NORMAN E ALEXANDER FAMILY G FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN E ALEXANDER FAMILY G FOUNDATION INC (EIN 26-4413332)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349103965
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:39:56-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 99 Park Avenue 1530 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail Binderman | PersonNm |
| Person Title | Director/President | PersonTitleTxt |
| Signature | 2022-11-15 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $76,677,898 | 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 | $15,388,930 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $198,166 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198,166 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $198,166 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,293,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,293,330 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,293,330 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$102,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,327,799 | GrossSalesPriceAmt |
| Total Rev And Expnss | $16,778,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,491,496 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,491,496 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $42,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $42,395 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,225 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $97,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $97,143 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $80,602 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $80,602 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $773 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,750 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,252 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $304,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $259,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,145 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,613,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,613,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,917,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $259,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,657,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,861,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,231,501 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,491,496 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,998,670 | CashBOYAmt |
| Cash EOY | $8,231,460 | CashEOYAmt |
| Cash EOYFMV | $8,231,460 | CashEOYFMVAmt |
| US Government Obligations BOY | $5,940,222 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,461,884 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,585,665 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $55,106,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,860,773 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $60,938,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,799,909 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,677,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $60,938,892 | CapitalStockBOYAmt |
| Capital Stock EOY | $74,799,909 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,938,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,799,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,938,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,799,909 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,938,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,861,017 | ExcessRevenueOverExpensesAmt |
| Subtotal | $74,799,909 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $74,799,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Stifel, Acct sales of stock | P | 2021-01-01 | 2021-12-31 | $1,864,158 | $1,945,246 | -$81,088 | -$81,088 |
| Bessemer Acct 01HD, sales of stock | P | 2021-01-01 | 2021-12-31 | $3,393,522 | $3,392,882 | $640 | $640 |
| Bessemer, Acct 01BX sales of stock | P | 2021-01-01 | 2021-12-31 | $691,828 | $714,743 | -$22,915 | -$22,915 |
| JP Morgan, US Treasury, ST, Covered | P | 2021-01-01 | 2021-12-31 | $6,378,291 | $6,377,197 | $1,094 | $1,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$102,269 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$102,269 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,118 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,118 | SubtotalAmt |
| Tax Based On Investment Income | $17,118 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,542 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,542 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13,576 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 99 Park Avenue Suite 1530 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | ||||||
| 99 Park Avenue Suite 1530 | New York | NY | 10016 | Director/Presid | 10.00 | $0 |
| Daniel Binderman | ||||||
| 99 Park Avenue Suite 1530 | New York | NY | 10016 | Director/VP/Sec | 3.00 | $0 |
| Nancy Cautillo | ||||||
| 99 Park Avenue Suite 1530 | New York | NY | 10016 | Assist. Secret | 2.00 | $0 |
| Deborah Binderman | ||||||
| 99 Park Avenue Suite 1530 | New York | NY | 10016 | 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 | $43,901,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,550,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,451,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $60,451,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $906,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,544,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,977,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,977,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,118 | TotalTaxAmt |
| Distributable Before Adj | $2,960,123 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,960,123 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,960,123 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,657,145 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,657,145 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,960,123 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $352,067 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $370,819 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,266,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,726,986 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,782,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,498,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,657,145 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,657,145 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $302,978 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $302,978 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,195,628 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,089 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,146,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $370,819 | ExcessFromYear4Amt |
| Excess From Year3 | $1,266,473 | ExcessFromYear3Amt |
| Excess From Year2 | $4,726,986 | ExcessFromYear2Amt |
| Excess From Year1 | $3,782,261 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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 |
| American Jewish Committee | |||||||
| 165 East 56th Street | New York | NY | 10022 | None | PC | General | $70,000 |
| UJA Federation NY | |||||||
| 130 East 59th Street | New York | NY | 10022 | None | PC | General | $115,000 |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | None | PC | General | $150,000 |
| 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 | $515,000 |
| HIAS Inc | |||||||
| 411 Fifth Avenue Suite 1006 | New York | NY | 10016 | None | PC | General | $15,000 |
| Long Island Cares Inc | |||||||
| 21 East Sunrise Hwy | Freeport | NY | 11520 | None | PC | General | $20,000 |
| Musicares Foundation Inc | |||||||
| 3030 Olympic Blvd | Santa Monica | CA | 90404 | None | PC | General | $5,000 |
| Columbia Barnard Hillel | |||||||
| 606 West 115th Street | New York | NY | 10025 | None | PC | General | $1,500,000 |
| Jazz Foundation of America | |||||||
| 247 West 37th St STE 201 | New York | NY | 10018 | PC | General | $5,000 | |
| The Medici Archive Project Inc | |||||||
| 175 West Main St STE 2 | Babylon | NY | 11702 | None | PC | General | $40,000 |
| Bennington County Coalit for Homele | |||||||
| 966 Main St | Bennington | VT | 05201 | None | PC | General | $5,000 |
| JTA-MTL | |||||||
| 24 W 30th St 4th Floor | New York | NY | 10001 | None | PC | General | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,613,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,166 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,293,330 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$81,088 | ExclusionAmt |
| Related Or Exempt Function Incm | -$21,181 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,410,408 | ExclusionAmt |
| Related Or Exempt Function Incm | -$21,181 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,389,227 | 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 | 99 Park Ave 1530 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,388,930 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Rynkar, Vail & Barrett, LLP | CategoryTxt |
| Amt | $15,225 | Amt |
| Net Investment Income | $15,225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Stifel | $8,881,015 | $9,759,063 |
| Bessemer Trust | $46,225,550 | $47,101,710 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fee to SGR | CategoryTxt |
| Legal Fees | $42,395 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $42,395 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Amortization | Desc |
| Revenue And Expenses Per Books | $66,252 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $66,252 | 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 | $51,466 | $51,466 | $0 | $0 |
| JP Morgan-F2006 | $14,612 | $14,612 | $0 | $0 |
| Stifel | $31,065 | $31,065 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Dept of Law | $1,750 | $1,750 | |
| Foreign tax Witheld at Bessemer | $773 | $773 |
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