ARTHUR I AND SUSAN MAIER FUND INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR I AND SUSAN MAIER FUND INC (EIN 13-3322380)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-03-15
- IRS object ID
- 201340749349100604
- Schema version
- 2011v1.5
- 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 | 2013-03-15T10:45:07-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1 |
| City | ROSELAND | City |
| State | NJ | State |
| ZIP Code | 070681739 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | 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 | 2013-03-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9732283500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 600696 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 490 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 27900 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27900 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8433 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 114371 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8433 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3054 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 39877 | TotalRevenueAndExpenses |
| Total Net Investment Income | 36333 | 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 | 1900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 950 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 950 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 833 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 257 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5501 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5378 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8234 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6585 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1050 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50207 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50207 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 58441 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6585 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 51257 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -18564 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 29748 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3134 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3623 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3623 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 50422 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 40187 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 40081 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 334264 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 350111 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 454772 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 124656 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 99991 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 102220 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 512476 | TotalAssetsBOY |
| Total Assets EOY | 493912 | TotalAssetsEOY |
| Total Assets EOYFMV | 600696 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 512476 | UnrestrictedBOY |
| Unrestricted EOY | 493912 | UnrestrictedEOY |
| Total Net Assets BOY | 512476 | TotalNetAssetsBOY |
| Total Net Assets EOY | 493912 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 512476 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 493912 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 512476 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -18564 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 493912 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 493912 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 5000 SHS US TREASURY NOTES | P | 2011-03-21 | 2011-12-06 | 5014 | 5042 | -28 | -28 |
| 200 SHS MERK & CO | P | 2009-04-15 | 2012-02-01 | 7754 | 5248 | 2506 | 2506 |
| 5000 SHS US TREASURY NOTES | P | 2011-03-21 | 2012-02-06 | 5003 | 5042 | -39 | -39 |
| 40000 SHS US TREASURY NOTE | P | 2011-03-21 | 2012-03-31 | 40000 | 40338 | -338 | -338 |
| 100 SHS ABBOT LABORATORIES | P | 2009-04-20 | 2012-05-24 | 6190 | 4427 | 1763 | 1763 |
| 150 SHS MERCK & CO | P | 1919-04-15 | 2012-05-24 | 5614 | 3936 | 1678 | 1678 |
| 25000 SHS GOLDMAN SACHS GROUP INC | P | 2009-03-25 | 2012-09-01 | 25000 | 24665 | 335 | 335 |
| 1000 SHS ABB LTD | P | 2011-11-21 | 2012-10-23 | 18810 | 17240 | 1570 | 1570 |
| CAPITAL GAINS DIVIDENDS | P | 986 | 986 | 986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8433 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 54037 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 636813 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.084855 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 47229 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 611402 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.077247 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 72771 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 467893 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.155529 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 92209 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 390585 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.236079 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 102302 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 409332 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.249924 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.803634 | TotalDistributionRatio |
| Average Distribution Ratio | 0.160727 | AverageDistributionRatio |
| Net Noncharitable Assets | 601217 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 96632 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 297 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 96929 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 51257 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 595 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 595 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 595 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 777 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 777 | TotalCreditsAndPayments |
| Overpayment | 182 | Overpayment |
| Amount Credited To Next Year | 182 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 597128 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13245 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 610373 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 610373 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9156 | CashDeemedCharitable |
| Net Noncharitable Assets | 601217 | NetNoncharitableAssets |
| Minimum Investment Return | 30061 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 30061 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 595 | TaxBasedOnInvestmentIncome |
| Total Tax | 595 | TotalTax |
| Distributable Amount Before Adj | 29466 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29466 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29466 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 51257 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 51257 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 51257 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29466 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 82091 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 72836 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 18025 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23390 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 196342 | TotalExcessDistriCarryover |
