ALEXIS GREGORY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALEXIS GREGORY FOUNDATION (EIN 13-3201280)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-05
- IRS object ID
- 202312789349100311
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-05T12:54:17-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 133201280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXIS GREGORY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 9143818900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PKFOD 500 MAMARONECK AVE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER S GREGORY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9143818900 | 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 | PETER | PersonFirstNm |
| Person Last | GREGORY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 9143818900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $6,668,347 | 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 | $6,656,473 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,057 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,057 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,616 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,084,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,419 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,086 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,086 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,773,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,916 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $100,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,798 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,798 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $78,391 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $78,391 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,027 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,027 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,416 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,416 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,262 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $296,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $290,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,731,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,731,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,027,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,021,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,746,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $758,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,074,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,074,248 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,466,112 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,476,951 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,259 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,490 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,325,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,289,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,875,658 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $127,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $127,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $175,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,215,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,961,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,668,347 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,215,130 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,961,321 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,215,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,961,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,215,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,961,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,215,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,746,191 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,961,321 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,961,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $82,463 | $36,005 | $46,458 | $46,458 | |||
| U.S. TREASURY BILLS 1,000,000.000 QUANTITY | $986,848 | $985,186 | $1,662 | $1,662 | D | 2022-06-23 | 2022-11-29 |
| CAPITAL GAINS DIVIDENDS | $15,299 | $15,299 | $15,299 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,419 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,144 | 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 | $3,144 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,608 | OverpaymentAmt |
| Applied To ES Tax | $1,608 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | PKF O'CONNOR DAVIES | IndividualWithBooksNm |
| Phone | 9143818900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| PETER S GREGORY | |||||||||
| C/O PKFOD 500 MAMARONECK AVE STE | 301 | HARRISON | NY | 105281633 | DIRECTOR, PRESIDENT, TREASURER | 3.00 | $0 | $0 | $0 |
| JAMEE GREGORY | |||||||||
| C/O PKFOD 500 MAMARONECK AVE STE | 301 | HARRISON | NY | 105281633 | DIRECTOR, VICE PRESIDENT, SECRETARY | 1.00 | $0 | $0 | $0 |
| SAMANTHA GREGORY | |||||||||
| C/O PKFOD 500 MAMARONECK AVE STE | 301 | HARRISON | NY | 105281633 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTE ROTH & ZABEL LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100223902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $78,391 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE VENDOME PRIZE IS DEDICATED TO PIANO MUSIC AND WAS HISTORICALLY AN INTEGRAL PART OF THE FOUNDATION'S PROGRAM OF SUPPORTING THE ARTS. PROGRAM FUNDING CONCLUDED IN 2022 | Description1Txt |
| Expenses1 | $121,889 | 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 | $3,846,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $873,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,720,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,720,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,649,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,483 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,483 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,536 | TotalTaxAmt |
| Distributable Before Adj | $230,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $230,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $230,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,021,478 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,021,478 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $286,810 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $24,729 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $300,443 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $611,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,021,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,947 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,790,531 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,402,513 | 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 | $286,810 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,115,703 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $24,729 | ExcessFromYear3Amt |
| Excess From Year1 | $300,443 | ExcessFromYear1Amt |
| Excess From Current Year | $2,790,531 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 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 FRIENDS OF THE DECCAN HERITAGE FOUNDATION | ||||||||
| 20 WEST 77TH STREET | NEW YORK | NY | 100245127 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ARTSCONNECTION INC | ||||||||
| 520 EIGHTH AVENUE SUITE 321 | NEW YORK | NY | 100188906 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BROWN UNIVERSITY | ||||||||
