ALEXANDRA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDRA FOUNDATION (EIN 41-6022837)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349106954
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:12:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310541755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAFT STETTINIUS & HOLLISTER LLP | 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 | 2024-01-01 | 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 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 | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHEHLA TAUSCHER | PreparerPersonNm |
| PTIN | P00198641 | PTIN |
| Phone | 6129778400 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,284,711 | 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 | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $246,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $631,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $246,066 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $275,902 | 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 | $25,259 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,630 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,630 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,630 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,726 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,726 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $184,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $256,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,420 | CashBOYAmt |
| Cash EOY | $42,039 | CashEOYAmt |
| Cash EOYFMV | $42,039 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,362 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,280 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $582,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $606,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $960,181 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $89,808 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $225,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $224,211 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $747,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $932,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,284,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $747,375 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $932,296 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $747,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $932,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $747,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $932,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $747,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $184,270 | ExcessRevenueOverExpensesAmt |
| Other Increases | $651 | OtherIncreasesAmt |
| Subtotal | $932,296 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $932,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORPORATION (MSFT) - 50 SHS | P | 2011-03-21 | 2024-01-16 | $19,336 | $1,236 | $18,100 | $18,100 |
| MICROSOFT CORPORATION (MSFT) - 50 SHS | P | 2011-03-21 | 2024-01-25 | $19,924 | $1,236 | $18,688 | $18,688 |
| BLACKLINE - 200 SHS | P | 2020-03-02 | 2024-04-05 | $12,614 | $12,600 | $14 | $14 |
| CARGURUS INC - 500 SHS | P | 2020-03-02 | 2024-04-05 | $11,371 | $13,025 | -$1,654 | -$1,654 |
| CONGNEX CORP - 200 SHS | P | 2023-06-15 | 2024-04-05 | $8,184 | $11,340 | -$3,156 | -$3,156 |
| GSK PLC ADR - 320 SHS | P | 2023-02-16 | 2024-04-05 | $13,310 | $12,730 | $580 | $580 |
| GXO LOGISTICS - 250 SHS | P | 2022-07-22 | 2024-04-05 | $12,815 | $12,299 | $516 | $516 |
| MASIMO CORP - 300 SHS | P | 2024-04-05 | $42,192 | $43,870 | -$1,678 | -$1,678 | |
| OPEN LENDING CORP - 1500 SHS | P | 2024-04-05 | $8,571 | $19,914 | -$11,343 | -$11,343 | |
| SYMBOTIC INC - 1000 SHS | P | 2024-04-05 | $44,399 | $25,136 | $19,263 | $19,263 | |
| WEYERHAEUSER REIT - 1000 SHS | P | 2024-04-05 | $35,075 | $29,836 | $5,239 | $5,239 | |
| AIR LEASE CORP - 500 SHS | P | 2024-05-08 | $25,832 | $16,133 | $9,699 | $9,699 | |
| KINDER MORGAN INC - 1000 SHS | P | 2020-10-18 | 2024-05-08 | $18,710 | $31,546 | -$12,836 | -$12,836 |
