ALEXANDRA FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDRA FOUNDATION (EIN 41-6022837)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-23
- IRS object ID
- 201532049349100108
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-23T14:59:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 332 Minnesota St 2200 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 6518086580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 Minnesota Street No 2200 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Terry L Slye | PersonNm |
| Person Title | Director/VP/Sec | PersonTitleTxt |
| Phone | 6518086580 | PhoneNum |
| Signature | 2015-07-23 | 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 | 6518086600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,185,922 | 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 | $58 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,414 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,908 | 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 | $7,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,600 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,600 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,846 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,568 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,568 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,397 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,939 | CashBOYAmt |
| Cash EOY | $6,495 | CashEOYAmt |
| Cash EOYFMV | $6,495 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,715 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,010 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $539,873 | CorporateStockBOYAmt |
| Corporate Stock EOY | $543,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,060,585 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,718 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,696 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,832 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $620,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $667,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,185,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $620,245 | UnrestrictedBOYAmt |
| Unrestricted EOY | $667,639 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $620,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $667,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $620,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $667,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $620,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $668,419 | SubtotalAmt |
| Other Decreases | $780 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $667,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 19.979 Sh. General Motors Co | P | 2012-06-12 | 2014-07-09 | $756 | $206 | $550 | $550 |
| General Motors, cash in lieu | P | 2012-06-12 | 2014-11-18 | $29 | $11 | $18 | $18 |
| 11 Sh. General Motors | P | 2012-06-12 | 2014-12-16 | $341 | $133 | $208 | $208 |
| 102 Sh. Motors Liq Co Guc Tr | P | 2012-06-12 | 2014-12-16 | $1,652 | $805 | $847 | $847 |
| 5 Sh. Northstar Rlty | P | 2012-09-19 | 2014-03-26 | $80,766 | $26,383 | $54,383 | $54,383 |
| 408.19 Sh. General Motors Co | P | 2011-04-21 | 2014-07-09 | $14,741 | $12,179 | $2,562 | $2,562 |
| 10.644 Sh. General Motors Co | P | 2011-07-28 | 2014-07-09 | $404 | $300 | $104 | $104 |
| 7.929 Sh. General Motors Co | P | 2011-10-28 | 2014-07-09 | $300 | $208 | $92 | $92 |
| General Motors, cash in lieu | P | 2011-06-08 | 2014-11-18 | $18 | $19 | -$1 | -$1 |
| General Motors, cash in lieu | P | 2011-04-21 | 2014-11-18 | $12 | $14 | -$3 | -$3 |
| 250 Sh. Exxon Mobil Corp | D | 2014-07-09 | $25,838 | $37 | $25,801 | $25,801 | |
| 100 Sh. Exxon Mobil Corp | D | 2014-12-16 | $8,868 | $15 | $8,853 | $8,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,414 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,000,842 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059845 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,943 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,002,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066773 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,652 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $966,407 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058621 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,165 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $896,661 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053716 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,278 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $806,658 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059849 | DistributionYr5Rt |
| Total Distribution | 0.298804 | TotalDistributionRt |
| Average Distribution | 0.059761 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,207 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,083 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,223 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,114 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,114 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $298 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,298 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $183 | OverpaymentAmt |
| Applied To ES Tax | $183 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 6518086580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 Minnesota Street Suite 2200 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55101 | 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Diana Kalman | |||||||||
| 9 Conant Place | Darien | CT | 06820 | Director/President/Treasur | 0.00 | $0 | $0 | $0 | |
| Terry L Slye | |||||||||
