BETA

NORMAN E ALEXANDER FAMILY M FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NORMAN E ALEXANDER FAMILY M FOUNDATION INC (EIN 26-4413461)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202313139349101826
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T13:35:53-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264413461EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORMAN E ALEXANDER FAMILY M FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORMBusinessNameControlTxt
Phone2126610078PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUE STE 2156AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101700002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK ALEXANDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126610078PhoneNum
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastALEXANDERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIE ARRIGOPreparerPersonNm
PTINP00058583PTIN
Phone2129498700PhoneNum
Preparation2023-10-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$88,502,667FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,376,419ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,852InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,852InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,056,063DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,056,063DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$287,523NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,927,538GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,152,811TotalRevAndExpnssAmt
Total Net Invst Incm$2,063,915TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$25,779LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$25,779LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,722AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,361AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,361AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$199,339OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$198,259OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,080OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$32,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$274,590TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$205,620TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$36,470TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,750,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,750,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,024,590TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$205,620TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,786,470TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,128,221ExcessRevenueOverExpensesAmt
Net Investment Income$1,858,295NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,009,453CashBOYAmt
Cash EOY$1,059,539CashEOYAmt
Cash EOYFMV$1,059,539CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,450,439SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,260,453SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,260,453SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$40,543,947CorporateStockBOYAmt
Corporate Stock EOY$47,822,690CorporateStockEOYAmt
Corporate Stock EOYFMV$49,273,396CorporateStockEOYFMVAmt
Corporate Bonds BOY$33,316,771CorporateBondsBOYAmt
Corporate Bonds EOY$39,257,641CorporateBondsEOYAmt
Corporate Bonds EOYFMV$33,554,231CorporateBondsEOYFMVAmt
Other Investments BOY$1,381,779OtherInvestmentsBOYAmt
Other Investments EOY$1,430,287OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,355,048OtherInvestmentsEOYFMVAmt
Total Assets BOY$80,702,389TotalAssetsBOYAmt
Total Assets EOY$92,830,610TotalAssetsEOYAmt
Total Assets EOYFMV$88,502,667TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$80,702,389CapitalStockBOYAmt
Capital Stock EOY$92,830,610CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$80,702,389TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$92,830,610TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,702,389TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$92,830,610TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,702,389TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,128,221ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$92,830,610SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$92,830,610TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIES$3,902,705$4,215,061-$312,356-$312,356
CAPITAL GAINS DIVIDENDS$24,833$24,833$24,833P
FieldValueIRS element (for citing)
Capital Gain Net Income-$287,523CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,830InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,830SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,830TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,237EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$42,237TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$16,407OverpaymentAmt
Applied To ES Tax$16,407AppliedToESTaxAmt
Refund$0RefundAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksNANCY CAUTILLOIndividualWithBooksNm
Phone2126610078PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUE SUITE 2156AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101700002ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK ALEXANDER
420 LEXINGTON AVENUE STE 2156NEW YORKNY101700002DIRECTOR/PRESIDENT/TREASURER3.00$0$0$0
DANIEL BINDERMAN
420 LEXINGTON AVENUE STE 2156NEW YORKNY101700002DIRECTOR/VP/SECRETARY3.00$0$0$0
NANCY CAUTILLO
420 LEXINGTON AVENUE STE 2156NEW YORKNY101700002ASSISTANT SECRETARY2.00$0$0$0
RACHEL ZOFFNESS
420 LEXINGTON AVENUE STE 2156NEW YORKNY101700002DIRECTOR/VP3.00$0$0$0
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

