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ALEXANDER FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALEXANDER FAMILY FOUNDATION INC (EIN 06-6068454)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-23
IRS object ID
202111749349100811
Schema version
2020v4.1
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)
Return2021-06-23T15:03:54-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-06-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMosesPersonFirstNm
Person LastAlexanderPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc SilvermanCPAPreparerPersonNm
PTINP00558909PTIN
Phone2033197560PhoneNum
Preparation2021-06-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,704,931FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$135,470ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$70InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$70InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$70InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$73,595DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,595DividendsNetInvstIncmAmt
Dividends Adj Net Incm$73,595DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$126,647NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,673GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$126,647CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,915OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,915OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,915OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$337,697TotalRevAndExpnssAmt
Total Net Invst Incm$202,227TotalNetInvstIncmAmt
Total Adj Net Incm$75,580TotalAdjNetIncmAmt
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$1,875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,875AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$109OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$109OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,984TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,984TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$253,051ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$253,051ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$255,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,984TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$253,051TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$82,662ExcessRevenueOverExpensesAmt
Net Investment Income$200,243NetInvestmentIncomeAmt
Adjusted Net Income$75,580AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$447CashBOYAmt
Cash EOY$352CashEOYAmt
Cash EOYFMV$352CashEOYFMVAmt
Sav And Temp Cash Invst BOY$70,885SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,198SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,198SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,192,769CorporateStockBOYAmt
Corporate Stock EOY$2,192,769CorporateStockEOYAmt
Corporate Stock EOYFMV$5,675,381CorporateStockEOYFMVAmt
Total Assets BOY$2,264,101TotalAssetsBOYAmt
Total Assets EOY$2,222,319TotalAssetsEOYAmt
Total Assets EOYFMV$5,704,931TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,264,101NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,222,319NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,264,101TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,222,319TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,264,101TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,222,319TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,264,101TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$82,662ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,346,763SubtotalAmt
Other Decreases$124,444OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,222,319TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2000 H & R Block2020-11-092020-11-10$36,561$2,980$33,581$33,581
4000 H & R Block2020-11-172020-11-18$74,838$5,960$68,878$68,878
