MAURER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAURER FAMILY FOUNDATION INC (EIN 31-1469474)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349108156
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases 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 | 2025-11-17T17:41:47-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | SCOTT MAURER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Israel Tannenbaum CPA | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2127519100 | 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 | $4,938,283 | 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 | $750,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,395 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,395 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,106 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $482,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,024,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $482,415 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,273 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,273 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,318,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $568,189 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,968 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,484 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,484 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,350 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $497 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $45,116 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $22,558 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,558 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,824 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,824 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $93,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $204,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,046,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $500,476 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $162,706 | CashBOYAmt |
| Cash EOY | $144,756 | CashEOYAmt |
| Cash EOYFMV | $144,756 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,742,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,343,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,689,150 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $52,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,485 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,377 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,957,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,578,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,938,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,957,757 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,578,654 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,957,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,578,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,957,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,578,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,957,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,046,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,641 | OtherIncreasesAmt |
| Subtotal | $4,006,532 | SubtotalAmt |
| Other Decreases | $427,878 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,578,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,011,227 | $541,904 | $469,323 | $469,323 |
| CAPITAL GAIN DIVIDENDS | P | $13,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $482,415 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,957 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,957 | SubtotalAmt |
| Tax Based On Investment Income | $6,957 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,077 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,077 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,120 | OverpaymentAmt |
| Applied To ES Tax | $5,120 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| MEREDITH HUTCHISON | |||||||||
| 6 CHERRY LANE | WESTPORT | CT | 06880 | PRESIDENT | 1.0 | $0 | $0 | $0 | |
| DAVID MAURER | |||||||||
| 11817 TEXAS AVE | LOS ANGELES | CA | 90025 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 | |
| PETER MAURER | |||||||||
| 2244 13TH AVENUE WEST | SEATTLE | WA | 98122 | SECRETARY | 1.0 | $0 | $0 | $0 | C/O WITHUMSMITHBROWN PC |
| SCOTT MAURER | |||||||||
| 1411 BROADWAY 9TH FLOOR | NEW YORK | NY | 10018 | TREASURER | 1.0 | $0 | $0 | $0 | |
| GILBERT MAURER | |||||||||
| 217 EVERGLADE AVE | PALM BEACH | FL | 33480 | CHAIR EMERITUS | 1.0 | $0 | $0 | $0 | |
| Christopher Maurer | |||||||||
| 1411 BROADWAY 9TH FLOOR | NEW YORK | NY | 10018 | director | 1.0 | $0 | $0 | $0 | |
| Jonathan Maurer | |||||||||
| 1411 BROADWAY 9TH FLOOR | NEW YORK | NY | 10018 | Director | 1.0 | $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 | $4,117,092 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,311,260 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,311,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,246,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $212,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $212,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,957 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,957 | TotalTaxAmt |
| Distributable Before Adj | $205,373 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $205,373 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $205,373 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $204,542 | 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 | $204,542 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $194,877 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,905 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $524,029 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $461,434 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $761,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,970,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $204,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $204,542 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $831 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $831 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,970,134 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $194,046 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,776,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,905 | ExcessFromYear4Amt |
| Excess From Year3 | $524,029 | ExcessFromYear3Amt |
| Excess From Year2 | $461,434 | ExcessFromYear2Amt |
| Excess From Year1 | $761,720 | ExcessFromYear1Amt |
| 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Early Music America | |||||||
| 801 Vinial St Ste 300 | Pittsburgh | PA | 15212 | NONE | PC | general program support | $10,000 |
| Sacred Heart University | |||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | NONE | PC | general program support | $10,000 |
| BACH AKADEMIE CHARLOTTE | |||||||
| PO Box 12325 | Charlotte | NC | 28220 | none | PC | general program support | $15,000 |
| Berkeley Repertory Theatre | |||||||
| 2025 Addison St | Berkeley | CA | 94704 | none | PC | general program support | $10,000 |
| Funding Arts Broward | |||||||
| 1350 E Sunrise Blvd 110 | Fort Lauderdale | FL | 33304 | none | PC | general program support | $1,500 |
| Westport Country Playhouse | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PC | general program support | $15,000 |
| SYMPHONY OF THE AMERICANS | |||||||
| 1330 AVENUE OF THE AMERICAS 23A | new york | NY | 10019 | NONE | PC | general program support | $12,000 |
| moca westport | |||||||
| 19 NEWTOWN TURNPIKE | westport | CT | 06880 | NONE | PC | general program support | $15,000 |
| HOLLYWOOD ART & CULTURE CENTRE | |||||||
| 1650 HARRISON STREEt | HOLLYWOOD | FL | 33020 | NONE | PC | general program support | $17,500 |
| Provincetown Community Compact Inc | |||||||
| PO BOX 819 | PROVIDENCEtown | MA | 02657 | NONE | PC | general program support | $5,000 |
| CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC | |||||||
| 128 S TRYON STREET 350 | charlotte | NC | 28202 | none | PC | general program support | $7,500 |
| CAPE COD MODERN HOUSE TRUST | |||||||
| PO BOX 1191 | SOUTH WELLFLEET | MA | 02663 | none | PC | general program support | $25,000 |
| ASHEVILLE ART MUSEUM | |||||||
| PO Box 1717 | Asheville | NC | 288021717 | none | PC | general program support | $10,000 |
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | none | PC | general program support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,500 | 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 | $1,395 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,106 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,273 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $482,415 | 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 | $568,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $568,189 | 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 | $750,200 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | iShares S&P 500 Value - 3,870 shares | NoncashPropertyDesc |
| Fair Market Value | $750,200 | FairMarketValueAmt |
| Received | 2024-08-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHUMSMITH+BROWN PC | CategoryTxt |
| Amt | $6,968 | Amt |
| Net Investment Income | $3,484 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,484 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BOA SECURITIES | StockNm |
| EOY Book Value | $3,343,413 | EOYBookValueAmt |
| EOYFMV | $4,689,150 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NB PRIVATE MARKETS FUND III | AT COST | $45,313 | $54,356 |
| ENERGY TRANSFER PARTNERS | AT COST | $45,172 | $50,021 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV TO COST ADJ ON DONATED SECURITIES | Desc |
| Amt | $427,878 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $39,824 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39,824 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NB PRIVATE MARKETS FUND III (TE) | $3,250 | $3,250 |
| litigation proceeds | $23 | $23 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $2,641 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOA, N.A. - INV. ADVISORY FEES | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $497 | Amt |
| Net Investment Income | $497 | NetInvestmentIncomeAmt |