Form990-PF
Click to see attachment

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
THE SONIA ALDEN FOUNDATION INC
CO BETH HOLLAND
Number and street (or P.O. box number if mail is not delivered to street address)146 CENTRAL PARK WEST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10023
A Employer identification number

11-3037134
B Telephone number (see instructions)

(212) 787-7979
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$1,111,701J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,396 1,396  
4 Dividends and interest from securities... 39,266 39,266  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,986
b Gross sales price for all assets on line 6a 594,754
7 Capital gain net income (from Part IV, line 2)... 1,986
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).......      
12 Total. Add lines 1 through 11........ 42,648 42,648  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,000     45,000
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 8,225     8,225
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 665     665
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 list of attachments 5,907     5,907
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,797 0   59,797
25 Contributions, gifts, grants paid....... 133,277 133,277
26 Total expenses and disbursements. Add lines 24 and 25 193,074 0   193,074
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -150,426
b Net investment income (if negative, enter -0-) 42,648
c Adjusted net income (if negative, enter -0-)...  
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.............     97,839
2 Savings and temporary cash investments......... 60,730 97,839  
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)....... 1,123,585 990,041 1,013,862
c Investments—corporate bonds (attach schedule)....... 53,992    
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) 1,238,307 1,087,880 1,111,701
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
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..................    
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 1,238,307 1,087,880
30 Total net assets or fund balances (see instructions)..... 1,238,307 1,087,880
31 Total liabilities and net assets/fund balances (see instructions). 1,238,307 1,087,880
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
1,238,307
2
Enter amount from Part I, line 27a .....................
2
-150,426
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,087,881
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,087,880
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 650.000 ANALOG DEVICES INC P 2017-06-21 2018-03-12
b 600.000 BRISTOL MYERS SQUIBB CO P 2018-03-12 2018-04-18
c 750.000 CISCO SYS INC P 2017-06-08 2018-01-19
d 750.000 CISCO SYS INC P 2017-06-08 2018-02-21
e 450.000 COLGATE PALMOLIVE P 2017-10-30 2018-10-26
1000.000 HP INC COM P 2017-05-01 2018-02-01
400.000 KRAFT HEINZ P 2018-02-21 2018-12-21
500.000 NUCOR CORPORATION P 2017-06-21 2018-01-03
1000.000 SCHLUMBERGER LTD P 2018-02-21 2018-05-18
450.000 COLGATE PALMOLIVE P 2017-10-30 2018-12-21
250.000 DUNKIN BRANDS GROUP INC P 2014-09-29 2018-07-10
300.000 KRAFT HEINZ P 2017-07-13 2018-10-26
600.000 KRAFT HEINZ P 2017-07-13 2018-12-21
409.000 METLIFE INCORPORATED P 2011-07-12 2018-02-21
2000.000 PFIZER P 2016-07-18 2018-08-06
50000.000 BERKSHIRE HATHWY P 2010-03-24 2018-05-15
591.000 METLIFE INCORPORATED P 2008-08-15 2018-02-21
(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 61,018   52,385 8,633
b 31,036   41,041 -10,005
c 30,582   24,103 6,479
d 32,662   24,103 8,559
e 26,673   31,475 -4,802
23,007   19,099 3,908
18,117   24,918 -6,801
32,842   28,740 4,102
73,453   66,053 7,400
27,455   31,475 -4,020
17,460   11,182 6,278
16,285   25,775 -9,490
27,175   51,550 -24,375
18,935   15,743 3,192
80,693   70,638 10,055
50,000   50,000  
27,361   24,488 2,873
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       8,633
b       -10,005
c       6,479
d       8,559
e       -4,802
      3,908
      -6,801
      4,102
      7,400
      -4,020
      6,278
      -9,490
      -24,375
      3,192
      10,055
       
      2,873
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 1,986
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  
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 182,661 1,356,909 0.13462
2016 190,230 1,385,766 0.13727
2015 208,389 1,486,883 0.14015
2014 155,299 1,612,631 0.09630
2013 133,429 1,558,179 0.08563
2
Total of line 1, column (d) .....................
2
0.593975
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
0.118795
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,207,959
5
Multiply line 4 by line 3......................
5
143,499
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
426
7
Add lines 5 and 6........................
7
143,925
8
Enter qualifying distributions from Part XII, line 4,.............
8
193,074
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 1 426
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  
3 Add lines 1 and 2........................... 3 426
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 426
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 976
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 990
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,966
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 1,540
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet428 RefundedBullet 11 1,112
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
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)
    bulletNY
    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 ofbulletBETH HOLLAND Telephone no.bullet (212) 787-7979

    Located atbullet146 CENTRAL PARK WESTNEW YORKNY ZIP+4bullet10023
    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
     
