ARTHUR I AND SUSAN MAIER FUND INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR I AND SUSAN MAIER FUND INC (EIN 13-3322380)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-04
- IRS object ID
- 201710639349100101
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-04T08:28:39-06:00 | ReturnTs |
| Tax Period End | 2016-11-30 | 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 | 2015-12-01 | 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 | 2017-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Bloom | PreparerPersonNm |
| PTIN | P00047697 | PTIN |
| Phone | 7325492800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $548,097 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,362 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,392 | 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 | $714 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $357 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $357 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $240 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,837 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,687 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,416 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $507 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,624 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,624 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,131 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,021 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,846 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $336,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $307,333 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $522,251 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $358,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $333,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $548,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $358,816 | UnrestrictedBOYAmt |
| Unrestricted EOY | $333,179 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $358,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $333,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $358,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $333,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $358,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $333,179 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $333,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 50 SHS COLGATE PALMOLIVE CO | P | 2016-03-01 | $3,359 | $1,499 | $1,860 | $1,860 |
| 75 SHS VARIAN MEDICAL SYSTEMS INC. | P | 2016-03-01 | $5,912 | $2,766 | $3,146 | $3,146 |
| 75 SHS PEPSICO INC | P | 2016-03-01 | $7,540 | $4,671 | $2,869 | $2,869 |
| 50 SHS 3M CO | P | 2016-03-01 | $7,923 | $4,195 | $3,728 | $3,728 |
| 300 SHS WP CAREY INC | P | 2016-03-15 | $17,577 | $17,769 | -$192 | -$192 |
| 75 SHS PEPSICO INC | P | 2016-09-16 | $7,859 | $4,671 | $3,188 | $3,188 |
| 50 SHS NESTLE SA-SPONS ADR | P | 2016-09-16 | $3,950 | $2,688 | $1,262 | $1,262 |
| 100 SHS COLGATE PALMOLIVE CO | P | 2016-09-16 | $7,190 | $2,999 | $4,191 | $4,191 |
| 50 SHS JOHNSON & JOHNSON | P | 2016-09-16 | $5,887 | $2,675 | $3,212 | $3,212 |
| 300 SHS MERIDIAN BANCORP INC | P | 2016-11-25 | $5,319 | $3,221 | $2,098 | $2,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,362 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,792 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $604,237 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.128744 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,957 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $677,867 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.116479 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,719 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $626,268 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077793 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,257 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $601,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085255 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,037 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $636,813 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084855 | DistributionYr5Rt |
| Total Distribution | 0.493126 | TotalDistributionRt |
| Average Distribution | 0.098625 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $548,097 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,056 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $321 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,377 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,131 | 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 | $321 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $321 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $386 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $386 | TotalPaymentsAndCreditsAmt |
| Overpayment | $65 | OverpaymentAmt |
| Applied To ES Tax | $65 | 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 | $528,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $556,444 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $556,444 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,347 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $548,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $321 | TotalTaxAmt |
| Distributable Before Adj | $27,084 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,084 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,084 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,131 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,131 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $321 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,791 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,703 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,698 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,058 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $156,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,131 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,084 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,047 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $186,687 | 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 | $23,390 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $163,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,791 | ExcessFromYear4Amt |
| Excess From Year3 | $17,703 | ExcessFromYear3Amt |
| Excess From Year2 | $45,698 | ExcessFromYear2Amt |
| Excess From Year1 | $48,058 | ExcessFromYear1Amt |
| Excess From Current Year | $30,047 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S FOUNDATION OF AMERICA (AFA) | ||||||||
| 322 EIGHTH AVE 7TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $250 | |
| BACKYARD SPORTS CARE | ||||||||
| 75 SOUTH BROADWAY SUITE 453 | WHITE PLAINS | NY | 10601 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 | |
| CONTRIBUTIONS PAID LESS THAN 5000 EACH | ||||||||
| VARIOUS | VARIOUS | NY | 10583 | NOnE | PUBLIC | UNRESTRICTED USE BY DONEE | $21,227 | |
| DAVID & JOYCE MILNE PUBLIC LIBRARY | ||||||||
| 1095 MAIN STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $250 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 | BUILDING EAST 1002 |
| POLICE FRESH AIR FUND | ||||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $50 | |
| SPECIAL OLYMPICS | ||||||||
| 1 EUNICE KENNEDY SHRIVER WAY | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $50 | |
| THE FRIENDSHIP CENTER | ||||||||
| 420 SCHOOLEYS MOUNTAIN ROAD | HACKETTSTOWN | NJ | 07840 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,100 | |
| THE SUMMER CAMP | ||||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | nOnE | pUBLIC | UNRESTRICTED USE BY DONEE | $32,000 | |
| WESTPORT WRITER'S WORKSHOP INC | ||||||||
| 3 SYLVAN ROAD SOUTH | WESTPORT | CT | 06880 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $225 | |
| WGA CADDIE SCHOLARSHIP FUND | ||||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $300 | |
| WOSF | ||||||||
| OLD SCHOOL 1053 | GAFFNEY | SC | 29340 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $72 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,624 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,027 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 42 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,403 | 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 | $714 | Amt |
| Net Investment Income | $357 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $357 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150 SHS 3M CO | $12,585 | $25,761 |
| 500 SHS CELGENE CORP | $14,650 | $59,255 |
| 250 SHS EXXON MOBIL CORp | $19,275 | $21,825 |
| 250 SHS SCHLUMBERGER LTD | $13,929 | $21,013 |
| 250 SHS NESTLE S A | $13,440 | $16,825 |
| 150 SHS PEPSI CO | $9,342 | $15,015 |
| 275 SHS COLGATE PALMOLIVE CO | $8,247 | $17,938 |
| 250 SHS JOHNSON & JOHNSON | $13,376 | $27,825 |
| 70 SHS GOOGLE INC | $15,952 | $53,687 |
| 400 SHS ABBOTT LABORATORIES | $9,658 | $15,228 |
| 300 SHS ABBVIE SECURITY | $6,910 | $18,240 |
| 700 SHS ENCANA CORP | $15,117 | $8,820 |
| 400 SHS ROYAL DUTCH SHELL | $17,976 | $20,440 |
| 200 SHS VARIAN MEDICAL SYSTEMS INC | $7,376 | $17,966 |
| 450 SHS MERCK & CO | $11,808 | $27,536 |
| 800 SHS US BANCORP | $18,256 | $39,696 |
| 300 SHS WP CAREY INC | $0 | $0 |
| 300 SHS WELLTOWER INC. | $18,745 | $18,834 |
| 1200 SHS MERIDIAN BANCORP INC | $12,885 | $21,300 |
| 500 SHS HD SUPPLY HOLDINGS INC | $14,930 | $19,620 |
| 150 SHS UNITED TECHNOLOGIES CORP | $18,057 | $16,158 |
| 100 SHS FEDEX CORP | $16,987 | $19,167 |
| 2300 SHS GRAMERCY PROPERTY | $17,832 | $20,102 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,687 | $4,687 | $0 |
| NYS LAW JOURNAL AD | $150 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $140 | $140 | $0 |
| FEDERAL TAXES PAID | $625 | $0 | $0 |
| NYS DEPARTMENT OF LAW | $100 | $100 | $0 |
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