NORMAN E ALEXANDER FAMILY M FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN E ALEXANDER FAMILY M FOUNDATION INC (EIN 26-4413461)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-11
- IRS object ID
- 202642239349100709
- Schema version
- 2025v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-11T10:24:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264413461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN E ALEXANDER FAMILY M FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 2126610078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE STE 2156 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101700002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK ALEXANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126610078 | PhoneNum |
| Signature | 2026-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY FEDER | PreparerPersonNm |
| PTIN | P01342030 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Preparation | 2026-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $160,003,568 | 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 | $14,376,419 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32,985 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,985 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,419,201 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,419,201 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,403,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,727,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,403,257 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,231,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,855,443 | 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 | $31,138 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,138 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,748 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,747 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $313,299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $312,219 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,080 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,643 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $447,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $342,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,433,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,433,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,880,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $342,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,480,799 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,350,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,512,833 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $977,361 | CashBOYAmt |
| Cash EOY | $737,525 | CashEOYAmt |
| Cash EOYFMV | $737,525 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $724,824 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $960,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $960,061 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $114,604,254 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $126,959,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $158,305,982 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $116,306,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,657,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $160,003,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $116,306,439 | CapitalStockBOYAmt |
| Capital Stock EOY | $128,657,392 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,306,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,657,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,306,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,657,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,306,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,350,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $128,657,392 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $128,657,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $1,597,375 | $868,961 | $728,414 | $728,414 |
| SALE OF PUBLICLY TRADED SECURITIES | P | $2,292,508 | $2,131,974 | $160,534 | $160,534 |
| SALE OF PUBLICLY TRADED SECURITIES | P | $1,427,973 | $1,322,901 | $105,072 | $105,072 |
| CAPITAL GAINS DIVIDENDS | P | $409,237 | $409,237 | $409,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,403,257 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,716 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $52,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $96,716 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,088 | OverpaymentAmt |
| Applied To ES Tax | $20,088 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 | NANCY CAUTILLO | IndividualWithBooksNm |
| Phone | 2126610078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE SUITE 2156 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101700002 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARK ALEXANDER | ||||||||
| 420 LEXINGTON AVENUE STE 2156 | NEW YORK | NY | 101700002 | DIRECTOR/PRESIDENT/TREASURER | 3.00 | $0 | $0 | $0 |
| DANIEL BINDERMAN | ||||||||
| 420 LEXINGTON AVENUE STE 2156 | NEW YORK | NY | 101700002 | DIRECTOR/VP/SECRETARY | 3.00 | $0 | $0 | $0 |
| NANCY CAUTILLO | ||||||||
| 420 LEXINGTON AVENUE STE 2156 | NEW YORK | NY | 101700002 | ASSISTANT SECRETARY | 2.00 | $0 | $0 | $0 |
| RACHEL ZOFFNESS | ||||||||
| 420 LEXINGTON AVENUE STE 2156 | NEW YORK | NY | 101700002 | DIRECTOR/VP | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE | |||||
| 270 PARK AVENUE | NEW YORK | NY | 100172014 | INVESTMENT ADVISORY | $187,844 |
| MERCER INVESTMENTS LLC | |||||
