MAHER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAHER FAMILY FOUNDATION (EIN 13-4082818)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202543039349100534
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T12:29:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880583367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRING STREET TAX RESOURCES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 CENTURY HILL DRIVE SUITE 104 | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134082818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAHE | BusinessNameControlTxt |
| Phone | 5188863991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO RCM 321 BROADWAY 300 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MAHER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5188863991 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM SULLIVAN | PreparerPersonNm |
| PTIN | P02263405 | PTIN |
| Phone | 5183278353 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,625,632 | 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 |
| Dividends Rev And Expnss | $84,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $604,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,567,764 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $604,449 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $96 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $96 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $688,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $688,986 | 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 |
| Other Prof Fees Rev And Expnss | $59,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,099 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,403 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,531 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,531 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $340,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $287,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $628,455 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,484 | CashBOYAmt |
| Cash EOY | $44,285 | CashEOYAmt |
| Cash EOYFMV | $44,285 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,779 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,412 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,278,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,583,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,503,966 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $59,998 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,969 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,417,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,705,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,625,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,417,577 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,705,232 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,417,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,705,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,417,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,705,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,417,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $287,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,705,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,705,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,567,764 | GrossSalesPriceAmt |
| Cost Or Other Basis | $963,315 | CostOrOtherBasisAmt |
| Gain Or Loss | $604,449 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $604,449 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $604,449 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,736 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,736 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,375 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,375 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $208 | EsPenaltyAmt |
| Overpayment | $8,431 | OverpaymentAmt |
| Applied To ES Tax | $8,431 | 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 | 0 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROCKEFELLER CAPITAL MANAGEMENT | IndividualWithBooksNm |
| Phone | 5188863991 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 BROADWAY SUITE 300 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES MAHER | ||||||||
| C/O RCM 321 BROADWAY SUITE 300 | SARATOGA SPRINGS | NY | 12866 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH DANIELS | ||||||||
| C/O RCM 321 BROADWAY SUITE 300 | SARATOGA SPRINGS | NY | 12866 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE MAHER | ||||||||
| C/O RCM 321 BROADWAY SUITE 300 | SARATOGA SPRINGS | NY | 12866 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EMILY REUTER | ||||||||
| C/O RCM 321 BROADWAY SUITE 300 | SARATOGA SPRINGS | NY | 12866 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES MAHER JR | ||||||||
| C/O RCM 321 BROADWAY SUITE 300 | SARATOGA SPRINGS | NY | 12866 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN BD LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101040001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $59,099 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,212,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $60,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,373,923 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,373,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,278,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,736 | TotalTaxAmt |
