ALEXANDER FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER FOUNDATION INC (EIN 20-3985244)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201533209349102343
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:03:16-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISERMAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 203985244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 2128325280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CONIFER CAPITAL 9 W 57TH ST NO 5000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY ALEXANDER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2128325280 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE LEV | PreparerPersonNm |
| PTIN | P00021101 | PTIN |
| Phone | 2123756737 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,899,673 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $33,681,561 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $334,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $334,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,851,166 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,481,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,472,691 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $129,602 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $129,602 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $36,068,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,008,171 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,625 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,417 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $208 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,047 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,974 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,073 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $73,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,255 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $377,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $376,312 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $476,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $434,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,476,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $434,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,006,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,591,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,573,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,314,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,035,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,035,876 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,863,853 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,842,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,507,401 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,072,563 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,964,778 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,356,396 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,251,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,842,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,899,673 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,251,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $58,842,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,251,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,842,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,251,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,842,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,251,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,591,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $58,842,913 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,842,913 | 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 |
|---|---|---|---|---|---|---|---|
| 2675. AMOREPACIFIC GROUP INC | D | 2014-09-09 | 2014-12-31 | $2,791,124 | $454,155 | $2,336,969 | $2,336,969 |
| 33013.PACIFIC CORP | D | 2014-09-09 | 2014-12-31 | $16,690,787 | $1,364,824 | $15,325,963 | $15,325,963 |
| FLOWTHROUGH FROM ACACIA K-1 | P | 2014-01-01 | 2014-12-31 | $92,821 | $92,821 | ||
| FLOWTHROUGH FROM ACACIA K-1 | P | 2013-01-01 | 2014-12-31 | $1,800,340 | $1,800,340 | ||
| FLOWTHROUGH FROM RAFFLES K-1 | P | 2014-01-01 | 2014-12-31 | -$48,691 | -$48,691 | ||
| FLOWTHROUGH FROM RAFFLES K-1 | P | 2013-01-01 | 2014-12-31 | -$9,843 | -$9,843 | ||
| FLOWTHROUGH FROM WISHBONE K-1 | P | 2014-01-01 | 2014-12-31 | $82,530 | $82,530 | ||
| FLOWTHROUGH FROM WISHBONE K-1 | P | 2013-01-01 | 2014-12-31 | $248,846 | $248,846 | ||
| FLOWTHROUGH FROM ABRAMS K-1 | P | 2014-01-01 | 2014-12-31 | -$21,371 | -$21,371 | ||
| FLOWTHROUGH FROM ABRAMS K-1 | P | 2013-01-01 | 2014-12-31 | $244,426 | $244,426 | ||
| FLOWTHROUGH FROM EAST ROCK K-1 | P | 2014-01-01 | 2014-12-31 | $118,163 | $118,163 | ||
| FLOWTHROUGH FROM EAST ROCK K-1 | P | 2013-01-01 | 2014-12-31 | $302,538 | $302,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,472,691 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,288,043 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,083,191 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049382 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $853,712 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,706,380 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043322 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $705,306 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,679,244 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $663,773 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,405,767 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049514 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $618,827 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,891,076 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056820 | DistributionYr5Rt |
| Total Distribution | 0.247086 | TotalDistributionRt |
| Average Distribution | 0.049417 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,908,117 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,318,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $205,732 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,523,790 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,006,031 | 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 | $205,732 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $205,732 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $205,732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $207,400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $225,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $19,245 | OverpaymentAmt |
| Applied To ES Tax | $19,245 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | GREGORY ALEXANDER | IndividualWithBooksNm |
| Phone | 2128325280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WEST 57TH STREET NO 5000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY ALEXANDER | ||||||||
| 767 FIFTH AVENUE | NEW YORK | NY | 10153 | OFFICER | 1.00 | $0 | $0 | $0 |
| JENNIFER CHIU | ||||||||
| 767 FIFTH AVENUE | NEW YORK | NY | 10153 | OFFICER | 1.00 | $0 | $0 | $0 |
| SCOTT M O'CONNELL | ||||||||
| 13567 GLEN MILL ROAD | ROCKVILLE | MD | 20850 | OFFICER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $13,193,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,369,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,059,185 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,622,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,622,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $714,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,908,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,345,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,345,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $205,732 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,406 | IncomeTaxAmt |
| Total Tax | $208,138 | TotalTaxAmt |
| Distributable Before Adj | $2,137,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,137,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,137,268 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,006,031 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,006,031 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $205,732 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,800,299 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,137,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,347 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,006,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,347 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,137,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $822,416 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $822,416 | 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 | $822,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $822,416 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREGORY ALEXANDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE STE 500 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | GENERAL | $1,790,000 |
| INTERNATIONAL AIDS VACCINE INITIATIVE | |||||||
| 125 BROAD STREET FLOOR 9 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| MALIASILI INITIATIVES | |||||||
| PO BOX 293 | UNDERHILL | VT | 05489 | NONE | PUBLIC CHARITY | GENERAL | $400,000 |
| RIGHTS & RESOURCES INITIATIVE | |||||||
| 1238 WISCONSIN AVENUE NW SUITE 300 | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| TEACH FOR ALL | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| WILDLIFE CONSERVATION SOCIETY-REGULAR | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| WORLD MONUMENTS FUND | |||||||
| 350 FIFTH AVENUE SUITE 2412 | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | GENERAL | $200,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW PO BOX 97180 | WASHINGTON | DC | 200907180 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,000,000 | 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 | $70,895 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $334,983 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,851,166 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,386,646 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,386,646 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GREGORY ALEXANDER | |||||||
| 1 | 9 WEST 57TH STREET STE 5000 | NEW YORK | NY | 10019 | $4,000,000 | Yes (X) | |
| GREGORY ALEXANDER | |||||||
| 2 | 9 WEST 57TH STREET STE 5000 | NEW YORK | NJ | 10019 | $5,000,000 | Yes (X) | |
| WARNER ALEXANDER | |||||||
| 3 | 767 FIFTH AVENUE | NEW YORK | NY | 10153 | $57,701 | Yes (X) | |
| GREGORY ALEXANDER | |||||||
| 4 | 9 WEST 57TH STREET STE 5000 | NEW YORK | NY | 10019 | $2,952,197 | Yes (X) | Yes (X) |
| GREGORY ALEXANDER | |||||||
| 5 | 9 WEST 57TH STREET STE 5000 | NEW YORK | NY | 10019 | $21,671,663 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | 2,675 SHARES OF AMOREPACIFIC CORP | $2,952,197 | 2014-09-09 |
| 5 | 33,013 SHARES PACIFIC CORP | $21,671,663 | 2014-09-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCT FEES | CategoryTxt |
| Amt | $22,047 | Amt |
| Net Investment Income | $16,974 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,073 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,964 SHARES OF AMOREPACIFIC CORP | $982,440 | $6,830,367 |
| 2,150 SHARES OF LOTTE CHILSUNG BEVERAGE | $1,501,023 | $1,356,319 |
| 12,147 SHARES OF PACIFIC CORP | $5,200,717 | $5,311,021 |
| 3 BERKSHIRE HATHAWAY | $363,030 | $678,000 |
| 60,000 HYUNDAI MOTOR CORP | $6,173,547 | $6,899,310 |
| 16,000 HYUNDAI MOBIS | $3,621,502 | $3,432,384 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS II | AT COST | $3,005,189 | $3,105,055 |
| EAST ROCK FOCUS FUND LP | AT COST | $9,539,445 | $10,176,190 |
| MONSOON INDIA INFLECTION CAYMAN FUND LTS | AT COST | $169,590 | $22,492 |
| RAFFLES ASSOC LP | AT COST | $710,569 | $880,207 |
| WISHBONE ASSOCIATES | AT COST | $3,422,066 | $3,312,359 |
| ACACIA PARTNERS L.P. | AT COST | $12,117,919 | $14,860,093 |
| THE KINGSWAY FUND | AT COST | $5,000,000 | $5,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,625 | LegalFeesAmt |
| Net Investment Income | $3,417 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $208 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER DEDUCTIONS FROM FLOWTHROUGH | $245,931 | $245,931 | $0 | $0 |
| INVESTMENT INT EXP FROM FLOWTHROUGH | $119,822 | $119,822 | $0 | $0 |
| INVESTMENT INT EXP FROM RGC | $496 | $496 | $0 | $0 |
| FGN CUSTODIAL FEE | $10,063 | $10,063 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES FROM FLOWTHROUGH | $151 | $0 | $0 | $0 |
| NYS FILING FEES | $750 | $0 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FLOW THRU ABRAMS K-1 | $19,625 | $19,625 |
| FLOW THRU EAST ROCK K-1 | $109,795 | $109,795 |
| FLOW THRU RAFFLES ASSOCIATES K-1 | $839 | $839 |
| FLOW THRU ACACIA PARTNERS K-1 | -$657 | -$657 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY ALEXANDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WEST 57TH STREET SUITE 5000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $34,156 | $34,156 | $0 | $0 |
| FEDERAL EXCISE TAX | $35,446 | $0 | $0 | $0 |
| NYS TAX PAID | $4,099 | $4,099 | $0 | $0 |
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