| 21875 NETWORK PLACE | CHICAGO | IL | 606731218 | INVESTMENT ADVISORY | $64,208 |
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 535668309 | INVESTMENT ADVISORY | $60,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $142,437,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,327,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,765,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $144,765,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,171,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $142,593,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,129,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,129,685 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,628 | TotalTaxAmt |
| Distributable Before Adj | $7,053,057 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,053,057 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,053,057 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,480,799 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,480,799 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,053,057 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,414,249 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $747,374 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,161,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,480,799 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,053,057 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $427,742 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,589,365 | 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 | $4,414,249 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,175,116 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $747,374 | ExcessFromYear1Amt |
| Excess From Current Year | $427,742 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE | |||||||
| OF SCIENCE 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | SUPPORT FOR CONSTRUCTION OF NEW ASTRO/PARTICLE PHYSICS BLDG | $2,600,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | ANNUAL FORUM ON SCIENCE AND FOREIGN POLICY | $333,334 |
| FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT | |||||||
| PO BOX 86299 | TUCSON | AZ | 85754 | NONE | PC | GENERAL SUPPORT | $250,000 |
| PARENTS FOR PEACE | |||||||
| 27 BEACONSFIELD ROAD | BROOKLINE | MA | 02445 | NONE | PC | GENERAL SUPPORT | $200,000 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE BOX 164 | NEW YORK | NY | 10065 | NONE | PC | ESTABLISH M FDTN INNOVATION FD FOR TENURE | $1,000,000 |
| HIAS INC | |||||||
| 27 BEACONSFIELD ROAD | BROOKLINE | MA | 02445 | NONE | PC | DESIGNATED FOR PROGRAMS IN THE USA | $50,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE | |||||||
| OF SCIENCE 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | EMERGENCY FUNDING FOR RECONSTRUCTION ANDRE DELORO BLDG | $3,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,433,334 | 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 | $32,985 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,419,201 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,403,257 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,855,443 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,855,443 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAT UWO NORMAN E ALEXANDER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE STE 2156 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101700002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,376,419 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $27,495 | Amt |
| Net Investment Income | $13,748 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,747 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD TOTAL INTL STOCK IX | AT COST | $19,444,073 | $25,744,934 |
| VANGUARD TOT STOCK MKT IDX INS | AT COST | $19,844,038 | $37,549,067 |
| FIDELITY 500 INDEX-INST PRM | AT COST | $8,559,740 | $15,762,693 |
| SIX CIRCLES US UNCONSTR EQ | AT COST | $5,296,543 | $7,161,324 |
| JPMORGAN BETABUILDERS CANADA | AT COST | $490,074 | $864,063 |
| SIX CIRCLES INTL UNCON EQ | AT COST | $3,265,167 | $4,365,617 |
| JPMORGAN BETABUILDERS JAPAN | AT COST | $996,554 | $1,301,920 |
| JPM BETABUILDER DEV ASIA X-JPN | AT COST | $731,326 | $805,540 |
| VANGUARD INTER-TERM INV-GR ADM | AT COST | $4,592,756 | $4,342,662 |
| VANGUARD LONG-TERM INV-GR ADM | AT COST | $4,165,833 | $3,467,243 |
| VANGUARD SHORT-TERM INV-GR ADM | AT COST | $6,674,565 | $6,631,965 |
| PIMCO INCOME FUND-INS | AT COST | $562,039 | $546,998 |
| SIX CIRCLES ULTR SHRT DUR | AT COST | $542,028 | $544,548 |
| SIX CIRCLES GLOBAL BOND | AT COST | $8,975,543 | $8,681,866 |
| SIX CIRCLES CREDIT OPPORT | AT COST | $1,041,449 | $1,087,895 |
| VANGUARD TOT INTL BOND IX INSTITL | AT COST | $13,598,924 | $12,335,074 |
| VANGUARD TOTAL BOND MKT INDEX INST | AT COST | $15,461,624 | $14,414,239 |
| VANGUARD TOTAL BOND MARKET | AT COST | $2,678,232 | $2,723,850 |
| VANGUARD TOTAL INTL BOND ETF | AT COST | $6,059,571 | $5,878,128 |
| VANGUARD MORTGAGE-BACKED SEC | AT COST | $792,397 | $819,945 |
| VANGUARD INT-TERM CORPORATE | AT COST | $1,035,785 | $1,089,755 |
| ISHARES US TREASURY BOND ETF | AT COST | $1,364,137 | $1,362,251 |
| JPMORGAN BETABUILDERS EUROPE ETF | AT COST | $787,408 | $824,405 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,138 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,138 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGENT FEES | $312,219 | $312,219 | $0 | $0 |
| COMPUTER CONSULTANT | $1,080 | $0 | $0 | $1,080 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $57,500 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $16,643 | $16,643 | $0 | $0 |
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