1400 H & R Block2020-11-252020-11-27$26,274$2,086$24,188$24,188
FieldValueIRS element (for citing)
Capital Gain Net Income$126,647CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,783InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,783SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,783TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,639EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,639TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,856OverpaymentAmt
Applied To ES Tax$2,856AppliedToESTaxAmt
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jack Alexander
1 North Water Street Suite 100South NorwalkCT06854Director/President1.00$0$0$0
Moses Alexander
1 North Water Street Suite 100South NorwalkCT06854Director/Treasurer2.00$0$0$0
Julius Alexander
1 North Water Street Suite 100South NorwalkCT06854Director/Secrtetary1.00$0$0$0
Robert Alexander
1 North Water Street Suite 100South NorwalkCT06854Director/Vice 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$4,780,634AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,055AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,807,689TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,807,689AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,115CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,735,574NetVlNoncharitableAssetsAmt
Minimum Investment Return$236,779MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$236,779MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,783TaxBasedOnInvestmentIncomeAmt
Total Tax$2,783TotalTaxAmt
Distributable Before Adj$233,996DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$233,996DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$233,996DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$253,051ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$253,051QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$253,051AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$233,996DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,255ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,454ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$23,852ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,218ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,956ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$83,735TotalExcessDistributionCyovAmt
Qualifying Distributions$253,051QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$233,996AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,055RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$102,790TotalCorpusAmt
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$9,255ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$93,535ExcessDistriCyovToNextYrAmt
Excess From Year4$16,454ExcessFromYear4Amt
Excess From Year3$23,852ExcessFromYear3Amt
Excess From Year2$16,218ExcessFromYear2Amt
Excess From Year1$17,956ExcessFromYear1Amt
Excess From Current Year$19,055ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 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
Against Malaria Foundation The
C/O Citibank NA PO Box 7247-6370PhiladelphiaPA19170NonePublic CharityGeneral Fund$25
Alzheimer's Association
225 N Michigan Ave Fl 17ChicagoIL60601NonePublic CharityGeneral Fund$72
Ambler Farm
PO Box 7442WiltonCT06897NonePublic CharityGeneral Fund$1,000
American Cancer Society
250 Williams Street NWAtlantaGA30303NonePublic CharityGeneral Fund$36
American Joint Distribution Committee Inc
220 East 42nd StreetNew YorkNY10017NonePublic CharityGeneral Fund$5,000
American Parkinson Disease Association
135 Parkinson AvenueStaten IslandNY10305NonePublic CharityGeneral Fund$36
American Psychoanalytic Association
309 East 49th StreetNew YorkNY10017NonePublic CharityGeneral Fund$36
Americares
88 Hamilton AvenueStamfordCT06902NonePublic CharityGeneral Fund$1,000
Amigos de las Amricas
