NORMAN E ALEXANDER FAMILY S FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN E ALEXANDER FAMILY S FOUNDATION INC (EIN 26-4413503)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-17
- IRS object ID
- 202232909349100418
- Schema version
- 2021v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T10:41:27-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | 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 | 264413503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN E ALEXANDER FAMILY S FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC C/O R MITTENTHAL TCC GROUP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 2129490990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SEVENTH AVE 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON ZOFFNESS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129490990 | PhoneNum |
| Signature | 2022-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARON | PersonFirstNm |
| Person Last | ZOFFNESS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | 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 | 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 | $92,718,623 | 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 | $1,107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,169,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,030,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,673,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,807,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,673,415 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,689 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $22,235,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,705,360 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,602 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,602 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,737 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,213 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $186,854 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $181,954 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,799 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,215 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,239,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,021,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,995,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,503,870 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,864,154 | CashBOYAmt |
| Cash EOY | $11,722,407 | CashEOYAmt |
| Cash EOYFMV | $11,722,407 | CashEOYFMVAmt |
| Corporate Stock BOY | $51,335,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,996,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,996,216 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $75,199,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,718,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,718,623 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $75,199,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $92,718,623 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,199,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,718,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,199,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,718,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,199,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,995,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $56,546 | OtherIncreasesAmt |
| Subtotal | $93,251,707 | SubtotalAmt |
| Other Decreases | $533,084 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $92,718,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| TOTAL LONG-TERM CAPITAL GAIN DISTRIBUTIONS | P | $2,103,278 | $2,103,278 | $2,103,278 | |
| SHORT-TERM PUBLICLY TRADED SECURITIES | P | $349,116 | $65,720 | $65,720 | $283,396 |
| LONG-TERM PUBLICLY TRADED SECURITIES | P | $2,355,507 | $504,417 | $504,417 | $1,851,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,673,415 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $65,720 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,335 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $90,335 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,731 | OverpaymentAmt |
| Applied To ES Tax | $27,731 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD A MITTENTHAL | IndividualWithBooksNm |
| Phone | 2129490990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SEVENTH AVE 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHARON ZOFFNESS | ||||||||
| 333 SEVENTH AVE 9TH FL | NEW YORK | NY | 10001 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| RACHEL ZOFFNESS | ||||||||
| 333 SEVENTH AVE 9TH FL | NEW YORK | NY | 10001 | DIRECTOR/VP/TREASURER | 1.00 | $0 | $0 | $0 |
| DANIEL BINDERMAN | ||||||||
| 333 SEVENTH AVE 9TH FL | NEW YORK | NY | 10001 | DIRECTOR/VP/TREASURER | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $67,660,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,214,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,874,791 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,874,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,183,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,691,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,884,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,884,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,604 | TotalTaxAmt |
| Distributable Before Adj | $3,821,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,821,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,821,979 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,021,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,021,215 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,821,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $28,921 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $832,315 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $861,236 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,021,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,821,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $199,236 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,060,472 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,060,472 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $28,921 | ExcessFromYear2Amt |
| Excess From Year1 | $832,315 | ExcessFromYear1Amt |
| Excess From Current Year | $199,236 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 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 JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE 9TH FL | NEW YORK | NY | 10158 | NONE | PC | GENERAL SUPPORT | $300,000 | |
| BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||
| 330 SEVENTH AVE SUITE 1900 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CALIFORNIA COASTKEEPER | ||||||||
| 1100 11TH ST FL 3 | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CENTER FOR JEWISH HISTORY | ||||||||
| 15 WEST 16TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CITY PARKS FOUNDATION | ||||||||
| 830 FIFTH AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| COALITION FOR RAINFOREST NATIONS SECRETARIAT | ||||||||
| 52 VANDERBILT AVE 14TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $80,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $100,000 | 4524 |
| DOROT | ||||||||
| 171 WEST 85TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $70,000 | |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||||
| 2800 BLDG 201 FT MASON 3RD FL | SAN FRANCISCO | CA | 94123 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| HIAS INC | ||||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| HUNTINGTON BEACH WETLANDS CONSERVANCY | ||||||||
| PO BOX 5903 | HUNTINGTON BEACH | CA | 926155903 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ISRAEL EMERGENCY ALLIANCE DBA STANDWITHUS | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| JAZZ FOUNDATION OF AMERICA | ||||||||
| 247 W 37TH STREET SUITE 201 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| JEWISH FAMILY & COMMUNITY SERVICES EAST BAY | ||||||||
| 2484 SHATTUCK AVE 210 | BERKELEY | CA | 94704 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL SUPPORT | $120,000 | |
| JEWISH THEOLOGICAL SEMINARY | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||||
| 3 INTERNATIONAL DRIVE STE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL SUPPORT | $110,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| EDMOND J SAFRA PLAZA 36 BATTERY | NEW YORK | NY | 10280 | NONE | PC | GENERAL SUPPORT | $50,000 | PLACE |
| MUSICARES | ||||||||
| 3030 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN INC | ||||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||||
| 7424 GREENVILLE AVE STE 206 | DALLAS | TX | 75231 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| PLANNED PARENTHOOD SOUTHEAST | ||||||||
| 241 PEACHTREE ST NE STE 400 | ATLANTA | GA | 30303 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| RAINFOREST FOUNDATION | ||||||||
| PO BOX 26908 | BROOKLYN | NY | 11202 | NONE | PC | GENERAL SUPPORT | $80,000 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| THE HUMANE SOCIETY OF THE US | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $80,000 | |
| THE MET COUNCIL | ||||||||
| 77 WATER ST 26TH FL | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $300,000 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | GENERAL SUPPORT | $130,000 | |
| UJA FEDERATION | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000,000 | |
| WORLD WILDLIFE FUND INC | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,000,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,107 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,030,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,673,415 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,705,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,705,360 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAT UWO NORMAN E ALEXANDER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 PARK AVENUE 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 | GRANT THORNTON LLP | CategoryTxt |
| Amt | $14,950 | Amt |
| Net Investment Income | $3,737 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,213 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $80,996,216 | EOYBookValueAmt |
| EOYFMV | $80,996,216 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SMITH, GAMBRELL & RUSSELL, LLP | CategoryTxt |
| Legal Fees | $3,602 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,602 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $533,084 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT OF LAW FEE | Desc |
| Revenue And Expenses Per Books | $2,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Revenue And Expenses Per Books | $1,689 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ON REDEMPTIONS OF INVESTMENTS | Desc |
| Amt | $56,546 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT/ADVISORY FEES | $181,954 | $181,954 | $0 | $0 |
| TCC GROUP (CONSULTING) | $4,900 | $0 | $0 | $4,900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $16,000 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $15,799 | $15,799 | $0 | $0 |
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