Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,970,423J 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 right arrow.............
3 Interest on savings and temporary cash investments 50 50 50
4 Dividends and interest from securities... 128,785 128,785 128,785
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
3,511 3,511 3,511
12 Total. Add lines 1 through 11........ 132,346 132,346 132,346
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
List of Attached Documents:
// Content
2,500 2,500 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,200 1,200 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
List of Attached Documents:
// Content
50 50 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,750 3,750 0 0
25 Contributions, gifts, grants paid....... 394,697 394,697
26 Total expenses and disbursements. Add lines 24 and 25 398,447 3,750 0 394,697
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -266,101
b Net investment income (if negative, enter -0-) 128,596
c Adjusted net income (if negative, enter -0-)... 132,346
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 210 93 93
2 Savings and temporary cash investments......... 335,659 230,626 230,626
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 4,183,600 Click to see attachment
List of Attached Documents:
// Content
4,182,827 		8,739,704
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,519,469 4,413,546 8,970,423
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,519,469 4,413,546
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,519,469 4,413,546
30 Total liabilities and net assets/fund balances (see instructions). 4,519,469 4,413,546
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,519,469
2
Enter amount from Part I, line 27a .....................
2
-266,101
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
160,178
4
Add lines 1, 2, and 3 ..........................
4
4,413,546
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,413,546
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
b
c
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
b
c
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
b
c
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  
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,787
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,787
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 1,787
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,691
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,332
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,023
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,236
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,236 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowMoses Alexander Telephone no.right arrow (203) 708-8500

Located atright arrow1 North Water Street Suite 100South NorwalkCT ZIP+4right arrow06854
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
Moses Alexander Director/Treasurer
2.00 		0 0 0
1 North Water Street Suite 100
South Norwalk,CT06854
Julius Alexander Director/Secretary
1.00 		0 0 0
1 North Water Street Suite 100
South Norwalk,CT06854
Robert Alexander Director/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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
7,934,989
b
Average of monthly cash balances.......................
1b
243,544
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,178,533
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
8,178,533
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,678
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,055,855
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
402,793
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
402,793
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,787
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,787
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
401,006
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
401,006
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 XII, line 1 ...
7
401,006
Part XI
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
394,697
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
394,697
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 401,006
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 8,620
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 8,620
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 394,697
a Applied to 2022, 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 2023 distributable amount..... 394,697
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 6,309 6,309
(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 2,311
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,311
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 2,311
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 Friends of

PO Box 7442
Wilton,CT06897 		None Public Charity General Fund 1,000

American Cancer Society

250 Williams Street NW
Atlanta,GA30303 		None Public Charity General Fund 225

American Red Cross

430 17th Street NW
Washington,DC20006 		None Public Charity General Fund 250

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 500

Amigos Of Costa Rica

PO Box 748
West Cheste,PA19381 		None Public Charity General Fund 2,400

Anti-Defamation League

605 3rd Avenue
New York,NY10158 		None Public Charity General Fund 100

ARZA

633 3rd Avenue
New York,NY10017 		None Public Charity General Fund 1,000

ASPCA

PO Box 96929
Washington,DC20777 		None Public Charity General Fund 150

Avon Theatre Film Center

272 Bedford Street
Stamford,CT06901 		None Public Charity General Fund 500

Beth Israel of San Diego

9001 Towne Centre Drive
San Diego,CA92122 		None Public Charity General Fund 54

Birthright Israel Foundation

711 3rd Avenue 10th Floor
New York,NY10017 		None Public Charity General Fund 10,000

