MAURER FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MAURER FAMILY FOUNDATION INC (EIN 31-1469474)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201733129349100228
- Schema version
- 2016v3.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T10:44:13-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-15 | 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 | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.46.120.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220173125000025 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA81A82878B9827F559CE168B680B97FD6BE14A9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 057E8059E1F024E13DA9511449EC0523B9CAFC6F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $3,056,416 | 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 | $10,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,086 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,086 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,219 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,264 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $395,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,815,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $395,077 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,196 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,112 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $454,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $439,539 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,269 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,269 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $963 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $32,488 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,488 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,545 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $62,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,988 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $584,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $584,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $646,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $621,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$192,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $414,762 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $197,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,783 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,757,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,735,425 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,146,663 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $238,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $316,851 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $310,559 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $500,926 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $446,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $426,310 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $506 | OtherAssetsBOYAmt |
| Other Assets EOY | $76,225 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $65,101 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,695,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,682,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,056,416 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,695,478 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,682,528 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,695,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,682,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,695,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,682,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,695,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$192,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $179,737 | OtherIncreasesAmt |
| Subtotal | $2,682,528 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,682,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| US TRUST - SEE ATTACHED | $1,156,351 | $1,169,842 | -$12,614 | -$13,491 | ||
| US TRUST - SEE ATTACHED | $1,643,262 | $1,248,323 | $395,022 | $394,939 | ||
| LINKEDIN CORP | $574 | $574 | $186 | 2016-02-25 | ||
| OPTHOTECH CORP | $358 | $484 | -$126 | 2016-04-14 | ||
| JAZZ PHARMACEUTICALS | $268 | $268 | $19 | 2016-04-15 | ||
| AKORN INC | $513 | $684 | -$59 | -$171 | 2016-04-15 | |
| DEXCOM INC | $339 | $356 | $50 | -$17 | 2016-04-15 | |
| ANACOR PHARMACEUTICALS | $188 | $188 | $162 | 2016-05-10 | ||
| RADIUS HEALTH | $195 | $195 | $174 | 2016-05-10 | ||
| SHIRE PLC | $563 | $563 | $17 | 2016-09-26 | ||
| NIKE INC | $845 | $870 | $29 | -$25 | 2016-10-03 | |
| CAPITAL GAIN DIVIDENDS | $12,091 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $395,077 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $417,289 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,821,604 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.147891 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $649,615 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,681,415 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.242266 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $400,405 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,485,487 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.161097 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $388,607 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,561,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.151708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $844,916 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,573,181 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.328355 | DistributionYr5Rt |
| Total Distribution | 1.031317 | TotalDistributionRt |
| Average Distribution | 0.206263 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,726,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $562,453 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,148 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $566,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $621,988 | 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 | $4,148 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,148 | SubtotalAmt |
| Tax Based On Investment Income | $4,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,708 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,708 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,560 | OverpaymentAmt |
| Applied To ES Tax | $8,560 | 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 |
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 | $2,544,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $48,894 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,768,400 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,768,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,726,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,148 | TotalTaxAmt |
| Distributable Before Adj | $132,196 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $132,196 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $132,196 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $621,988 | 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 | $621,988 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,148 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $617,840 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,196 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $734,273 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $262,874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $286,187 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $522,032 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $278,101 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,083,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $621,988 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $132,196 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $489,792 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,573,259 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $734,273 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,838,986 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $262,874 | ExcessFromYear4Amt |
| Excess From Year3 | $286,187 | ExcessFromYear3Amt |
| Excess From Year2 | $522,032 | ExcessFromYear2Amt |
| Excess From Year1 | $278,101 | ExcessFromYear1Amt |
| Excess From Current Year | $489,792 | 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 | $584,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $584,000 | 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 | $3,086 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,219 | 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 | $4,196 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $395,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $443,578 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $443,578 | 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 | $10,500 | 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 | $5,500 | Amt |
| Disbursements Charitable Prps | $5,500 | 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 | $316,851 | EOYBookValueAmt |
| EOYFMV | $310,559 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $1,735,425 | EOYBookValueAmt |
| EOYFMV | $2,146,663 | 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 | $390,334 | $373,260 |
| EXCELSIOR VENTURE | AT COST | $8,075 | $8,088 |
| EXCELSIOR PRIVATE MARKETS | AT COST | $47,835 | $44,962 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $506 | $837 | $837 |
| COMMODITIES | $0 | $75,388 | $64,264 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $22,451 | $22,451 |
| MISCELLANEOUS EXPENSES | $94 | $94 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCELSIOR VENTURE INVESTORS III, LLC | -$167 | -$167 |
| EXCELSIOR PRIVATE MARKETS FUND III (TE) | $1,270 | $1,270 |
| FEDERAL TAX REFUND | $3,084 | |
| CLASS ACTION SETTLEMENT | $9 | $9 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF FMV OVER COST | $177,344 |
| UNREALIZED GAIN FROM PARTNERSHIPS | $2,393 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA, N.A. | CategoryTxt |
| Amt | $1,269 | Amt |
| Net Investment Income | $1,269 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $963 | Amt |
| Net Investment Income | $963 | NetInvestmentIncomeAmt |