1800 West Loop South Suite 1325HoustonTX77027NonePublic CharityGeneral Fund$500
Anti-Defamation League Connecticut Region
605 3rd AvenueNew YorkNY10158NonePublic CharityGeneral Fund$250
ASPCA
PO Box 96929WashingtonDC20777NonePublic CharityGeneral Fund$120
BHcare
127 Washington Avenue Third FloorNorth HavenCT06473NonePublic CharityGeneral Fund$5,000West
Birthright Israel Foundation
711 3rd Avenue 10th FloorNew YorkNY10017NonePublic CharityGeneral Fund$10,000
Branford Rotary Club Foundation Inc
PO Box 593BrandfordCT06405NonePublic CharityGeneral Fund$25
Breast Cancer Emergency Aid Foundation
PO Box 616WestportCT06881NonePublic CharityGeneral Fund$500
Bromley Outing Club
PO Box 775Manchester CenterVT05255NonePublic CharityGeneral Fund$2,500
Calvary Presbyterian Church
2515 Fillmore StreetSan FranciscoCA94115NonePublic CharityGeneral Fund$2,000
CAMERA
PO Box 35040BostonMA02135NonePublic CharityGeneral Fund$2,000
Catskill Animal Sanctuary
316 Old Stage RoadSaugertiesNY12477NonePublic CharityGeneral Fund$500
Chewonki Foundation
485 Chewonki Neck RoadWiscassetME04578NonePublic CharityGeneral Fund$12,500
Circle of Care
PO Box 32WiltonCT06897NonePublic CharityGeneral Fund$600
Community Action Agency of Western CT
66 North StreetDanburyCT06810NonePublic CharityGeneral Fund$1,500
Community Synagogue of Rye
200 Forest AvenueRyeNY10580NonePublic CharityGeneral Fund$6,150
Concern Worldwide USA
355 Lexington AvenueNew YorkNY10017NonePublic CharityGeneral Fund$1,500
Connecticut Food Bank
PO Box 8686New HavenCT06531NonePublic CharityGeneral Fund$2,500
Connecticut Humane Society
455 Post Road EastWestportCT06880NonePublic CharityGeneral Fund$100
Connecticut Public
PO Box 416096BostonMA02241NonePublic CharityGeneral Fund$100
Cornell University
130 E Seneca Street Suite 400IthacaNY14850NonePublic CharityGeneral Fund$1,065
Culinary Institute of America
433 Albany Post RoadHyde ParkNY12538NonePublic CharityGeneral Fund$1,000
Curtain Call Inc
1349 Newfield AvenueStamfordCT06905NonePublic CharityGeneral Fund$5,000
Cystic Fibrosis Project Inc
32 Strawberry Hill CourtStamfordCT06902NonePublic CharityGeneral Fund$500
Dad Guild Inc
PO Box 3155BerlingtonVT05408NonePublic CharityGeneral Fund$20
Daily Bread Food Pantry
25 West StreetDanburyCT06810NonePublic CharityGeneral Fund$1,515
Diaper Bank of Connecticut The
370 State Street Suite BNorth HavenCT06473NonePublic CharityGeneral Fund$1,000
Discovery To Cure
333 Cedar Street LSOG 204New HavenCT06520NonePublic CharityGeneral Fund$100
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
Eaglebrook School
271 Pine Nook RoadDeerfieldMA01342NonePublic CharityGeneral Fund$200
East Norwalk Blue Inc
7 Edgewater PlaceEast NorwalkCT06855NonePublic CharityGeneral Fund$100
Fairfield County Hospice House
One Den RoadStamfordCT06902NonePublic CharityGeneral Fund$3,500
Fairfield County Makers' Guild
327 Main AvenueNorwalkCT06851NonePublic CharityGeneral Fund$200
Family and Children's Agency
9 Mott AvenueNorwalkCT06850NonePublic CharityGeneral Fund$3,500
Federation for Jewish Philanthropy of Upper Fairfield County
431 Post Road East Suite 17WestportCT06880NonePublic CharityGeneral Fund$2,000
Ferguson Library
One Public Library PlazaStamfordCT06904NonePublic CharityGeneral Fund$1,000
Fidelco Guide Dog Foundation
103 Vision WayBloomfieldCT06002NonePublic CharityGeneral Fund$1,000
Food Bank For Westchester
200 Clearbrook RoadElmsfordNY10523NonePublic CharityGeneral Fund$500
Food Bank of Lower Fairfield County
461 Glenbrook RoadStamfordCT06906NonePublic CharityGeneral Fund$3,000
Fordham University
Joseph A Martino Hall 45 ColumbusNew YorkNY10023NonePublic CharityGeneral Fund$650Avenue 8th Floor
Friendship Circle
1074 Hope Street Suite 201StamfordCT06907NonePublic CharityGeneral Fund$500
Gloversville Public Library
58 East Fulton StreetGloversvilleNY12078NonePublic CharityGeneral Fund$100
