ALFA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALFA FOUNDATION (EIN 13-7228276)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349100218
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T09:45:37-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 137228276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALFA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALFA | BusinessNameControlTxt |
| Phone | 2034222181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 GREENWICH AVENUE 2ND FL | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PIER STINY | PersonNm |
| Person Title | EXECUTIVE | PersonTitleTxt |
| Phone | 2034222181 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PIER | PersonFirstNm |
| Person Last | STINY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDSEY THOR | PreparerPersonNm |
| PTIN | P00969094 | PTIN |
| Phone | 6464713000 | 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 | $48,664,114 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $617,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $617,125 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $259,518 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,035 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $636,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $636,160 | 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 |
| Accounting Fees Rev And Expnss | $10,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,517 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,033 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $38,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,038 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88,305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,305 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,437,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,307,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$800,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $533,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,560,283 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $943,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $943,495 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,104,960 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,920,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,720,619 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $25,665,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,864,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,664,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,102,537 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,665,243 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$437,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$800,965 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,665,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,864,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,665,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,864,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,665,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$800,965 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,864,278 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,864,278 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HSBC 10970A | PropertyDesc |
| Gross Sales Price | $259,518 | GrossSalesPriceAmt |
| Cost Or Other Basis | $240,483 | CostOrOtherBasisAmt |
| Gain Or Loss | $19,035 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,035 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,035 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,467 | OverpaymentAmt |
| Applied To ES Tax | $12,467 | 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 | CT | 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 | PAUL NAPOLEON | IndividualWithBooksNm |
| Phone | 2034222181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 GREENWICH AVENUE 2ND FL | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALI FAYED | ||||||||
| 53 GREENWICH AVENUE 2ND FL | GREENWICH | CT | 06830 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| PIER STINY | ||||||||
| 53 GREENWICH AVENUE 2ND FL | GREENWICH | CT | 06830 | EXECUTIVE | 1.00 | $0 | $0 | $0 |
| JAMES FAYED | ||||||||
| 53 GREENWICH AVENUE 2ND FL | GREENWICH | CT | 06830 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| SAMMY FAYED | ||||||||
| 53 GREENWICH AVENUE 2ND FL | GREENWICH | CT | 06830 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| LIAM FAYED | ||||||||
| 53 GREENWICH AVENUE 2ND FL | GREENWICH | CT | 06830 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| TRACY FAYED | ||||||||
| 53 GREENWICH AVENUE 2ND FL | GREENWICH | CT | 06830 | TRUSTEE | 0.25 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,317,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,059,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,376,258 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,376,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $665,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,710,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,185,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,185,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,413 | TotalTaxAmt |
