ALEXANDRA FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDRA FOUNDATION (EIN 41-6022837)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201821279349100977
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T13:54:21-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410954702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Briggs & Morgan PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 South 8th Street 2200 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416022837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alexandra Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Terry Slye | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 6129778131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 South Eighth Street No 2200 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Terry L Slye | PersonNm |
| Person Title | Director/VP/Sec | PersonTitleTxt |
| Phone | 6129778131 | PhoneNum |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shehla Tauscher | PreparerPersonNm |
| PTIN | P00198641 | PTIN |
| Phone | 6129778400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,175,295 | 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 |
| Interest On Sav Rev And Expnss | $811 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $811 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $176,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,377 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,316 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,275 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,275 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,943 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,943 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,273 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,273 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,537 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,603 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,489 | CashBOYAmt |
| Cash EOY | $16,234 | CashEOYAmt |
| Cash EOYFMV | $16,234 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $189,612 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $254,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $254,043 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $474,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $401,507 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $905,018 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $672,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $671,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,175,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $672,005 | UnrestrictedBOYAmt |
| Unrestricted EOY | $671,784 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $672,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $671,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $672,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $671,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $672,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $671,784 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $671,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 750 Sh Price T Rowe Group | P | 2015-11-03 | 2017-01-13 | $54,170 | $57,450 | -$3,280 | -$3,280 |
| 1000 Sh. General Electric Co | P | 2013-05-01 | 2017-08-04 | $25,412 | $22,246 | $3,166 | $3,166 |
| 500 Sh. Walt Disney World Co | P | 2012-12-11 | 2017-09-11 | $48,337 | $24,778 | $23,559 | $23,559 |
| 500 Sh. Walt Disney World Co | P | 2013-01-16 | 2017-09-11 | $48,337 | $25,405 | $22,932 | $22,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,377 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,798 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,043,948 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048660 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,023 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,105,711 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049763 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,223 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,181,302 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053520 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,895 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,000,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059845 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,943 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,002,543 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066773 | DistributionYr5Rt |
| Total Distribution | 0.278561 | TotalDistributionRt |
| Average Distribution | 0.055712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,112,173 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $511 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,603 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,021 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,021 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21 | TaxDueAmt |
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 | MN | 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 | Terry L Slye Briggs and Morgan PA | IndividualWithBooksNm |
| Phone | 6129778131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 South Eighth Street 2200 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Diana Kalman | ||||||||
| 9 Conant Place | Darien | CT | 06820 | Director/President/Treasur | 0.00 | $0 | $0 | $0 |
| Terry L Slye | ||||||||
| Briggs and Morgan 80 S 8th St 2200 | Minneapolis | MN | 55402 | Director/Vice-Pres/Secreta | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | All activities involve gifts to other 501(c)(3) organizations and administrative expenses related thereto. | Description1Txt |
| Expenses1 | $65,537 | 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 | $1,109,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,558 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,129,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,129,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,112,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,021 | TotalTaxAmt |
| Distributable Before Adj | $54,588 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,588 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,588 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,603 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,603 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,603 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,588 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,150 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,235 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,386 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,062 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $35,833 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,603 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,985 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,985 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,848 | 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 | $14,165 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,235 | ExcessFromYear4Amt |
| Excess From Year3 | $6,386 | ExcessFromYear3Amt |
| Excess From Year2 | $1,062 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Federation for Aging Research | |||||||
| 55 West 39th Street 16th Floor | New York | NY | 10018 | None | Public Charity | General Operations | $10,000 |
| At Home in Darien | |||||||
| 2 Renshaw Road | Darien | CT | 06820 | None | Public Charity | Aspen Leaf Society | $1,500 |
| Carnagie Hall Society Inc | |||||||
| 881 Seventh Avenue | New York | NY | 10019 | None | Public Charity | General Operations | $2,275 |
| College of William and Mary | |||||||
| PO Box 1693 | Williamsburg | VA | 23187 | None | Public Charity | General operations | $2,500 |
| Community Fund of Darien | |||||||
| 701 Post Road PO Box 926 | Darien | CT | 06820 | None | Public Charity | General operations | $2,500 |
| Darien Community Association Inc | |||||||
| 274 Middlesex Rd | Darien | CT | 06820 | None | Public Charity | General Operations | $1,000 |
| Darien Library | |||||||
| 1441 Post Road | Darien | CT | 06820 | None | Public Charity | General operations | $1,000 |
| Land Trust of Darien | |||||||
| PO Box 1074 | Darien | CT | 06820 | None | Public Charity | Memorial | $500 |
| Marymount Manhattan College | |||||||
| 221 E 71st Street | New York | NY | 10021 | None | Public Charity | General Operations | $1,000 |
| Metropolitan Musuem of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | None | Public Charity | General Operations | $998 |
| Miss Hall's School | |||||||
| 492 Holmes Road | Pittsfield | MA | 01202 | None | Public Charity | The Fund for MHS | $1,000 |
| Sacred Heart Academy | |||||||
| 47 Cathedral Avenue | Hempstead | NY | 11550 | None | Public Charity | Annual Campaign | $2,500 |
| Salk Institute | |||||||
| 10010 North Torrey Pines Road | La Jolla | CA | 92037 | None | Public Charity | Annual Campaign | $10,000 |
| St Agnes Foundation | |||||||
| 535 Thomas Ave | St Paul | MN | 55103 | None | Public Charity | In memory of Ray Calaroni | $1,000 |
| St Paul Academy and Summit School | |||||||
| 1712 Randolph Avenue | St Paul | MN | 55105 | None | Public Charity | Annual Campaign | $1,000 |
| The Aspen Institute | |||||||
| One Dupont Circle Suite 700 | Washington | DC | 20036 | None | Public Charity | Annual Campaign | $5,000 |
| The Lotos Foundation Inc | |||||||
| 5 E 66th Street | New York | NY | 10028 | None | Public Charity | General Operations | $2,500 |
| Weill Cornell Medical College | |||||||
| 1300 York Avenue | New York | NY | 10065 | None | Public Charity | For Sharing Opportunities Scholarship Fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,273 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $811 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,128 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,316 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,316 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | All income is in furtherance |
| 4 | of this organization's charitable purpose |
| 7 | of making grants to other public charities. |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Exxon Mobil | $341 | $192,372 |
| Microsoft Corp | $24,710 | $85,540 |
| Pfizer Inc., Common | $58,842 | $108,660 |
| Comcast Corp Class A | $20,837 | $80,100 |
| Air Lease Corp | $71,650 | $120,225 |
| Kinder Morgan Inc | $35,938 | $18,070 |
| Yum Brands Inc | $37,750 | $57,127 |
| Paypal Holdings Com | $49,785 | $110,430 |
| Yum China Holdings Inc | $16,295 | $28,014 |
| First Data Corp | $28,877 | $33,420 |
| Guidewire Software Inc | $31,855 | $37,130 |
| Gardner Denver Holdings Inc | $24,627 | $33,930 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Briggs and Morgan, fees | CategoryTxt |
| Legal Fees | $6,550 | LegalFeesAmt |
| Net Investment Income | $3,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,275 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Computer Software Fee | $60 | $30 | $30 |
| Copy Fees | $3 | $0 | $0 |
| Filing Fee | $25 | $0 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Raymong James, advisory fee | CategoryTxt |
| Amt | $10,943 | Amt |
| Net Investment Income | $10,943 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Estimated Taxes | $643 | $0 | $0 |
| Prior Year Excise Taxes | $40 | $0 | $0 |
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