| Briggs and Morgan 332 Minnesota St | St Paul | MN | 55101 | Director/Vice-Pres/Secreta | 0.00 | $0 | $0 | $0 | 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 | $78,734 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,207 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,114 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,223 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,223 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,114 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,109 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,867 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,216 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,984 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,150 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,235 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,223 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,223 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $113,675 | 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 | $8,867 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,808 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,216 | ExcessFromYear4Amt |
| Excess From Year3 | $8,984 | ExcessFromYear3Amt |
| Excess From Year2 | $18,150 | ExcessFromYear2Amt |
| Excess From Year1 | $10,235 | ExcessFromYear1Amt |
| Excess From Current Year | $63,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 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 | PC | Clearence Pearson Internship, general operations | $11,000 |
| Americares | |||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | None | PC | General Operations | $1,000 |
| At Home in Darien | |||||||
| 2 Renshaw Road | Darien | CT | 06820 | None | PC | Aspen Leaf Society | $1,500 |
| Carnagie Hall Society Inc | |||||||
| 881 Seventh Avenue | New York | NY | 10019 | None | PC | General Operations | $2,275 |
| College of William and Mary | |||||||
| PO Box 1693 | Williamsburg | VA | 23187 | None | PC | General operations | $2,500 |
| Community Fund of Darien | |||||||
| 701 Post Road PO Box 926 | Darien | CT | 06820 | None | PC | General operations | $2,500 |
| Darien Community Association | |||||||
| 274 Middlesex Road | Darien | CT | 06820 | None | PC | Scholarship Program | $1,000 |
| Darien Emergency Medical Services | |||||||
| PO Box 1693 | Darien | CT | 06820 | None | PC | Memorial | $500 |
| Darien Library | |||||||
| 1441 Post Road | Darien | CT | 06820 | None | PC | General operations | $1,000 |
| Eye Bank for Sight Restoration | |||||||
| 120 Wall Street | New York | NY | 100053902 | None | PC | General Operations | $1,000 |
| Gateway Clssical | |||||||
| 292 Stanwich Road | Greenwich | CT | 06830 | None | PC | General operations | $500 |
| Metropolitan Musuem of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | None | PC | General Operations | $998 |
| Norwalk Hospital Foundation | |||||||
| 34 Maple St | Norwalk | CT | 06850 | None | PC | Hospital Gala | $1,000 |
| Sacred Heart Academy | |||||||
| 47 Cathedral Avenue | Hempstead | NY | 11550 | None | PC | Annual Fund and pledge | $8,750 |
| Salk Institute for Biological Studies | |||||||
| 10010 North Torrey Pines Road | La Jolla | CA | 92037 | None | PC | Annual Campaign | $10,000 |
| St Paul Academy and Summit School | |||||||
| 1712 Randolph Avenue | St Paul | MN | 55105 | None | PC | Annual Campaign | $1,000 |
| Stamford Symphony | |||||||
| 263 Tresser Blvd | Stamford | CT | 06901 | None | PC | Annual Campaign | $1,500 |
| The Aspen Institute | |||||||
| One Dupont Circle Suite 700 | Washington | DC | 20036 | None | PC | Annual Awards Dinner, Society of Fellows | $6,225 |
| The Fund for MHS | |||||||
| 492 Holmes Road PO Box 1166 | Pittsfield | MA | 01202 | None | PC | General Operaions | $1,000 |
| The Lotos Foundation Inc | |||||||
| 5 E 66th Street | New York | NY | 10028 | None | PC | General Operations | $2,500 |
| The Stecher and Horowitz Foundation | |||||||
| 119 West 57th Street Suite 1401 | New York | NY | 10019 | None | PC | Gala Benefit | $820 |
| WNET | |||||||
| 825 8th Avenue Floor 14 | New York | NY | 10019 | None | PC | General Operations | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,568 | 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 | $58 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,414 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,908 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,908 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3&4 | All income is in furtherance of this organization's charitable purpose |
| 7&8 | 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 (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Exxon Mobil | $430 | $268,102 |
| Morgan Stanley Cap Tr VI 6.6% | $102,577 | $102,400 |
| Kayne Anderson MLP Invt Co | $74,336 | $114,540 |
| Microsoft Corp | $24,710 | $46,450 |
| Pfizer Inc., Common | $58,842 | $93,450 |
| Qualcomm Inc. | $60,503 | $74,330 |
| General Motrs Co. | $0 | $0 |
| Comcast Corp Class A | $44,756 | $116,020 |
| Disney Walt Co | $50,183 | $94,190 |
| Air Lease Corp | $22,400 | $34,310 |
| Kinder Morgan Inc | $35,938 | $42,310 |
| Motors Liq Co Guc Tr Co | $0 | $0 |
| General Electric | $22,246 | $25,270 |
| Northstar Rlty Fin Corp | $0 | $0 |
| Ford Motor Co Del Comm | $28,830 | $31,000 |
| Yum Brands Inc | $17,687 | $18,213 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| General Motrs Co. Warrants (2016) | AT COST | $8,805 | $10,032 |
| General Motrs Co. Warrants (2019) | AT COST | $6,891 | $6,800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Briggs and Morgan, fees | CategoryTxt |
| Legal Fees | $7,200 | LegalFeesAmt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis adjustments per Deutsche Asset & Wealth Mgmt | Desc |
| Amt | $780 | Amt |
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 |
| Bank Fees | $35 | $35 | $0 |
| Filing Fee | $25 | $0 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Alex Brown advisory fee | CategoryTxt |
| Amt | $11,846 | Amt |
| Net Investment Income | $11,846 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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