| Qualifying Distributions | 51257 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 29466 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 21791 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 218133 | 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 | 82091 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 136042 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 72836 | ExcessFromYear4 |
| Excess From Year2 | 18025 | ExcessFromYear2 |
| Excess From Year1 | 23390 | ExcessFromYear1 |
| Excess From Current Year | 21791 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 92ND ST Y DEVELOPMENT FUND | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $2,000 |
| ARC WESTCHESTER | |||||||
| 265 SAW MILL RIVER RD | HAWTHORNE | NY | 10532 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| BOTTOMLESS CLOSET | |||||||
| 15 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $250 |
| CENTRAL PARK CONSERVATORY | |||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| CHANNEL THIRTEEN | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $250 |
| CITIES OF PEACE | |||||||
| 1740 E STROOP ROAD BOX 291-761 | DAYTON | OH | 45429 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $250 |
| CITY MEALS ON WHEELS | |||||||
| 365 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $257 |
| CITY PARKS FOUNDATION (NEW YORK) | |||||||
| 830 FIFTH AVE | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $500 |
| CONGREGATION EMANUEL | |||||||
| 1 EAST 65TH ST | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $3,300 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $200 |
| FOUNDATION FOR UPSTATE MEDICAL UNIVERSITY | |||||||
| 750 EAST ADAMS STREET | SYRACUSE | NY | 13210 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| FRIENDS OF THE GREENBURGH LIBRARY | |||||||
| 300 TARRYTOWN ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $50 |
| GRAND STREET SETTLEMENT | |||||||
| 80 PITT ST | NEW YORK | NY | 10002 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,015 |
| GREENBURGH POLICE CIRCUS FUND | |||||||
| 188 TARRYTOWN ROAD | WHITE PLAINS | NY | 10607 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| GREENBURGH UNIFORMED FIREFIGHTERS ASSOC | |||||||
| 283 TARRYTOWN RD | WHITE PLAINS | NY | 10607 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $50 |
| HELP | |||||||
| 1404 CRAVENS AVENUE | TORRANCE | CA | 90501 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| LANG HOUSE (SAFE HORIZON) | |||||||
| C/O SAFE HORIZON 2 LAFAYETTE ST | NEW YORK | NY | 10277 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $2,500 |
| LEAGUE OF WOMEN VOTERS NEW YORK | |||||||
| 62 GREAND ST | ALBANY | NY | 12207 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| MACCABI USASPORTS FOR ISRAEL | |||||||
| 1962 ARCH ST 4R | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $500 |
| MISC CHARITY | |||||||
| 320 GLENDALE ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 7TH ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $200 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 1785 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $45 |
| NETWORK FOR THE GOOD-CITIES AT PEACE INC | |||||||
| 104 W 27TH ST 12TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $865 |
| NHC FOUNDATION INC | |||||||
| ROUTE 52 | LOCH SHELDRAKE | NY | 12759 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $250 |
| NYC POLICE FOUNDATION | |||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| POLICE FRESH AIR FUND | |||||||
| 175 MAIN STREET 509 | WHITE PLAINS | NY | 10601 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $100 |
| POSSE FOUNDATION | |||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $300 |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,000 |
| SAND SPRING RECREATIONAL CENTER INC | |||||||
| PO BOX 800 | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $2,500 |
| SPECIAL OLYMPICS | |||||||
| 504 BALLTOWN RD | SCHENECTADY | NY | 12304 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $50 |
| STUDENT ADVOCACY | |||||||
| 3 WEST MAIN ST | ELMSFORD | NY | 10523 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $600 |
| THE CANCER SUPPORT COMMUNITY | |||||||
| 2010 HOGBACK SUITE 3 | ANN ARBOR | MI | 45105 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $1,500 |
| THE MAIN IDEA AT CAMP WALDEN | |||||||
| 180 E PROSPECT AVE 178 | 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 | $25,000 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $700 |
| VOICES AGAINST BRAIN CANCER | |||||||
| 1375 BROADWAY 3RD FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $500 |
| WESTCHESTER GOLF ANNUAL CADDIE SCHOLARSHIP FUND | |||||||
| 49 KNOLLWOOD RD SUITE 220 | ELMSFORD | PA | 10523 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $300 |
| WESTCHESTER SMITH COLLEGE FUND | |||||||
| 75 GRASSLANDS ROAD | VALHALLA | NY | 10595 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $75 |
| WINSTON PREPATORY SCHOOL | |||||||
| 126 WEST 17 STREET | NORWALK | CT | 10001 | NONE | PUBLIC | UNRESTRICTED USE BY DONEE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50207 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,900 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,054 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $8,433 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $39,387 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 39387 | 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 | $1,900 | Amount |
| Net Investment Income | 950 | NetInvestmentIncome |
| Disbursements Charitable Prps | 950 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 4905.98 SHS THIRD AVE TR INSTL | 50000 | 51022 |
| GOLDMAN SACHS GROUP NOTES 5.70% | 0 | 0 |
| HEWLETT PACKARD CORP 4 3/4% | 25353 | 25826 |
| JOHN DEERE CAPITAL CORP 4.5% | 24638 | 25372 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (22 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1000 SHS ABB LTD | 0 | 0 |
| 1650 SHS COMPANHIA ENERGETICA DE MINAS GERAIS | 24461 | 20196 |
| 250 SHS 3M CO | 20976 | 22738 |
| 250 SHS CELGENE CORP | 14650 | 19647 |
| 250 SHS EXXON MOBIL COPR | 19275 | 22035 |
| 250 SHS SCHLUMBERGER LTD | 13929 | 17905 |
| 300 SHS NESTLE S A | 16128 | 19641 |
| 300 SHS PEPSICO | 18684 | 21063 |
| 300 SHS COLGATE PALMOLIVE CO | 17994 | 32550 |
| 300 SHS JOHNSON & JOHNSON | 16051 | 20919 |
| 35 SHS GOOGLE INC | 15952 | 24443 |
| 300 SHS ABBOTT LABORATORIES | 13282 | 19500 |
| 400 SHS CENOVUS ENERGY INC | 7993 | 13340 |
| 400 SHS ENCANA CORP | 8487 | 8716 |
| 400 SHS ROYAL DUTCH SHELL | 17976 | 26788 |
| 400 SHS VARIAN MEDICAL SYSTEMS INC | 14752 | 27664 |
| 500 SHS ISHARES MSCI EMERGING MARKETS INDEX | 17945 | 20892 |
| 650 SHS UNISOURCE ENERGY CORP | 18441 | 27677 |
| 450 SHS MERCK & CO | 11808 | 19935 |
| 900 SHS US BANCORP | 20538 | 29034 |
| 1000 SHS WELLS FARGO & CO PFD | 25238 | 25020 |
| 300 SHS EMERSON ELECTRIC CO | 15551 | 15069 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 40187 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 40081 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 4953 | 4953 | 0 |
| NEW YORK DEPT OF LAW | 100 | 0 | 100 |
| ADR FEES | 66 | 66 | 0 |
| NY STATE UNRELATED BUSINESS TAX | 359 | 359 | 0 |
| IRS INTEREST | 23 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK-TO-TAX TIMING DIFFERENCES | Description |
| Revenue And Expenses Per Books | 3054 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 3054 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $257 | 257 | 0 |
| UNRELATED BUSINESS INCOME TAX | $576 | 0 | 0 |
Comments