ARTHUR I AND SUSAN MAIER FUND INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR I AND SUSAN MAIER FUND INC (EIN 13-3322380)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-10-09
- IRS object ID
- 201412829349100701
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-10-09T14:11:31-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131459550 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISERMAZARS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 THORNALL STREET | AddressLine1 |
| City | EDISON | City |
| State | NJ | State |
| ZIP Code | 088372246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133322380 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR I & SUSAN MAIER FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARTH | NameControl |
| Phone | 2128387693 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 GLENDALE ROAD | AddressLine1 |
| City | SCARSDALE | City |
| State | NY | State |
| ZIP Code | 10583 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN MAIER | Name |
| Title | PRESIDENT | Title |
| Phone | 2128387693 | Phone |
| Date Signed | 2014-10-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7325492800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 657439 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2570 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2570 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 20076 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20076 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 902 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 83672 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 902 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 599 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 24147 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23548 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1197 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1197 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6303 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5988 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10501 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8686 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1600 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 47119 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 47119 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 57620 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8686 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 48719 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -33473 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14862 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3623 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 30629 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 30629 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 40187 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 350111 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 354457 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 545881 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 99991 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 75353 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 80929 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 493912 | TotalAssetsBOY |
| Total Assets EOY | 460439 | TotalAssetsEOY |
| Total Assets EOYFMV | 657439 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 493912 | UnrestrictedBOY |
| Unrestricted EOY | 460439 | UnrestrictedEOY |
| Total Net Assets BOY | 493912 | TotalNetAssetsBOY |
| Total Net Assets EOY | 460439 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 493912 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 460439 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 493912 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -33473 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 460439 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 460439 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| COMPANHIA ENERG DE MINAS | P | 2013-05-23 | 1 | 1 | 1 | |
| ISHARES MSCI ENERG MKTS | P | 2013-06-21 | 18632 | 687 | 687 | 17945 |
| US TREASURY .625% | P | 2013-04-30 | 15000 | -70 | -70 | 15070 |
| JOHN DEERE CAPITAL CORP | P | 2013-04-03 | 25000 | 362 | 362 | 24638 |
| US TREASURY .625% | P | 2012-12-05 | 25039 | -78 | -78 | 25117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 902 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 51257 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 601217 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.085255 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 54037 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 636813 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.084855 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47229 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 611402 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.077247 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 72771 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 467893 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.155529 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 92209 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 390585 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.236079 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.638965 | TotalDistributionRatio |
| Average Distribution Ratio | 0.127793 | AverageDistributionRatio |
| Net Noncharitable Assets | 626268 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 80033 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 149 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 80182 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 48719 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 297 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 297 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 297 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 182 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 182 | TotalCreditsAndPayments |