CAMERA

PO Box 35040
Boston,MA02135 		None Public Charity General Fund 10,000

Cannon Grange No 152

PO Box 23
Wilton,CT06897 		None Public Charity General Fund 100

Caroga Arts Collective Inc

PO Box 1048
Caroga Lake,NY12032 		None Public Charity General Fund 10,000

Catskill Animal Sanctuary

316 Old Stage Road
Saugerties,NY12477 		None Public Charity General Fund 1,031

Center for Empowerment and Education The

2 West Street
Danbury,CT06810 		None Public Charity General Fund 1,500

Chewonki Foundation

485 Chewonki Neck Road
Wiscasset,ME04578 		None Public Charity General Fund 15,000

Circle of Care

PO Box 32
Wilton,CT06897 		None Public Charity General Fund 500

Community Action Agency of Western CT

66 North Street
Danbury,CT06810 		None Public Charity General Fund 1,500

Community Synagogue of Rye

200 Forest Avenue
Rye,NY10580 		None Public Charity General Fund 9,371

Congregational Church of New Canaan The

23 Park Street
New Canaan,CT06840 		None Public Charity General Fund 2,000

Connecticut Cancer Foundation

15 North Main Street
Old Saybrook,CT06475 		None Public Charity General Fund 100

Connecticut Foodshare Inc

2 Research Parkway
Wallingford,CT06492 		None Public Charity General Fund 3,500

Connecticut Humane Society

455 Post Road East
Westport,CT06880 		None Public Charity General Fund 250

Connecticut Public Broadcasting Network

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

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

Dementia Society of America

PO Box 600
Doylestown,PA18901 		None Public Charity General Fund 50

Diaper Bank of Connecticut The

370 State Street Suite B
North Haven,CT06473 		None Public Charity General Fund 1,000

Discovery To Cure

333 Cedar Street LSOG 204
New Haven,CT06520 		None Public Charity General Fund 100

Domestic Violence Crisis Center

111 Summer Street Suite 203
Stamford,CT06905 		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

East Norwalk Blue Inc

7 Edgewater Place
East Norwalk,CT06855 		None Public Charity General Fund 250

Fairfield County Hospice House

One Den Road
Stamford,CT06902 		None Public Charity General Fund 1,000

Family and Children's Agency

9 Mott Avenue
Norwalk,CT06850 		None Public Charity General Fund 2,100

Federation for Jewish Philanthropy of Upper Fairfield County

431 Post Road East Suite 17
Westport,CT06880 		None Public Charity General Fund 2,000

Fidelco Guide Dog Foundation

103 Vision Way
Bloomfield,CT06002 		None Public Charity General Fund 1,000

Fordham University

Joseph A Martino Hall 45 Columbus
Avenue 8th Floor
New York,NY10023 		None Public Charity General Fund 1,000

Forward The

125 Maiden Lane Floor 8
New York,NY10038 		None Public Charity General Fund 120

Foundation to Combat Antisemitism The

1 Patriot Place
Foxborough,MA02035 		None Public Charity General Fund 500

FSHD Society

75 North Main Street Suite 1073
Randolph,MA02368 		None Public Charity General Fund 500

Getabout Inc

PO Box 224
New Canaan,CT06840 		None Public Charity General Fund 250

Girl Scouts of the USA

420 Fifth Avenue
New York,NY10018 		None Public Charity General Fund 25

Gloversville Public Library

58 East Fulton Street
Gloversville,NY12078 		None Public Charity General Fund 100

Grace Farms Foundation

365 Lukes Wood Road
New Canaan,CT06840 		None Public Charity General Fund 125

Great Neck Library

159 Bayview Avenue
Great Neck,NY11023 		None Public Charity General Fund 500

Greens Ledge Light Preservation Society

PO Box 43
Rowayton,CT06853 		None Public Charity General Fund 150

Habitat for Humanity

285 Peachtree Center Avenue NE
Suite 2700
Atlanta,GA30303 		None Public Charity General Fund 100

Hadassah

40 Wall Street
New York,NY10005 		None Public Charity General Fund 36

Hammond Museum

28 Deveau Road
North Salem,NY10560 		None Public Charity General Fund 100

Hebrew Union College - Jewish Institute of Religion

One West Fourth Street
New York,NY10012 		None Public Charity General Fund 2,072

High Line Friends of

PO Box 30968
New York,NY10011 		None Public Charity General Fund 55

Homes for the Brave Applied Behavioral Rehabilitation Institute Inc

655 Park Avenue
Bridgeport,CT06604 		None Public Charity General Fund 500

Hope for Haiti

1021 5th Avenue North
Naples,FL34102 		None Public Charity General Fund 100

Humane Society of the United States

PO 52137
Phoenix,AZ85072 		None Public Charity General Fund 100

Ikebana International Philadelphia Chapter 71

9 Bunker Hill Drive
Washington Crossing,PA18977 		None Public Charity General Fund 600

Ikebana Iwaya Fund

5 Wood Road
Wilmington,DE19806 		None Public Charity General Fund 125

Israel Cancer Research Fund

c/o David Kweskin 7 Lumanor Drive
Stamford,CT06903 		None Public Charity General Fund 5,000

IYRS School of Technology and Trades

449 Thames Street
Newport,RI02840 		None Public Charity General Fund 1,000

Japan Society of Fairfield County

1 Hobby Drive
Ridgefield,CT06877 		None Public Charity General Fund 1,450

Japan Society of Greater Hartford

2273 Hebron Avenue
Glastonbury,CT06033 		None Public Charity General Fund 220

Jay Heritage Center

210 Boston Post Road
Rye,NY10580 		None Public Charity General Fund 5,060

Jennas Promise

1159 Foote Brook Road
Johnson,VT05656 		None Public Charity General Fund 2,000

Jewish Broadcasting Service

PO Box 360
Stamford,CT06904 		None Public Charity General Fund 2,500

Jewish Historical Society of Fairfield County

P O Box 16918
Stamford,CT06905 		None Public Charity General Fund 1,000

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 1,000

Juvenile Diabetes Cure Alliance (JDCA)