| CONTROLLERS OFFICE BOX J | PROVIDENCE | RI | 029121893 | N/A | PC | THE ALEXIS GREGORY BROWN FUND SCHOLARSHIP | $20,000 | |
| BYRD HOFFMAN WATER MILL FOUNDATION | ||||||||
| 115 WEST 29TH STREET 10TH FLOOR | NEW YORK | NY | 100015067 | N/A | PC | TO SUPPORT THE SUMMER PROGRAM | $5,000 | |
| CHARITIES AID FOUNDATION AMERICA | ||||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 223142875 | N/A | PC | TO SUPPORT THE UNIVERSITY COLLEGE LONDON HOSPITAL | $40,000 | |
| CHECKERBOARD FOUNDATION INC | ||||||||
| 1 EAST 53RD STREET 14TH FLOOR | NEW YORK | NY | 100224200 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CONGREGATION EMANU-EL OF THE CITY OF NEW YORK | ||||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 100656501 | N/A | PC | TO SUPPORT THE ANNUAL FUND | $5,000 | |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | ||||||||
| 40 WEST 57TH STREET SUITE 1440 | NEW YORK | NY | 100194001 | N/A | PC | TO SUPPORT RESEARCH TO BETTER UNDERSTAND THE LINK BETWEEN PARKINSON'S DISEASE AND DEPRESSION | $200,000 | |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | ||||||||
| 40 WEST 57TH STREET SUITE 1440 | NEW YORK | NY | 100194001 | N/A | PC | TO SUPPORT ADVANCED DEPRESSION RESEARCH | $4,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 100656007 | N/A | PC | TO SUPPORT THE VISIBLE INK PROGRAM | $20,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 100656007 | N/A | PC | TO SUPPORT THE ANNUAL APPEAL | $30,000 | |
| NEW YORK-PRESBYTERIAN FUND INC | ||||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 100654870 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1350 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021383846 | N/A | PC | TO ESTABLISH AND ENDOW THE ALEXIS GREGORY UNDERGRADUATE INTERNSHIP AND TRAVEL FUND | $327,000 | |
| SCOA INC | ||||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 119684806 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE ARCHER SCHOOL FOR GIRLS INC | ||||||||
| 11725 SUNSET BOULEVARD | LOS ANGELES | CA | 900492918 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE BOYS' CLUB OF NEW YORK | ||||||||
| 91 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 100033039 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE FRICK COLLECTION | ||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 100214981 | N/A | PC | TO SUPPORT THE GREGORY GIFT EXHIBIT | $250,000 | |
| THE FRICK COLLECTION | ||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 100214981 | N/A | PC | TO SUPPORT THE ANNUAL FUND | $25,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280113 | N/A | PC | TO ESTABLISH AN ENDOWMENT FUND TO SUPPORT THE CURATORIAL PRACTICE PROGRAM | $1,500,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280113 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 217415014 | N/A | PC | TO SUPPORT PROGRESSION MARKERS INITIATIVE (PPMI) 2.0 RECRUITMENT | $100,000 | |
| THE ROGOSIN INSTITUTE INC | ||||||||
| 504-506 EAST 74TH STREET | NEW YORK | NY | 100213486 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TRUSTEES OF THE AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | ||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 085405232 | N/A | PC | TO SUPPORT THE GENNADIUS LIBRARY | $10,000 | |
| VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION | ||||||||
| 1301 AVENUE OF THE AMERICAS FLOOR | NEW YORK | NY | 100196022 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | 23 SUITE 3200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,731,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | |||||||
| CONTROLLERS OFFICE BOX J | PROVIDENCE | RI | 029121893 | N/A | PC | THE ALEXIS GREGORY BROWN FUND SCHOLARSHIP | $60,000 |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||||
| 40 WEST 57TH STREET SUITE 1440 | NEW YORK | NY | 100194001 | N/A | PC | TO SUPPORT RESEARCH TO BETTER UNDERSTAND THE LINK BETWEEN PARKINSON'S DISEASE AND DEPRESSION | $200,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280113 | N/A | PC | TO ESTABLISH AN ENDOWMENT FUND TO SUPPORT THE CURATORIAL PRACTICE PROGRAM | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,760,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,057 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,526 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,616 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY EXCHANGE LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,091 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $117,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,113 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF ALEXIS GREGORY | |||||||
| 1 | C/O PETER S GREGORY 1160 PARK AVENU | NEW YORK | NY | 101281212 | $3,219,510 | Yes (X) | |
| ESTATE OF ALEXIS GREGORY | |||||||
| 2 | C/O PETER S GREGORY 1160 PARK AVENU | NEW YORK | NY | 101281212 | $3,436,963 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | UNITED STATES TREASURY BILLS 3,500,000.000 QUANTITY | NoncashPropertyDesc |
| Fair Market Value | $3,436,963 | FairMarketValueAmt |
| Received | 2022-06-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, TAX RETURN PREPARATION AND ADMINISTRATION | CategoryTxt |
| Amt | $30,027 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,027 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. (AIG) 30.000 SHARES | $3,043 | $1,897 |
| CSX CORPORATION (CSX) 2,085.000 SHARES | $1,216 | $64,593 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,466,112 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,476,951 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK STRATEGIC INC OPP PORTFOLIO INVESTOR A (BASIX) 10,040.161 SHARES | AT COST | $99,491 | $92,369 |
| CLEARBRIDGE APPRECIATION FUND (SHAPX) 7,101.335 SHARES | AT COST | $100,000 | $189,180 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) 1,000.000 SHARES | AT COST | $114,050 | $105,430 |
| ISHARES SELECT DIVIDEND ETF (DVY) 2,000.000 SHARES | AT COST | $194,702 | $241,200 |
| PIMCO TOTAL RETURN FUND (PTTAX) 11,158.962 SHARES | AT COST | $117,664 | $94,405 |
| SPDR S&P 500 ETF TRUST (SPY) 2,700.000 SHARES | AT COST | $519,750 | $1,032,562 |
| TEMPLETON GLOBAL BOND FUND (TPINX) 7,553.815 SHARES | AT COST | $91,032 | $59,297 |
| WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ) 875.000 SHARES | AT COST | $53,019 | $61,215 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $78,391 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $78,391 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VIOLIN | Desc |
| BOY Book Value | $127,000 | BOYBookValueAmt |
| EOY Book Value | $127,000 | EOYBookValueAmt |
| EOYFMV | $175,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $46 | $0 | $46 |
| FILING FEES | $250 | $0 | $250 |
| INSURANCE | $451 | $0 | $451 |
| OFFICE AND OTHER EXPENSES | $668 | $0 | $668 |
| OTHER INVESTMENT EXPENSES | $1 | $1 | $0 |
| PAYROLL PROCESSING FEES | $958 | $0 | $958 |
| THE VENDOME PRIZE | $71,889 | $0 | $71,889 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $5 | $5 | $5 |
| FOREIGN CURRENCY EXCHANGE LOSS | -$2,091 | -$2,091 | -$2,091 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT AND ADVISORY | CategoryTxt |
| Amt | $3,416 | Amt |
| Net Investment Income | $3,416 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF ALEXIS GREGORY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PETER S GREGORY 1160 PARK | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101281212 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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