High Line Friends of
PO Box 30968New YorkNY10011NonePublic CharityGeneral Fund$110
Homes for the Brave Applied Behavioral Rehabilitation Institute Inc
655 Park AvenueBridgeportCT06604NonePublic CharityGeneral Fund$500
Honest Reporting
10024 Skokie Blvd Suite 202SkokieIL60077NonePublic CharityGeneral Fund$3,000
Hope for Haiti
1021 5th Avenue NorthNaplesFL34102NonePublic CharityGeneral Fund$250
Humane Society of the United States
PO 52137PhoenixAZ85072NonePublic CharityGeneral Fund$100
Indiana University Foundation
Post Office Box 6460IndianapolisIN46206NonePublic CharityGeneral Fund$36
Israel Defense Forces Friends of the
1430 Broadway Room 1301New YorkNY10018NonePublic CharityGeneral Fund$36
Japan Society of Fairfield County
1 Hobby DriveRidgefieldCT06877NonePublic CharityGeneral Fund$1,096
Japan Society of Greater Hartford
2273 Hebron AvenueGlastonburyCT06033NonePublic CharityGeneral Fund$100
Japanese American Association of New York
49 West 45th Street 11th FloorNew YorkNY10036NonePublic CharityGeneral Fund$1,000
Jennas Promise
1159 Foote Brook RoadJohnsonVT05656NonePublic CharityGeneral Fund$1,200
Jewish Broadcasting Service
PO Box 360StamfordCT06904NonePublic CharityGeneral Fund$5,000
Jewish Community Center Stamford
1035 Newfield AvenueStamfordCT06905NonePublic CharityGeneral Fund$3,000
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$1,000
Jewish Women International
1129 20th Street NW Suite 801WashingtonDC20036NonePublic CharityGeneral Fund$55
Kids in Crisis
One Salem StreetCosCobCT06807NonePublic CharityGeneral Fund$1,500
Korean American Family Services Center
P O Box 541429FlushingNY11354NonePublic CharityGeneral Fund$108
Lafayette College
PO Box 3000EastonPA18042NonePublic CharityGeneral Fund$3,000
Leukemia & Lymphoma Society
1311 Mamaroneck Ave 310White PlainsNY10605NonePublic CharityGeneral Fund$1,042
Light House The
10 Hudson StreetAnnapolisMD21401NonePublic CharityGeneral Fund$100
Maine Island Trail Association
100 Kensington StreetPortlandME04103NonePublic CharityGeneral Fund$250
Maritime Aquarium at Norwalk
10 North Water StreetNorwalkCT06854NonePublic CharityGeneral Fund$1,000
Meals On Wheels Of Wilton Inc
PO Box 125WiltonCT06897NonePublic CharityGeneral Fund$250
Memorial Sloan-Kettering Cancer Center
1275 York AvenueNew YorkNY10065NonePublic CharityGeneral Fund$2,000
Mystic Seaport Museum
75 Greenmanville Avenue PO Box 6000MysticCT06355NonePublic CharityGeneral Fund$1,422
Narcotic Enforcement Officers Association
29 North Plains Highway Suite 10WallingfordCT06492NonePublic CharityGeneral Fund$20
National Foundation for Transplants
5350 Poplar Avenue Suite 850MemphisTN38119NonePublic CharityGeneral Fund$100
National Jewish Outreach Program
1345 Avenue of the Americas 2ndNew YorkNY10105NonePublic CharityGeneral Fund$1,000Floor
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 The
229 W 42nd Street 10th FloorNew YorkNY10036NonePublic CharityGeneral Fund$1,050
New Canaan Beautification League
PO Box 4New CanaanCT06840NonePublic CharityGeneral Fund$100
New Canaan Police Benevolent Association
174 South AvenueNew CanaanCT06840NonePublic CharityGeneral Fund$250
New Canaan Police Department
174 South AvenueNew CanaanCT06840NonePublic CharityGeneral Fund$250
New Canaan Preservation Alliance
PO Box 924New CanaanCT06840NonePublic CharityGeneral Fund$100
New York Botanical Garden
2900 Southern BoulevardBronxNY10458NonePublic CharityGeneral Fund$175
Norwalk River Valley Trail
PO Box 174GeorgetownCT06829NonePublic CharityGeneral Fund$500
Norwalk River Watershed Association Inc
PO Box 7114WiltonCT06897NonePublic CharityGeneral Fund$500
Open Door Shelter
4 Merritt StreetNorwalkCT06854NonePublic CharityGeneral Fund$5,500
Origami Source The
15 West 77 StreetNew YorkNY10024NonePublic CharityGeneral Fund$150
ORT World
1740 Broadway 15th FloorNew YorkNY10019NonePublic CharityGeneral Fund$4,000
