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ALEXANDER FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALEXANDER FAMILY FOUNDATION INC (EIN 06-6068454)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-11
IRS object ID
202501629349100920
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-11T13:42:54-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061006197PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mann & Company CPA'sBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 Corporate Drive Suite 250AddressLine1Txt
CitySheltonCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066068454EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alexander Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALEXBusinessNameControlTxt
Phone2037088500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 North Water Street Suite 100AddressLine1Txt
CitySouth NorwalkCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06854ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMoses AlexanderPersonNm
Person TitleTreasurerPersonTitleTxt
Phone2037088500PhoneNum
Signature2025-06-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc SilvermanCPAPreparerPersonNm
PTINP00558909PTIN
Phone2033197560PhoneNum
Preparation2025-06-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,642,588FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$29InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$129,948DividendsRevAndExpnssAmt
Dividends Net Invst Incm$129,948DividendsNetInvstIncmAmt
Dividends Adj Net Incm$129,948DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,700OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,700OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$3,700OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$133,677TotalRevAndExpnssAmt
Total Net Invst Incm$133,677TotalNetInvstIncmAmt
Total Adj Net Incm$133,677TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,932TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,932TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,732TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,732TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,024,813ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,024,813ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,029,545TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,732TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,024,813TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$895,868ExcessRevenueOverExpensesAmt
Net Investment Income$128,945NetInvestmentIncomeAmt
Adjusted Net Income$133,677AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$93CashBOYAmt
Cash EOY$100CashEOYAmt
Cash EOYFMV$100CashEOYFMVAmt
Sav And Temp Cash Invst BOY$230,626SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$129,087SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$129,087SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,182,827CorporateStockBOYAmt
Corporate Stock EOY$4,073,472CorporateStockEOYAmt
Corporate Stock EOYFMV$9,513,401CorporateStockEOYFMVAmt
Total Assets BOY$4,413,546TotalAssetsBOYAmt
Total Assets EOY$4,202,659TotalAssetsEOYAmt
Total Assets EOYFMV$9,642,588TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,413,546NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,202,659NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,413,546TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,202,659TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,413,546TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,202,659TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,413,546TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$895,868ExcessRevenueOverExpensesAmt
Other Increases$684,981OtherIncreasesAmt
