2018-10-30T11:11:44-05:00 2017-12-31 WITHUMSMITHBROWN PC 1411 BROADWAY 9TH FLOOR NEW YORK NY 10018 990PF 2017-01-01 311469474 THE MAURER FAMILY FOUNDATION C/O WITHUMSMITHBROWN PC % WITHUMSMITHBROWN PC MAUR 2127519100 1411 BROADWAY 9TH FLOOR NEW YORK NY 10018 JONATHAN MAURER VP, DIRECTOR 2018-11-15 true MICHAEL STALLONE CPA P00104108 2127519100 2018-11-15 198.46.120.251 22006220183035000012 2018-10-30 P 267E689516EE58AD5D2AB3B0199B67A474C69319 714295E06117B4398FBA54A5947BAC5DFFCD578B 2017 2019-02-21 02:37:17Z X 3725325 X 555000 2476 2476 67181 66727 85430 1140148 85430 865 865 710952 155498 0 5500 0 0 5500 469 469 13278 2278 39336 39336 26994 26994 85577 29741 0 44836 337000 337000 422577 29741 0 381836 288375 125757 107783 99496 99496 1735425 2355482 3093562 316851 165043 164057 446244 353738 366180 76225 2030 2030 2682528 2975789 3725325 0 0 X 2682528 2975789 2682528 2975789 2682528 2975789 2682528 288375 4984 2975887 98 2975789 US TRUST ST TRANSACTIONS (SEE ATTACHED) P 611296 574126 37170 37170 US TRUST LT TRANSACTIONS (SEE ATTACHED) P 511458 480592 30866 30866 CLASS ACTION SETTLEMENT 67 0 67 67 CAPITAL GAIN DIVIDENDS P 17327 85430 false 617840 2726874 0.226574 417289 2821604 0.147891 649615 2681415 0.242266 400405 2485487 0.161097 388607 2561553 0.151708 0.929536 0.185907 3136876 583167 1258 584425 381836 2515 2515 2515 8655 2000 10655 8140 8140 false false false false false false false true true FL true false false false false true www.maurerfamilyfoundation.org WITHUMSMITHBROWN PC 2127519100 1411 BROADWAY NEW YORK NY 10018 false false false false true false false false false false false false false false false false false false false false false 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 N/A 3016119 102957 65570 3184646 0 3184646 47770 3136876 156844 156844 2515 2515 154329 154329 154329 381836 0 0 0 0 381836 381836 154329 0 2015 2014 2013 0 262874 286187 522032 278101 489792 1838986 381836 0 154329 227507 2066493 0 0 0 0 262874 1803619 286187 522032 278101 489792 227507 NONE NONE X SEE SCHEDULE ATTACHED C/O WITHUMSMITHBROWN PC 1411 BROADWAY - 9TH FLOOR NEW YORK NY 10018 N/A PUBLIC UNRESTRICTED 337000 337000 14 2476 14 67181 14 932 18 85363 155952 155952 false false false false false false false false false false X X 1 GILBERT C AND ANN MAURER 217 EVERGLADE AVE PALM BEACH FL 33480 555000 X TAX PREPARATION FEES 5500 5500 SEE SCHEDULE ATTACHED 165043 164057 SEE SCHEDULE ATTACHED 2355482 3093562 SEE SCHEDULE ATTACHED AT COST 279978 296206 EXCELSIOR VENTURE AT COST 8984 7298 EXCELSIOR PRIVATE MARKETS AT COST 64776 62676 DIVIDENDS RECEIVABLE 837 2030 2030 COMMODITIES 75388 0 0 COST BASIS ADJUSTMENTS 98 BANK FEES 26975 26975 INVESTMENT EXPENSES 19 19 EXCELSIOR VENTURE INVESTORS III, LLC -114 -114 EXCELSIOR PRIVATE MARKETS FUND III (TE) 979 979 UNREALIZED GAIN FROM PARTNERSHIPS 4984 BANK OF AMERICA, N.A. 469 469 FOREIGN TAXES 2278 2278 FEDERAL TAX 11000