    No
    ........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
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    BETH HOLLAND PRES, DIRECTOR
    8.00     		20,000    
    4300 N OCEAN BOULEVARD
    FT LAUDERDALE,FL33308
    DR CATHY FRIEDMAN VP,TRS,DIRECTOR
    4.00     		25,000    
    20 BARRY ROAD
    SCARSDALE,NY10583
    ELLEN SILVERMAN DIRECTOR
    2.00     		0    
    144 VARNOM DRIVE
    E GREENWICH,RI02818
    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  
    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.............bullet  
    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.........................bullet  
    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
    1,147,070
    b
    Average of monthly cash balances.......................
    1b
    79,284
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,226,354
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,226,354
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,395
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,207,959
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    60,398
    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
    60,398
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    426
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    426
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    59,972
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    59,972
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    59,972
    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
    193,074
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    193,074
    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
    426
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    192,648
    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 59,972
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 59,529
    b From 2014...... 78,273
    c From 2015...... 137,525
    d From 2016...... 123,510
    e From 2017...... 116,762
    fTotal of lines 3a through e........ 515,599
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 193,074
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 59,972
    e Remaining amount distributed out of corpus 133,102
    5 Excess distributions carryover applied to 2018.    
    (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 5 648,701
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		59,529
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		589,172
    10 Analysis of line 9:
    a Excess from 2014.... 78,273
    b Excess from 2015.... 137,525
    c Excess from 2016.... 123,510
    d Excess from 2017.... 116,762
    e Excess from 2018.... 133,102
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    BETH HOLLAND
    146 CENTRAL PARK WEST
    NEW YORK,NY10023
    (212) 787-7979
    bThe form in which applications should be submitted and information and materials they should include:
    NAME, ADDRESS, PURPOSE OF CHARITABLE CONTRIBUTION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    AMERICAN FRIENDS OF MAGEN DAVID
    352 SEVENTH AVENUE STE 400
    NEW YORK,NY10001     		N/A . CHARITABLE 100
    AMERICAN JEWISH COMMITTEE AJC
    165 EAST 56TH STREET
    NEW YORK,NY10022     		N/A . CHARITABLE 100
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK WEST 79TH STREET
    NEW YORK,NY10023     		N/A . CHARITABLE 575
    AMERICAN SOCIETY FOR YAD VASHEM
    PO BOX 170305
    MILWAUKEE,WI53217     		N/A . CHARITABLE 100
    ALDER APHASIA CENTER
    60 WEST HUNTER AVENUE
    MAYWOOD,NJ07607     		N/A . CHARITABLE 500
    ARTHRITIS FOUNDATION
    1335 PEACHTREE ST SUITE 600
    ATLANTA,GA30309     		N/A . CHARITABLE 100
    ARZA
    633 3RD AVENUE
    NEW YORK,NY10017     		N/A . CHARITABLE 118
    BNAI BRITH INTL
    1120 20TH ST NW ST 300N
    WASHINGTON,DC20036     		N/A . CHARITABLE 150
    BOYSTOWN
    14100 CRAWFORD ST
    BOYSTOWN,NE68010     		N/A . CHARITABLE 60
    CAVALRY HOSPITAL
    1740 EASTCHESTER ROAD
    BRONX,NY10461     		N/A . CHARITABLE 100
    CENTRAL PARK CONSERVATORY
    14 E 60TH STREET
    NEW YORK,NY10022     		N/A . CHARITABLE 50
    CITY MEALS ON WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017     		N/A . CHARITABLE 252
    CONGREGATION RODEPH SHALOM
    7 WEST 83RD STREET
    NEW YORK,NY10021     		N/A . CHARITABLE 10,580
    EPISCOPAL ACTORS GUILD
    1 EAST 29TH STREET
    NEW YORK,NY10016     		N/A . CHARITABLE 100
    FLORIDA GRAND OPERA
    110 E BROWARD BLVD
    FT LAUDERDALE,FL33335     		N/A . CHARITABLE 2,000
    FOUTH UNIVERSALIST SOCIETY
    160 CENTRAL PARK WEST
    NEW YORK,NY10023     		N/A . CHARITABLE 250
    FRACTURED ATLAS
    248 WEST 35TH STREET
    NEW YORK,NY10001     		N/A . CHARITABLE 5,000
    FRIENDS OF BECON
    6600 SW NOVA DRIVE
    FT LAUDERDALE,FL33317     		N/A . CHARITABLE 1,000
    FRIENDS OF YAD SARAH
    455 PARK AVENUE
    NEW YORK,NY10022     		N/A . CHARITABLE 100
    GAY MENS HEALTH CRISIS GMHC
    307 WEST 38TH STREET
    NEW YORK,NY10018     		N/A . CHARITABLE 105
    GUGGENHEIM MUSEUM
    1071 5TH AVENUE
    NEW YORK,NY10128     		N/A . CHARITABLE 160
    GUTTMACHER INSTITUTE
    125 MAIDEN LANE
    NEW YORK,NY10038     		N/A . CHARITABLE 100
    HILLEL INTL
    800 8TH ST NW
    WASHINGTON,DC20001     		N/A . CHARITABLE 250
    HOFF-BARTHELSON MUSIC SCHOOL
    25 SCHOOL LANE