Subtotal$4,202,659SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,202,659TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,792InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,792SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,792TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,836EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,836TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$44OverpaymentAmt
Applied To ES Tax$44AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMoses AlexanderIndividualWithBooksNm
Phone2037088500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 North Water Street Suite 100AddressLine1Txt
CitySouth NorwalkCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06854ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Moses Alexander
1 North Water Street Suite 100South NorwalkCT06854Director/Treasurer2.00$0$0$0
Julius Alexander
1 North Water Street Suite 100South NorwalkCT06854Director/Secretary1.00$0$0$0
Robert Alexander
1 North Water Street Suite 100South NorwalkCT06854Director/President1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,165,099AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$143,923AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,309,022TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,309,022AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$139,635CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,169,387NetVlNoncharitableAssetsAmt
Minimum Investment Return$458,469MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$458,469MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,792TaxBasedOnInvestmentIncomeAmt
Total Tax$1,792TotalTaxAmt
Distributable Before Adj$456,677DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$456,677DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$456,677DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,024,813ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,024,813QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$456,677DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$2,311ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$2,311TotalExcessDistributionCyovAmt
Qualifying Distributions$1,024,813QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$456,677AppliedToCurrentYearAmt
Remaining Distri From Corpus$568,136RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$570,447TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$570,447ExcessDistriCyovToNextYrAmt
Excess From Year4$2,311ExcessFromYear4Amt
Excess From Current Year$568,136ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMoses AlexanderContributingManagerNm
Contributing ManagerJulius AlexanderContributingManagerNm
Contributing ManagerRobert AlexanderContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (154 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A Better Chance of Wilton
PO Box 7658WiltonCT06897NonePublic CharityGeneral Fund$500
Alzheimer's Association
225 N Michigan Ave Fl 17ChicagoIL60601NonePublic CharityGeneral Fund$1,025
Ambler Farm Friends of
PO Box 7442WiltonCT06897NonePublic CharityGeneral Fund$1,000
American Cancer Society
250 Williams Street NWAtlantaGA30303NonePublic CharityGeneral Fund$200
American Red Cross
430 17th Street NWWashingtonDC20006NonePublic CharityGeneral Fund$250
Americares
88 Hamilton AvenueStamfordCT06902NonePublic CharityGeneral Fund$500
Amigos de las Amricas
1800 West Loop South Suite 1325HoustonTX77027NonePublic CharityGeneral Fund$500
Animal Care Centers of NYC
11 Park Place Ste 1212New YorkNY10007NonePublic CharityGeneral Fund$100
Anti-Defamation League
605 3rd AvenueNew YorkNY10158NonePublic CharityGeneral Fund$100
ARZA
633 3rd AvenueNew YorkNY10017NonePublic CharityGeneral Fund$1,000
ASPCA
PO Box 96929WashingtonDC20777NonePublic CharityGeneral Fund$100
