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NORMAN E ALEXANDER FAMILY S FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NORMAN E ALEXANDER FAMILY S FOUNDATION INC (EIN 26-4413503)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-29
IRS object ID
202143029349100519
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-29T12:48:36-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264413503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORMAN E ALEXANDER FAMILY S FOUNDATIONBusinessNameLine1Txt
Business Name Line2INC C/O R MITTENTHAL TCC GROUPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNORMBusinessNameControlTxt
Phone2129490990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SEVENTH AVE 9TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON ZOFFNESSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2129490990PhoneNum
Signature2021-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHARONPersonFirstNm
Person LastZOFFNESSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT THOMPSETTPreparerPersonNm
PTINP00741490PTIN
Phone2125990100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$75,199,503FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$56,476,775ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$39InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,153,339DividendsRevAndExpnssAmt
Dividends Net Invst Incm$973,294DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$103,852NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,450,371GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$103,852CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$57,734,005TotalRevAndExpnssAmt
Total Net Invst Incm$1,077,185TotalNetInvstIncmAmt
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$3,666LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$3,666LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,175AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$12,525AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$110,568OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$98,061OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,507OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,468TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,468TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$138,152TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$108,704TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$29,448TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,000,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,000,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,138,152TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$108,704TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,029,448TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$54,595,853ExcessRevenueOverExpensesAmt
Net Investment Income$968,481NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,080CashBOYAmt
Cash EOY$23,864,154CashEOYAmt
Cash EOYFMV$23,864,154CashEOYFMVAmt
Corporate Stock BOY$18,585,702CorporateStockBOYAmt
Corporate Stock EOY$51,335,349CorporateStockEOYAmt
Corporate Stock EOYFMV$51,335,349CorporateStockEOYFMVAmt
Total Assets BOY$18,648,782TotalAssetsBOYAmt
Total Assets EOY$75,199,503TotalAssetsEOYAmt
Total Assets EOYFMV$75,199,503TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$18,648,782RetainedEarningBOYAmt
Retained Earning EOY$75,199,503RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$18,648,782TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$75,199,503TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,648,782TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$75,199,503TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,648,782TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$54,595,853ExcessRevenueOverExpensesAmt
Other Increases$2,004,666OtherIncreasesAmt
Subtotal$75,249,301SubtotalAmt
Other Decreases$49,798OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$75,199,503TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
TOTAL LONG-TERM CAPITAL GAIN DIVIDENDSP$129,303$129,303$129,303
SHORT-TERM PUBLICLY TRADED SECURITIESP$967,743-$55,723-$55,723$1,023,466
SHORT-TERM PUBLICLY TRADED SECURITIESP$30,770,000$2,103$2,103$30,767,897
LONG-TERM PUBLICLY TRADED SECURITIESP$1,583,325$28,169$28,169$1,555,156
FieldValueIRS element (for citing)
Capital Gain Net Income$103,852CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$53,620NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,462InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,462SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,462TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,797EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,797TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,335OverpaymentAmt
Applied To ES Tax$9,335AppliedToESTaxAmt
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 BooksRICHARD A MITTENTHALIndividualWithBooksNm
Phone2129490990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1333 SEVENTH AVE 9TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHARON ZOFFNESS
333 SEVENTH AVE 9TH FLNEW YORKNY10001DIRECTOR/PRESIDENT1.00$0$0$0
RACHEL ZOFFNESS
333 SEVENTH AVE 9TH FLNEW YORKNY10001DIRECTOR/VP/TREASURER1.00$0$0$0
DANIEL BINDERMAN
