ALEXANDRA FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDRA FOUNDATION (EIN 41-6022837)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201111369349102151
- Schema version
- 2010v3.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T14:57:22-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shehla Tauscher | Name |
| Phone | 6518086600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 972249 | 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 | 118 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 118 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 46304 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46304 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 205 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 205 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 46627 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46627 | 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 | 3835 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1917 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1918 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 503 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 469 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 102 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 30 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 30 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4440 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2416 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1948 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 46217 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 46217 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 50657 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2416 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 48165 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4030 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 44211 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 850 | CashBOY |
| Cash EOY | 1322 | CashEOY |
| Cash EOYFMV | 1322 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 79828 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 75511 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 75511 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 432100 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 432100 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 727912 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 156490 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 156490 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 107207 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 95954 | InvestmentsOtherBOY |
| Investments Other EOY | 95954 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 60297 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 765222 | TotalAssetsBOY |
| Total Assets EOY | 761377 | TotalAssetsEOY |
| Total Assets EOYFMV | 972249 | 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 | 252866 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 512356 | RetainedEarningsBOY |
| Retained Earnings EOY | 508511 | RetainedEarningsEOY |
| Total Net Assets BOY | 765222 | TotalNetAssetsBOY |
| Total Net Assets EOY | 761377 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 765222 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 761377 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 765222 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4030 | ExcessOfRevenueOverExpenses |
| Other Increases | 185 | OtherIncreases |
| Subtotal | 761377 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 761377 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48278 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 806658 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059849 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 67538 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 980025 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068915 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58743 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1124964 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052218 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 51070 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1054536 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048429 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 49667 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1199805 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041396 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270807 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054161 | AverageDistributionRatio |
| Net Noncharitable Assets | 896661 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 48564 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 442 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 49006 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 48165 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 884 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 884 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 884 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 11 | PenaltyForUnderpayment |
| Tax Due | 895 | TaxDue |
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/Treasurer | 0.00 | 0 | 0 | 0 | |
| Terry L Slye | |||||||||
| Briggs and Morgan 332 Minnesota St | St Paul | MN | 55101 | Director/Vice-Pres/Secretary | 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 | 50658 | 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 | 821260 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 89056 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 910316 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 910316 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13655 | CashDeemedCharitable |
| Net Noncharitable Assets | 896661 | NetNoncharitableAssets |
| Minimum Investment Return | 44833 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 44833 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 884 | TaxBasedOnInvestmentIncome |
| Total Tax | 884 | TotalTax |
| Distributable Amount Before Adj | 43949 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 43949 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 43949 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 48165 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 48165 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 48165 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 43949 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 4565 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 19755 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 8867 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 33187 | TotalExcessDistriCarryover |
| Qualifying Distributions | 48165 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 43949 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4216 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 37403 | 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 | 37403 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 4565 | ExcessFromYear3 |
| Excess From Year2 | 19755 | ExcessFromYear2 |
| Excess From Year1 | 8867 | ExcessFromYear1 |
| Excess From Current Year | 4216 | 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 | $1,000 |
| 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 Scholarship | $2,500 |
| Community Fund of Darien | |||||||
| 701 Post Road PO Box 926 | Darien | CT | 06820 | None | Public Charity | Annual Campaign | $2,500 |
| 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 |
| Massachusett Institute of Technology | |||||||
| 600 Memorial Drive 3rd Floor | Cambridge | MA | 02139 | None | Public Charity | Unrestricted Funds | $1,000 |
| Miss Hall's School | |||||||
| 492 Holmes Road PO Box 1166 | Pittsfield | MA | 01202 | None | Public Charity | Melissa's School | $1,000 |
| Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | None | Public Charity | General Operations | $942 |
| Norwalk Hospital | |||||||
| 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 | $1,500 |
| 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 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 46217 | 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 | $118 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46,304 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $205 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $46,627 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 46627 | 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 | 100387 | 33750 |
| IBM Debts 8.375% | 56103 | 73457 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Enerplus Res Fund | 43579 | 46260 |
| Exxon Mobil Corp | 593 | 292480 |
| Countrywide Cap V 7% | 101965 | 98400 |
| Morgan Stanley Cap Tr VI 6.6% | 102577 | 94800 |
| Kayne Anderson MLP Invt Co | 80605 | 94410 |
| Health Care REIT Inc PFD | 102781 | 101562 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Cohen & Steers REIT & UTIL | AT COST | 0 | 0 |
| Cohen & Steers Infrastructure Fund | AT COST | 95954 | 60297 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Briggs and Morgan | Category |
| Amount | $3,835 | Amount |
| Net Investment Income | 1917 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1918 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Filing Fee | 25 | 0 | 0 |
| Computer Software Fee | 60 | 30 | 30 |
| Delivery | 17 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Worldcomm Settlement Fund | Description |
| Revenue And Expenses Per Books | 205 | RevenueAndExpensesPerBooks |
| Net Investment Income | 205 | NetInvestmentIncome |
| Adjusted Net Income | 205 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | US Treasury 2009 990-PF Excise Tax Refund | Description |
| Amount | $185 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2009 Excise Taxes | $34 | 0 | 0 |
| Enerplus Res - Foreign Taxes | $469 | 469 | 0 |
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