Ballet des Amriques School Company
31 Mamaroneck Avenue Suite 502White PlainsNY10601NonePublic CharityGeneral Fund$100
Bartlett Arboretum & Gardens
151 Brookdale RoadStamfordCT06903NonePublic CharityGeneral Fund$180
Birthright Israel Foundation
711 3rd Avenue 10th FloorNew YorkNY10017NonePublic CharityGeneral Fund$10,000
CAMERA
PO Box 35040BostonMA02135NonePublic CharityGeneral Fund$10,000
Cannon Grange No 152
PO Box 23WiltonCT06897NonePublic CharityGeneral Fund$100
Caroga Arts Collective Inc
PO Box 1048Caroga LakeNY12032NonePublic CharityGeneral Fund$500
Catskill Animal Sanctuary
316 Old Stage RoadSaugertiesNY12477NonePublic CharityGeneral Fund$1,000
Center for Empowerment and Education The
2 West StreetDanburyCT06810NonePublic CharityGeneral Fund$1,500
Chewonki Foundation
485 Chewonki Neck RoadWiscassetME04578NonePublic CharityGeneral Fund$65,745
Circle of Care
PO Box 32WiltonCT06897NonePublic CharityGeneral Fund$5,000
Community Action Agency of Western CT
66 North StreetDanburyCT06810NonePublic CharityGeneral Fund$1,500
Community Synagogue of Rye
200 Forest AvenueRyeNY10580NonePublic CharityGeneral Fund$9,000
Congregational Church of New Canaan The
23 Park StreetNew CanaanCT06840NonePublic CharityGeneral Fund$2,000
Connecticut Foodshare Inc
2 Research ParkwayWallingfordCT06492NonePublic CharityGeneral Fund$3,500
Connecticut Humane Society
455 Post Road EastWestportCT06880NonePublic CharityGeneral Fund$250
Connecticut Public Broadcasting Network
PO Box 416096BostonMA02241NonePublic CharityGeneral Fund$100
Cornell University
130 E Seneca Street Suite 400IthacaNY14850NonePublic CharityGeneral Fund$1,100
Culinary Institute of America
433 Albany Post RoadHyde ParkNY12538NonePublic CharityGeneral Fund$1,000
Cystic Fibrosis Project Inc
32 Strawberry Hill CourtStamfordCT06902NonePublic CharityGeneral Fund$500
Daffy Charitable Fund
221 Main Street 2061Los AltosCA94023NonePublic CharityGeneral Fund$16,000
Daily Bread Food Pantry
25 West StreetDanburyCT06810NonePublic CharityGeneral Fund$1,500
Dana-Farber Cancer Institute Jimmy Fund
10 Brookline Place West 6th FloorBrooklineMA02445NonePublic CharityGeneral Fund$500
Diaper Bank of Connecticut The
370 State Street Suite BNorth HavenCT06473NonePublic CharityGeneral Fund$1,000
Domestic Violence Crisis Center
111 Summer Street Suite 203StamfordCT06905NonePublic CharityGeneral Fund$1,500
Dorothy Day Hospitality House
11 Spring Street PO Box 922DanburyCT06813NonePublic CharityGeneral Fund$1,500
East Norwalk Blue Inc
7 Edgewater PlaceEast NorwalkCT06855NonePublic CharityGeneral Fund$250
Fairfield County Hospice House
One Den RoadStamfordCT06902NonePublic CharityGeneral Fund$1,000
Family and Children's Agency
9 Mott AvenueNorwalkCT06850NonePublic CharityGeneral Fund$1,000
Federation for Jewish Philanthropy of Upper Fairfield County
431 Post Road East Suite 17WestportCT06880NonePublic CharityGeneral Fund$2,000
Fidelco Guide Dog Foundation
103 Vision WayBloomfieldCT06002NonePublic CharityGeneral Fund$1,000
Filling in the Blanks
346 Main Avenue 3ANorwalkCT06851NonePublic CharityGeneral Fund$25
Fordham University
Joseph A Martino Hall 45 ColumbusNew YorkNY10023NonePublic CharityGeneral Fund$1,600Avenue 8th Floor
Forward The
125 Maiden Lane Floor 8New YorkNY10038NonePublic CharityGeneral Fund$120
Gloversville Public Library
58 East Fulton StreetGloversvilleNY12078NonePublic CharityGeneral Fund$100
Grace Farms Foundation
365 Lukes Wood RoadNew CanaanCT06840NonePublic CharityGeneral Fund$125
Greenwich Historical Society
39 Strickland RoadCos CobCT06807NonePublic CharityGeneral Fund$600
Head and Neck Cancer Alliance
PO Box 21688CharlestonSC29413NonePublic CharityGeneral Fund$50
Hebrew Union College - Jewish Institute of Religion
One West Fourth StreetNew YorkNY10012NonePublic CharityGeneral Fund$2,036
