JOHN F MAHER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN F MAHER FAMILY FOUNDATION (EIN 95-4650932)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-05
- IRS object ID
- 202342789349100509
- Schema version
- 2022v5.0
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-05T09:15:27-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132792165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE SUITE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954650932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F MAHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BESSEMER TRUST COMPANY NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1271 AVENUE OF THE AMERICAS 42 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN S MAHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2023-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HELEN | PersonFirstNm |
| Person Last | MAHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTIE DONOGHUE | PreparerPersonNm |
| PTIN | P02083647 | PTIN |
| Phone | 5165089623 | PhoneNum |
| Preparation | 2023-08-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,967,367 | 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 |
| Dividends Rev And Expnss | $23,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,739 | 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 | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,944 | CashBOYAmt |
| Cash EOY | $6,307 | CashEOYAmt |
| Cash EOYFMV | $6,307 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,211,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,198,689 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,552,149 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $477,689 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $457,558 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $408,911 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,702,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,662,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,967,367 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,702,814 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,662,554 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,702,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,662,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,702,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,662,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,702,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,662,554 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,662,554 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2022-06-01 | 2023-06-30 | $4,400 | $4,474 | -$74 | -$74 |
| PUBLICLY TRADED SECURITIES | P | 2021-06-01 | 2023-06-30 | $55,550 | $59,567 | -$4,017 | -$4,017 |
| Capital Gains Dividends | P | $8,669 | $8,669 | $8,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,578 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $384 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $384 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $659 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $659 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $275 | OverpaymentAmt |
| Applied To ES Tax | $275 | 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 | CA | 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 | BESSEMER TRUST COMPANY NA | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1271 AVENUE OF THE AMERICAS 42 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| HELEN S MAHER | |||||||||
| C/O BESSEMER TRUST 1271 AVENUE OF | THE AMERICAS 42 FL | NEW YORK | NY | 10020 | DIRECTOR | 15.00 | $0 | $0 | $0 |
| PAUL R BARKUS | |||||||||
| C/O BESSEMER TRUST 1271 AVENUE OF | THE AMERICAS 42 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID R STACK | |||||||||
| C/O BESSEMER TRUST 1271 AVENUE OF | THE AMERICAS 42 FL | NEW YORK | NY | 10020 | DIRECTOR | 0.00 | $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 | $1,885,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,897,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,897,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,868,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $384 | TotalTaxAmt |
| Distributable Before Adj | $93,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,062 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,443 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,443 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,316 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $45,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $71,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,443 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $26,619 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,619 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,793 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,793 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $44,793 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| PO BOX 37242 | WASHINGTON | DC | 20013 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ASPCA | ||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| CONNECTICUT PUBLIC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| DEERFIELD ACADEMY | ||||||||
| OLD MAIN STREET | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOW WAY | MEMPHIS | TN | 38120 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FAULKNER'S LIGHT BRIGADE | ||||||||
| PO BOX 444 | GUILFORD | CT | 06437 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| FLORENCE GRISWOLD MUSEUM | ||||||||
| 96 LYME STREET | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| GARDEN CONSERVANCY INC | ||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| GLENVILLE VOLUNTEER FIRE CO | ||||||||
| 266 GLENVILLE RD | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| GREENWICH EMERGENCY MEDICAL SERVICE INC | ||||||||
| 1111 E PUTNAM AVE 201 | RIVERSIDE | CT | 06878 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| GREENWICH HOSPITAL FOUNDATION | ||||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| GREENWICH LAND TRUST INC | ||||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| GUILFORD LAND CONSERVATION TRUST | ||||||||
| PO BOX 200 | GUILFORD | CT | 06437 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 3803 NO FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ROUND HILL ASSOCIATION | ||||||||
| PO BOX 7424 | GREENWICH | CT | 06836 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| SALISBURY SCHOOL | ||||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| SILVER HILL HOSPITAL | ||||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| THE NEW HAVEN MUSEUM | ||||||||
| 114 WHITNEY AVE | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 631 FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | STREET |
| WOMEN AND FAMILY LIFE CENTER | ||||||||
| 96 FAIR STREET | GUILFORD | CT | 06437 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| 86 WATER STREET | FALMOUTH | MA | 02543 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| YALE-NEW HAVEN HOSPITAL | ||||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,578 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,739 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,739 | 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 | FIDUCIARY TAX SERVICES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | JOHN F MAHER FAMILY FOUNDATIONFORM 990-PF EIN 95-4650932Supplemental Schedule of InformationPart XIII, Undistributed Income, Line 4cElection Under IRC Reg. Sec. 53-4942(a)-3(d)(2)Pursuant to IRC Section 4942(h)(2) and Regulation 53.4942(a)-3(d)(2), The John F Maher Family Foundation hereby elects to treat current year's qualifying distributions in excess of the immediately preceding year's undistributed income as being made out of corpus. (Signature): ___________________________________(Name): ___________________________________ (Title): ______________________________ | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | OW FIXED INCOME FUND | BondNm |
| EOY Book Value | $457,558 | EOYBookValueAmt |
| EOYFMV | $408,911 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OW LARGE CAP STRATEGIES FD | $567,137 | $759,975 |
| OW SMALL & MIDCAP STRAT FD | $194,094 | $246,216 |
| OW CREDIT INCOME | $138,956 | $112,820 |
| OW ALL CAP CORE FD | $298,502 | $433,138 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CA REGISTRATION RENEWAL FEE | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORE SERVICES FEE | CategoryTxt |
| Amt | $129 | Amt |
| Net Investment Income | $86 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $736 | $0 | $0 |
| FEDERAL ESTIMATED TAX PAID | $659 | $0 | $0 |