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NORMAN E ALEXANDER FAMILY S FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NORMAN E ALEXANDER FAMILY S FOUNDATION INC (EIN 26-4413503)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202533189349102128
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T10:08:22-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463179237PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARFELD FINANCIAL ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1520 WHITE PLAINS ROAD 3RD FLOORAddressLine1Txt
CityTARRYTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105915112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M DANISHPreparerPersonNm
PTINP00173472PTIN
Phone9148460100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$123,566,595FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,376,419ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$673,590InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$305,980InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,167,183DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,167,183DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,160,954NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,935,818GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,160,954CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,378,146TotalRevAndExpnssAmt
Total Net Invst Incm$4,634,117TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$334,781OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$321,227OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$95,603TaxesRevAndExpnssAmt
Taxes Net Invst Incm$45,603TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,543OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$431,927TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$366,830TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,000,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,000,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,431,927TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$366,830TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,000,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,946,219ExcessRevenueOverExpensesAmt
Net Investment Income$4,267,287NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,792,241CashBOYAmt
Cash EOY$1,945,398CashEOYAmt
Cash EOYFMV$1,945,398CashEOYFMVAmt
US Government Obligations BOY$29,128,336USGovernmentObligationsBOYAmt
US Government Obligations EOY$20,818,942USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$20,818,942USGovtObligationsEOYFMVAmt
Corporate Stock BOY$79,933,782CorporateStockBOYAmt
Corporate Stock EOY$100,802,255CorporateStockEOYAmt
Corporate Stock EOYFMV$100,802,255CorporateStockEOYFMVAmt
Total Assets BOY$110,854,359TotalAssetsBOYAmt
Total Assets EOY$123,566,595TotalAssetsEOYAmt
Total Assets EOYFMV$123,566,595TotalAssetsEOYFMVAmt
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$110,854,359RetainedEarningBOYAmt
Retained Earning EOY$123,566,595RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$110,854,359TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$123,566,595TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$110,854,359TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$123,566,595TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$110,854,359TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,946,219ExcessRevenueOverExpensesAmt
Other Increases$6,766,017OtherIncreasesAmt
Subtotal$123,566,595SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$123,566,595TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - 0158P$4,575,000$4,573,006$1,994$1,994
CHARLES SCHWAB - 8018P$10,387,425$10,201,858$185,567$185,567
CAPITAL GAINS DIVIDENDSP$973,393$973,393$973,393
FieldValueIRS element (for citing)
Capital Gain Net Income$1,160,954CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$59,315InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$59,315SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$59,315TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,124EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$106,124TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$46,809OverpaymentAmt
Applied To ES Tax$46,809AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
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/PRESIDENT/AS REQ'D0.00$0$0$0
RACHEL ZOFFNESS
