ALEX CHARITABLE TR: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ALEX CHARITABLE TR (EIN 06-1546079)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201411349349101806
Schema version
2013v3.1
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)
Return2014-05-14T09:38:27-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Charyn D Powers CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 Centerview RdAddressLine1
CityWoodbridgeCity
StateCTState
ZIP Code06525ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061546079EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Alex Charitable TrustBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlALEXBusinessNameControlTxt
Phone2033972340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 Center View RoadAddressLine1
CityWoodbridgeCity
StateCTState
ZIP Code06525ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARYN D POWERSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2033972340PhoneNum
Signature2014-05-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARYN POWERSPreparerPersonNm
Phone2033972340PhoneNum
Preparation2014-05-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$746,450FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$744,658ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$744,658TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
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$99ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$744,559ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,890CashBOYAmt
Cash EOY$746,450CashEOYAmt
Cash EOYFMV$746,450CashEOYFMVAmt
Total Assets BOY$1,890TotalAssetsBOYAmt
Total Assets EOY$746,450TotalAssetsEOYAmt
Total Assets EOYFMV$746,450TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,890CapitalStockBOYAmt
Additional Paid In Capital EOY$749,094AdditionalPaidInCapitalEOYAmt
Retained Earning EOY-$2,644RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,890TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$746,450TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,890TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$746,450TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,890TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$744,559ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$746,450SubtotalAmt
Tot Net Ast Or Fund Balances EOY$746,450TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$112AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,982NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056509DistributionYr1Rt
Adjusted Qlfy Distri Yr2$128AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,231NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057373DistributionYr2Rt
Adjusted Qlfy Distri Yr3$144AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,557NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056316DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$2,884NetVlNoncharitableAssetsYr4Amt
Net Vl Noncharitable Assets Yr5$3,223NetVlNoncharitableAssetsYr5Amt
Total Distribution0.170198TotalDistributionRt
Average Distribution0.056733AverageDistributionRt
Net Vl Noncharitable Assets$245,484NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,927AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$13,927AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99QualifyingDistributionsAmt

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 RdAddressLine1
CityWoodbridgeCity
StateCTState
ZIP Code065251843ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$249,222AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$249,222TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$249,222AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,738CashDeemedCharitableAmt
Net Vl Noncharitable Assets$245,484NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,274MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,274MinimumInvestmentReturnAmt
Distributable Before Adj$12,274DistributableBeforeAdjAmt
Distributable Before Ded$12,274DistributableBeforeDedAmt
Distributable As Adjusted$12,274DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99ExpensesAndContributionsAmt
Qualifying Distributions$99QualifyingDistributionsAmt
Adjusted Qualifying Distri$99AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,274DistributableAsAdjustedAmt
Undistributed Income PY$99UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$178ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$161ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$144ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$128ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$112ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$723TotalExcessDistributionCyovAmt
Qualifying Distributions$99QualifyingDistributionsAmt
Remaining Distri From Corpus$99RemainingDistriFromCorpusAmt
Total Corpus$822TotalCorpusAmt
Taxable2$99Taxable2Amt
Undistributed Income CY$12,274UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$178ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$644ExcessDistriCyovToNextYrAmt
Excess From Year4$161ExcessFromYear4Amt
Excess From Year3$144ExcessFromYear3Amt
Excess From Year2$128ExcessFromYear2Amt
Excess From Year1$112ExcessFromYear1Amt
Excess From Current Year$99ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Water 'n Web Waterbird RehabBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 514AddressLine1
CityNorthfordCity
StateCTState
ZIP Code06472ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation Status501(3)(c)RecipientFoundationStatusTxt
Grant Or Contribution PurposeRescue & Rehab. ofwildlifeGrantOrContributionPurposeTxt
Amt$99Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Water'n Webs Waterbird RehabBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 514AddressLine1
CityNorthfordCity
StateCTState
ZIP Code06472ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation Status501(3)(c)RecipientFoundationStatusTxt
Grant Or Contribution PurposeRescue & rehab. ofwildlifeGrantOrContributionPurposeTxt
Amt$12,274Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$12,274TotalGrantOrContriApprvFutAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
Descbank chargesDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionAdjustmentDescription
Amount$1Amount

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