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,810 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $548,097 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103650 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,792 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $604,237 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.128744 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,957 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $677,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.116479 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,719 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $626,268 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077793 | DistributionYr5Rt |
| Total Distribution | 0.534627 | TotalDistributionRt |
| Average Distribution | 0.106925 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $599,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $426 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,563 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,141 | 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 | $426 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $426 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $426 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74 | OverpaymentAmt |
| Applied To ES Tax | $74 | 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 | 320 GLENDALE ROAD | AddressLine1Txt |
| City | SCARSDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10583 | 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 |
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 | ||||||||
| 320 GLENDALE ROAD | SCARSDALE | NY | 10583 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| NANCY MAIER | ||||||||
| 15 WEST 81ST STREET | 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 | $565,697 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $608,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $608,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $599,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $426 | TotalTaxAmt |
| Distributable Before Adj | $29,566 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,566 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,566 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,141 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,141 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $426 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,566 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,703 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,698 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,058 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,047 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,753 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $175,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,141 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,566 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,575 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $213,834 | 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 | $17,703 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $196,131 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,698 | ExcessFromYear4Amt |
| Excess From Year3 | $48,058 | ExcessFromYear3Amt |
| Excess From Year2 | $30,047 | ExcessFromYear2Amt |
| Excess From Year1 | $33,753 | ExcessFromYear1Amt |
| Excess From Current Year | $38,575 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONTRIBUTIONS PAID LESS THAN 5000 EACH | |||||||
| VARIOUS | VARIOUS | NY | 10583 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $22,831 |
| MASS MOCA | |||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $5,000 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $5,000 |
| THE SUMMER CAMP | |||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $34,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,891 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,229 | 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 | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 SHS 3M CO | $8,390 | $20,792 |
| 100 SHS FEDEX CORP | $16,987 | $22,900 |
| 15 SHS GOOGLE INC | $12,528 | $60,498 |
| 150 SHS PEPSI CO | $9,342 | $18,291 |
| 150 SHS UNITED TECHNOLOGIES CORP | $18,057 | $18,276 |
| 250 SHS EXXON MOBIL CORP | $19,275 | $19,875 |
| 250 SHS JOHNSON & JOHNSON | $13,376 | $36,725 |
| 250 SHS NESTLE S A | $13,440 | $21,305 |
| 250 SHS SCHLUMBERGER LTD | $13,929 | $11,275 |
| 275 SHS COLGATE PALMOLIVE CO | $8,247 | $17,468 |
| 300 SHS ABBVIE SECURITY | $6,910 | $28,281 |
| 300 SHS WELLTOWER INC | $18,728 | $21,699 |
| 400 SHS ABBOTT LABORATORIES | $9,658 | $29,620 |
| 400 SHS CELGENE CORP | $11,720 | $28,888 |
| 400 SHS ROYAL DUTCH SHELL | $17,976 | $24,160 |
| 450 SHS MERCK & CO | $11,808 | $35,703 |
| 500 SHS HD SUPPLY HOLDINGS INC | $14,930 | $19,950 |
| 500 SHS VARIAN MEDICAL SYSTEMS INC | $43,345 | $61,695 |
| 800 SHS US BANCORP | $18,256 | $43,568 |
| 50 LOCKHEED MARTIN | $15,804 | $15,022 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,404 | $4,404 | $0 |
| NYS LAW JOURNAL AD | $160 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD COST ADJUSTMENTS - NO TAX EFFECT | Desc |
| Amt | $160 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $416 | Amt |
| Net Investment Income | $416 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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