High Line Friends of
PO Box 30968New YorkNY10011NonePublic CharityGeneral Fund$55
Homes for the Brave Applied Behavioral Rehabilitation Institute Inc
655 Park AvenueBridgeportCT06604NonePublic CharityGeneral Fund$500
Hope for Haiti
1021 5th Avenue NorthNaplesFL34102NonePublic CharityGeneral Fund$100
Humane Society of the United States
PO 52137PhoenixAZ85072NonePublic CharityGeneral Fund$100
Ikebana International New York Chapter 7
32-29 212th StreetBaysideNY11361NonePublic CharityGeneral Fund$300
Ikebana International Philadelphia Chapter 71
9 Bunker Hill DriveWashington CrossingPA18977NonePublic CharityGeneral Fund$50
Invictus Global Response
2447 Tiffin Avenue Unit 216FindlayOH45840NonePublic CharityGeneral Fund$2,000
Israel Cancer Research Fund
c/o David Kweskin 7 Lumanor DriveStamfordCT06903NonePublic CharityGeneral Fund$5,000
Israel Defense Forces Friends of the
1430 Broadway Room 1301New YorkNY10018NonePublic CharityGeneral Fund$50
Japan Society of Fairfield County
1 Hobby DriveRidgefieldCT06877NonePublic CharityGeneral Fund$975
Japan Society of Greater Hartford
2273 Hebron AvenueGlastonburyCT06033NonePublic CharityGeneral Fund$330
Japanese American Association of New York
49 West 45th Street 11th FloorNew YorkNY10036NonePublic CharityGeneral Fund$350
Jennas Promise
1159 Foote Brook RoadJohnsonVT05656NonePublic CharityGeneral Fund$1,500
Jewish Broadcasting Service
PO Box 360StamfordCT06904NonePublic CharityGeneral Fund$2,500
Jewish Historical Society of Fairfield County
P O Box 16918StamfordCT06905NonePublic CharityGeneral Fund$1,000
Jewish National Fund
42 East 69th StreetNew YorkNY10021NonePublic CharityGeneral Fund$100
Jewish Senior Services
4200 Park AvenueBridgeportCT06604NonePublic CharityGeneral Fund$1,036
Kelly Brush Foundation
Three Main Street Suite 105BurlingtonVT05401NonePublic CharityGeneral Fund$1,500
Kids Empowered by Your Support Inc
PO Box 532New CanaanCT06840NonePublic CharityGeneral Fund$500
Kids in Crisis
One Salem StreetCosCobCT06807NonePublic CharityGeneral Fund$500
Lawfare Project The
633 3rd Avenue 21st FloorNew YorkNY10017NonePublic CharityGeneral Fund$100
Leukemia & Lymphoma Society
3 International Drive Suite 200Rye BrookNY10573NonePublic CharityGeneral Fund$500
Lewy Body Dementia Association Inc
912 Killian Hill Road SWLilburnGA30047NonePublic CharityGeneral Fund$1,000
LGBT Community Center
208 West 13th StreetNew YorkNY10011NonePublic CharityGeneral Fund$50
Love A Golden Rescue
PO Box 27621Saint LouisMO63146NonePublic CharityGeneral Fund$1,500
Lucky Dog Refuge
36 Pulaski StreetStamfordCT06902NonePublic CharityGeneral Fund$50
Make-A-Wish Foundation
4742 N 24th St Suite 400PhoenixAZ85016NonePublic CharityGeneral Fund$100
Maritime Aquarium at Norwalk
10 North Water StreetNorwalkCT06854NonePublic CharityGeneral Fund$1,000
Meals On Wheels Of Wilton Inc
PO Box 125WiltonCT06897NonePublic CharityGeneral Fund$100
Memorial Sloan-Kettering Cancer Center
1275 York AvenueNew YorkNY10065NonePublic CharityGeneral Fund$600
Michael Ness Memorial Foundation
199 Gregory Blvd Unit F4NorwalkCT06855NonePublic CharityGeneral Fund$1,000
Moffitt Cancer Center Foundation
12902 USF Magnolia DriveTampaFL33612NonePublic CharityGeneral Fund$1,000
Movember Foundation
PO Box 1595Culver CityCA90232NonePublic CharityGeneral Fund$200
Mystic Seaport Museum
75 Greenmanville Avenue PO Box 6000MysticCT06355NonePublic CharityGeneral Fund$425
Narcotic Enforcement Officers Association
29 North Plains Highway Suite 10WallingfordCT06492NonePublic CharityGeneral Fund$20
National September 11 Memorial Museum
200 Liberty Street 16th FloorNew YorkNY10281NonePublic CharityGeneral Fund$125
Natural Recourses Defense Council
PO Box 1830MerrifieldVA22116NonePublic CharityGeneral Fund$500