| WELL TOWER REIT - 250 SHS | P | 2018-10-18 | 2024-05-08 | $24,062 | $15,727 | $8,335 | $8,335 |
| AT&T INC - 500 SHS | P | 2022-11-25 | 2024-07-23 | $9,302 | $9,499 | -$197 | -$197 |
| AIR LEASE CORP - 500 SHS | P | 2024-07-23 | $24,109 | $16,133 | $7,976 | $7,976 | |
| EXXON MOBIL - 300 SHS | P | 2024-07-23 | $34,616 | $178 | $34,438 | $34,438 | |
| WELL TOWER REIT - 250 SHS | P | 2018-10-18 | 2024-07-23 | $26,953 | $15,727 | $11,226 | $11,226 |
| AIR LEASE CORP - 150 SHS | P | 2024-08-20 | $6,784 | $4,528 | $2,256 | $2,256 | |
| EXXON MOBIL - 300 SHS | P | 2024-08-20 | $35,822 | $178 | $35,644 | $35,644 | |
| GUIDEWIRE - 250 SHS | P | 2017-05-23 | 2024-08-20 | $36,929 | $15,927 | $21,002 | $21,002 |
| AIR LEASE CORP - 275 SHS | P | 2024-09-19 | $12,397 | $8,301 | $4,096 | $4,096 | |
| GUIDEWIRE - 125 SHS | P | 2017-05-23 | 2024-09-19 | $21,516 | $7,964 | $13,552 | $13,552 |
| YUM BRANDS - 150 SHS | P | 2024-09-19 | $19,619 | $8,876 | $10,743 | $10,743 | |
| AIR LEASE CORP - 275 SHS | P | 2024-10-18 | $12,358 | $6,581 | $5,777 | $5,777 | |
| GUIDEWIRE - 125 SHS | P | 2017-05-23 | 2024-10-18 | $23,592 | $7,994 | $15,598 | $15,598 |
| YUM BRANDS - 150 SHS | P | 2024-10-18 | $19,874 | $8,383 | $11,491 | $11,491 | |
| AIR LEASE CORP - 200 SHS | P | 2024-12-11 | $10,113 | $4,317 | $5,796 | $5,796 | |
| AIR PRODUCTS & CHEMS - 75 SHS | P | 2024-12-11 | $23,522 | $17,501 | $6,021 | $6,021 | |
| YUM BRANDS - 125 SHS | P | 2024-12-11 | $17,228 | $6,780 | $10,448 | $10,448 | |
| CAPITAL GAINS DIVIDENDS | P | $432 | $432 | $432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $246,066 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,199 | 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 TAFT STETTINIUS H | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DIANA KALMAN | |||||||||
| 9 CONANT PLACE | DARIEN | CT | 06820 | DIRECTOR/PRESIDENT/TREASUR | 10.00 | $0 | $0 | $0 | |
| TERRY L SLYE | |||||||||
| TAFT STETTINIUS HOLLISTER LLP 80 S | MINNEAPOLIS | MN | 55402 | DIRECTOR/VICE-PRES/SECRETA | 2.00 | $0 | $0 | $0 | 8TH ST 2200 |
| SHEHLA TAUSCHER | |||||||||
| TAFT STETTINIUS HOLLISTER LLP 80 S | MINNEAPOLIS | MN | 55402 | DIRECTOR | 2.00 | $0 | $0 | $0 | 8TH ST 2200 |
| 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 | $91,632 | 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 | $1,115,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,202,740 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,202,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,041 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,184,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,559 | TotalTaxAmt |
| Distributable Before Adj | $55,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,676 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,356 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,356 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,356 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,680 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,121 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,121 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,441 | ExcessFromYear1Amt |
| Excess From Current Year | $14,680 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|---|
| ADULT CONGENITAL HEART ASSOCIATION | |||||||
| 280 NOTH PROVIDENCE ROAD SUITE 6 | MEDIA | PA | 19063 | NONE | PUBLIC CHARITY | RESEARCH FUND IN HONOR OF MELISSA | $5,000 |
| 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 | GENERAL OPERATIONS | $1,000 |
| CARNAGIE HALL SOCIETY INC | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | PATRON PROGRAM & CARNEGIE CLUB | $2,630 |
| COMMUNITY FUND OF DARIEN | |||||||
| 701 POST ROAD PO BOX 926 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| DARIAN EMS - POST 53 | |||||||
| PO BOX 2066 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| DARIAN FOUNDATION | |||||||
| PO BOX 1714 | DARIEN | CT | 06820 | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| 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 |
| EYE BANK FOR SIGHT RESTORATION INC | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | FOR SHARING OPPORTUNITIES SCHOLARSHIP FUND | $1,000 |
| LOTOS FOUNDATION | |||||||
