ALEXANDRA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDRA FOUNDATION (EIN 41-6022837)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-05
- IRS object ID
- 202301259349101840
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-05T14:49:24-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310541755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAFT STETTINIUS & HOLLISTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 SOUTH 8TH STREET 2200 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416022837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDRA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O TERRY SLYE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 6129778131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 SOUTH EIGHTH STREET 2200 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY L SLYE | PersonNm |
| Person Title | DIRECTOR/VP/SEC | PersonTitleTxt |
| Phone | 6129778131 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERRY | PersonFirstNm |
| Person Last | SLYE | 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 | SHEHLA TAUSCHER | PreparerPersonNm |
| PTIN | P00198641 | PTIN |
| Phone | 6129778400 | PhoneNum |
| Preparation | 2023-05-04 | 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 | $1,218,688 | 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 |
| Interest On Sav Rev And Expnss | $569 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $569 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,120 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,074 | 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 |
| Legal Fees Rev And Expnss | $6,096 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,048 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,048 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,843 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,421 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,422 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,508 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,726 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,726 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,592 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,162 | CashBOYAmt |
| Cash EOY | $18,495 | CashEOYAmt |
| Cash EOYFMV | $18,495 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $145,391 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,269 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $542,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $530,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,031,507 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,417 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,417 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $702,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $717,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,218,688 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $702,168 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $717,198 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $702,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $717,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $702,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $717,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $702,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $717,198 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $717,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOC | 2022-12-31 | $19,249 | $32,251 | -$13,002 | -$13,002 | ||
| EXXON MOBIL | 2022-05-16 | $45,419 | $74 | $45,345 | $45,345 | P | |
| EXXON MOBIL | 2022-11-22 | $11,253 | $15 | $11,238 | $11,238 | P | |
| HALEON PLC SPON ADR | 2022-11-22 | $2,740 | $2,802 | -$62 | -$62 | P | 2020-09-01 |
| YUM CHINA HOLDINGS | 2022-02-03 | $9,408 | $5,333 | $4,075 | $4,075 | P | 2014-12-16 |
| YUM CHINA HOLDINGS - 250 SH | 2022-03-11 | $9,408 | $5,853 | $3,555 | $3,555 | P | 2015-02-25 |
| YUM CHINA HOLDINGS - 200 SH | 2022-03-11 | $7,527 | $5,108 | $2,419 | $2,419 | P | 2015-04-22 |
| MICROSOFT CORPORATION - 5 SH | 2022-05-16 | $12,975 | $1,236 | $11,739 | $11,739 | P | 2011-06-21 |
| PFIZER INC - 300 SH | 2022-05-16 | $15,222 | $5,794 | $9,428 | $9,428 | P | 2011-06-21 |
| PING IDENTITY HOLDING CORP - 800 SH | 2022-10-14 | $22,779 | $21,202 | $1,577 | $1,577 | P | |
| CAPITAL GAINS DIVIDENDS | $808 | $808 | $808 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,120 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,755 | 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 | $1,755 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $510 | OverpaymentAmt |
| Applied To ES Tax | $510 | 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 | MN | 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 | TERRY L SLYE TAFT STETTINIUS H | IndividualWithBooksNm |
| Phone | 6129778131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 SOUTH EIGHTH STREET 2200 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DIANA KALMAN | |||||||||
| 9 CONANT PLACE | DARIEN | CT | 06820 | DIRECTOR/PRESIDENT/TREASUR | 0.00 | $0 | $0 | $0 | |
| TERRY L SLYE | |||||||||
| TAFT STETTINIUS HOLLISTER LLP 80 S | MINNEAPOLIS | MN | 55402 | DIRECTOR/VICE-PRES/SECRETA | 0.00 | $0 | $0 | $0 | 8TH ST 2200 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALL ACTIVITIES INVOLVE GIFTS TO OTHER 501(C)(3) ORGANIZATIONS AND ADMINISTRATIVE EXPENSES RELATED THERETO. | Description1Txt |
| Expenses1 | $84,044 | Expenses1Amt |
