Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Alexander Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)1 North Water Street Suite 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
South Norwalk, CT06854
A Employer identification number

06-6068454
B Telephone number (see instructions)

(203) 708-8500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,953,546J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 184,687
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,573 1,573 1,573
4 Dividends and interest from securities... 67,758 67,758 67,758
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 173,170
b Gross sales price for all assets on line 6a 183,451
7 Capital gain net income (from Part IV, line 2)... 173,170
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,170 1,170 1,170
12 Total. Add lines 1 through 11........ 428,358 243,671 70,501
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,750 1,750 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,500 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 50 50 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,300 1,800 0 0
25 Contributions, gifts, grants paid....... 230,563 230,563
26 Total expenses and disbursements. Add lines 24 and 25 242,863 1,800 0 230,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 185,495
b Net investment income (if negative, enter -0-) 241,871
c Adjusted net income (if negative, enter -0-)... 70,501
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 6,979 1,648 1,648
2 Savings and temporary cash investments......... 173,220 84,682 84,682
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,087,810 Click to see attachment2,192,769 3,867,216
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,268,009 2,279,099 3,953,546
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 2,268,009 2,279,099
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,268,009 2,279,099
31 Total liabilities and net assets/fund balances (see instructions). 2,268,009 2,279,099
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,268,009
2
Enter amount from Part I, line 27a .....................
2
185,495
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,453,504
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
174,405
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,279,099
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a H & R Block   2009-01-21 2018-02-16
b H & R Block   2009-01-21 2000-02-23
c H & R Block   2009-01-21 2018-05-25
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 27,599   1,490 26,109
b 104,959   5,960 98,999
c 50,893   2,831 48,062
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       26,109
b       98,999
c       48,062
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 173,170
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 202,598 3,852,955 0.052582
2016 172,808 3,274,514 0.052774
2015 156,121 2,963,519 0.052681
2014 153,941 2,922,949 0.052666
2013 132,684 2,550,304 0.052027
2
Total of line 1, column (d) .....................
2
0.262730
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.052546
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,335,289
5
Multiply line 4 by line 3......................
5
227,802
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,419
7
Add lines 5 and 6........................
7
230,221
8
Enter qualifying distributions from Part XII, line 4,.............
8
230,563
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,419
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,419
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,419
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 7,269
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,269
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,850
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,850 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMoses Alexander Telephone no.bullet (203) 708-8500

