NORMAN E ALEXANDER FAMILY G FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN E ALEXANDER FAMILY G FOUNDATION INC (EIN 26-4413332)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202003099349100010
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T09:13:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2019-01-01 | 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 Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NANCY CAUTILLO | InCareOfNm |
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 2126610078 | PhoneNum |
US Address USAddress
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL BINDERMAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2129490990 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Curtis Young | PreparerPersonNm |
| PTIN | P01533495 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.119.144.65 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520203095000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A87539D75D44546F9E81755E19BD8DC508F41D5E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A87539D75D44546F9E81755E19BD8DC508F41D5E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,926,635 | 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 | $9,221,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $73,523 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73,523 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,327 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,327 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $650,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,963 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $418 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $418 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,308,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,231 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,897 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $590 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,307 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,137 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,844 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,844 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,557 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,015,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,015,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,029,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,020,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,279,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,218 | CashBOYAmt |
| Cash EOY | $1,263,818 | CashEOYAmt |
| Cash EOYFMV | $1,263,818 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,608,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,873 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,659,944 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,659,944 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $5,647,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,926,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,926,635 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,647,232 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,926,635 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,647,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,926,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,647,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,926,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,647,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,279,403 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,926,635 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,926,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF U.S. TREASURY BONDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $650,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $648,037 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,963 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,963 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,963 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,582,642 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,339,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.249651 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $748,552 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,558,492 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099035 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $663,387 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,226,409 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.106544 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $390,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,506,754 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070902 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $396,511 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,840,880 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067885 | DistributionYr5Rt |
| Total Distribution | 0.594017 | TotalDistributionRt |
| Average Distribution | 0.118803 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,887,356 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $699,436 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $797 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $700,233 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,020,557 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $797 | SubtotalAmt |
| Tax Based On Investment Income | $797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,057 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,057 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,260 | OverpaymentAmt |
| Applied To ES Tax | $5,260 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Gail Binderman | ||||||||
| 99 Park Avenue | NEW YORK | NY | 10016 | director/President/treasurer | 10.0 | $0 | $0 | $0 |
| Daniel Binderman | ||||||||
| 99 Park Avenue | NEW YORK | NY | 10016 | director/vp/secretary | 3.0 | $0 | $0 | $0 |
| nancy cautillo | ||||||||
| 99 Park Avenue | NEW YORK | NY | 10016 | Assistant Secretary | 2.0 | $0 | $0 | $0 |
| Deborah Binderman | ||||||||
| 99 Park Avenue Suite 1530 | New York | NY | 10016 | Director/ Assistant secretary | 2.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,913,311 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,700 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,977,011 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,977,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,887,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,368 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,368 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $797 | TotalTaxAmt |
| Distributable Before Adj | $293,571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $293,571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $293,571 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,020,557 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,020,557 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $797 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,019,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $293,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $110,911 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $115,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $352,067 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $370,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,266,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,215,370 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,020,557 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $293,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,726,986 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,942,356 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $110,911 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,831,445 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $115,100 | ExcessFromYear4Amt |
| Excess From Year3 | $352,067 | ExcessFromYear3Amt |
| Excess From Year2 | $370,819 | ExcessFromYear2Amt |
| Excess From Year1 | $1,266,473 | ExcessFromYear1Amt |
| Excess From Current Year | $4,726,986 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Jewish Committee | |||||||
| 165 East 56th Street | New York | NY | 10022 | NONE | PC | GENERAL | $2,075,000 |
| Caramoor Center for Music & the Arts | |||||||
| 149 GIRDLE RIDGE ROAD | Katonah | NY | 10536 | NONE | PC | GENERAL | $115,000 |
| The Jewish WeekFJC | |||||||
| 520 Eighth Ave 20th Fl | New York | NY | 10018 | NONE | PC | GENERAL | $45,000 |
| JAZZ FOUNDATION OF AMERICA INC | |||||||
| 247 West 37th Street Suite 201 | New York | NY | 10018 | NONE | PC | General | $5,000 |
| JEWISH MUSEUM | |||||||
| 1109 5th Avenue | New York | NY | 10128 | none | PC | General | $80,000 |
| UJA Federation | |||||||
| 130 E 59TH ST STE 1069 | New York | NY | 10022 | none | PC | general | $2,600,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $25,000 |
| ColumbiaBarnard Hillel | |||||||
| 606 WEST 115TH STREET 3rd floor | NEW YORK | NY | 10025 | none | PC | GENERAL | $50,000 |
| MUSICARES | |||||||
| 104 WEST 40TH STREET Suite 400 | NEW YORK | NY | 10036 | none | PC | GENERAL | $5,000 |
| HIAS Inc | |||||||
| 411 Fifth Avenue Suite 1006 | New York | NY | 10016 | NONE | PC | GENERAL | $5,000 |
| Maureen's Haven Inc | |||||||
| 28 Lincoln Street | Riverhead | NY | 11901 | NONE | PC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,015,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,523 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST K-1 INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $418 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,231 | 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 AVENUE 1530 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,221,300 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,659,944 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,659,944 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,897 | LegalFeesAmt |
| Net Investment Income | $590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,307 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT OF LAW FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $418 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,137 | Amt |
| Net Investment Income | $1,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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