    SCARSDALE,NY10583     		N/A . CHARITABLE 10,000
    LANDMARK WEST
    45 WEST 67TH STREET
    NEW YORK,NY10023     		N/A . CHARITABLE 50
    LYNN UNIVERSITY
    3601 NORTH MILITARY TRAIL
    BOCA RATON,FL33431     		N/A . CHARITABLE 1,000
    MARTHA GRAHAM DANCE COMPANY
    55 BETHUNE STREET
    NEW YORK,NY10014     		N/A . CHARITABLE 250
    MASTER VOICES
    115 EAST 57TH STREET
    NEW YORK,NY10022     		N/A . CHARITABLE 11,000
    MIAMI CITY BALLET
    2200 LIBERTY AVENUE
    MIAMI,FL33139     		N/A . CHARITABLE 9,354
    MORGAN LIBRARY MUSEUM
    225 MADISON AVENUE
    NEW YORK,NY10016     		N/A . CHARITABLE 150
    MOTHERS AGAINST DRUNK DRIVING MADD
    511 EAST JOHN CARPENTER FREEWAY
    IRVING,TX75062     		N/A . CHARITABLE 150
    MUSEUM OF MODERN ART MOMA
    115 EAST 57TH STREET
    NEW YORK,NY10022     		N/A . CHARITABLE 740
    MUSEUM OF THE CITY OF NEW YORK
    11 WEST 53RD STREET
    NEW YORK,NY10029     		N/A . CHARITABLE 500
    MUSICIANS EMER FUND INC
    PO BOX 1256
    NEW YORK,NY10150     		N/A . CHARITABLE 500
    MUSTARD SEED SOCIETY INC
    3155 COOK SPRINGS ROAD
    PELL CITY,AL35125     		N/A . CHARITABLE 500
    NATIONAL WILDLIFE FED
    1110 WILDLIFE CENTER DRIVE
    RESTON,VA20190     		N/A . CHARITABLE 25
    NEW YORK HISTORICAL SOCIETY
    170 CENTER PARK WEST
    NEW YORK,NY10026     		N/A . CHARITABLE 150
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER DRIVE
    NEW YORK,NY10023     		N/A . CHARITABLE 200
    NEW YORK PRESBYTARIAN FUND
    525 EAST 68TH STREET
    NEW YORK,NY10065     		N/A . CHARITABLE 100
    NEW YORK PUBLIC LIBRARY
    5TH AVENUE
    NEW YORK,NY10016     		N/A . CHARITABLE 400
    NSU ART MUSEUM
    1 EAST LAS OLAS BOULEVARD
    FT LAUDERDALE,FL33301     		N/A . CHARITABLE 100
    OCEAN CONSERVATORY
    1300 19TH STREET NW
    WASHINGTON,DC20036     		N/A . CHARITABLE 50
    PARKINSONS RESEARCH FOUNDATION
    1359 BROADWAY
    NEW YORK,NY10018     		N/A . CHARITABLE 100
    PET RESCUE
    PO BOX 393
    LARCHMONT,NY10538     		N/A . CHARITABLE 500
    PLANNED PARENTHOOD
    434 WEST 33RD STREET
    NEW YORK,NY10001     		N/A . CHARITABLE 50
    POMPANO BASEBALL INC
    2118 EAST ATLANTIC BOULEVARD
    POMPANO BEACH,FL33062     		N/A . CHARITABLE 100
    ROYAL DAMES OF CANCER RESEARCH
    6278 N FEDERAL HIGHWAY 378
    FT LAUDERDALE,FL33308     		N/A . CHARITABLE 2,775
    SCARSDALE SYNAGOGUE
    2 OGDEN ROAD
    SCARSDALE,NY10583     		N/A . CHARITABLE 4,000
    SHRINERS HOSPITAL FOR CHILDREN
    2900 ROCKY POINT DRIVE
    TAMPA,FL33607     		N/A . CHARITABLE 100
    SIMON WIESENTHAL CENTER
    1399 SOUTH ROXBURY DRIVE
    LOS ANGELES,CA90035     		N/A . CHARITABLE 100
    SOUTH FLORIDA SYMPHONY ORCHESTRA
    221 SW 3RD AVENUE
    FT LAUDERSALE,FL33312     		N/A . CHARITABLE 54,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		N/A . CHARITABLE 25
    TANGLEWOOD
    297 WEST STREET
    LENOX,MA01240     		N/A . CHARITABLE 100
    THE ACTORS FUND OF AMERICA
    729 7TH AVENUE
    NEW YORK,NY10019     		N/A . CHARITABLE 2,500
    THE DOE FUND
    345 E 102ND STREET STE 205
    NEW YORK,NY10029     		N/A . CHARITABLE 100
    THE HUMANE SOCIETY
    1255 23RD STREET
    WASHINGTON,DC20037     		N/A . CHARITABLE 38
    THE JEWISH MUSEUM
    1109 5TH AVENUE
    NEW YORK,NY10128     		N/A . CHARITABLE 225
    THE OPERA SOCIETY
    221 SW 3RD AVENUE
    FT LAUDERDALE,FL33312     		N/A . CHARITABLE 2,000
    THE PERLMAN MUSIC PROGRAM
    19 WEST 69TH STREET
    NEW YORK,NY10023     		N/A . CHARITABLE 2,000
    THE RUBEN MUSEUM
    150 WEST 17TH STREET
    NEW YORK,NY10011     		N/A . CHARITABLE 85
    THE SALVATION ARMY
    PO BOX 170305
    NEW YORK,NY10008     		N/A . CHARITABLE 100
    THE SMITHSONIAN INSTITUTE
    PO BOX 37012
    WASHINGTON,DC20013     		N/A . CHARITABLE 100
    THE USO
    PO BOX 96860
    WASHINGTON,DC20077     		N/A . CHARITABLE 100
    THE YORK THEATRE
    619 LEXINGTON AVENUE
    NEW YORK,NY10022     		N/A . CHARITABLE 800
    THIRTEEN
    825 8TH AVENUE
    NEW YORK,NY10019     		N/A . CHARITABLE 150
    UJA
    130 EAST 59TH STREET
    NEW YORK,NY10022     		N/A . CHARITABLE 215
    WASHINGTON UNIVERSITY
    1 BROOKLYN DRIVE
    ST LOUIS,MO63130     		N/A . CHARITABLE 2,500
    WEIL CORNELL MEDICAL CENTER WCMC
    525 EAST 68TH STREET
    NEW YORK,NY10131     		N/A . CHARITABLE 1,000
    WEITZMAN INSTITUTE
    631 MAIN STREET
    MIDDLETOWN,CT06457     		N/A . CHARITABLE 250
    WICK THEATRE
    7901 N FEDERAL HIGHWAY
    BOCA RATON,FL33487     		N/A . CHARITABLE 1,650
    WNYC
    160 VARICK STREET
    NEW YORK,NY10013     		N/A . CHARITABLE 150
    WORLD JEWISH CONGRESS
    501 MADISON AVENUE
    NEW YORK,NY10011     		N/A . CHARITABLE 250
    WXEL
    PO BOX 6607
    WEST PALM BEACH,FL33405     		N/A . CHARITABLE 145
    Total .................................bullet 3a 133,277
    bApproved for future payment
    Total .................................bullet 3b  
    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 1,396  
    4 Dividends and interest from securities....     14 39,266  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,986  
    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)..   42,648  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    42,648
    (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: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE SONIA ALDEN FOUNDATION INC
     