    Located atbullet1 North Water Street Suite 100South NorwalkCT ZIP+4bullet06854
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Jack Alexander Director/President
    1.00     		0 0 0
    1 North Water Street Suite 100
    South Norwalk,CT06854
    Moses Alexander Director/Treasurer
    2.00     		0 0 0
    1 North Water Street Suite 100
    South Norwalk,CT06854
    Julius Alexander Director/Secrtetary
    1.00     		0 0 0
    1 North Water Street Suite 100
    South Norwalk,CT06854
    Robert Alexander Director/Vice President
    1.00     		0 0 0
    1 North Water Street Suite 100
    South Norwalk,CT06854
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,248,409
    b
    Average of monthly cash balances.......................
    1b
    152,900
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,401,309
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,401,309
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    66,020
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,335,289
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    216,764
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    216,764
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,419
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,419
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    214,345
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    214,345
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    214,345
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    230,563
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    230,563
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    2,419
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    228,144
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 214,345
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 6,079
    b From 2014...... 8,710
    c From 2015...... 9,255
    d From 2016...... 16,454
    e From 2017...... 23,852
    fTotal of lines 3a through e........ 64,350
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 230,563
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 214,345
    e Remaining amount distributed out of corpus 16,218
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 80,568
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		6,079
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		74,489
    10 Analysis of line 9:
    a Excess from 2014.... 8,710
    b Excess from 2015.... 9,255
    c Excess from 2016.... 16,454
    d Excess from 2017.... 23,852
    e Excess from 2018.... 16,218
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Jack Alexander
    Moses Alexander
    Julius Alexander
    Robert Alexander
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A Better Chance of Wilton
    PO Box 7658
    Wilton,CT06897     		None Public Charity General Fund 500
    Ambler Farm
    PO Box 7442
    Wilton,CT06897     		None Public Charity General Fund 100
    American Cancer Society
    250 Williams Street NW
    Atlanta,GA30303     		None Public Charity General Fund 100
    American Joint Distribution Committee Inc
    711 Third Avenue
    New York,NY10017     		None Public Charity General Fund 8,000
    Americares
    88 Hamilton Avenue
    Stamford,CT06902     		None Public Charity General Fund 500
    Amigos de las Amricas
    1800 West Loop South Suite 1325
    Houston,TX77027     		None Public Charity General Fund 1,000
    Anti-Defamation League Connecticut Region
    1952 Whitney Avenue
    Hamden,CT06517     		None Public Charity General Fund 100
    ASPCA
    PO Box 96929
    Washington,DC20777     		None Public Charity General Fund 100
    Avon Theatre Film Center
    272 Bedford Street
    Stamford,CT06901     		None Public Charity General Fund 200
    Beth Israel Deaconess Medical Center Inc
    330 Brookline Avenue
    Boston,MA02215     		None Public Charity General Fund 50
    BimBam
    1970 Broadway Suite 1020
    Oakland,CA94612     		None Public Charity General Fund 500
    Binky Patrol Inc
    PO Box 652
    Beaverton,OR97075     		None Public Charity General Fund 18
    Birthright Israel Foundation
    33 East 33rd Street 7th Floor
    New York,NY10016     		None Public Charity General Fund 10,000
    Boston University
    595 Commonwealth Avenue Suite 700
    Boston,MA02215     		None Public Charity General Fund 200
    Boys & Girls Club of Stamford
    347 Stillwater Avenue
    Stamford,CT06902     		None Public Charity General Fund 5,000
    Breast Cancer Emergency Aid Foundation
    PO Box 616
    Westport,CT06881     		None Public Charity General Fund 100
    Brooklyn Botanic Gardens
    1000 Washington Avenue
    Brooklyn,NY11225     		None Public Charity General Fund 100
    Calvary Presbyterian Church
    2515 Fillmore Street
    San Francisco,CA94115     		None Public Charity General Fund 1,000
    CAMERA
    PO Box 35040
    Boston,MA02135     		None Public Charity General Fund 8,000
    Catskill Animal Sanctuary
    316 Old Stage Road
    Saugerties,NY12477     		None Public Charity General Fund 500
    Chewonki Foundation
    485 Chewonki Neck Road
    Wiscasset,ME04578     		None Public Charity General Fund 31,895
    Children's Learning Centers of Fairfield County
    64 Palmers Hill Rd
    Stamford,CT06902     		None Public Charity General Fund 500
    Circle of Care
    PO Box 32
    Wilton,CT06897     		None Public Charity General Fund 200
    College of Charleston
    66 George Street
    Charleston,SC29424     		None Public Charity General Fund 5,000
    Columbus-Magnet School
    46 Concord Street
    Norwalk,CT06854     		None Public Charity General Fund 250
    Community Action Agency of Western CT