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 | $1,242,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,278,763 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,278,763 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,259,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,245 | TotalTaxAmt |
| Distributable Before Adj | $61,734 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,734 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,734 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,234 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,734 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,598 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,598 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,636 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,098 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 |
|---|---|---|---|---|---|---|---|
| ADULT CONGENITAL HEART ASSOCIATION | |||||||
| 280 NOTH PROVIDENCE ROAD SUITE 6 | MEDIA | PA | 19063 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| AMERICAN FEDERATION FOR AGING RESEARCH | |||||||
| 55 WEST 39TH STREET 16TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| AT HOME IN DARIEN | |||||||
| 2 RENSHAW ROAD | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| CARNAGIE HALL SOCIETY INC | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,630 |
| COMMUNITY FUND OF DARIEN | |||||||
| 701 POST ROAD PO BOX 926 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| CONNECTICUT HOSPICE INC | |||||||
| 100 DOUBLE BEACH ROAD | BRANDORD | CT | 06405 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| DARIAN FOUNDATION | |||||||
| PO BOX 1714 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| DARIEN COMMUNITY ASSOCIATION INC | |||||||
| 274 MIDDLESEX RD | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| DARIEN LIBRARY | |||||||
| 1441 POST ROAD | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| EYE BANK FOR SIGHT RESTORATION INC | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | FOR SHARING OPPORTUNITIES SCHOLARSHIP FUND | $1,000 |
| HOOD RIVER COUNTY EDUCATION FOUNDATION | |||||||
| 1011 EUGENE ST | HOOD RIVER | OR | 97031 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| LOTOS FOUNDATION | |||||||
| 5 EAST 66TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | ANNUAL CAMPAIGN | $2,500 |
| MARYMOUNT MANHATTAN COLLEGE | |||||||
| 221 E 71ST STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| METROPOLITAN MUSUEM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,096 |
| MISS HALL'S SCHOOL | |||||||
| 492 HOLMES ROAD | PITTSFIELD | MA | 01202 | NONE | PUBLIC CHARITY | THE FUND FOR MHS | $1,000 |
| MIT LIBRARIES - PART OF MIT | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| NEW COVENANT CENTER | |||||||
| 174 RICHMOND HILL AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| SACRED HEART ACADEMY | |||||||
| 47 CATHEDRAL AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVENUE | SAINT PAUL | MN | 55105 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| STECHER AND HOROWITZ FOUNDATION | |||||||
| 119 WEST 57 ST SUITE 1401 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| THE ASPEN INSTITUTE | |||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| THE COLLEGE OF WILLIAM AND MARY | |||||||
| PO BOX 1693 | WILLIAMBURG | VA | 23187 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| THE SALK INSTITUTE | |||||||
| 10010 TORREY PINES ROAD | SAN DIEGO | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,726 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $569 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,074 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,074 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALL INCOME IS IN FURTHERANCE |
| 4 | OF THIS ORGANIZATION'S CHARITABLE PURPOSE |
| 7 | OF MAKING GRANTS TO OTHER PUBLIC CHARITIES. |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP | $69,000 | $96,050 |
| AIR PRODUCTS & CHEMICALS INC | $23,335 | $30,826 |
| AT&T | $9,499 | $9,205 |
| BLACKLINE INC | $12,600 | $13,454 |
| CARGURUS INC COM CLASS A | $13,025 | $7,005 |
| CISCO SYSTEMS INCORP | $62,490 | $71,460 |
| COMCAST CORP CLASS A | $20,837 | $69,940 |
| EXXON MOBIL | $208 | $154,420 |
| GLAXOSMITHKLINE PLC SP ADR | $12,730 | $11,245 |
| GUIDEWIRE SOFTWARE INC | $31,855 | $31,280 |
| KINDER MORGAN | $32,323 | $18,080 |
| MASIMO CORPORATION (MASI) | $27,246 | $29,590 |
| MICROSOFT CORP | $13,591 | $131,901 |
| OPEN LENDING CORP | $12,386 | $5,063 |
| PAYPAL HOLDINGS COM | $23,233 | $49,854 |
| PFIZER INC., COMMON | $49,973 | $138,348 |
| QUALCOMM INC | $11,590 | $16,491 |
| UPWORK INCORP | $18,072 | $6,264 |
| WELLTOWER INCORP | $31,779 | $32,775 |
| WEYERHAEUSER COMPANY | $16,495 | $18,600 |
| YUM BRANDS INC | $37,750 | $89,656 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS FINANCIUAL SQUARE GOVERNMENT FD INSTL CL M/M (FGTXX) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $100,417 | BookValueAmt |
| EOYFMV | $100,417 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAFT STETTINIUS & HOLLISTER LLP | CategoryTxt |
| Legal Fees | $6,096 | LegalFeesAmt |
| Net Investment Income | $3,048 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,048 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $8 | $0 | $0 |
| AG FILING FEE | $25 | $0 | $25 |
| FEDERAL EXPRESS | $26 | $13 | $13 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMONG JAMES, ADVISORY FEE | CategoryTxt |
| Amt | $12,843 | Amt |
| Net Investment Income | $6,421 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,422 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2022 ESTIMATED EXCISE TAXES | CategoryTxt |
| Amt | $1,320 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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