ALEX CHARITABLE TR: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ALEX CHARITABLE TR (EIN 06-1546079)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-10
IRS object ID
201503149349100210
Schema version
2014v5.0
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)
Return2015-11-10T07:08:07-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Charyn D Powers CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 Centerview RdAddressLine1Txt
CityWoodbridgeCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06525ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061546079EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Alex Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALEXBusinessNameControlTxt
Phone2033972340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 Center View RoadAddressLine1Txt
CityWoodbridgeCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06525ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARYN D POWERSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2033972340PhoneNum
Signature2015-03-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARYN POWERSPreparerPersonNm
Phone2033972340PhoneNum
Preparation2015-11-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$734,176FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,274ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,274ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,274TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,274TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,274ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$746,450CashBOYAmt
Cash EOY$734,176CashEOYAmt
Cash EOYFMV$734,176CashEOYFMVAmt
Total Assets BOY$746,450TotalAssetsBOYAmt
Total Assets EOY$734,176TotalAssetsEOYAmt
Total Assets EOYFMV$734,176TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Additional Paid In Capital BOY$749,094AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$746,450AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,644RetainedEarningBOYAmt
Retained Earning EOY-$12,274RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$746,450TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$734,176TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$746,450TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$734,176TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$746,450TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,274ExcessRevenueOverExpensesAmt
Subtotal$734,176SubtotalAmt
Tot Net Ast Or Fund Balances EOY$734,176TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$99AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$245,484NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000403DistributionYr1Rt
Adjusted Qlfy Distri Yr2$112AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,982NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056509DistributionYr2Rt
Adjusted Qlfy Distri Yr3$128AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,231NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057373DistributionYr3Rt
Adjusted Qlfy Distri Yr4$144AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,557NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056316DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$2,884NetVlNoncharitableAssetsYr5Amt
Total Distribution0.170601TotalDistributionRt
Average Distribution0.042650AverageDistributionRt
Net Vl Noncharitable Assets$728,201NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,058AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$31,058AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,274QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARYN D POWERS CPAIndividualWithBooksNm
Phone2033972340PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114 Center View RdAddressLine1Txt
CityWoodbridgeCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065251843ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARYN D POWERS CPA
14 Center View RoadWoodbridgeCT06525Trustee0$0$0$0
ARIE E DAVID
17 Bonnie Brook RoadWestportCT06880Trustee0$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$739,290AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$739,290TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$739,290AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,089CashDeemedCharitableAmt
Net Vl Noncharitable Assets$728,201NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,410MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,410MinimumInvestmentReturnAmt
Distributable Before Adj$36,410DistributableBeforeAdjAmt
Distributable Before Ded$36,410DistributableBeforeDedAmt
Distributable As Adjusted$36,410DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,274ExpensesAndContributionsAmt
Qualifying Distributions$12,274QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,274AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,410DistributableAsAdjustedAmt
Undistributed Income PY$12,274UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$161ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$144ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$128ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$112ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$99ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$644TotalExcessDistributionCyovAmt
Qualifying Distributions$12,274QualifyingDistributionsAmt
Remaining Distri From Corpus$12,274RemainingDistriFromCorpusAmt
Total Corpus$12,918TotalCorpusAmt
Taxable2$12,274Taxable2Amt
Undistributed Income CY$36,410UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$161ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,757ExcessDistriCyovToNextYrAmt
Excess From Year4$144ExcessFromYear4Amt
Excess From Year3$128ExcessFromYear3Amt
Excess From Year2$112ExcessFromYear2Amt
Excess From Year1$99ExcessFromYear1Amt
Excess From Current Year$12,274ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Water 'n Web Waterbird Rehab
PO Box 514NorthfordCT06472501(3)(c)Rescue & Rehab. ofwildlife$2,274
Yale School of Medicine-Disc to Cure
PO Box 2038NEw HavenCT06521501(3)(c)in children who hadPreserving fertilitycancer$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,274TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Water'n Webs Waterbird Rehab
PO Box 514NorthfordCT06472501(3)(c)Rescue & rehab. ofwildlife$3,910
Woodbridge Aquatic Club Inc
18 Centerview RoadWoodbridgeCT06525501(3)(c)Benefit of children aged12 and under for swimming$4,500
(no name)
501(3)(c)Benefit chidlren aged12 and under to providehelper dogs$9,000
(no name)
501(c)(3)Study of OCD for benefitof children aged 12 and younger$15,000
(no name)
261 Derby AvenueOrangeCT06477501(c)(3)Education for children aged12 and under$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$36,410TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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