| 5 EAST 66TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | ANNUAL CAMPAIGN | $2,500 |
| METROPOLITAN MUSUEM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,096 |
| MIT LIBRARIES - PART OF MIT | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| SACRED HEART ACADEMY | |||||||
| 47 CATHEDRAL AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVENUE | SAINT PAUL | MN | 55105 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| THE ASPEN INSTITUTE | |||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| THE COLLEGE OF WILLIAM AND MARY | |||||||
| PO BOX 1693 | WILLIAMBURG | VA | 23187 | NONE | PUBLIC CHARITY | THE FUND FOR WILLIAM & MARY | $2,500 |
| THE SALK INSTITUTE | |||||||
| 10010 TORREY PINES ROAD | SAN DIEGO | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,726 | 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 | $31 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,805 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $432 | ExclusionAmt |
| Related Or Exempt Function Incm | $245,634 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $245,634 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,902 | 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 (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $4,760 | $5,090 |
| AIR LEASE CORP | $12,505 | $28,926 |
| AIR PRODUCTS & CHEMICALS INC | $32,164 | $36,255 |
| ALLIANT ENERGY CORP | $22,853 | $27,204 |
| APPLE INC | $12,781 | $17,529 |
| CASEYS GENERAL STORES INC | $3,113 | $3,962 |
| CH ROBINSON WORLDWIDE | $4,677 | $6,716 |
| CISCO SYSTEMS INCORP | $62,490 | $88,800 |
| COMCAST CORP CLASS A | $20,837 | $75,060 |
| ELI LILLY AND CO | $12,066 | $11,580 |
| ENTEGRIS | $12,560 | $11,392 |
| EXXON MOBIL | $356 | $64,542 |
| FULLER H B CO | $12,868 | $10,797 |
| GRACO INC | $25,671 | $26,551 |
| HONEYWELL INTL INC | $7,007 | $7,906 |
| HORMEL FOOD CORP | $12,700 | $12,234 |
| KRAFT HEINZ CO | $8,427 | $7,678 |
| LITTLEFUSE INC | $24,293 | $22,387 |
| MEDTRONIC PLC | $25,205 | $23,565 |
| MICROSOFT CORP | $7,413 | $126,450 |
| NVDIA CORP | $18,284 | $26,858 |
| PFIZER INC., COMMON | $49,973 | $71,631 |
| QUALCOMM INC | $24,735 | $38,405 |
| ROCHE HLDG LTD F | $14,694 | $16,394 |
| ROCKWELL AUTOMATION INC | $12,736 | $12,861 |
| SHERWIN WILLIAMS CO | $6,369 | $6,799 |
| TENNANT CO | $12,661 | $9,784 |
| TORO CO | $30,096 | $28,035 |
| ULTA BEAUTY INC | $4,508 | $4,349 |
| UNITED HEALTH GROUP INC | $44,476 | $42,998 |
| VERIZON COMMUNICATIONS | $25,876 | $24,194 |
| VISA INC | $19,051 | $22,123 |
| WEC ENERGY GROUP INC | $4,327 | $4,232 |
| YUM BRANDS INC | $13,711 | $36,894 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMPHENOL CORP 5.05% 04/15/2027 | AT COST | $20,142 | $20,130 |
| CATERPILLAR FINL 5.15% 08/11/2025 | AT COST | $20,157 | $20,058 |
| EVERSOURCE ENER 5.125% 5/15/33 | AT COST | $20,439 | $19,509 |
| JOHN DEERE CAPITA 4.9% 6/11/27 | AT COST | $20,285 | $20,148 |
| KEURIG DR PEPPER 5.05% 03/15/2029 | AT COST | $20,170 | $20,068 |
| NEXTERA ENERGY CAPI 5% 02/28/30 | AT COST | $19,889 | $20,072 |
| NTNL RURAL UTILI 5.05% 9/15/28 | AT COST | $20,016 | $20,164 |
| RTX CORP 5.75% 11/08/2026 | AT COST | $20,238 | $20,363 |
| STARBUCKS CORP 4.9% 02/25/31 | AT COST | $20,528 | $19,920 |
| STRYKER CORP 4.625% 09/11/34 | AT COST | $20,173 | $19,048 |
| WICSONSIN ELECTR 4.75% 09/30/32 | AT COST | $20,170 | $19,803 |
| WORKIVA INC | AT COST | $3,527 | $4,928 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAFT STETTINIUS & HOLLISTER LLP | CategoryTxt |
| Legal Fees | $25,259 | LegalFeesAmt |
| Net Investment Income | $12,630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,630 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $125 | $125 | $0 |
| ADR FEES | $14 | $14 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT - EXXON | $534 |
| NONDIVIDEND DISTRIBUTIONS | $117 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RAYMONG JAMES, ADVISORY FEE | $1,714 | $1,714 | $0 |
| MAIRS AND POWER | $5,379 | $5,379 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2024 ESTIMATED EXCISE TAXES | $1,360 | $0 | $0 |
| 2023 EXCISE TAX DUE | $55 | $0 | $0 |
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