    66 North Street
    Danbury,CT06810     		None Public Charity General Fund 1,500
    Connecticut Food Bank
    PO Box 8686
    New Haven,CT06531     		None Public Charity General Fund 2,000
    Connecticut Fund for the Environment and Save the Sound
    142 Temple Street Suite 305
    New Haven,CT06510     		None Public Charity General Fund 2,100
    Connecticut Public
    PO Box 416096
    Boston,MA02241     		None Public Charity General Fund 100
    Cornell University
    130 E Seneca Street Suite 400
    Ithaca,NY14850     		None Public Charity General Fund 1,100
    Culinary Institute of America
    433 Albany Post Road
    Hyde Park,NY12538     		None Public Charity General Fund 1,000
    Curtain Call Inc
    1349 Newfield Avenue
    Stamford,CT06905     		None Public Charity General Fund 2,500
    Cystic Fibrosis Project Inc
    32 Strawberry Hill Court
    Stamford,CT06902     		None Public Charity General Fund 500
    Daily Bread Food Pantry
    25 West Street
    Danbury,CT06810     		None Public Charity General Fund 1,500
    Diaper Bank of Connecticut The
    370 State Street Suite B
    North Haven,CT06473     		None Public Charity General Fund 500
    Domestic Violence Crisis Center
    777 Summer Street Suite 400
    Stamford,CT06901     		None Public Charity General Fund 1,500
    Dorothy Day Hospitality House
    11 Spring Street PO Box 922
    Danbury,CT06813     		None Public Charity General Fund 1,500
    Edward Charles Foundation
    269 S Beverly Drive 338
    Beverly Hills,CA90212     		None Public Charity General Fund 50
    Facts and Logic About the Middle East
    PO Box 3460
    Berkeley,CA94703     		None Public Charity General Fund 1,000
    Fairfield County Hospice House
    One Den Road
    Stamford,CT06902     		None Public Charity General Fund 1,500
    Family and Children's Agency
    9 Mott Avenue
    Norwalk,CT06850     		None Public Charity General Fund 2,500
    Family Centers
    40 Arch Street
    Greenwich,CT06830     		None Public Charity General Fund 100
    Federation for Jewish Philanthropy of Upper Fairfield County
    431 Post Road East Suite 17
    Westport,CT06880     		None Public Charity General Fund 1,000
    Ferguson Library
    One Public Library Plaza
    Stamford,CT06904     		None Public Charity General Fund 500
    Fidelco Guide Dog Foundation
    103 Vision Way
    Bloomfield,CT06002     		None Public Charity General Fund 1,000
    Food Bank of Lower Fairfield County
    461 Glenbrook Road
    Stamford,CT06906     		None Public Charity General Fund 5,050
    Fordham University
    Joseph A Martino Hall 45 Columbus
    Avenue 8th Floor
    New York,NY10023     		None Public Charity General Fund 1,100
    Fred T Korematsu Institute
    PO Box 29527
    San Francisco,CA94129     		None Public Charity General Fund 1,000
    Friendship Circle
    770 High Ridge Road
    Stamford,CT06905     		None Public Charity General Fund 500
    Giant Steps
    309 Barberry Road
    Southport,CT06890     		None Public Charity General Fund 100
    Gloversville Public Library
    58 East Fulton Street
    Gloversville,NY12078     		None Public Charity General Fund 100
    Goodwill of Western and Northern CT
    165 Ocean Terrace
    Bridgeport,CT06605     		None Public Charity General Fund 500
    HairToStay
    2234 Beach Street
    San Francisco,CA94123     		None Public Charity General Fund 545
    Heart Mountain Foundation
    1539 Road 19
    Powell,WY82435     		None Public Charity General Fund 100
    Herreshoff Marine Museum
    1 Burnside Street
    Bristol,RI02809     		None Public Charity General Fund 204
    High Line Friends of
    PO Box 30968
    New York,NY10011     		None Public Charity General Fund 100
    Homes for the Brave Applied Behavioral Rehabilitation Institute Inc
    655 Park Avenue
    Bridgeport,CT06604     		None Public Charity General Fund 500
    Honest Reporting
    10024 Skokie Blvd Suite 202
    Skokie,IL60077     		None Public Charity General Fund 2,000
    Hope for Haiti
    1021 5th Avenue North
    Naples,FL34102     		None Public Charity General Fund 1,250
    Hospital for Special Surgery
    535 East 70th Street
    New York,NY10021     		None Public Charity General Fund 250
    Humane Society of the United States
    PO 52137
    Phoenix,AZ85072     		None Public Charity General Fund 100
    Israel Cancer Research Fund
    c/o David Kweskin 7 Lumanor Drive
    Stamford,CT06903     		None Public Charity General Fund 2,500
    Japan Society of Fairfield County
    1 Hobby Drive
    Ridgefield,CT06877     		None Public Charity General Fund 230
    Japan Society of Greater Hartford
    2273 Hebron Avenue
    Glastonbury,CT06033     		None Public Charity General Fund 150
    Japan Society of New York
    333 East 47th Street
    New York,NY10017     		None Public Charity General Fund 100
    Japanese American Association of New York
    49 West 45th Street 11th Floor
    New York,NY10036     		None Public Charity General Fund 3,600
    Jazz Foundation of America
    322 West 48th Street 6th Floor
    New York,NY10036     		None Public Charity General Fund 3,000
    Jewish Community Center Stamford
    1035 Newfield Avenue
    Stamford,CT06905     		None Public Charity General Fund 36
    Jewish Family Service of Fairfield County
    733 Summer Street Suite 602
    Stamford,CT06901     		None Public Charity General Fund 360
    Jewish Family Services of Danbury
    C/O The United Jewish Center 141
    Deer Hill Avenue
    Danbury,CT06810     		None Public Charity General Fund 500
    Jewish Historical Society of Fairfield County
    P O Box 16918
    Stamford,CT06905     		None Public Charity General Fund 500
