THE ALEX KAZ FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: THE ALEX KAZ FOUNDATION (EIN 83-2515718)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-04-18
IRS object ID: 202431099349101603
Schema version: 2023v5.0
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
Schedule B
Compensation Explanation
Depreciation Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-18T09:13:14-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3333 New Hyde Park Rd Ste 406	AddressLine1Txt
City	New Hyde Park	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	832515718	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Alex Kaz Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	ALEX	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DON BROWN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2024-04-09	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DON	PersonFirstNm
Person Last	BROWN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2023	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	$3,045,754	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	$22,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3,130	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,130	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,022	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,022	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,420,442	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,330,820	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,420,442	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,446,594	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,424,594	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$13,881	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$13,881	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$700	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$13,068	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$13,068	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$27,649	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$13,881	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,068	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$223,550	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$223,550	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$251,199	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$13,881	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$236,618	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,195,395	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,410,713	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$50,996	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$37,292	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$37,292	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,429,648	CorporateStockBOYAmt
Corporate Stock EOY	$2,638,747	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,008,462	CorporateStockEOYFMVAmt
Total Assets BOY	$1,480,644	TotalAssetsBOYAmt
Total Assets EOY	$2,676,039	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,045,754	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,480,644	RetainedEarningBOYAmt
Retained Earning EOY	$2,676,039	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,480,644	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,676,039	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,480,644	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,676,039	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,480,644	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,195,395	ExcessRevenueOverExpensesAmt
Subtotal	$2,676,039	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,676,039	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly-traded Securities	PropertyDesc
Gross Sales Price	$5,330,820	GrossSalesPriceAmt
Cost Or Other Basis	$3,910,378	CostOrOtherBasisAmt
Gain Or Loss	$1,420,442	GainOrLossAmt
Gains Minus Excess Or Losses	$1,420,442	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,420,442	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$19,609	InvestmentIncomeExciseTaxAmt
Subtotal	$19,609	SubtotalAmt
Tax Based On Investment Income	$19,609	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,826	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$2,826	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$16,783	TaxDueAmt

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	DE	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	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	Yes (true)	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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Don Brown
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Sec, Treas, Co- Pres	2.0	$0	$0	$0
Alex Kaz
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Co- Pres	0.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,414,323	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$59,565	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,473,888	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,473,888	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$37,108	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,436,780	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$121,839	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$121,839	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$19,609	TaxBasedOnInvestmentIncomeAmt
Total Tax	$19,609	TotalTaxAmt
Distributable Before Adj	$102,230	DistributableBeforeAdjAmt
Distributable Before Ded	$102,230	DistributableBeforeDedAmt
Distributable As Adjusted	$102,230	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$236,618	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	$236,618	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$102,230	DistributableAsAdjustedAmt
Undistributed Income PY	$86,260	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Qualifying Distributions	$236,618	QualifyingDistributionsAmt
Applied To Year1	$86,260	AppliedToYear1Amt
Applied To Current Year	$102,230	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$48,128	RemainingDistriFromCorpusAmt
Total Corpus	$48,128	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$48,128	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$48,128	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Alex Kaz	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BHARAT INC
217 SAMPSON CREEK RD	CHESAPEAKE	VA	23322	N/A	PC	General & Unrestricted	$37,050
BHARAT INC
217 SAMPSON CREEK RD	CHESAPEAKE	VA	23322	N/A	PC	Gallop for Giving fund	$2,500
CHESAPEAKE BAY FOUNDATION INC
6 HERNDON AVE	ANNAPOLIS	MD	21403	N/A	PC	General & Unrestricted	$10,000
CHILD DEVELOPMENT RESOURCES INC
150 POINT O WOODS	WILLIAMSBURG	VA	23188	N/A	PC	General & Unrestricted	$100,000
COASTAL SHORES INC
200 OLD MARINA LN	NEWPORT NEWS	VA	23602	N/A	PC	General & Unrestricted	$10,000
COLONIAL WILLIAMSBURG FOUNDATION
301 1ST ST	WILLIAMSBURG	VA	23185	N/A	PC	General & Unrestricted	$1,000
FOODBANK OF SOUTHEASTERN VIRGINIA
800 TIDEWATER DR	NORFOLK	VA	23504	N/A	PC	General & Unrestricted	$20,000
GREATER REEDVILLE ASSOCIATION INC
PO BOX 306	REEDVILLE	VA	22539	N/A	PC	General & Unrestricted	$10,000
PENINSULA SOCIETY FOR THE PREVEN TION OF CRUELTY T
523 J CLYDE MORRIS BLVD	NEWPORT NEWS	VA	23601	N/A	PC	General & Unrestricted	$8,000
VPM MEDIA CORPORATION
23 SESAME ST	RICHMOND	VA	23235	N/A	PC	General & Unrestricted	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$223,550	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	$3,130	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,022	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

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,420,442	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	$1,424,594	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,424,594	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	Alex Kaz Charitable Lead Trust	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1904 Nathaniels Close	AddressLine1Txt
City	Williamsburg	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23185	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$22,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Field	Value	IRS element (for citing)
Person	Don Brown	PersonNm
Short Explanation	DON BROWN, DIR/SEC/TREAS/CO-PRES of THE ALEX KAZ FOUNDATION (the "Foundation"), is a disqualified person with respect to the Foundation. During taxable year ending DECEMBER 31, 2023, the Foundation paid $13,881 to DON BROWN for INVESTMENT MANAGEMENT Services as reported in Form 990-PF, Part I, Line 16C.	ShortExplanationTxt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	NVIDIA CORP	StockNm
EOY Book Value	$2,638,747	EOYBookValueAmt
EOYFMV	$3,008,462	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees	$13,043	$13,043
State or Local Filing Fees	$25	$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Services	CategoryTxt
Amt	$13,881	Amt
Net Investment Income	$13,881	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Estimated Tax for 2023	CategoryTxt
Amt	$700	Amt

THE ALEX KAZ FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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