BETA

ALEXANDRA FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ALEXANDRA FOUNDATION (EIN 41-6022837)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202421309349102377
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T13:10:06-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310541755PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TAFT STETTINIUS & HOLLISTER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 SOUTH 8TH STREET 2200AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416022837EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDRA FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O TERRY SLYEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALEXBusinessNameControlTxt
Phone6129778131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 SOUTH EIGHTH STREET 2200AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRY L SLYEPersonNm
Person TitleDIRECTOR/VP/SECPersonTitleTxt
Phone6129778131PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTERRYPersonFirstNm
Person LastSLYEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHEHLA TAUSCHERPreparerPersonNm
PTINP00198641PTIN
Phone6129778400PhoneNum
Preparation2024-05-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,120,773FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$124InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$124InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,545DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,545DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$84,852NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$129,894GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$84,852CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$113,521TotalRevAndExpnssAmt
Total Net Invst Incm$113,521TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,673LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,336LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,337LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$12,135OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,135OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$770TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,628TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,496TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,362TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,726ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,726ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,354TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,496TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,088TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,167ExcessRevenueOverExpensesAmt
Net Investment Income$96,025NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,495CashBOYAmt
Cash EOY$71,420CashEOYAmt
Cash EOYFMV$71,420CashEOYFMVAmt
Sav And Temp Cash Invst BOY$68,269SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,362SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,362SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$530,017CorporateStockBOYAmt
Corporate Stock EOY$582,785CorporateStockEOYAmt
Corporate Stock EOYFMV$956,183CorporateStockEOYFMVAmt
Other Investments BOY$100,417OtherInvestmentsBOYAmt
Other Investments EOY$89,808OtherInvestmentsEOYAmt
Other Investments EOYFMV$89,808OtherInvestmentsEOYFMVAmt
Total Assets BOY$717,198TotalAssetsBOYAmt
Total Assets EOY$747,375TotalAssetsEOYAmt
Total Assets EOYFMV$1,120,773TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$717,198NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$747,375NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$717,198TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$747,375TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$717,198TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$747,375TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$717,198TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,167ExcessRevenueOverExpensesAmt
Other Increases$12OtherIncreasesAmt
Subtotal$747,377SubtotalAmt
Other Decreases$2OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$747,375TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
200 SH. EXXON MOBIL CORPP2023-03-20$20,276$30$20,246$20,246
100 SH. MICROSOFT CORPP2023-05-04$30,557$2,471$28,086$28,0862011-06-21
50 SH. MICROSOFT CORPP2023-07-12$16,863$1,236$15,627$15,6272011-06-21
700 SH. PAYPAL HODGS INCP2023-02-08$55,838$23,233$32,605$32,6052015-09-10
300 SH. UPWORK INCP2023-06-09$2,539$3,473-$934-$9342022-11-25
300 SH. UPWORK INCP2023-06-09$2,539$14,599-$12,060-$12,0602021-06-17
CAPITAL GAINS DIVIDENDSP$1,282$1,282$1,282
FieldValueIRS element (for citing)
Capital Gain Net Income$84,852CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,335InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,335SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,335TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,280EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,280TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$55TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRY L SLYE TAFT STETTINIUS HIndividualWithBooksNm
Phone6129778131PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line180 SOUTH EIGHTH STREET 2200AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
DIANA KALMAN
9 CONANT PLACEDARIENCT06820DIRECTOR/PRESIDENT/TREASUR0.00$0$0$0
TERRY L SLYE
TAFT STETTINIUS HOLLISTER LLP 80 SMINNEAPOLISMN55402DIRECTOR/VICE-PRES/SECRETA0.00$0$0$08TH ST 2200
SHEHLA TAUSCHER
TAFT STETTINIUS HOLLISTER LLP 80 SMINNEAPOLISMN55402DIRECTOR0.00$0$0$08TH ST 2200
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ALL ACTIVITIES INVOLVE GIFTS TO OTHER 501(C)(3) ORGANIZATIONS AND ADMINISTRATIVE EXPENSES RELATED THERETO.Description1Txt