    Jewish National Fund
    42 East 69th Street
    New York,NY10021     		None Public Charity General Fund 100
    Jewish Senior Services
    4200 Park Avenue
    Bridgeport,CT06604     		None Public Charity General Fund 500
    Jewish Women International
    1129 20th Street NW Suite 801
    Washington,DC20036     		None Public Charity General Fund 1,050
    John F Kennedy Presidential Library
    Columbia Point
    Boston,MA02125     		None Public Charity General Fund 100
    Kids in Crisis
    One Salem Street
    CosCob,CT06807     		None Public Charity General Fund 1,250
    Komen for a Cure
    5005 LBJ Freeway Suite 250
    Dallas,TX75244     		None Public Charity General Fund 50
    Lafayette College
    PO Box 3000
    Easton,PA18042     		None Public Charity General Fund 5,000
    Leukemia & Lymphoma Society
    1311 Mamaroneck Ave 310
    White Plains,NY10605     		None Public Charity General Fund 100
    Making Headway Foundation Inc
    115 King Street
    Chappaqua,NY10514     		None Public Charity General Fund 36
    Maritime Aquarium at Norwalk
    10 North Water Street
    Norwalk,CT06854     		None Public Charity General Fund 1,000
    Meals On Wheels Of Wilton Inc
    PO Box 125
    Wilton,CT06897     		None Public Charity General Fund 250
    Memorial Sloan-Kettering Cancer Center
    1275 York Avenue
    New York,NY10065     		None Public Charity General Fund 200
    Metropolitan Museum of Art
    1000 Fifth Avenue
    New York,NY10028     		None Public Charity General Fund 200
    Mount Snow Adaptive Sports Inc
    39 Mount Snow Road
    West Dover,VT05356     		None Public Charity General Fund 100
    Movember Foundation
    PO Box 1595
    Culver City,CA90232     		None Public Charity General Fund 100
    Mystic Seaport Museum
    75 Greenmanville Avenue PO Box 6000
    Mystic,CT06355     		None Public Charity General Fund 975
    National Jewish Outreach Program
    989 Avenue of the Americas 10th
    Floor
    New York,NY10018     		None Public Charity General Fund 500
    National September 11 Memorial Museum
    200 Liberty Street 16th Floor
    New York,NY10281     		None Public Charity General Fund 108
    Natural Recourses Defense Council
    PO Box 1830
    Merrifield,VA22116     		None Public Charity General Fund 75
    New 42nd Street The
    229 W 42nd Street 10th Floor
    New York,NY10036     		None Public Charity General Fund 1,035
    New Canaan Historical Society
    13 Oenoke Ridge
    New Canaan,CT06840     		None Public Charity General Fund 100
    New Canaan Library
    151 Main Street
    New Canaan,CT06840     		None Public Charity General Fund 150
    New York Botanical Garden
    2900 Southern Boulevard
    Bronx,NY10458     		None Public Charity General Fund 88
    Norwalk Hospital Foundation
    34 Maple Street
    Norwalk,CT06856     		None Public Charity General Fund 100
    Norwalk River Valley Trail
    PO Box 174
    Georgetown,CT06829     		None Public Charity General Fund 500
    Open Door Shelter
    4 Merritt Street
    Norwalk,CT06854     		None Public Charity General Fund 1,000
    Opportunity Works CT Inc
    45 West Main Street
    Rockville,CT06066     		None Public Charity General Fund 250
    Origami Source The
    15 West 77 Street
    New York,NY10024     		None Public Charity General Fund 100
    ORT America
    75 Maiden Lane 10th Floor
    New York,NY10038     		None Public Charity General Fund 536
    Outward Bound USA
    21 Old Main Streeet Suite 208
    Fishkill,NY12524     		None Public Charity General Fund 100
    Ovarian Cancer Research Fund Alliance
    PO Box 32141
    New York,NY10087     		None Public Charity General Fund 20
    Pacific House
    PO Box 1252
    Stamford,CT06902     		None Public Charity General Fund 2,500
    Pan-Mass Challenge
    77 Fourth Avenue
    Needham,MA02494     		None Public Charity General Fund 2,500
    Person-to-Person
    1864 Post Road
    Darien,CT06820     		None Public Charity General Fund 1,500
    Planned Parenthood of America
    PO Box 97166
    Washington,DC20077     		None Public Charity General Fund 625
    Planned Parenthood Southern New England
    345 Whitney Avenue
    New Haven,CT06511     		None Public Charity General Fund 2,100
    Princeton Internships in Civic Service
    PO Box 261
    Princeton,NJ08542     		None Public Charity General Fund 5,000
    Princeton University
    PO Box 5357
    Princeton,NJ08543     		None Public Charity General Fund 16,050
    Reform Israel Appeal
    633 Third Avenue
    New York,NY10017     		None Public Charity General Fund 4,000
    Ridgefield Operation for Animal Rescue
    45 South Street
    Ridgefield,CT06877     		None Public Charity General Fund 100
    Rise Against Hunger
    3733 National Drive Suite 200
    Raleigh,NC27612     		None Public Charity General Fund 116
    Robert S Steward Scholarship Fund
    C/O Janet Steward 487 Gray Road
    Plainfield,VT05667     		None Public Charity General Fund 500
    Rye Historical Society
    1 Purchase Street
    Rye,NY10580     		None Public Charity General Fund 500
    Shatterproof
    101 Merritt 7 Corporate Park 1st
    Floor
    Norwalk,CT06851     		None Public Charity General Fund 100
    Smithsonian Museum
    PO Box 9016
    Pittsfield,MA01202     		None Public Charity General Fund 75
    SoundWaters
    Cove Island Park 1281 Cove Road
    Stamford,CT06902     		None Public Charity General Fund 250
    Special Olympics
    1133 19th Street NW
    Washington,DC20036     		None Public Charity General Fund 200
    St Johns University
    8000 Utopia Parkway
    Queens,NY11439     		None Public Charity General Fund 1,000