333 SEVENTH AVE 9TH FLNEW YORKNY10001DIRECTOR/VP/TREASURER/AS REQ'D0.00$0$0$0
DANIEL BINDERMAN
333 SEVENTH AVE 9TH FLNEW YORKNY10001DIRECTOR/VP/TREASURER/AS REQ'D0.00$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$117,728,036AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$665,110AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$118,393,146TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$118,393,146AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,775,897CashDeemedCharitableAmt
Net Vl Noncharitable Assets$116,617,249NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,830,862MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,830,862MinimumInvestmentReturnAmt
Tax Based On Investment Income$59,315TaxBasedOnInvestmentIncomeAmt
Total Tax$59,315TotalTaxAmt
Distributable Before Adj$5,771,547DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,771,547DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,771,547DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,000,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,000,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,771,547DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$28,921ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$832,315ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$199,236ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,015,244ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,027,888ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,103,604TotalExcessDistributionCyovAmt
Qualifying Distributions$13,000,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,771,547AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,228,453RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,332,057TotalCorpusAmt
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$28,921ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,303,136ExcessDistriCyovToNextYrAmt
Excess From Year4$832,315ExcessFromYear4Amt
Excess From Year3$199,236ExcessFromYear3Amt
Excess From Year2$1,015,244ExcessFromYear2Amt
Excess From Year1$1,027,888ExcessFromYear1Amt
Excess From Current Year$7,228,453ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF LATET HUMANITARIAN AID INC
29 MERRIL RDNEWTONMA02459NONEPCSOCIAL PURPOSES$55,000
AMERICAN JEWISH WORLD SERVICE INC
45 W 36TH STNEW YORKNY10018NONEPCSOCIAL PURPOSES$200,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPCSOCIAL PURPOSES$400,000
CENTER FOR JEWISH HISTORY
15 W 16TH STNEW YORKNY10011NONEPCSOCIAL PURPOSES$200,000
CITY PARKS FOUNDATION
830 FIFTH AVENUENEW YORKNY10065NONEPCENVIRONMENTAL PURPOSES$75,000
CLEAN AIR TASK FORCE INC
114 STATE STREET 6TH FLOORBOSTONMA02109NONEPCENVIRONMENTAL PURPOSES$200,000
COALITION FOR RAINFOREST NATIONS
52 VANDERBILT AVENUE - SUITE 1401NEW YORKNY10017NONEPCENVIRONMENTAL PURPOSES$250,000
COLUMBIA UNIVERSITY
420 W 118TH STNEW YORKNY10027NONEPCEDUCATIONAL PURPOSES$50,000
COMMITTEE TO PROTECT JOURNALISTS
PO BOX 2675NEW YORKNY10108NONEPCSOCIAL PURPOSES$200,000
COOL EARTH ACTION USA
PO BOX 135 1 SENTRY LANECHESTERNJ07930NONEPCENVIRONMENTAL PURPOSES$200,000
DOROT INC
171 WEST 85TH STREETNEW YORKNY10024NONEPCSOCIAL PURPOSES$450,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
BLDG 201 FT MASON 3RD FLSAN FRANCISCOCA94123NONEPCSOCIAL PURPOSES$30,000
HADASSAH
40 WALL STREET 8TH FLRNEW YORKNY10005NONEPCSOCIAL PURPOSES$200,000
HIAS INC
PO BOX 97077WASHINGTONDC20090NONEPCSOCIAL PURPOSES$600,000
HUMANE SOCIETY OF THE US
1255 23RD ST NW SUITE 450WASHINGTONDC20037NONEPCSOCIAL PURPOSES$200,000
ISRAEL EMERGENCY ALLIANCE (STANDWITHUS)
PO BOX 341069LOS ANGELESCA90034NONEPCSOCIAL PURPOSES$75,000
JAZZ FOUNDATION OF AMERICA INC
247 WEST 37TH STREET NO 201NEW YORKNY10018NONEPCSOCIAL PURPOSES$75,000
JEWISH FAMILY & CHILDREN'S SERVICES
PO BOX 159004SAN FRANCISCOCA94115NONEPCSOCIAL PURPOSES$100,000
JEWISH THEOLOGICAL SEMINARY OF AMERICA
3080 BROADWAYNEW YORKNY10027NONEPCEDUCATIONAL PURPOSES$50,000
JEWISH VOTER RESOURCE CENTER (NEW VENTURE FUND)
PO BOX 2062ROCKVILLEMD20847NONEPCSOCIAL PURPOSES$200,000
LARCHMONT TEMPLE
75 LARCHMONT AVELARCHMONTNY10538NONEPCSOCIAL PURPOSES$500,000
LONG ISLAND CARES INC
10 DAVIDS DRIVEHAUPPAUGENY11788NONEPCSOCIAL PURPOSES$75,000
METROPOLITAN NEW YORK COORDINATING COUNCIL
77 WATER ST 26TH FLNEW YORKNY10005NONEPCSOCIAL PURPOSES$400,000
MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST
36 BATTERY PLACENEW YORKNY10280NONEPCEDUCATIONAL PURPOSES$200,000
MUSICARES FOUNDATION