| Tax Due | 115 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SUSAN MAIER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2125327555 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 GLENDALE ROAD | AddressLine1 |
| City | SCARSDALE | City |
| State | NY | State |
| ZIP Code | 10583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 605536 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 30269 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 635805 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 635805 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9537 | CashDeemedCharitable |
| Net Noncharitable Assets | 626268 | NetNoncharitableAssets |
| Minimum Investment Return | 31313 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31313 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 297 | TaxBasedOnInvestmentIncome |
| Total Tax | 297 | TotalTax |
| Distributable Amount Before Adj | 31016 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 31016 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 31016 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 48719 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 48719 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 48719 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31016 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 72836 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 18025 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 23390 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 21791 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 136042 | TotalExcessDistriCarryover |
| Qualifying Distributions | 48719 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31016 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 17703 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 153745 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 72836 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 80909 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 18025 | ExcessFromYear3 |
| Excess From Year2 | 23390 | ExcessFromYear2 |
| Excess From Year1 | 21791 | ExcessFromYear1 |
| Excess From Current Year | 17703 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN MAIER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BRIDGE HOUSE | |||||||
| PO BOX 626 | BOULDER | CO | 80306 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| CANCER SUPPORT COMMUNITY OF GREATER ANN ARBOR | |||||||
| 2010 HOGBACK ROAD | ANN HARBOR | MI | 48105 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| CONGREGATION EMANUEL | |||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $3,400 |
| CONTRIBUTIONS PAID LESS THAN 5000 EACH | |||||||
| VARIOUS | VARIOUS | NY | 10583 | NONE | PUBLIC | UNRESTRICTED BY DONEE | $12,747 |
| GREENBURGH POLICE CIRCUS FUND | |||||||
| 188 TARRYTOWN ROAD | WHITE PLAINS | NY | 10607 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| GREENBURGH UNIFORMED FIREFIGHTERS ASSOC | |||||||
| 283 TERRYTOWN ROAD | WHITE PLAINS | NY | 10067 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $50 |
| HERTZBERG PALLIATIVE CARE INSTITUTE | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| NEW YORK PRESBYTERIAN HOSPITALWESTCHESTER | |||||||
| 21 BLOOMINGDALE ROAD | WHITE PLAINS | NY | 10605 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $250 |
| POLICE FRESH AIR FUND | |||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| SAND SPRING RECREATIONAL CENTER INC | |||||||
| PO BOX 800 | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $2,500 |
| THE MAID IDEA | |||||||
| 180 E PROSPECT AVE | MAMARONECK | NY | 10543 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $200 |
| THE SUMMER CAMP | |||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $27,000 |
| WGA CADDIE SCHOLARSHIP FUND | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $400 |
| WOSF | |||||||
| OLD SCHOOL 1053 | GAFFNEY | SC | 29340 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $72 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 47119 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,570 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,076 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $599 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $902 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,147 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24147 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 4905.98 SHS THIRD AVE TR INSTL | 50000 | 55389 |
| 25000 SHS HEWLETT PACKARD CORP 4 3/4% | 25353 | 25540 |
| JOHN DEERE CAPITAL CORP 4.5% | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (23 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1862 SHS COMPANHIA ENERGETICA DE MINAS GERAIS | 24461 | 15548 |
| 250 SHS 3M CO | 20976 | 33378 |
| 250 SHS CELGENE CORP | 14650 | 40443 |
| 250 SHS EXXON MOBIL COPR | 19275 | 23370 |
| 250 SHS SCHLUMBERGER LTD | 13929 | 22105 |
| 300 SHS NESTLE S A | 16128 | 21933 |
| 300 SHS PEPSICO | 18684 | 25338 |
| 600 SHS COLGATE PALMOLIVE CO | 17994 | 39486 |
| 300 SHS JOHNSON & JOHNSON | 16051 | 28398 |
| 35 SHS GOOGLE INC | 15952 | 37086 |
| 400 SHS ABBOTT LABORATORIES | 9658 | 15276 |
| 300 SHS ABBVIE SECURITY | 6910 | 14535 |
| 400 SHS CENOVUS ENERGY INC | 7993 | 11684 |
| 400 SHS ENCANA CORP | 8487 | 7676 |
| 400 SHS ROYAL DUTCH SHELL | 17976 | 26680 |
| 400 SHS VARIAN MEDICAL SYSTEMS INC | 14752 | 31220 |
| 500 SHS ISHARES MSCI EMERGING MARKETS INDEX | 0 | 0 |
| 650 SHS UNISOURCE ENERGY CORP | 18441 | 31122 |
| 450 SHS MERCK & CO | 11808 | 22424 |
| 900 SHS US BANCORP | 20538 | 35298 |
| 1000 SHS WELLS FARGO & CO PFD | 25238 | 20710 |
| 300 SHS EMERSON ELECTRIC CO | 15551 | 20097 |
| 300 SHS QUAL COMM INC | 19005 | 22074 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NY STATE TAX | 113 | 0 | 0 |
| FEES AND OTHER MISC | 151 | 51 | 100 |
| INVESTMENT FEES | 5937 | 5937 | 0 |
| PENALTIES | 102 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Revenue And Expenses Per Books | 599 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 599 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $587 | 587 | 0 |
| FEDERAL INCOME TAXES | $610 | 610 | 0 |
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