    Stamford Historical Society
    1508 High Ridge Road
    Stamford,CT06903     		None Public Charity General Fund 100
    Stamford Museum & Nature Center
    39 Scofieldtown Road
    Stamford,CT06903     		None Public Charity General Fund 40
    StandWithUs
    PO Box 341069
    LosAngeles,CA90034     		None Public Charity General Fund 1,000
    Stay at Home in Wilton Inc
    PO Box 46
    Wilton,CT06897     		None Public Charity General Fund 100
    STOP Foodborne Illness
    3759 N Ravenswood Avenue Suite 224
    Chicago,IL60613     		None Public Charity General Fund 100
    Storm Trysail Foundation
    1 Woodbine Avenue
    Larchmont,NY10538     		None Public Charity General Fund 550
    Stratton Mountain School
    7 World Cup Circle
    Stratton Mountain,VT05155     		None Public Charity General Fund 1,918
    SuzyQ Melanoma Fund at Vanguard Charitable
    PO Box 768
    Avon,CT06001     		None Public Charity General Fund 1,000
    Sweetwater Spectrum
    369 Fifth Street West
    Sonoma,CA95476     		None Public Charity General Fund 250
    Syracuse University
    820 Comstock Avenue
    Syracuse,NY13244     		None Public Charity General Fund 2,500
    Team Survivor Northwest
    200 NE Pacific Street Suite 101
    Seattle,WA98105     		None Public Charity General Fund 36
    Temple B'nai Chaim
    PO Box 305
    Georgetown,CT06829     		None Public Charity General Fund 15,091
    Temple Shalom
    259 Richards Avenue
    Norwalk,CT06850     		None Public Charity General Fund 7,700
    Tikvah Hadassah
    55 Stewart Avenue
    Bethpage,NY11714     		None Public Charity General Fund 36
    Trackside the Teen Center of Wilton Inc
    15 Station Road
    Wilton,CT06897     		None Public Charity General Fund 100
    Union for Reform Judaism
    633 Third Avenue
    New York,NY10017     		None Public Charity General Fund 3,000
    United Jewish Federation of Stamford
    1035 Newfield Avenue Suite 200
    Stamford,CT06905     		None Public Charity General Fund 5,000
    United States Holocaust Memorial Museum
    PO Box 96360
    Washington,DC20090     		None Public Charity General Fund 500
    University of Connecticut Foundation
    2390 Alumni Drive Unit 3206
    Storrs,CT06269     		None Public Charity General Fund 1,500
    University of Delaware
    83 East Main Street 3rd Floor
    Newark,DE19716     		None Public Charity General Fund 1,500
    University of Vermont Foundation
    411 Main Street
    Burlington,VT05401     		None Public Charity General Fund 500
    Vermont Foodbank
    33 Parker Road
    Barre,VT05641     		None Public Charity General Fund 65
    Visiting Nurse & Hospice of Fairfield County
    PO Box 489
    Wilton,CT06897     		None Public Charity General Fund 1,000
    Waveny Care Network
    3 Farm Road
    New Canaan,CT06840     		None Public Charity General Fund 2,500
    West Virginia University
    One Waterfront Place 7th Floor PO
    Box 1650
    Morgantown,WV26507     		None Public Charity General Fund 1,500
    Wilton Community Assistance Fund
    180 School Road
    Wilton,CT06897     		None Public Charity General Fund 2,000
    Wilton Congregational Church
    70 Ridgefield Road
    Wilton,CT06897     		None Public Charity General Fund 500
    Wilton Education Foundation
    PO Box 7090
    Wilton,CT06897     		None Public Charity General Fund 100
    Wilton Family YMCA
    404 Danbury Road
    Wilton,CT06897     		None Public Charity General Fund 250
    Wilton Firefighters
    PO Box 791
    Wilton,CT06897     		None Public Charity General Fund 100
    Wilton Garden Club
    PO Box 121
    Wilton,CT06897     		None Public Charity General Fund 350
    Wilton Historical Society
    224 Danbury Road
    Wilton,CT06897     		None Public Charity General Fund 100
    Wilton Land Conservation Trust
    PO Box 77
    Wilton,CT06897     		None Public Charity General Fund 1,000
    Wilton Library Association
    137 Old Ridgefield Road
    Wilton,CT06897     		None Public Charity General Fund 1,000
    Wilton Playshop
    15 Lovers Lane PO Box 363
    Wilton,CT06897     		None Public Charity General Fund 500
    Wilton Police Benevolent Association
    240 Danbury Road
    Wilton,CT06897     		None Public Charity General Fund 100
    Wilton Student Financial Aid Committee
    PO Box 142
    Wilton,CT06897     		None Public Charity General Fund 100
    Wilton Volunteer Ambulance Corps
    234 Danbury Road
    Wilton,CT06897     		None Public Charity General Fund 250
    Wilton Youth Council
    PO Box 172
    Wilton,CT06897     		None Public Charity General Fund 100
    Women's Center of Greater Danbury
    2 West Street
    Danbury,CT06810     		None Public Charity General Fund 1,500
    World Wildlife Fund
    PO Boc 96555
    Washington,DC20077     		None Public Charity General Fund 100
    Yale University
    157 Church Street
    New Haven,CT06510     		None Public Charity General Fund 100
    Yama Ki Bonsai Society Inc
    267 Loveland Road
    Stamford,CT06905     		None Public Charity General Fund 200
    Young Victorian Theatre Company
    One South Street Suite 2600
    Baltimore,MD21202     		None Public Charity General Fund 100
    Total .................................bullet 3a 230,563
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,573  
    4 Dividends and interest from securities....     14 67,758  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,170  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 173,170  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 243,671 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    243,671
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    Alexander Family Foundation Inc
     
