ALEXANDRA FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDRA FOUNDATION (EIN 41-6022837)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-24
- IRS object ID
- 201212069349100311
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-24T16:02:37-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410954702 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Briggs & Morgan PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 Minnesota St 2200 | AddressLine1 |
| City | St Paul | City |
| State | MN | State |
| ZIP Code | 55101 | 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 | 416022837 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alexandra Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALEX | NameControl |
| Phone | 6518086580 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 Minnesota Street No 2200 | AddressLine1 |
| City | St Paul | City |
| State | MN | State |
| ZIP Code | 55101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Terry L Slye | Name |
| Title | Director/Treasurer | Title |
| Phone | 6518086580 | Phone |
| Date Signed | 2012-07-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shehla Tauscher | Name |
| PTIN | P00198641 | PTIN |
| Phone | 6518086600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 961888 | 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 |
| Interest On Savings Rev And Expnss | 89 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 89 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 42009 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42009 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 529 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 195414 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 529 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 42627 | TotalRevenueAndExpenses |
| Total Net Investment Income | 42627 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 9225 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 4613 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 4612 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5278 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5278 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2063 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 262 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 186 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 76 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16828 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10077 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4688 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 52290 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 52290 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 69118 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10077 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 56978 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -26491 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32550 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1322 | CashBOY |
| Cash EOY | 21546 | CashEOY |
| Cash EOYFMV | 21546 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 75511 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 60446 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 60446 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 432100 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 565170 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 872643 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 156490 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 95954 | InvestmentsOtherBOY |
| Investments Other EOY | 14945 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 7253 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 761377 | TotalAssetsBOY |
| Total Assets EOY | 662107 | TotalAssetsEOY |
| Total Assets EOYFMV | 961888 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 252866 | CapitalStockBOY |
| Capital Stock EOY | 180087 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 508511 | RetainedEarningsBOY |
| Retained Earnings EOY | 482020 | RetainedEarningsEOY |
| Total Net Assets BOY | 761377 | TotalNetAssetsBOY |
| Total Net Assets EOY | 662107 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 761377 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 662107 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 761377 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -26491 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 734886 | Subtotal |
| Other Decreases | 72779 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 662107 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 2000 Sh. Cohen & Steers Infra Fund Inc | P | 2004-01-27 | 2011-09-12 | 31660 | 51826 | -20166 | -20166 |
| 1672 Sh. Cohen & Steers Infra Fund Inc | P | 2004-01-27 | 2011-09-13 | 26752 | 43326 | -16574 | -16574 |
| 500 Sh. Enerplus Corp | P | 2011-01-03 | 2011-06-21 | 15402 | 14526 | 876 | 876 |
| 1000 Sh. Enerplus Corp | P | 2011-01-03 | 2011-06-21 | 30804 | 29052 | 1752 | 1752 |
| .5 Sh. General Motrs, Cash in lieu | P | 2011-04-21 | 2011-04-21 | 20 | 20 | 20 | |
| General Motors Co. Common, cash in lieu | P | 2011-04-21 | 2011-06-01 | 43 | 43 | 43 | |
| General Motrs Co. WT EXP (2016), cash in lieu | P | 2011-04-21 | 2011-06-01 | 17 | 17 | 17 | |
| Genearl Motrs Co. WT EXP (2019), cash in lieu | P | 2011-04-21 | 2011-06-11 | 12 | 12 | 12 | |
| 55,000 IBM Deb 8.375% | P | 1994-04-13 | 2011-06-21 | 73795 | 56103 | 17692 | 17692 |
| 200 Sh. Exxon Mobil Corp | P | 1994-04-13 | 2011-06-21 | 16078 | 30 | 16048 | 16048 |
| 100th Cohen & Steers Infra Fund | P | 2004-01-27 | 2011-09-21 | 22 | -22 | -22 | |
| Capital Gains Dividends | P | 831 | 831 | 831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 529 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48165 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 896661 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053716 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48278 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 806658 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059849 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 67538 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 980025 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068915 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 58743 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1124964 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052218 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 51070 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1054536 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048429 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.283127 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056625 | AverageDistributionRatio |
| Net Noncharitable Assets | 966407 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 54723 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 326 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55049 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 56978 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 326 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 326 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 326 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 920 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 920 | TotalCreditsAndPayments |
| Overpayment | 594 | Overpayment |
| Amount Credited To Next Year | 594 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Terry L Slye Briggs and Morgan PA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6518086580 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 Minnesota Street Suite 2200 | AddressLine1 |