    CO BETH HOLLAND
    EIN:
    11-3037134
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      8,225 0 0 8,225

    TY 2018 GeneralExplanationAttachment
    Name:
    THE SONIA ALDEN FOUNDATION INC
     
    CO BETH HOLLAND
    EIN:
    11-3037134
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF FORM 990PF - PART XIII - LINE 4BWE ELECT UNDER REG. 53.4942(A)-3(D)2 TO APPLY ALL OUR REMAININGQUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME FROM EARLIERYEARS.

    TY 2018 OtherDecreasesSchedule
    Name:
    THE SONIA ALDEN FOUNDATION INC
     
    CO BETH HOLLAND
    EIN:
    11-3037134
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    ROUNDING 1


    TY 2018 OtherExpensesSchedule
    Name:
    THE SONIA ALDEN FOUNDATION INC
     
    CO BETH HOLLAND
    EIN:
    11-3037134
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LIABILITY INSURANCE 1,101     1,101
    TEMPORARY HELP 415     415
    DUES AND SUBSCRIPTIONS 150     150
    FILING FEE 250     250
    MISCELLANEOUS 3,991     3,991


    TY 2018 TaxesSchedule
    Name:
    THE SONIA ALDEN FOUNDATION INC
     
    CO BETH HOLLAND
    EIN:
    11-3037134
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 665     665