14 E 60th Street 208
New York,NY10022 		None Public Charity General Fund 25

Kids Empowered by Your Support Inc

PO Box 532
New Canaan,CT06840 		None Public Charity General Fund 500

Kids in Crisis

One Salem Street
CosCob,CT06807 		None Public Charity General Fund 500

Leukemia & Lymphoma Society

3 International Drive Suite 200
Rye Brook,NY10573 		None Public Charity General Fund 600

Livingston First Aid Squad

62 S Livingston Avenue
Livingston,NJ07039 		None Public Charity General Fund 100

Love A Golden Rescue

PO Box 27621
Saint Louis,MO63146 		None Public Charity General Fund 1,500

Maine Island Trail Association

100 Kensington Street
Portland,ME04103 		None Public Charity General Fund 100

Make-A-Wish Foundation

4742 N 24th St Suite 400
Phoenix,AZ85016 		None Public Charity General Fund 100

Malta House Inc

139 West Rocks Road
Norwalk,CT06851 		None Public Charity General Fund 25

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 100

Memorial Sloan-Kettering Cancer Center

1275 York Avenue
New York,NY10065 		None Public Charity General Fund 100

Midori & Friends

352 7th Avenue
New York,NY10001 		None Public Charity General Fund 500

Moffitt Cancer Center Foundation

12902 USF Magnolia Drive
Tampa,FL33612 		None Public Charity General Fund 500

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 674

Narcotic Enforcement Officers Association

29 North Plains Highway Suite 10
Wallingford,CT06492 		None Public Charity General Fund 20

National Diaper Bank Network

155 East Street Suite 101
New Haven,CT06511 		None Public Charity General Fund 100

National September 11 Memorial Museum

200 Liberty Street 16th Floor
New York,NY10281 		None Public Charity General Fund 125

Natural Recourses Defense Council

PO Box 1830
Merrifield,VA22116 		None Public Charity General Fund 500

New 42nd Street The

229 W 42nd Street 10th Floor
New York,NY10036 		None Public Charity General Fund 1,000

New Canaan Beautification League The

PO Box 4
New Canaan,CT06840 		None Public Charity General Fund 50

Norwalk River Valley Trail Inc Friends of

PO Box 174
Georgetown,CT06829 		None Public Charity General Fund 500

Norwalk River Watershed Association Inc

PO Box 7114
Wilton,CT06897 		None Public Charity General Fund 500

Open Doors

4 Merritt Street
Norwalk,CT06854 		None Public Charity General Fund 5,500

Operation Underground Railroad

PO Box 57338
Salt Lake City,UT84157 		None Public Charity General Fund 5,000

Origami Source The

15 West 77 Street
New York,NY10024 		None Public Charity General Fund 50

Oshman Family Jewish Community Center

3921 Fabian Way
Palo Alto,CA94303 		None Public Charity General Fund 600

Outward Bound USA

21 Old Main Streeet Suite 208
Fishkill,NY12524 		None Public Charity General Fund 100

Pan-Mass Challenge

77 Fourth Avenue
Needham,MA02494 		None Public Charity General Fund 22,000

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 500

Planned Parenthood Southern New England

345 Whitney Avenue
New Haven,CT06511 		None Public Charity General Fund 5,000

Princeton Triangle Club The

91 University Place
Princeton,NJ08540 		None Public Charity General Fund 500

Princeton University

PO Box 5357
Princeton,NJ08543 		None Public Charity General Fund 304

Prospector Theater The

25 Prospect Street
Ridgefield,CT06877 		None Public Charity General Fund 500

Remote Area Medical Foundation

1834 Beech Street
Knoxville,TN37920 		None Public Charity General Fund 500

Ridgefield Operation for Animal Rescue

45 South Street
Ridgefield,CT06877 		None Public Charity General Fund 550

Riverbrook Regional YMCA

404 Danbury Road
Wilton,CT06897 		None Public Charity General Fund 250

Robert S Steward Scholarship Fund

C/O Janet Steward 487 Gray Road
Plainfield,VT05667 		None Public Charity General Fund 500