| City | St Paul | City |
| State | MN | State |
| ZIP Code | 55101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| 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 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | All activities involve gifts to other 501(c)(3) organizations and administrative expenses related thereto. | Description1 |
| Expenses1 | 69118 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 963526 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17598 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 981124 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 981124 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14717 | CashDeemedCharitable |
| Net Noncharitable Assets | 966407 | NetNoncharitableAssets |
| Minimum Investment Return | 48320 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48320 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 326 | TaxBasedOnInvestmentIncome |
| Total Tax | 326 | TotalTax |
| Distributable Amount Before Adj | 47994 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 47994 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 47994 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 56978 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 56978 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 326 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 56652 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47994 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 4565 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 19755 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8867 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4216 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 37403 | TotalExcessDistriCarryover |
| Qualifying Distributions | 56978 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 47994 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 8984 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 46387 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 46387 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4565 | ExcessFromYear4 |
| Excess From Year3 | 19755 | ExcessFromYear3 |
| Excess From Year2 | 8867 | ExcessFromYear2 |
| Excess From Year1 | 4216 | ExcessFromYear1 |
| Excess From Current Year | 8984 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| American Federation for Aging Research | |||||||
| 55 West 39th Street 16th Floor | New York | NY | 10018 | None | Public Charity | General Operations | $10,000 |
| Americares | |||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | None | Public Charity | Haitian Relief Fund | $1,015 |
| Aspen Institute | |||||||
| One Dupont Circle NW Suite 700 | Washington | DC | 20036 | None | Public Charity | Aspen Leaf Society | $5,000 |
| Carnegie Hall Society Inc | |||||||
| 881 Seventh Avenue | New York | NY | 10019 | None | Public Charity | General Operations | $2,275 |
| College of William & Mary | |||||||
| PO Box 1693 | Williamsburg | VA | 23187 | None | Public Charity | Alumni Center, Memorial Garden & Class of '59 Schola | $2,500 |
| Community Fund of Darien | |||||||
| 701 Post Road PO Box 926 | Darien | CT | 06820 | None | Public Charity | Annual Campaign | $7,500 |
| Darien Community Association | |||||||
| 274 Middlesex Road | Darien | CT | 06820 | None | Public Charity | Scholarship Program | $1,000 |
| Darien Emergency Medical Services | |||||||
| PO Box 2066 | Darien | CT | 06820 | None | Public Charity | Post 53 | $1,000 |
| Darien Library | |||||||
| 1441 Post Road | Darien | CT | 06820 | None | Public Charity | Annual Campaign | $1,000 |
| Eye Bank for Sight Restoration Inc | |||||||
| 120 Wall Street | New York | NY | 10005 | None | Public Charity | Research | $1,000 |
| Four Freedoms Park Conxervancy | |||||||
| 600 Memorial Drive 3rd Floor | Cambridge | MA | 02139 | None | Public Charity | Unrestricted Funds | $500 |
| Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | None | Public Charity | General Operations | $1,000 |
| Miss Hall's School | |||||||
| 492 Holmes Road PO Box 1166 | Pittsfield | MA | 01202 | None | Public Charity | Melissa's School | $1,000 |
| National Committee on American Foreign Policy | |||||||
| 34 Maple Street | Norwalk | CT | 06856 | None | Public Charity | General Operations | $500 |
| Sacred Heart Academy | |||||||
| 47 Cathedral Avenue | Hempstead | NY | 11550 | None | Public Charity | Annual Fund | $2,500 |
| Salk Institute for Biological Studies | |||||||
| 10010 North Torrey Pines Road | La Jolla | CA | 92037 | None | Public Charity | Annual Campaign | $10,000 |
| St Paul Academy and Summit School | |||||||
| 1712 Randolph Avenue | St Paul | MN | 55105 | None | Public Charity | Annual Campaign | $1,000 |
| Stamford Hospital Foundation | |||||||
| 1351 Washington Blvd Suite 202 | Stamford | CT | 06902 | None | Public Charity | Annual Campaign | $1,000 |
| Stamford Symphony | |||||||
| 263 Tresser Blvd | Stamford | CT | 06901 | None | Public Charity | Annual Campaign | $1,500 |
| WNETORG | |||||||
| 450 West 33rd St | New York | NY | 10001 | None | Public Charity | Patron of THIRTEEN | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 52290 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $89 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,009 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $529 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $42,627 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 42627 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4&7 | All income is in furtherance of this organization's charitable purpose |
| 8 | of making grants to other public charities. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| General Motors Corp Unsec Note | 0 | 0 |
| IBM Debts 8.375% | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Enerplus Res Fund | 0 | 0 |
| Exxon Mobil Corp | 564 | 322088 |
| Countrywide Cap V 7% | 101965 | 81120 |
| Morgan Stanley Cap Tr VI 6.6% | 102577 | 86840 |
| Kayne Anderson MLP Invt Co | 78444 | 91110 |
| Health Care REIT Inc PFD | 102781 | 101920 |
| Microsoft Corp | 24710 | 25960 |
| Pfizer Inc., Common | 58842 | 64920 |
| Qualcomm Inc. | 12754 | 13675 |
| General Motrs Co. | 12662 | 8250 |
| Boeing Co. Common | 25115 | 29340 |
| Comcast Corp Class A | 44756 | 47420 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Cohen & Steers Infrastructure Fund | AT COST | 0 | 0 |
| General Motrs Co. Warrants (2016) | AT COST | 8426 | 4352 |
| General Motrs Co. Warrants (2019) | AT COST | 6519 | 2901 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Briggs and Morgan | Category |
| Amount | $9,225 | Amount |
| Net Investment Income | 4613 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4612 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized loss on default of General Motors Unsecured Note | Description |
| Amount | $72,779 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Filing Fee | 25 | 0 | 25 |
| Computer Software Fee | 60 | 60 | 0 |
| Misc. expenses | 101 | 50 | 51 |
| Bank Fees | 76 | 76 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Deutsche Bank Fees | Category |
| Amount | $5,278 | Amount |
| Net Investment Income | 5278 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Enerplus Corp - Foreign Taxes | $207 | 0 | 0 |
| Enerplus Res - Foreign Taxes | $41 | 0 | 0 |
| 2010 Excise Taxes | $895 | 0 | 0 |
| 2011 Estimated Taxes | $920 | 0 | 0 |
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