NORMAN E ALEXANDER FAMILY S FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN E ALEXANDER FAMILY S FOUNDATION INC (EIN 26-4413503)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202013169349101801
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- 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 | 2020-11-11T12:39:53-06:00 | 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 | 264413503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norman E Alexander Family S Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | C/O R Mittenthal TCC Group | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD A MITTENTHAL | InCareOfNm |
| 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 | 2020-11-11 | 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 | 26377520203165000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-11 | 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 | $18,648,782 | 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 | $3,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $313,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $313,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,376,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,920 | 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 | $9,712,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $490,954 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,454 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,278 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,176 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,393 | 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 | $90,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,426 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $930,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $930,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,020,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $949,426 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,692,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $438,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,080 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,080 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $184,163 | CorporateStockBOYAmt |
| Other Investments BOY | $9,195,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,054,128 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,585,702 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,394,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,117,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,648,782 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,033,632 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,033,632 | CapitalStockEOYAmt |
| Retained Earning BOY | -$639,067 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,083,576 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,394,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,117,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,394,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,117,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,394,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,692,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,486 | OtherIncreasesAmt |
| Subtotal | $18,117,208 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,117,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT-TERM PUBLICLY TRADED SECURITIES | P | $280,124 | $306,427 | -$26,303 | -$26,303 |
| LONG-TERM PUBLICLY TRADED SECURITIES | P | $1,049,783 | $921,120 | $133,513 | $128,663 |
| SHORT-TERM PUBLICLY TRADED SECURITIES | P | $980,000 | $979,972 | $28 | $28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,920 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $568,743 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,760,692 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $283,495 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,016,567 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028303 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $365,244 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,764,264 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $368,817 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,370,618 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057893 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $316,851 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,789,891 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046665 | DistributionYr5Rt |
| Total Distribution | 0.245126 | TotalDistributionRt |
| Average Distribution | 0.049025 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,742,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $575,693 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,383 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $580,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $949,426 | 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 | $4,383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,383 | SubtotalAmt |
| Tax Based On Investment Income | $4,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,180 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,180 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,797 | OverpaymentAmt |
| Applied To ES Tax | $12,797 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD A MITTENTHAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 | Address Line2USAddress/AddressLine2Txt | 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 | |||||||||
| C/O R Mittenthal TCC Group | 333 Seventh Ave 9th fl | new york | NY | 10001 | Director/President | 1.0 | $0 | $0 | $0 |
| RACHEL ZOFFNESS | |||||||||
| C/O R Mittenthal TCC Group | 333 Seventh Ave 9th fl | New York | NY | 10001 | DIRECTOR/VP/TREASURER | 1.0 | $0 | $0 | $0 |
| COURTNEY ZOFFNESS | |||||||||
| C/O R Mittenthal TCC Group | 333 Seventh Ave 9th fl | New York | NY | 10001 | DIRECTOR/VP/SECRETARY | 1.0 | $0 | $0 | $0 |
| Daniel Binderman | |||||||||
| C/O R Mittenthal TCC Group | 333 Seventh Ave 9th fl | new york | NY | 10001 | Director/Vp/Treasurer | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,983,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $937,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,921,680 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,921,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,742,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $587,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $587,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,383 | TotalTaxAmt |
| Distributable Before Adj | $582,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $582,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $582,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $949,426 | 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 | $949,426 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,383 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $945,043 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $337,745 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $949,426 | QualifyingDistributionsAmt |
| Applied To Year1 | $337,745 | AppliedToYear1Amt |
| Applied To Current Year | $582,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,921 | RemainingDistriFromCorpusAmt |
| Total Corpus | $28,921 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,921 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $28,921 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| jewish theological seminary of america | |||||||
| 3080 broadway | new york | NY | 10027 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $50,000 |
| UJA FEDERATION OF New York | |||||||
| 130 EAST 59TH STREET | New York | NY | 10022 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $200,000 |
| JEWish community federation of san francisco | |||||||
| 121 steuart street | san francisco | CA | 941051236 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 |
| JEWISH YOUTH FOR COMMUNITY ACTION | |||||||
| 2375 UNIVERSITY AVENUE WEST 150 | ST PAUL | MN | 55114 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $30,000 |
| A Jewish Voice for Peace | |||||||
| PO Box 589 | Berkeley | CA | 94701 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $30,000 |
| The American Jewish Joint Distribution Committee | |||||||
| 220 E 42nd Street Ste 400 | New York | NY | 10017 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| Stand With Us | |||||||
| 165 E 56th Street | New York | NY | 10022 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $30,000 |
| Concern Worldwide (US) Inc | |||||||
| 355 Lexington Avenue 16th Floor | New York | NY | 10017 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $100,000 |
| Jewish Family Service of San Diego | |||||||
| 8804 Balboa Avenue | San Diego | CA | 92123 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $100,000 |
| Florence Immigrant and refugee Rights Project Inc | |||||||
| 2601 North Highway 79 | Florence | AZ | 85132 | no relationship | PC | GENERAL SUPPORT | $85,000 |
| Justice In Motion Inc | |||||||
| 789 Washington Ave | Brooklyn | NY | 112385485 | no relationship | PC | general support | $75,000 |
| Temple Beth Abraham | |||||||
| 25 Leroy Ave | Tarrytown | NY | 10591 | no relationship | PC | general support | $5,000 |
| HIAS Inc | |||||||
| 1300 Spring Street Suite 500 | Silver Spring | MD | 20910 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $930,000 | 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 | $3,601 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,015 | 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 | $173,920 | 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 | $490,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $490,954 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON LLP | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS - TD AMERITRADE | $18,054,128 | $18,585,702 |
| LIMITED PARTNERSHIP INVESTMENT |
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 | $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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING DIFFERENCES | Desc |
| Amt | $30,486 | 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 | $49,278 | $49,278 | $0 | $0 |
| FOUNDATION CONSULTANT FEES | $16,176 | $0 | $0 | $16,176 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $2,393 | $2,393 | $0 | $0 |
| FEDERAL TAX PAID | $18,000 | $0 | $0 | $0 |
Comments