| Distributable Before Adj | $2,178,118 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,178,118 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,178,118 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,307,033 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,307,033 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,178,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $969,158 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,110,104 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $150,840 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,230,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,307,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,307,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $871,085 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $871,085 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,359,017 | 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 | $98,073 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,260,944 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,110,104 | ExcessFromYear4Amt |
| Excess From Year1 | $150,840 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRUNSWICK SCHOOL | |||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | NONE | PC | SUPPORT FOR PROVIDING ACADEMIC AND EXTRACURRICULAR ACTIVITIES TO BOYS IN THE BROADER COMMUNITIES. | $250,000 |
| CLUBHOUSE INTERNATIONAL | |||||||
| 747 THIRD AVENUE 2ND FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT FOR CHANGING THE WORLD OF MENTAL HEALTH. | $100,000 |
| COLUMBIA UNIVERSITY MEDICAL CENTER (CCTI) | |||||||
| 622 WEST 113TH STR MAIL CODE 4524 | NEW YORK | NY | 10025 | NONE | PC | SUPPORT FOR PROVIDING HEALTH CARE RESEARCH IN HUMAN IMMUNOLOGY. | $250,000 |
| COLUMBIA UNIVERSITY MEDICAL CENTER (CUIMCOCCC) | |||||||
| 622 WEST 113TH STR MAIL CODE 4524 | NEW YORK | NY | 10025 | NONE | PC | SUPPORT FOR PROVIDING HEALTH CARE RESEARCH. | $250,000 |
| CONVENANT HOUSE INTERNATIONAL | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | SUPPORT FOR HOMELESS. | $25,000 |
| FOOD BANK OF LOWER FAIRFIELD COUNTRY | |||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 06906 | NONE | PC | SUPPORT FOR PANDEMIC RELIEF | $25,000 |
| FOOD BANK OF LOWER FAIRFIELD COUNTRY | |||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 06906 | NONE | PC | SUPPORT FOR PANDEMIC RELIEF | $100,000 |
| RIPPOWAM CISQUA SCHOOL | |||||||
| 439 CANTITOE STREET | BEDFORD | NY | 10506 | NONE | PC | SUPPORT FOR PANDEMIC RELIEF | $150,000 |
| VPC RUTH SELMAN SCHOLARSHIP FUND | |||||||
| 136 W 10TH STREET GROUND FLOOR | NEW YORK | NY | 10014 | NONE | PF | GENERAL PURPOSE. | $50,000 |
| WATERSIDE SCHOOL | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | NONE | PC | SUPPORT FOR EDUCATION IN ECONOMICALLY CHALLENGED COMMUNITIES. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,300,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRUNSWICK SCHOOL | |||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06902 | NONE | PC | SUPPORT FOR PROVIDING ACADEMIC AND EXTRACURRICULAR ACTIVITIES TO BOYS IN THE BROADER COMMUNITIES. | $250,000 |
| COLUMBIA UNIVERSITY MEDICAL CENTER (CCTI) | |||||||
| 622 WEST 113TH STR MAIL CODE 4524 | NEW YORK | NY | 10025 | NONE | PC | SUPPORT FOR PROVIDING HEALTH CARE RESEARCH IN HUMAN IMMUNOLOGY. | $250,000 |
| COLUMBIA UNIVERSITY MEDICAL CENTER (CUIMCOCCC) | |||||||
| 622 WEST 113TH STR MAIL CODE 4524 | NEW YORK | NY | 10025 | NONE | PC | SUPPORT FOR PROVIDING HEALTH CARE RESEARCH. | $250,000 |
| RIPPOWAM CISQUA SCHOOL | |||||||
| 439 CANTITOE STREET | BEDFORD | NY | 10506 | NONE | PC | SUPPORT FOR PANDEMIC RELIEF | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $900,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $617,125 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $636,160 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $636,160 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRICEWATERHOUSECOOPERS, LLP | CategoryTxt |
| Amt | $10,550 | Amt |
| Net Investment Income | $3,517 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,033 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VPC RUTH SELMAN SCHOLARSHIP FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 W 10TH STREET GROUND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-07-27 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | THE GRANT OF $50,000.00 WILL BE SPENT SOLELY ON AWARDING SCHOLARSHIPS TO ELIGIBLE INDIVIDUALS ENROLLING IN THE 2022-2023 SCHOOL YEAR. THE STUDENTS ARE AWARDED THE SCHOLARSHIPS BASED ON OBJECTIVE CRITERIA EXERCISED IN A NON-DISCRIMINATORY MANNER BY THE VPC SCHOLARSHIP COMMITTEE. | PurposeOfGrantTxt |
| Expended By Grantee | $50,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | ALL EXPENDITURES HAVE BEEN MADE PURSUANT TO THE PURPOSE OF THE GRANT. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | OCTOBER 12, 2022 | DatesOfReportsByGranteeTxt |
| Results Of Verification | EXPENDITURES WERE MADE TOWARDS ACHIEVING THE PURPOSE FOR WHICH THE GRANT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HSBC A/C 10970 | $7,857,837 | $22,878,854 |
| HSBC A/C 10970A | $16,062,946 | $24,841,765 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $15,094 | $15,094 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $73,211 | $73,211 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL 2020 ESTIMATED TAX | $19,880 | $0 | $0 | $0 |
| FOREIGN TAXES - HSBC A/C 10970A | $11,038 | $11,038 | $0 | $0 |
| PY BALANCE DUE | $7,352 | $0 | $0 | $0 |
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