NORMAN E ALEXANDER FAMILY G FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN E ALEXANDER FAMILY G FOUNDATION INC (EIN 26-4413332)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349104650
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:55:22-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113464570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYNKAR VAIL & BARRETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 JERICHO TPKE STE 100 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | 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 | 264413332 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norman E Alexander Family G Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 2126610078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Lexington Avenue Suite 2156 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail Binderman | PersonNm |
| Person Title | Director/President | PersonTitleTxt |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gail | PersonFirstNm |
| Person Last | Binderman | 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 | Francis L Riviezzo CPA | PreparerPersonNm |
| PTIN | P00213317 | PTIN |
| Phone | 5167470110 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $74,451,103 | 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 | $14,376,419 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $98,007 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98,007 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $98,007 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $684,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $684,304 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $684,304 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,889,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,237,354 | GrossSalesPriceAmt |
| Total Rev And Expnss | $13,269,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $782,311 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $782,311 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $14,388 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $14,388 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,750 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $207,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $207,290 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $16,298 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16,298 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,023 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,947 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,076 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,531 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,531 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $321,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $291,816 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,464 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,373,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,373,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,694,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $291,816 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,402,464 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,574,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $490,495 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $782,311 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,231,460 | CashBOYAmt |
| Cash EOY | $6,419,510 | CashEOYAmt |
| Cash EOYFMV | $6,419,510 | CashEOYFMVAmt |
| US Government Obligations BOY | $11,461,884 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,754,214 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,668,079 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,106,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,201,049 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,363,514 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $74,799,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,374,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,451,103 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $74,799,909 | CapitalStockBOYAmt |
| Capital Stock EOY | $84,374,773 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,799,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,374,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,799,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,374,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,799,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,574,864 | ExcessRevenueOverExpensesAmt |
| Subtotal | $84,374,773 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $84,374,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Bessemer Trust Acct NN01HD, ST,Covered | P | 2022-01-01 | 2022-12-31 | $5,233,617 | $5,482,652 | -$249,035 | -$249,035 |
| Bessemer Trust NN01HD, LT, Covered | P | 2021-01-01 | 2022-12-31 | $702,197 | $770,654 | -$68,457 | -$68,457 |
| Bessemer Trust Acct NN01BX, ST, Covered | P | 2022-01-01 | 2022-12-31 | $1,927,264 | $2,276,073 | -$348,809 | -$348,809 |
| Bessemer Trust Acct NN01BX, LT, Covered | P | 2021-01-01 | 2022-12-31 | $781,179 | $963,811 | -$182,632 | -$182,632 |
| JP Morgan, US Treasury, ST, Covered | P | 2022-01-01 | 2022-07-15 | $5,790,000 | $5,788,104 | $1,896 | $1,896 |
| Stifel, Acct 4489, Short Term, Covered | P | 2022-01-01 | 2022-12-31 | $1,961,619 | $2,646,972 | -$685,353 | -$685,353 |
| Stifel, Acct 4489, Long Term Covered | P | 2021-01-01 | 2022-12-31 | $841,478 | $1,198,674 | -$357,196 | -$357,196 |
| Wash Sale | $96,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,792,843 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,200,578 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,818 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,818 | SubtotalAmt |
| Tax Based On Investment Income | $6,818 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $311 | EsPenaltyAmt |
| Overpayment | $2,871 | OverpaymentAmt |
| Applied To ES Tax | $2,871 | AppliedToESTaxAmt |
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 | NY | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nancy Cautillo | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126610078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Lexington Avenue Suite 2156 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101700002 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Gail Binderman | ||||||
| 420 Lexington Ave Ste2156 | New York | NY | 101700002 | Director/Presid | 10.00 | $0 |
| Daniel Binderman | ||||||
| 420 Lexington Ave Ste2156 | New York | NY | 101700002 | Director/VP/Sec | 3.00 | $0 |
| Nancy Cautillo | ||||||
| 420 Lexington Ave Ste2156 | New York | NY | 101700002 | Assist. Secret | 2.00 | $0 |
| Deborah Binderman | ||||||
| 420 Lexington Ave Ste2156 | New York | NY | 101700002 | Director/ Sec | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,360,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,004,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,364,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $66,364,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $995,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,369,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,268,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,268,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,818 | TotalTaxAmt |
| Distributable Before Adj | $3,261,652 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,261,652 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,261,652 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,402,464 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,402,464 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,261,652 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $370,819 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,266,473 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,726,986 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,782,261 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,146,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,402,464 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,261,652 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,812 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,287,351 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $370,819 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,916,532 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,266,473 | ExcessFromYear4Amt |
| Excess From Year3 | $4,726,986 | ExcessFromYear3Amt |
| Excess From Year2 | $3,782,261 | ExcessFromYear2Amt |
| Excess From Current Year | $140,812 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jewish Museum | |||||||
| 1109 5th Avenue | New York | NY | 10128 | None | PC | General | $73,000 |
| Columbia University Libraries | |||||||
| 535 West 114th Street | New York | NY | 10027 | None | PC | General | $1,500,000 |
| American Jewish Committee | |||||||
| 165 East 56th Street | New York | NY | 10022 | None | PC | General | $570,000 |
| UJA Federation NY | |||||||
| 130 East 59th Street | New York | NY | 10022 | None | PC | General | $350,000 |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | None | PC | General | $650,000 |
| Hospital for Special Surgery | |||||||
| 535 East 70th Street | New York | NY | 10021 | None | PC | General | $50,000 |
| Caramoor Center for Music and the A | |||||||
| 149 Girdle Ridge Road | Katonah | NY | 10536 | None | PC | General | $40,000 |
| Long Island Cares Inc | |||||||
| 21 East Sunrise Hwy | Freeport | NY | 11520 | None | PC | General | $25,000 |
| Metropolitan NY Coordinating Comm | |||||||
| 171 Lexington Ave | New York | NY | 10016 | None | PC | General | $25,000 |
| The Medici Archive Project Inc | |||||||
| 175 West Main St STE 2 | Babylon | NY | 11702 | None | PC | General | $40,000 |
| JTA-MJL | |||||||
| 520 Eighth Avenue 4th Floor | New York | NY | 10018 | None | PC | General | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,373,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,007 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $684,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,889,586 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $782,311 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,889,586 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,107,275 | 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 | CLAT UWO NORMAN E ALEXANDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Lexington Avenue STE 2156 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101700002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,376,419 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $11,750 | Amt |
| Net Investment Income | $11,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fee to SGR | CategoryTxt |
| Legal Fees | $14,388 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,388 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Amortization | Desc |
| Revenue And Expenses Per Books | $54,531 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $54,531 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bessemer Trust | $109,492 | $109,492 | $0 | $0 |
| JP Morgan-F2006 | $16,745 | $16,745 | $0 | $0 |
| Stifel | $81,053 | $81,053 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Federal taxes | $13,576 | $13,576 | |
| Foreign tax Witheld at Bessemer | $1,947 | $1,947 | |
| NYS Dept of Law | $1,500 | $1,500 |
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