New 42nd Street
229 W 42nd Street 10th FloorNew YorkNY10036NonePublic CharityGeneral Fund$1,000
New Canaan Beautification League The
PO Box 4New CanaanCT06840NonePublic CharityGeneral Fund$50
New Canaan Museum & Historical Society
13 Oenoke Ridge RoadNew CanaanCT06840NonePublic CharityGeneral Fund$100
Norwalk River Valley Trail Inc
PO Box 174GeorgetownCT06829NonePublic CharityGeneral Fund$500
Norwalk River Watershed Association Inc
PO Box 7114WiltonCT06897NonePublic CharityGeneral Fund$500
Open Doors
4 Merritt StreetNorwalkCT06854NonePublic CharityGeneral Fund$500
Origami Source The
15 West 77 StreetNew YorkNY10024NonePublic CharityGeneral Fund$50
Outward Bound USA
21 Old Main Streeet Suite 208FishkillNY12524NonePublic CharityGeneral Fund$1,100
Pan-Mass Challenge
77 Fourth AvenueNeedhamMA02494NonePublic CharityGeneral Fund$23,000
PayPal Charitable Giving Fund
1250 I Streeet NWWashingtonDC20005NonePublic CharityGeneral Fund$100
Person-to-Person
1864 Post RoadDarienCT06820NonePublic CharityGeneral Fund$1,500
Planned Parenthood of America
PO Box 97166WashingtonDC20077NonePublic CharityGeneral Fund$500
Planned Parenthood Southern New England
345 Whitney AvenueNew HavenCT06511NonePublic CharityGeneral Fund$5,000
Princeton Prospect Foundation
P O Box 15PrincetonNJ08542NonePublic CharityGeneral Fund$6,000
Princeton University
PO Box 5357PrincetonNJ08543NonePublic CharityGeneral Fund$1,445
Prospector Theater
25 Prospect StreetRidgefieldCT06877NonePublic CharityGeneral Fund$500
Remote Area Medical Foundation
1834 Beech StreetKnoxvilleTN37920NonePublic CharityGeneral Fund$500
Ridgefield Operation for Animal Rescue
45 South StreetRidgefieldCT06877NonePublic CharityGeneral Fund$500
Riverbrook Regional YMCA
404 Danbury RoadWiltonCT06897NonePublic CharityGeneral Fund$250
Robert S Steward Scholarship Fund
C/O Janet Steward 487 Gray RoadPlainfieldVT05667NonePublic CharityGeneral Fund$500
Rock N' Rescue
55 Truesdale Lake DriveSouth SalemNY10590NonePublic CharityGeneral Fund$25
Ronald McDonald House
80 Woods RoadValhallaNY10595NonePublic CharityGeneral Fund$100
Rye Arts Center The
51 Milton RoadRyeNY10580NonePublic CharityGeneral Fund$500
Save the Sound
142 Temple Street Suite 305New HavenCT06510NonePublic CharityGeneral Fund$6,500
Shatterproof
101 Merritt 7 Corporate Park 1stNorwalkCT06851NonePublic CharityGeneral Fund$100Floor
Shoreline Soup Kitchens & Pantries
PO Box 804EssexCT06426NonePublic CharityGeneral Fund$100
Smithsonian Museum Friends of
PO Box 9016PittsfieldMA01202NonePublic CharityGeneral Fund$75
SoundWaters
Cove Island Park 1281 Cove RoadStamfordCT06902NonePublic CharityGeneral Fund$100
Special Olympics
1133 19th Street NWWashingtonDC20036NonePublic CharityGeneral Fund$200
Spectrum Youth & Family Services
31 Elmwood AvenueBurlingtonVT05401NonePublic CharityGeneral Fund$25
St Francis Breadline
144 West 32nd StreetNew YorkNY10001NonePublic CharityGeneral Fund$25
St Johns University
8000 Utopia ParkwayQueensNY11439NonePublic CharityGeneral Fund$600
St John's University School of Law
8000 Utopia ParkwayQueensNY11439NonePublic CharityGeneral Fund$400
St Jude Children's Research Hospital
262 Danny Thomas PlaceMemphisTN38105NonePublic CharityGeneral Fund$175
StandWithUs
PO Box 341069LosAngelesCA90034NonePublic CharityGeneral Fund$5,000
Starfish Connection Inc
1127 High Ridge Road 255StmafordCT06905NonePublic CharityGeneral Fund$500
STOP Foodborne Illness
3759 N Ravenswood Avenue Suite 224ChicagoIL60613NonePublic CharityGeneral Fund$100
Sweetwater Spectrum
369 Fifth Street WestSonomaCA95476NonePublic CharityGeneral Fund$100
Syracuse University
820 Comstock AvenueSyracuseNY13244NonePublic CharityGeneral Fund$2,500
Temple B'nai Chaim
PO Box 305GeorgetownCT06829NonePublic CharityGeneral Fund$17,786
Temple Shalom