Outward Bound USA
21 Old Main Streeet Suite 208FishkillNY12524NonePublic CharityGeneral Fund$100
Pacific House
PO Box 1252StamfordCT06902NonePublic CharityGeneral Fund$2,000
Pan-Mass Challenge
77 Fourth AvenueNeedhamMA02494NonePublic CharityGeneral Fund$2,500
PayPal Charitable Giving Fund
1250 I Streeet NWWashingtonDC20005NonePublic CharityGeneral Fund$500
Person-to-Person
1864 Post RoadDarienCT06820NonePublic CharityGeneral Fund$2,600
Planned Parenthood of America
PO Box 97166WashingtonDC20077NonePublic CharityGeneral Fund$500
Planned Parenthood Southern New England
345 Whitney AvenueNew HavenCT06511NonePublic CharityGeneral Fund$5,500
Prager University
15021 Ventura Blvd 552Sherman OaksCA91403NonePublic CharityGeneral Fund$1,000
Princeton Charter Foundation The
79 Prospect AvenuePrincetonNJ08540NonePublic CharityGeneral Fund$100
Princeton University
PO Box 5357PrincetonNJ08543NonePublic CharityGeneral Fund$35,929
Read Wildlife Sanctuary Friends of
1 Playland PkwyRyeNY10580NonePublic CharityGeneral Fund$500
Regional Hospice (Danbury)
30 Milestone RoadDanburyCT06810NonePublic CharityGeneral Fund$54
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
Ronald McDonald House
80 Woods RoadValhallaNY10595NonePublic CharityGeneral Fund$110
Rowayton Library
33 Highland AvenueRowaytonCT06853NonePublic CharityGeneral Fund$200
Rye Town Park Friends of
PO Box 345RyeNY10580NonePublic CharityGeneral Fund$100
Sail Newport
60 Fort Adams DriveNewportRI02840NonePublic CharityGeneral Fund$375
Save the Sound
142 Temple Street Suite 305New HavenCT06510NonePublic CharityGeneral Fund$6,500
Scarsdale Edgemont Family Counseling Service
14 Harwood Court Suite 409ScarsdaleNY10583NonePublic CharityGeneral Fund$1,000
Shatterproof
101 Merritt 7 Corporate Park 1stNorwalkCT06851NonePublic CharityGeneral Fund$100Floor
Shoreline Soup Kitchens & Pantries
PO Box 804EssexCT06426NonePublic CharityGeneral Fund$100
Shriners Hospitals for Children
2900 N Rocky Point DriveTampaFL33607NonePublic CharityGeneral Fund$25
Sisters Circle
PO Box 84TimoniumMD21094NonePublic CharityGeneral Fund$50
Smilow Cancer Center
5520 Park AvenueTrumbullCT06611NonePublic CharityGeneral Fund$801
Smithsonian Museum Friends of
PO Box 9016PittsfieldMA01202NonePublic CharityGeneral Fund$75
SoundWaters
Cove Island Park 1281 Cove RoadStamfordCT06902NonePublic CharityGeneral Fund$250
Southport School The
214 Main StreetSouthportCT06890NonePublic CharityGeneral Fund$1,000
Special Olympics
1133 19th Street NWWashingtonDC20036NonePublic CharityGeneral Fund$200
St Johns University
8000 Utopia ParkwayQueensNY11439NonePublic CharityGeneral Fund$250
St Jude Children's Research Hospital
262 Danny Thomas PlaceMemphisTN38105NonePublic CharityGeneral Fund$25
Stamford Historical Society
1508 High Ridge RoadStamfordCT06903NonePublic CharityGeneral Fund$100
Stamford Hospital Foundation
1351 Washington Blvd Suite 202StamfordCT06902NonePublic CharityGeneral Fund$5,000
StandWithUs
PO Box 341069LosAngelesCA90034NonePublic CharityGeneral Fund$2,000
Stay at Home in Wilton Inc
PO Box 46WiltonCT06897NonePublic CharityGeneral Fund$250
STOP Foodborne Illness
3759 N Ravenswood Avenue Suite 224ChicagoIL60613NonePublic CharityGeneral Fund$100
Stratton Mountain School
7 World Cup CircleStratton MountainVT05155NonePublic CharityGeneral Fund$1,250
Sweetwater Spectrum
369 Fifth Street WestSonomaCA95476NonePublic CharityGeneral Fund$250
Syracuse University
820 Comstock AvenueSyracuseNY13244NonePublic CharityGeneral Fund$2,500
Team Survivor Northwest
200 NE Pacific Street Suite 101SeattleWA98105NonePublic CharityGeneral Fund$54
Temple Beth El (NY)
220 South Bedford RoadChappaquaNY10514NonePublic CharityGeneral Fund$36
Temple B'nai Chaim
PO Box 305GeorgetownCT06829NonePublic CharityGeneral Fund$11,698
Temple Israel (CT)
1376 East Massey RoadMemphisTN38120NonePublic CharityGeneral Fund$40