333 SEVENTH AVE 9TH FLNEW YORKNY10001DIRECTOR/VP/TREASURER1.00$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$43,860,277AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,024,902AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,885,179TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$44,885,179AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$673,278CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,211,901NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,210,595MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,210,595MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,462TaxBasedOnInvestmentIncomeAmt
Total Tax$13,462TotalTaxAmt
Distributable Before Adj$2,197,133DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,197,133DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,197,133DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,029,448ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,029,448QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,029,448AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,197,133DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$28,921ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,921TotalExcessDistributionCyovAmt
Qualifying Distributions$3,029,448QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,197,133AppliedToCurrentYearAmt
Remaining Distri From Corpus$832,315RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$861,236TotalCorpusAmt
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$861,236ExcessDistriCyovToNextYrAmt
Excess From Year1$28,921ExcessFromYear1Amt
Excess From Current Year$832,315ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREETNEW YORKNY10018NONEPCGENERAL SUPPORT$100,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUE 9TH FLNEW YORKNY10158NONEPCGENERAL SUPPORT$250,000
BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE
330 SEVENTH AVE SUITE 1900NEW YORKNY10001NONEPCGENERAL SUPPORT$50,000
DOROT
171 WEST 85TH STNEW YORKNY10024NONEPCGENERAL SUPPORT$65,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY #2800
BLDG 201 FT MASON 3RD FLSAN FRANCISCOCA94123NONEPCGENERAL SUPPORT$20,000
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC
40 WALL ST NEW YORK NY 10004NEW YORKNY10004NONEPCGENERAL SUPPORT$100,000
HAZON
25 BROADWAY SUITE 1700NEW YORKNY10004NONEPCGENERAL SUPPORT$100,000
HIAS INC
PO BOX 97077WASHINGTONDC20090NONEPCGENERAL SUPPORT$200,000
ISRAEL EMERGENCY ALLIANCE DBA STANDWITHUS
PO BOX 341069LOS ANGELESCA90034NONEPCGENERAL SUPPORT$65,000
JAZZ FOUNDATION OF AMERICA
247 W 37TH STREET SUITE 201NEW YORKNY10018NONEPCGENERAL SUPPORT$25,000
JEWISH FAMILY AND CHILDREN'S SERVICES
2150 POST STREETSAN FRANCISCOCA94115NONEPCGENERAL SUPPORT$50,000
JEWISH THEOLOGICAL SEMINARY
3080 BROADWAYNEW YORKNY10027NONEPCGENERAL SUPPORT$65,000
LONG ISLAND CARES
10 DAVIDS DRIVEHAUPPAUGENY11788NONEPCGENERAL SUPPORT$75,000
METROPOLITAN COUNCIL ON JEWISH POVERTY
77 WATER STREET 26TH FLNEW YORKNY10005NONEPCGENERAL SUPPORT$175,000
MUSICARES
3030 OLYMPIC BLVDSANTA MONICACA90404NONEPCGENERAL SUPPORT$75,000
NATIONAL COUNCIL OF JEWISH WOMEN INC
2055 L ST NW SUITE 650WASHINGTONDC20036NONEPCGENERAL SUPPORT$200,000
OSBORNE ASSOCIATION
809 WESTCHESTER AVENUEBRONXNY10455NONEPCGENERAL SUPPORT$30,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36106NONEPCGENERAL SUPPORT$90,000
THE HUMANE SOCIETY OF THE US
1255 23RD STREET NW SUITE 450WASHINGTONDC20037NONEPCGENERAL SUPPORT$185,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606NONEPCGENERAL SUPPORT$110,000
UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION
2201 BROADWAY SUITE 600OAKLANDCA94612NONEPCGENERAL SUPPORT$20,000
UCSF FOUNDATION - TWE1
PO BOX 45339SAN FRANCISCOCA94145NONEPCGENERAL SUPPORT$50,000
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
130 E 59TH ST SUITE 1069NEW YORKNY10022NONEPCGENERAL SUPPORT$605,000
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037NONEPCGENERAL SUPPORT$295,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,000,000TotalGrantOrContriPdDurYrAmt
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$39ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$973,294ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$103,852ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,077,185ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,077,185TotalIncomeProducingActyAmt

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 Line199 PARK AVENUE 1530AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Total Contributions$56,476,775TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGRANT THORNTON LLPCategoryTxt
Amt$16,700Amt
Net Investment Income$4,175NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$12,525DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$51,335,349EOYBookValueAmt
EOYFMV$51,335,349EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySMITH, GAMBRELL & RUSSELL, LLPCategoryTxt
Legal Fees$3,666LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,666DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$49,798Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS DEPT OF LAW FEEDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
RETURN OF CAPITAL ON REDEMPTIONS OF INVESTMENTS$57,172
UNREALIZED GAIN ON INVESTMENTS$1,947,494

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT/ADVISORY FEES$98,061$98,061$0$0
TCC GROUP (CONSULTING)$12,507$0$0$12,507

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$6,468Amt
Net Investment Income$6,468NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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