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$81,348,726AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,961,951AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$83,310,677TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$83,310,677AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,249,660CashDeemedCharitableAmt
Net Vl Noncharitable Assets$82,061,017NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,103,051MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,103,051MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,830TaxBasedOnInvestmentIncomeAmt
Total Tax$25,830TotalTaxAmt
Distributable Before Adj$4,077,221DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,077,221DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,077,221DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,786,470ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,786,470QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,077,221DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$124,002ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$872,880ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$987,102ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,414,249ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$6,398,233TotalExcessDistributionCyovAmt
Qualifying Distributions$3,786,470QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,786,470AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$290,751ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$290,751ExcessDistributionCyovAppCYAmt
Total Corpus$6,107,482TotalCorpusAmt
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$6,107,482ExcessDistriCyovToNextYrAmt
Excess From Year4$706,131ExcessFromYear4Amt
Excess From Year3$987,102ExcessFromYear3Amt
Excess From Year2$4,414,249ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE
OF SCIENCE 633 THIRD AVENEW YORKNY10017NONEPCSUPPORT FOR CONSTRUCTION OF NEW ASTRO/PARTICLE PHYSICS BLDG$2,600,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPCGENERAL SUPPORT$50,000
COMMITTEE TO PROTECT JOURNALISTS
509 WEST 38TH STREETNEW YORKNY10018NONEPCGENERAL SUPPORT$10,000
FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT
PO BOX 86299TUCSONAZ85754NONEPCGENERAL SUPPORT$83,334
JAZZ FOUNDATION OF AMERICA
247 WEST 37TH STREET SUITE 201NEW YORKNY10018NONEPCGENERAL SUPPORT$25,000
LONG ISLAND CARES
10 DAVIDS DRIVEHAUPPAUGENY11788NONEPCGENERAL SUPPORT$25,000
MET NY COORDINATING COUNCIL ON JEWISH POVERTY
77 WATER STREET 26TH FLOORNEW YORKNY10005NONEPCGENERAL SUPPORT$50,000
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONEPCGENERAL SUPPORT$83,333
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024NONEPCGENERAL SUPPORT$500,000
PARENTS FOR PEACE
1490 UNION AVENUE 153MEMPHISTN38104NONEPCGENERAL SUPPORT$25,000
MUSICARES FOUNDATION
3030 OLYMIPIC BLVDSANTA MONICACA90404NONEPCGENERAL SUPPORT$25,000
CITY PARKS FOUNDATION
830 FIFTH AVENUENEW YORKNY10065NONEPCGENERAL SUPPORT$40,000
THE INNOCENCE PROJECT
40 WORTH STREET SUITE 701NEW YORKNY10013NONEPCGENERAL SUPPORT$83,333
AMERICAN RED CROSS
PO BOX 37239BOONEIA50037NONEPCGENERAL SUPPORT$25,000
WORLD FOOD PROGRAM USA
PO BOX 37239BOONEIA50037NONEPCGENERAL SUPPORT$50,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD SUITE 1500LOS ANGELESCA90025NONEPCGENERAL SUPPORT$50,000
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902NONEPCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,750,000TotalGrantOrContriPdDurYrAmt
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$7,852ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,056,063ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$287,523ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,776,392ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,776,392TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLAT UWO NORMAN E ALEXANDERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUE STE 2156AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101700002ZIPCd
FieldValueIRS element (for citing)
Total Contributions$14,376,419TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$14,722Amt
Net Investment Income$7,361NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,361DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INTER-TERM INV-GR ADM$2,960,120$2,479,119
VANGUARD LONG-TERM INV-GR ADM$2,692,400$2,044,971
VANGUARD SHORT-TERM INV-GR ADM$4,079,486$3,760,164
LORD ABBETT SHORT DUR INC F3$578,399$528,342
PIMCO INCOME FUND-INS$302,543$263,297
SIX CIRCLES ULTR SHRT DUR$303,403$294,851
SIX CIRCLES GLOBAL BOND$3,655,593$3,009,564
SIX CIRCLES CREDIT OPPORT$814,352$764,914
VANGUARD TOT INTL BOND IX INSTITL$8,174,280$6,891,557
VANGUARD TOTAL BOND MKT INDEX INST$9,641,879$8,254,530
ISHARES US TREASURY BOND ETF$245,637$247,557
VANGUARD TOTAL BOND MARKET$1,091,808$945,199
VANGUARD TOTAL INTL BOND ETF$3,521,481$2,973,102
ISHARES 7-10 YEAR TREASURY B$1,196,260$1,097,064

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL INTL STOCK IX$15,216,580$14,160,557
VANGUARD TOT STOCK MKT IDX INS$17,989,962$20,274,576
FIDELITY 500 INDEX-INST PRM$7,225,953$8,046,358
SIX CIRCLES US UNCONSTR EQ$2,725,735$2,481,179
FIDELITY INTL INDX INST PRM$187,453$184,655
JPMORGAN BETABUILDERS CANADA$478,340$520,995
SIX CIRCLES INTL UNCON EQ$2,206,551$2,036,430
JPMORGAN BETABUILDERS JAPAN$853,086$742,736
JPM BETABUILDER DEV ASIA X-JPN$602,266$551,162
VANUGARD S&P 500 ETF$336,764$274,748

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK EVENT DRIVEN EQ-INSTAT COST$333,707$322,774
BLACKSTONE ALT MULTI-STRAT-YAT COST$524,779$502,550
NEUBERGER BERMAN LONG SH-INSAT COST$270,274$268,004
PIMCO MRTG OPP & BND-INSTAT COST$301,527$261,720

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$25,779LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$25,779DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FILING FEEDesc
Revenue And Expenses Per Books$2,250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGENT FEES$198,259$198,259$0$0
COMPUTER CONSTULTANT$1,080$0$0$1,080

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$32,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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