| Distributable Before Adj | $305,180 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $305,180 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $305,180 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $340,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $340,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $305,180 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $28,170 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,124,705 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,152,875 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $340,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $305,180 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,620 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,188,495 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,188,495 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $28,170 | ExcessFromYear3Amt |
| Excess From Year2 | $1,124,705 | ExcessFromYear2Amt |
| Excess From Current Year | $35,620 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES MAHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPEN CENTER FOR ENVIRONMENTAL SERVICES | ||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $10,000 |
| ASPEN CENTER FOR ENVIRONMENTAL SERVICES | ||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $4,700 |
| THE ASPEN INSTITUTE | ||||||
| 1000 NORTH THIRD STREET | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $5,000 |
| DOWN SYNDROME ASSOCIATION OF CT | ||||||
| 60 PETER CT | NEW BRITAIN | CT | 06051 | PC | GENERAL SUPPORT | $1,000 |
| EVANS SCHOLARS FOUNDATION | ||||||
| 2501 PATRIOT BLVD | GLENVIEW IL | IL | 60026 | PC | GENERAL SUPPORT | $2,250 |
| GAR FOUNDATION | ||||||
| 277 E MILL STREET | AKRON | OH | 44308 | PC | GENERAL SUPPORT | $5,000 |
| HENRY STREET SETTLEMENT | ||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | PC | GENERAL SUPPORT | $1,800 |
| PESTALOZZI US CHILDREN'S CHARITY | ||||||
| 6 EAST 79TH STREET APT 2 | NEW YORK | NY | 100750171 | PC | GENERAL SUPPORT | $10,000 |
| PREP FOR PREP | ||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $97,300 |
| US SKI & SNOWBOARD TEAM FOUNDATION | ||||||
| ONE VICTORY LANE BOX 100 | PARK CITY | UT | 84060 | PC | GENERAL SUPPORT | $28,000 |
| WORLD CUP DREAMS FOUNDATION | ||||||
| 12902 SE 7TH PL | BELLEVUE | WA | 98005 | PC | GENERAL SUPPORT | $25,000 |
| XAVERIAN BROTHERS | ||||||
| 4409 FREDERICK AVENUE | BALTIMORE | MD | 21229 | PC | GENERAL SUPPORT | $1,000 |
| WORLD CUP DREAMS FOUNDATION | ||||||
| 12902 SE 7TH PL | BELLEVUE | WA | 98005 | PC | GENERAL SUPPORT | $5,100 |
| THE ASPEN INSTITUTE | ||||||
| 1000 NORTH THIRD STREET | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $10,000 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINATI | OH | 452770001 | PC | GENERAL SUPPORT | $100,000 |
| JAZZ ASPEN SNOWMASS | ||||||
| 110 E HALLAM ST SUITE 104 | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $3,000 |
| NEW YORK JUNIOR TENNIS AND LEARNING | ||||||
| 58-12 QUEENS BLVD SUITE 1 | WOODSIDE | NY | 11377 | PC | GENERAL SUPPORT | $21,400 |
| ROARING FORK SCHOOLS FOUNDATION | ||||||
| 400 SOPRIS AVE | CARBONDALE | CO | 81623 | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,550 | 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 | $84,441 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $604,449 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $688,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $688,986 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP | $567,604 | $357,644 |
| ALPHABET | $82,862 | $339,036 |
| AMDOCS | $135,014 | $292,882 |
| ATI INC | $23,123 | $214,271 |
| CHARLES RIVERS INC | $12,317 | $51,319 |
| CORNING INC | $139,777 | $337,630 |
| CRITEO | $138,427 | $372,970 |
| DELTA AIR LINES | $238,904 | $386,898 |
| DESPEGAR CORP | $219,160 | $418,956 |
| ELEMENT FLEET CORP | $148,006 | $302,360 |
| ELEMENT SOLUTIONS | $171,023 | $236,550 |
| EXPEDIA GROUP | $229,504 | $471,788 |
| GEN DIGITAL | $204,104 | $277,743 |
| MODIVCARE INC | $394,872 | $93,323 |
| NICE LTD | $238,743 | $286,690 |
| PERRIGO COMPANY PLC | $439,720 | $315,205 |
| PETS AT HOME GROUP | $285,716 | $273,908 |
| SCHOLASTIC CORP | $205,281 | $146,558 |
| TETRA TECH INC | $20,630 | $171,113 |
| UBER TECHNOLOGIES INC | $162,461 | $264,684 |
| VISTRA CORP COM | $28,688 | $267,054 |
| CHART INDS INC COM | $316,173 | $435,115 |
| CISCO SYSTEMS INC. | $181,457 | $190,269 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARK AVENUE EQUITY L.P | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $59,969 | BookValueAmt |
| EOYFMV | $59,969 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP EXPENSES | Desc |
| Revenue And Expenses Per Books | $29 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION CHECKS | Desc |
| Revenue And Expenses Per Books | $96 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $96 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $96 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $59,099 | Amt |
| Net Investment Income | $59,099 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHAR500 | $250 | $0 | $250 |
| FOREIGN TAX PAID | $1,403 | $1,403 | $0 |
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