3030 OLYMPIC BOULEVARDSANTA MONICACA90404NONEPCSOCIAL PURPOSES$75,000
NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED
2055 L ST NW SUITE 650WASHINGTONDC20036NONEPCSOCIAL PURPOSES$200,000
PARENTS FOR PEACE
1490 UNION AVEMEMPHISTN38104NONEPCSOCIAL PURPOSES$100,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM STREET SUITE 10 FLNEW YORKNY10038NONEPCSOCIAL PURPOSES$800,000
PLANNED PARENTHOOD GREAT PLAINS
4401 W 109TH SUITE 200OVERLAND PARKKS66211NONEPCSOCIAL PURPOSES$150,000
PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVEDALLASTX75231NONEPCSOCIAL PURPOSES$50,000
PLANNED PARENTHOOD OF ILLINOIS
17 N STATE ST 5TH FLCHICAGOIL60602NONEPCSOCIAL PURPOSES$150,000
RAINFOREST ACTION NETWORK
425 BUSH STSAN FRANCISCOCA94108NONEPCENVIRONMENTAL PURPOSES$200,000
RAINFOREST FOUNDATION INC
50 COURT ST SUITE 712BROOKLYNNY11201NONEPCENVIRONMENTAL PURPOSES$100,000
RAINFOREST TRUST
PO BOX 841WARRENTONVA20188NONEPCENVIRONMENTAL PURPOSES$200,000
TEMPLE BETH ABRAHAM OAKLAND
336 EUCLID AVENUEOAKLANDCA94610NONEPCSOCIAL PURPOSES$75,000
THE LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DRIVE STE 200RYE BROOKNY10573NONEPCMEDICAL PURPOSES$250,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606NONEPCENVIRONMENTAL PURPOSES$100,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVE BOX 164NEW YORKNY10065NONEPCEDUCATIONAL PURPOSES$50,000
UCSF PAIN AND ADDICTION RESEARCH CENTER
PO BOX 45339SAN FRANCISCOCA94145NONEPCEDUCATIONAL PURPOSES$130,000
UJA - FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY100221302NONEPCSOCIAL PURPOSES$4,970,000
URJ EISNER CAMP
PO BOX 569GREAT BARRINGTONMA01230NONEPCSOCIAL PURPOSES$75,000
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037NONEPCSOCIAL PURPOSES$340,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,000,000TotalGrantOrContriPdDurYrAmt
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$673,590ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,167,183ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,160,954ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,001,727ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,001,727TotalIncomeProducingActyAmt

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$14,376,419TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
200,322.3010 SHS DOUBLELINE TOTAL RETURN BOND I$1,736,794$1,736,794
104,602.9520 SHS BAILLIE GIFFORD EMERGING MARKETS EQS I$2,004,193$2,004,193
341,371.5010 SHS RIVERNORTH DOUBLELINE STRATEGIC INC I$2,997,242$2,997,242
25,307.8417 SHS VANGUARD REAL ESTATE ETF$2,254,423$2,254,423
135,827.3767 SHS ISHARES CORE S&P MID-CAP ETF$8,463,404$8,463,404
31,820.2444 SHS VANGUARD VALUE ETF$5,387,167$5,387,167
3,609.4845 SHS VANGUARD FTSE ALL WORLD ETF$207,221$207,221
34,374.6362 SHS VANGUARD S&P 500 ETF$18,521,398$18,521,398
515,151.8750 SHS GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL$10,076,371$10,076,371
672,712.2710 SHS PIMCO INCOME INSTL$7,076,933$7,076,933
47,373.9550 SHS AB LARGE CAP GROWTH ADVISOR$5,182,237$5,182,237
488,568.0970 SHS DOUBLELINE SHILLER ENHANCED CAPE I$7,479,978$7,479,978
876,673.3340 SHS BLACKROCK STRATEGIC INCOME OPPS INSTL$8,302,096$8,302,096
56,758.9930 SHS ISHARES CORE MSCI ETF$2,963,955$2,963,955
60,085.6330 SHS COHEN & STEERS GLOBAL INFRASTRUCTURE I$1,381,970$1,381,970
91,740.2458 SHS ISHARES CORE MSCI EAFE ETF$6,447,504$6,447,504
8,853.4240 SHS VANGUARD SMALL CAP ETF$2,127,301$2,127,301
81,676.7450 TCW EMERGING MARKETS INC OME I$528,449$528,449
70,691.0260 FULLERTHALER BEHAVIORAL SM-CP EQ INST$3,179,682$3,179,682
89,020 JPMORGAN ULTRA SHORT$4,483,937$4,483,937

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$9,920,875USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$9,920,875USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$10,898,067StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$10,898,067StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE FEES$43$0$0
FILING FEES$1,500$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$6,766,017Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TCC GROUP (CONSULTING)$13,554$0$0
INVESTMENT MANAGEMENT FEES$321,227$321,227$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCLAT UWO NORMAN E ALEXANDERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line199 PARK AVENUE 1530AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$50,000$0$0
FOREIGN TAXES PAID$45,603$45,603$0

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