Temple Israel (TN)
1376 East Massey RoadMemphisTN38120NonePublic CharityGeneral Fund$36
Temple Shalom
259 Richards AvenueNorwalkCT06850NonePublic CharityGeneral Fund$12,000
Trackside the Teen Center of Wilton Inc
15 Station RoadWiltonCT06897NonePublic CharityGeneral Fund$100
Union for Reform Judaism
633 Third AvenueNew YorkNY10017NonePublic CharityGeneral Fund$6,000
United Jewish Federation of Stamford
1035 Newfield Avenue Suite 200StamfordCT06905NonePublic CharityGeneral Fund$1,000
United States Holocaust Memorial Museum
PO Box 96360WashingtonDC20090NonePublic CharityGeneral Fund$500
University of Vermont Foundation
411 Main StreetBurlingtonVT05401NonePublic CharityGeneral Fund$500
Visiting Nurse & Hospice of Fairfield County
PO Box 489WiltonCT06897NonePublic CharityGeneral Fund$1,500
Waveny Care Network
3 Farm RoadNew CanaanCT06840NonePublic CharityGeneral Fund$2,000
West Virginia University
One Waterfront Place 7th Floor POMorgantownWV26507NonePublic CharityGeneral Fund$1,500Box 1650
Wilton Community Assistance Fund
180 School RoadWiltonCT06897NonePublic CharityGeneral Fund$3,900
Wilton Education Foundation
PO Box 7090WiltonCT06897NonePublic CharityGeneral Fund$100
Wilton Firefighters
PO Box 791WiltonCT06897NonePublic CharityGeneral Fund$100
Wilton Garden Club
PO Box 121WiltonCT06897NonePublic CharityGeneral Fund$100
Wilton Historical Society
224 Danbury RoadWiltonCT06897NonePublic CharityGeneral Fund$500
Wilton Land Conservation Trust
PO Box 77WiltonCT06897NonePublic CharityGeneral Fund$100
Wilton Library Association
137 Old Ridgefield RoadWiltonCT06897NonePublic CharityGeneral Fund$1,000
Wilton Playshop
15 Lovers Lane PO Box 363WiltonCT06897NonePublic CharityGeneral Fund$500
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$350
Wilton Youth Council
PO Box 172WiltonCT06897NonePublic CharityGeneral Fund$100
Women of Reform Judaism
633 Third AvenueNew YorkNY10017NonePublic CharityGeneral Fund$540
Women's Center of Greater Danbury
2 West StreetDanburyCT06810NonePublic CharityGeneral Fund$1,500
Women's Rabbinic Network
355 Lexington AvenueNew YorkNY10017NonePublic CharityGeneral Fund$100
World Wildlife Fund
PO Box 96555WashingtonDC20077NonePublic CharityGeneral Fund$200
Yale-New Haven Hospital
20 York StreetNew HavenCT06510NonePublic CharityGeneral Fund$3,078
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$253,051TotalGrantOrContriPdDurYrAmt
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$70ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,595ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,915ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$126,647ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$202,227ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$202,227TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
Jack Alexander
1108 Studio RoadStamfordCT06903$71,340Yes (X)
Jack Alexander
2108 Studio RoadStamfordCT06903$37,670Yes (X)
Jack Alexander
3108 Studio RoadStamfordCT06903$26,460Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
14000 Shares H & R Block$71,3402020-11-17
22000 Shares H & R Block$37,6702020-11-09
31400 Shares H & R Block$26,4602020-11-25

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$1,875Amt
Net Investment Income$1,875NetInvestmentIncomeAmt
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$2,192,769EOYBookValueAmt
EOYFMV$5,675,381EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescExcess of FMV over cost contributed securitiesDesc
Amt$124,444Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescRegistrationDesc
Revenue And Expenses Per Books$109RevenueAndExpensesPerBooksAmt
Net Investment Income$109NetInvestmentIncomeAmt
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$1,915RevenueAndExpensesPerBooksAmt
Net Investment Income$1,915NetInvestmentIncomeAmt
Adjusted Net Income$1,915AdjustedNetIncomeAmt