    Employer identification number

    06-6068454
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    Alexander Family Foundation Inc
          		Employer identification number
    06-6068454
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Jack Alexander  
    108 Studio Road
     
    Stamford, CT06903

    		$ 27,410


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Jack Alexander  
    108 Studio Road
     
    Stamford, CT06903

    		$ 105,540


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    Jack Alexander  
    108 Studio Road
     
    Stamford, CT06903

    		$ 51,737


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    Alexander Family Foundation Inc
          		Employer identification number

    06-6068454
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1000 Shares H & R Block $ 27,410 2018-02-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 4000 Shares H & R Block $ 105,540 2018-02-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 1900 Shares H & R Block $ 51,737 2018-04-23
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    Alexander Family Foundation Inc
          		Employer identification number

    06-6068454
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    Alexander Family Foundation Inc
    EIN:
    06-6068454
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 1,750 1,750 0 0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Alexander Family Foundation Inc
    EIN:
    06-6068454
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Marketable Securities 2,192,769 3,867,216

    TY 2018 OtherDecreasesSchedule
    Name:
    Alexander Family Foundation Inc
    EIN:
    06-6068454
    Description Amount
    Excess of FMV over cost contributed securities 174,405


    TY 2018 OtherExpensesSchedule
    Name:
    Alexander Family Foundation Inc
    EIN:
    06-6068454
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Registration 50 50 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    Alexander Family Foundation Inc
    EIN:
    06-6068454
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Sundry 1,170 1,170 1,170


    TY 2018 TaxesSchedule
    Name:
    Alexander Family Foundation Inc
    EIN:
    06-6068454
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Income taxes 10,500 0 0 0