ARTHUR I AND SUSAN MAIER FUND INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR I AND SUSAN MAIER FUND INC (EIN 13-3322380)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-09-11
- IRS object ID
- 201612559349100151
- Schema version
- 2014v6.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-11T12:36:18-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | 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 | WEISERMAZARS 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 | 2014-12-01 | 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 | 2016-09-02 | 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 | 2014 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $558,225 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,892 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $412 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,897 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,485 | 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 | $739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $422 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,963 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,395 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,636 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,850 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,021 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,021 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $318,833 | CorporateStockBOYAmt |
| Corporate Stock EOY | $336,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $536,204 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $412,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,816 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $558,225 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $412,902 | UnrestrictedBOYAmt |
| Unrestricted EOY | $358,816 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $358,816 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $358,816 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $358,816 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $358,816 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 50 SHS 3M CO | P | 2015-04-21 | $4,755 | $1,844 | $2,911 | $2,911 |
| 100 SHS COLGATE PALMOLIVE CO | P | 2015-03-12 | $6,840 | $2,999 | $3,841 | $3,841 |
| 75 SHS COLGATE PALMOLIVE CO | P | 2015-04-21 | $5,166 | $2,249 | $2,917 | $2,917 |
| GOOGLE INC. CASH IN LIEU | P | 2015-05-07 | $54 | $54 | $54 | |
| 75 SHS VARIAN MEDICAL SYSTEMS INC. | P | 2015-03-12 | $7,015 | $2,766 | $4,249 | $4,249 |
| 50 SHS 3M CO | P | 2015-04-21 | $8,210 | $4,195 | $4,015 | $4,015 |
| 100 SHS US BANCORP | P | 2015-03-12 | $4,401 | $2,282 | $2,119 | $2,119 |
| 300 SHS EMERSON ELECTRIC CO | P | 2015-03-12 | $16,772 | $15,551 | $1,221 | $1,221 |
| 4905.98 SHS THIRD AVE TR INSTL | P | 2015-08-04 | $43,565 | $50,000 | -$6,435 | -$6,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,892 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,957 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $677,867 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116479 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,719 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $626,268 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077793 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,257 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $601,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,037 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $636,813 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084855 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,229 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $611,402 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077247 | DistributionYr5Rt |
| Total Distribution | 0.441629 | TotalDistributionRt |
| Average Distribution | 0.088326 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $604,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,370 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,031 | 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 | $239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $625 | AppliedToEsTaxAmt |
| Total Payments And Credits | $625 | TotalPaymentsAndCreditsAmt |
| Overpayment | $386 | OverpaymentAmt |
| Applied To ES Tax | $386 | 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 | $591,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $613,439 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $613,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $604,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239 | TotalTaxAmt |
| Distributable Before Adj | $29,973 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,973 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,031 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,031 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $239 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,792 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,973 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,025 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,390 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,791 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,703 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $126,607 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,058 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $174,665 | 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 | $18,025 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $156,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,390 | ExcessFromYear4Amt |
| Excess From Year3 | $21,791 | ExcessFromYear3Amt |
| Excess From Year2 | $17,703 | ExcessFromYear2Amt |
| Excess From Year1 | $45,698 | ExcessFromYear1Amt |
| Excess From Current Year | $48,058 | 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 |
|---|---|---|---|---|---|---|---|
| ARTHUR SORNOFF ALUMNI SCHOLARSHIP FUND AT ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARKWEST | NEW YORK | NY | 10023 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| BERKSHIRE FOOD PROJECT | |||||||
| PO BOX 651 | NORTH ADAMS | MA | 01247 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $500 |
| CONTRIBUTIONS PAID LESS THAN 5000 EACH | |||||||
| VARIOUS | VARIOUS | NY | 10583 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $18,714 |
| FRIENDS OF THE GREENBURGH PUBLIC LIBRARY | |||||||
| 300 TARRYTOWN ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| FRIENDS OF THE LIBRARY | |||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| GREENVILLE FIRE COMPANY NO 1 | |||||||
| 711 CENTRAL PARK AVE | SCARSDALE | NY | 10583 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $25,000 |
| POLICE FRESH AIR FUND | |||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $50 |
| THE SUMMER CAMP | |||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $31,500 |
| VILLAGE AMBULANCE | |||||||
| 30 WATER STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| 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 | $76,636 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,592 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 42 | ExclusionCd |
| Exclusion | $412 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,897 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,897 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 4905.98 SHS THIRD AVE TR INSTL | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 250 SHS 3M CO | $16,781 | $31,316 |
| 250 SHS CELGENE CORP | $14,650 | $54,725 |
| 250 SHS EXXON MOBIL COPR | $19,275 | $20,415 |
| 250 SHS SCHLUMBERGER LTD | $13,929 | $19,288 |
| 300 SHS NESTLE S A | $16,128 | $22,182 |
| 300 SHS PEPSICO | $18,684 | $30,048 |
| 600 SHS COLGATE PALMOLIVE CO | $12,746 | $27,914 |
| 300 SHS JOHNSON & JOHNSON | $16,051 | $30,372 |
| 70 SHS GOOGLE INC | $15,952 | $52,691 |
| 400 SHS ABBOTT LABORATORIES | $9,658 | $17,968 |
| 300 SHS ABBVIE SECURITY | $6,910 | $17,445 |
| 700 SHS ENCANA CORP | $15,117 | $5,838 |
| 400 SHS ROYAL DUTCH SHELL | $17,976 | $19,904 |
| 400 SHS VARIAN MEDICAL SYSTEMS INC | $10,142 | $22,215 |
| 450 SHS MERCK & CO | $11,808 | $23,855 |
| 900 SHS US BANCORP | $18,256 | $35,112 |
| 300 SHS EMERSON ELECTRIC CO | $0 | $0 |
| 300 SHS WP CAREY INC | $17,892 | $17,892 |
| 300 SHS WELLTOWER INC. | $18,760 | $18,957 |
| 1500 SHS MERIDIAN BANCORP INC | $16,106 | $21,990 |
| 500 SHS HD SUPPLY HOLDINGS INC | $14,930 | $15,815 |
| 150 SHS TECHNOLOGIES CORP | $18,057 | $14,408 |
| 100 SHS FEDEX CORP | $16,987 | $15,854 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,963 | $4,963 | $0 |
| NYS LAW JOURNAL AD | $145 | $0 | $145 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $412 | 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 | $222 | $222 | $0 |
| FEDERAL TAXES PAID | $317 | $0 | $0 |
| NYS DEPARTMENT OF LAW | $200 | $200 | $0 |
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