Expenses1$83,355Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,213,429AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,096AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,256,525TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,256,525AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,848CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,237,677NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,884MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,884MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,335TaxBasedOnInvestmentIncomeAmt
Total Tax$1,335TotalTaxAmt
Distributable Before Adj$60,549DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$60,549DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$60,549DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,088ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$65,088QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,549DistributableAsAdjustedAmt
Undistributed Income PY$2,098UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$65,088QualifyingDistributionsAmt
Applied To Year1$2,098AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$60,549AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,441RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,441TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,441ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,441ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADULT CONGENITAL HEART ASSOCIATION
280 NOTH PROVIDENCE ROAD SUITE 6MEDIAPA19063NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
AMERICAN FEDERATION FOR AGING RESEARCH
55 WEST 39TH STREET 16TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
AT HOME IN DARIEN
2 RENSHAW ROADDARIENCT06820NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
CARNAGIE HALL SOCIETY INC
881 SEVENTH AVENUENEW YORKNY10019NONEPUBLIC CHARITYGENERAL OPERATIONS$2,630
COMMUNITY FUND OF DARIEN
701 POST ROAD PO BOX 926DARIENCT06820NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
DARIAN EMS - POST 53
PO BOX 2066DARIENCT06820NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
DARIEN COMMUNITY ASSOCIATION INC
274 MIDDLESEX RDDARIENCT06820NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
DARIEN LIBRARY
1441 POST ROADDARIENCT06820NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
EYE BANK FOR SIGHT RESTORATION INC
120 WALL STREETNEW YORKNY10005NONEPUBLIC CHARITYFOR SHARING OPPORTUNITIES SCHOLARSHIP FUND$1,000
LOTOS FOUNDATION
5 EAST 66TH STREETNEW YORKNY10021NONEPUBLIC CHARITYANNUAL CAMPAIGN$2,500
MARYMOUNT MANHATTAN COLLEGE
221 E 71ST STREETNEW YORKNY10021NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
METROPOLITAN MUSUEM OF ART
1000 5TH AVENUENEW YORKNY10028NONEPUBLIC CHARITYGENERAL OPERATIONS$1,096
MISS HALL'S SCHOOL
492 HOLMES ROADPITTSFIELDMA01202NONEPUBLIC CHARITYTHE FUND FOR MHS$1,000
MIT LIBRARIES - PART OF MIT
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
SACRED HEART ACADEMY
47 CATHEDRAL AVENUEHEMPSTEADNY11550NONEPUBLIC CHARITYGENERAL$10,000
SOUNDWATERS
COVE ISLAND PARK 1281 COVE ROADSTAMFORDCT06902NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
ST PAUL ACADEMY AND SUMMIT SCHOOL
1712 RANDOLPH AVENUESAINT PAULMN55105NONEPUBLIC CHARITYGENERAL$1,000
STECHER AND HOROWITZ FOUNDATION
119 WEST 57 ST SUITE 1401NEW YORKNY10019NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
THE ASPEN INSTITUTE
2300 N STREET SUITE 700WASHINGTONDC20037NONEPUBLIC CHARITYGENERAL$5,000
THE COLLEGE OF WILLIAM AND MARY
PO BOX 1693WILLIAMBURGVA23187NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
THE SALK INSTITUTE
10010 TORREY PINES ROADSAN DIEGOCA92037NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,726TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$124ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,545ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$84,852ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$113,521ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,521TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3ALL INCOME IS IN FURTHERANCE
4OF THIS ORGANIZATION'S CHARITABLE PURPOSE
7OF MAKING GRANTS TO OTHER PUBLIC CHARITIES.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AIR LEASE CORP$68,500$104,850
AIR PRODUCTS & CHEMICALS INC$23,335$27,380
AT&T$9,499$8,390
BLACKLINE INC$12,600$12,488
CARGURUS INC COM CLASS A$13,025$12,080
CISCO SYSTEMS INCORP$62,490$75,780
COGNEX CORPORATION$11,340$8,348
COMCAST CORP CLASS A$20,837$87,700
EXXON MOBIL$178$119,976
GLAXOSMITHKLINE PLC SP ADR$12,730$11,859
GUIDEWIRE SOFTWARE INC$31,855$54,520
GXO LOGISTICS INC$12,299$15,290
KINDER MORGAN$31,546$17,640
MASIMO CORPORATION (MASI)$43,870$35,163
MICROSOFT CORP$9,884$15,416
OPEN LENDING CORP$19,914$12,765
PFIZER INC., COMMON$49,973$77,733
QUALCOMM INC$24,735$36,158
SYMBOTIC INC CLASS A$25,136$51,330
WELLTOWER INCORP$31,453$45,085
WEYERHAEUSER COMPANY$29,836$34,770
YUM BRANDS INC$37,750$91,462

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLDMAN SACHS FINANCIUAL SQUARE GOVERNMENT FD INSTL CL M/M (FGTXX)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$89,808BookValueAmt
EOYFMV$89,808EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryTAFT STETTINIUS & HOLLISTER LLPCategoryTxt
Legal Fees$10,673LegalFeesAmt
Net Investment Income$5,336NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,337DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDING ADJUSTMENTDesc
Amt$2Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AG FILING FEE$25$0$25
FEDERAL EXPRESS$25$25$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Amt$12Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryRAYMONG JAMES, ADVISORY FEECategoryTxt
Amt$12,135Amt
Net Investment Income$12,135NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2023 ESTIMATED EXCISE TAXESCategoryTxt
Amt$770Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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