ALEX CHARITABLE TR: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ALEX CHARITABLE TR (EIN 06-1546079)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-03
IRS object ID: 201211249349100416
Schema version: 2011v1.2
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-03T13:20:07-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHARYN D POWERS CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	14 CENTER VIEW ROAD	AddressLine1
City	WOODBRIDGE	City
State	CT	State
ZIP Code	06525	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	061546079	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE ALEX CHARITABLE TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ALEX	NameControl
Phone	2033972340	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14 CENTER VIEW ROAD	AddressLine1
City	WOODBRIDGE	City
State	CT	State
ZIP Code	06525	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CHARYN D POWERS	Name
Title	TRUSTEE	Title
Phone	2033972340	Phone
Date Signed	2012-03-01	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CHARYN D POWERS CPA	Name
Phone	2033972340	Phone
Date Prepared	2012-05-03	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	2133	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	0	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Other Expenses Rev And Expnss	195	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	195	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	195	OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss	195	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	195	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	195	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	128	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	128	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	323	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	195	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	195	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	128	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-323	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	2456	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	2133	SavingsAndTempCashInvstEOY
Total Assets BOY	2456	TotalAssetsBOY
Total Assets EOY	2133	TotalAssetsEOY
Total Assets EOYFMV	2133	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	2456	CapitalStockBOY
Capital Stock EOY	2133	CapitalStockEOY
Total Net Assets BOY	2456	TotalNetAssetsBOY
Total Net Assets EOY	2133	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	2456	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2133	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	2456	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-323	ExcessOfRevenueOverExpenses
Subtotal	2133	Subtotal
Total Net Assets Fund Balances EOY	2133	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	144	QualifyingDistributionsYear1
Noncharitable Assets Year1	2557	NoncharitableAssetsYear1
Distribution Ratio Year1	0.056316	DistributionRatioYear1
Noncharitable Assets Year2	2884	NoncharitableAssetsYear2
Noncharitable Assets Year3	3223	NoncharitableAssetsYear3
Qualifying Distributions Year4	187	QualifyingDistributionsYear4
Noncharitable Assets Year4	3566	NoncharitableAssetsYear4
Distribution Ratio Year4	0.052440	DistributionRatioYear4
Qualifying Distributions Year5	215	QualifyingDistributionsYear5
Noncharitable Assets Year5	3739	NoncharitableAssetsYear5
Distribution Ratio Year5	0.057502	DistributionRatioYear5
Total Distribution Ratio	0.166258	TotalDistributionRatio
Average Distribution Ratio	0.055419	AverageDistributionRatio
Net Noncharitable Assets	2231	NetNoncharitableAssets
Adjusted Noncharitable Assets	124	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	124	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	128	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	false	AtLeast5000InAssets
States Filed With	CT	StatesFiledWith
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	CHARYN D POWERS CPA	BooksInCareOfPersonName
Books In Care Of Phone Number	2033972340	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	14 CENTER VIEW RD	AddressLine1
City	WOODBRIDGE	City
State	CT	State
ZIP Code	065251843	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
CHARYN D POWERS CPA
14 CENTER VIEW ROAD	WOODBRIDGE	CT	06525	Trustee	0	0	0	0
ARIE E DAVID
17 BONNIE BROOK ROAD	WESTPORT	CT	06880	Trustee	0	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	2265	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2265	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	2265	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	34	CashDeemedCharitable
Net Noncharitable Assets	2231	NetNoncharitableAssets
Minimum Investment Return	112	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	112	MinimumInvestmentReturn
Distributable Amount Before Adj	112	DistributableAmountBeforeAdj
Distributable Amount Before Ded	112	DistributableAmountBeforeDed
Distributable Amount As Adjusted	112	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	128	ExpensesAndContributions
Qualifying Distributions	128	QualifyingDistributions
Adj Qualifying Distributions	128	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	112	DistributableAmountAsAdjusted
Undistributed Income Prior Year	128	UndistributedIncomePriorYear
Excess Distri Carryover Year4	187	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	178	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	161	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	144	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	670	TotalExcessDistriCarryover
Qualifying Distributions	128	QualifyingDistributions
Remaining Distri From Corpus	128	RemainingDistriFromCorpus
Total Corpus	798	TotalCorpus
Taxable Amount2	128	TaxableAmount2
Undistributed Income CY	112	UndistributedIncomeCY
Excess Distri Cyov To Next Year	798	ExcessDistriCyovToNextYear
Excess From Year4	187	ExcessFromYear4
Excess From Year3	178	ExcessFromYear3
Excess From Year2	161	ExcessFromYear2
Excess From Year1	144	ExcessFromYear1
Excess From Current Year	128	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WATER 'N WEB WATERBIRD REHAB	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 514	AddressLine1
City	NORTHFORD	City
State	CT	State
ZIP Code	06472	ZIPCode

Field	Value	IRS element (for citing)
Recipient Foundation Status	501(3)(c)	RecipientFoundationStatus
Purpose Of Grant Or Contribution	Rescue & Rehab. ofwildlife	PurposeOfGrantOrContribution
Amount	$128	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	128	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WATER'N WEBS WATERBIRD REHAB	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 514	AddressLine1
City	NORTHFORD	City
State	CT	State
ZIP Code	06472	ZIPCode

Field	Value	IRS element (for citing)
Recipient Foundation Status	501(3)(c)	RecipientFoundationStatus
Purpose Of Grant Or Contribution	Rescue & rehab. ofwildlife	PurposeOfGrantOrContribution
Amount	$112	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	112	TotGrantOrContriApprovedFuture

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	bank charges	Description
Revenue And Expenses Per Books	195	RevenueAndExpensesPerBooks
Net Investment Income	195	NetInvestmentIncome
Adjusted Net Income	195	AdjustedNetIncome

ALEX CHARITABLE TR: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

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