Ronald McDonald House

80 Woods Road
Valhalla,NY10595 		None Public Charity General Fund 100

Rye Arts Center The

51 Milton Road
Rye,NY10580 		None Public Charity General Fund 500

Rye Historical Society

1 Purchase Street
Rye,NY10580 		None Public Charity General Fund 350

Sail Newport

60 Fort Adams Drive
Newport,RI02840 		None Public Charity General Fund 550

Save the Sound

142 Temple Street Suite 305
New Haven,CT06510 		None Public Charity General Fund 3,500

Shatterproof

101 Merritt 7 Corporate Park 1st
Floor
Norwalk,CT06851 		None Public Charity General Fund 100

Shoreline Soup Kitchens & Pantries

PO Box 804
Essex,CT06426 		None Public Charity General Fund 100

Smithsonian Museum Friends of

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 100

Southern Connecticut Camerata

60 East Avenue
Norwalk,CT06851 		None Public Charity General Fund 25

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 500

St John's University School of Law

8000 Utopia Parkway
Queens,NY11439 		None Public Charity General Fund 375

St Jude Children's Research Hospital

262 Danny Thomas Place
Memphis,TN38105 		None Public Charity General Fund 150

Stamford Dollars for Scholars

PO Box 3559
Stamford,CT06905 		None Public Charity General Fund 100

StandWithUs

PO Box 341069
LosAngeles,CA90034 		None Public Charity General Fund 5,000

Starfish Connection Inc

1127 High Ridge Road 255
Stmaford,CT06905 		None Public Charity General Fund 500

STOP Foodborne Illness

3759 N Ravenswood Avenue Suite 224
Chicago,IL60613 		None Public Charity General Fund 100

Stratton Mountain School

7 World Cup Circle
Stratton Mountain,VT05155 		None Public Charity General Fund 2,800

Sweetwater Spectrum

369 Fifth Street West
Sonoma,CA95476 		None Public Charity General Fund 100

Syracuse University

820 Comstock Avenue
Syracuse,NY13244 		None Public Charity General Fund 2,500

Temple B'nai Chaim

PO Box 305
Georgetown,CT06829 		None Public Charity General Fund 18,248

Temple Shalom

259 Richards Avenue
Norwalk,CT06850 		None Public Charity General Fund 162,752

Topaz Museum

PO Box 241
Delta,UT84624 		None Public Charity General Fund 6,000

Trackside the Teen Center of Wilton Inc

15 Station Road
Wilton,CT06897 		None Public Charity General Fund 100

Turning Point Center The

179 South Winooski Ave Suite 301
Burlington,VT05401 		None Public Charity General Fund 2,000

Union for Reform Judaism

633 Third Avenue
New York,NY10017 		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 Pennsylvania The

2929 Walnut Street Suite 300
Philadelphia,PA19104 		None Public Charity General Fund 100

University of Vermont Foundation The

411 Main Street
Burlington,VT05401 		None Public Charity General Fund 500

US & Japan Society of Connecticut (UJSC)

235 East River Drive Suite 1307
East Hartford,CT06108 		None Public Charity General Fund 100

US Sailing

1 Roger Williams University Way
Bristol,RI02809 		None Public Charity General Fund 100

Vermont Community Foundation The

3 Court Street
Middlebury,VT05753 		None Public Charity General Fund 1,000

Waveny Lifecare 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 1,030

Wigs For Kids

24231 Center Ridge Road
Westlake,OH44145 		None Public Charity General Fund 100

Wilton Community Assistance Fund

180 School Road
Wilton,CT06897 		None Public Charity General Fund 6,500

Wilton Education Foundation

PO Box 7090
Wilton,CT06897 		None Public Charity General Fund 100

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 250

Wilton Historical Society

224 Danbury Road
Wilton,CT06897 		None Public Charity General Fund 500

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 1,500

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

Womens Rabbinic Network

355 Lexington Avenue
New York,NY10017 		None Public Charity General Fund 100

World Central Kitchen

200 Massachusetts Ave NW 7th Floor
Washinton,DC20001 		None Public Charity General Fund 50

World Wildlife Fund

PO Box 96555
Washington,DC20077 		None Public Charity General Fund 100
Total .................................right arrow 3a 394,697
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 50  
4 Dividends and interest from securities ....     14 128,785  
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 3,511  
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
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) .. 0 132,346 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
132,346
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Alexander Family Foundation Inc
EIN:
06-6068454
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting 2,500 2,500 0 0

TY 2023 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 4,182,827 8,739,704

TY 2023 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 2023 OtherIncomeSchedule2
Name:
Alexander Family Foundation Inc
EIN:
06-6068454
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Sundry 3,511 3,511 3,511


TY 2023 OtherIncreasesSchedule
Name:
Alexander Family Foundation Inc
EIN:
06-6068454
Description Amount
Excess of FMV over cost contributed securities 160,178


TY 2023 TaxesSchedule
Name:
Alexander Family Foundation Inc
EIN:
06-6068454
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Income taxes 1,200 1,200 0 0