259 Richards AvenueNorwalkCT06850NonePublic CharityGeneral Fund$184,086
Trackside the Teen Center of Wilton Inc
15 Station RoadWiltonCT06897NonePublic CharityGeneral Fund$2,100
Trevor Project The
PO Box 69232West HollywoodCA90069NonePublic CharityGeneral Fund$25
Union for Reform Judaism
633 Third AvenueNew YorkNY10017NonePublic CharityGeneral Fund$5,000
United Methodist Church of New Canaan
165 South AvenueNew CanaanCT06840NonePublic CharityGeneral Fund$80
United States Holocaust Memorial Museum
PO Box 96360WashingtonDC20090NonePublic CharityGeneral Fund$500
University of Vermont Foundation The
411 Main StreetBurlingtonVT05401NonePublic CharityGeneral Fund$500
Vanguard Charitable
2670 Warwick AvenueWarwickRI02889NonePublic CharityGeneral Fund$544,506
Vermont Ski and Snowboard Museum
1 South Main StreetStoweVT05672NonePublic CharityGeneral Fund$195
Victims of Communism Memorial Foundation
900 15th Street NWWashingtonDC20005NonePublic CharityGeneral Fund$3,000
Voices of Hope Inc
20 Waterside DriveFarmingtonCT06032NonePublic CharityGeneral Fund$18
Waveny Lifecare Network
3 Farm RoadNew CanaanCT06840NonePublic CharityGeneral Fund$16,500
West Virginia University Foundation
One Waterfront Place 7th Floor POMorgantownWV26507NonePublic CharityGeneral Fund$1,500Box 1650
Wilton Community Assistance Fund
PO Box 7051WiltonCT06897NonePublic CharityGeneral Fund$6,500
Wilton Education Foundation
PO Box 7090WiltonCT06897NonePublic CharityGeneral Fund$100
Wilton Firefighters
PO Box 791WiltonCT06897NonePublic CharityGeneral Fund$100
Wilton Historical Society
224 Danbury RoadWiltonCT06897NonePublic CharityGeneral Fund$500
Wilton Kiwanis Foundation Inc
PO Box 204WiltonCT06897NonePublic CharityGeneral Fund$100
Wilton Land Conservation Trust
PO Box 77WiltonCT06897NonePublic CharityGeneral Fund$1,000
Wilton Library Association
137 Old Ridgefield RoadWiltonCT06897NonePublic CharityGeneral Fund$1,500
Wilton Playshop
15 Lovers Lane PO Box 363WiltonCT06897NonePublic CharityGeneral Fund$750
Wilton Police Benevolent Association
240 Danbury RoadWiltonCT06897NonePublic CharityGeneral Fund$100
Wilton Student Financial Aid Committee
PO Box 142WiltonCT06897NonePublic CharityGeneral Fund$100
Wilton Volunteer Ambulance Corps
234 Danbury RoadWiltonCT06897NonePublic CharityGeneral Fund$250
Wilton Youth Council
PO Box 172WiltonCT06897NonePublic CharityGeneral Fund$100
Windham County Humane Society
PO Box 397BrattleboroVT05302NonePublic CharityGeneral Fund$25
Womens Rabbinic Network
61 Rockledge DriveSuffernNY10901NonePublic CharityGeneral Fund$100
World Wildlife Fund
PO Box 96555WashingtonDC20077NonePublic CharityGeneral Fund$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,024,813TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129,948ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,700ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$133,677ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$133,677TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$2,750Amt
Net Investment Income$2,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMarketable SecuritiesStockNm
EOY Book Value$4,073,472EOYBookValueAmt
EOYFMV$9,513,401EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescRegistrationDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$50NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSundryDesc
Revenue And Expenses Per Books$3,700RevenueAndExpensesPerBooksAmt
Net Investment Income$3,700NetInvestmentIncomeAmt
Adjusted Net Income$3,700AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescExcess of FMV over cost contributed securitiesDesc
Amt$684,983Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome taxesCategoryTxt
Amt$1,932Amt
Net Investment Income$1,932NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt