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 CHARITABLE FOUNDATIONINC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 9
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORT EDWARDS, WI54469
A Employer identification number

39-6045140
B Telephone number (see instructions)

(715) 887-2455
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$22,731,062J 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) 175
2 Check right arrow.............
3 Interest on savings and temporary cash investments 70 70  
4 Dividends and interest from securities... 657,075 657,075  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
473,529
b Gross sales price for all assets on line 6a 9,132,144
7 Capital gain net income (from Part IV, line 2)...  
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
10,678 2,500  
12 Total. Add lines 1 through 11........ 1,141,527 659,645  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,470      
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
16,920     16,920
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
103,407 103,407    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
287 287    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
10,448    
20 Occupancy.............. 26,570     28,920
21 Travel, conferences, and meetings....... 21,723     21,723
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,450     15,450
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 197,275 103,694   83,013
25 Contributions, gifts, grants paid....... 979,000 979,000
26 Total expenses and disbursements. Add lines 24 and 25 1,176,275 103,694   1,062,013
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -34,748
b Net investment income (if negative, enter -0-) 555,951
c Adjusted net income (if negative, enter -0-)...  
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............. 2,768 11,057 11,057
2 Savings and temporary cash investments......... 294,895 197,809 197,809
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)....... 11,392,781 Click to see attachment
List of Attached Documents:
// Content
11,568,590 		13,349,688
c Investments—corporate bonds (attach schedule)....... 3,292,782 Click to see attachment
List of Attached Documents:
// Content
3,622,377 		3,511,085
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).......... 3,964,478 Click to see attachment
List of Attached Documents:
// Content
3,471,055 		5,311,423
14 Land, buildings, and equipment: basis right arrow505,502
Less: accumulated depreciation (attach schedule) right arrow369,274 146,673 Click to see attachment
List of Attached Documents:
// Content
136,228 		350,000
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,094,377 19,007,116 22,731,062
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
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...........    
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 1,199,497 1,199,497
28 Retained earnings, accumulated income, endowment, or other funds 17,894,880 17,807,619
29 Total net assets or fund balances (see instructions)..... 19,094,377 19,007,116
30 Total liabilities and net assets/fund balances (see instructions). 19,094,377 19,007,116
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
19,094,377
2
Enter amount from Part I, line 27a .....................
2
-34,748
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,068
4
Add lines 1, 2, and 3 ..........................
4
19,060,697
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
53,581
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,007,116
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.)
1 a PUBLICALLY TRADED SECURITIES P    
b NB STRATEGIC CO-INV PARNERS III-B LP P    
c PUBLICALLY TRADED SECURITIES P    
d CAYMAN III FUND P    
e MILLENNIUM INTERNATIONAL HEDEGEFOCUS P    
PUBLICALLY TRADED SECURITIES P    
PUBLICALLY TRADED SECURITIES P    
PUBLICALLY TRADED SECURIITES P    
(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 1,415,656   1,350,000 65,656
b 18,000     18,000
c 7,917   8,244 -327
d     375,963 -375,963
e 670,834   275,285 395,549
296,331   315,403 -19,072
712,776   811,744 -98,968
649,915   851,226 -201,311
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       65,656
b       18,000
c       -327
d       -375,963
e       395,549
      -19,072
      -98,968
      -201,311
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 -216,128
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 -327
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 7,728
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  
3 Add lines 1 and 2........................... 3 7,728
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 7,728
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,000
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.......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 12,272
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,272 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowWI
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 arrowKERBER ROSE SC Telephone no.right arrow (715) 424-4600

Located atright arrow1910 7TH ST SOWISCONSIN RAPIDSWI ZIP+4right arrow54494
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
 
 
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
JOHN A CASEY PRES/DIRECTO
000.00 		0 0 0
411 E WISCONSIN AVE
MILWAUKEE,WI532024497
LESLIE V ARENDT V PRES
000.00 		0 0 0
311 1ST ST
PORT EDWARDS,WI54469
CHARLES R LESTER V PRES/DIREC
000.00 		0 0 0
PO BOX 9
WISC RAPIDS,WI54495
TRACY MCCORMICK DIRECTOR
000.00 		0 0 0
806 ROSEWOOD AVE
WINNETKA,IL60093
TIM WRIGHT DIRECTOR
000.00 		0 0 0
BOX 160
MANITOWISH WATERS,WI54545
J MARSHALL BUEHLER V PRESIDENT
000.00 		0 0 0
1081 2ND ST
PORT EDWARDS,WI54469
KAREN THIEL SEC/TREAS
000.00 		2,470 0 0
911 CRAIG CT
PORT EDWARDS,WI54469
LAUREN ARENDT DIRECTOR
000.00 		0 0 0
311 FIRST STREET
PORT EDWARDS,WI54469
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  
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 arrow  
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 AMOUNTS PAID TO MAINTAIN THE OPERATING ASSETS OF AN ART AND HISTORY CENTER - SEE STATEMENT C ATTACHED 42,016
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
22,320,343
b
Average of monthly cash balances.......................
1b
8,866
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
22,329,209
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
22,329,209
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
334,938
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,994,271
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,099,714
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
1,099,714
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,728
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,728
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,091,986
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,091,986
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,091,986
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
1,062,013
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,062,013
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 1,091,986
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,042,600
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,062,013
a Applied to 2022, but not more than line 2a 1,042,600
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 19,413
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,072,573
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
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).)
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
ACLU


125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		    SAME 7,000
ALLIANCE FOR THE GREAT LAKES


150 NORTH MICHIGAN AVE
SUITE 750
CHICAGO,IL60601 		    SAME 1,000
AMERICAN FAMILY CHILDREN'S HOSPITAL


1675 HIGHLAND AVE
MADISON,WI53792 		    SAME 5,000
AMERICAN PLAYERS THEATRE


PO BOX 819
SPRING GREEN,WI53588 		    MEET FINANCIAL NEEDS 6,000
AMERICAN RED CROSS


3057 MICHIGAN AVE
STEVENS POINT,WI54481 		    SAME 2,000
ANNA MARIA ISLAND COMMUNITY CENTER


407 MAGNOLIA AVE
ANNA MARIA,FL34216 		    SAME 55,000
ARIS EXTRA INNING


5700 DAROW ROAD SUITE 118
HUDSON,OH44236 		    SAME 54,400
BEYOND HUNGER


848 LAKE ST
OAK PARK,IL60301 		    SAME 2,750
BOYS GIRLS CLUB


501 17TH STREET SOUTH
WISCONSIN RAPIDS,WI54494 		    SAME 30,000
BOYS GIRLS CLUB OF THE NORTHLAND


PO BOX 16435
DULUTH,MN55816 		    SAME 18,000
BOYSGIRLS CLUB SARASOTA


3130 FRUITVILLE
SARASOTA,FL34237 		    SAME 5,000
CAMP - SPAY NEUTER CLINIC


64682 COK AVENUE 70
BEND,OR97703 		    SAME 10,000
CENTRAL WISOONSIN CULTURAL CENTER


2651 8TH STREET S
WISCONSIN RAPIDS,WI54494 		    MEET FINANCIAL NEEDS 6,000
CHARLES JOANN LESTER LIBRARY OF N


100 PARK ST
NEKOOSA,WI54457 		    SAME 5,000
CHICAGO BUNGALOW


53W JACKSON BLVD STE 740
CHICAGO,IL60604 		    SAME 1,000
CHICAGO PUBLIC MEDIA


848 E GRAND
CHICAGO,IL60611 		    SAME 2,750
CHILDRENS HOME AID


125 S WACKEKR DR
SUITE 1400
CHICAGO,IL60622 		    SAME 3,000
CHILDRENS MUSEUM OF STEVENS POINT


1100 MAIN STREET
STEVENS POINT,WI54481 		    SAME 5,000
CREATE PORTAGE COUNTY


1039 ELLIS STREET
STEVENS POINT,WI54481 		    SAME 10,000
DOOR CO MEDICAL CENTER


656 S 18TH AVE
STURGEON BAY,WI54235 		    SAME 7,000
EAST SIDE HIGH SCHOOL WOMENS TENNIS


2222 E WASHINGTON AVE
MADISON,WI53704 		    SAME 11,000
EVANS SCHOLAR FOUNDATION


2501 PATRIOT BLVD
GLENVIEW,IL60026 		    MEET FINANCIAL NEEDS 3,000
FAMILY CENTER


500 25TH STREET NORTH
WISCONSIN RAPIDS,WI54494 		    SAME 5,000
FEEDING AMERICA EASTER WISCONSIN


1700 W FOND DU LAC AVE
MILWAUKEE,WI53205 		    SAME 2,000
FLORIDA STUDIO


1241 N PALM
SARASOTA,FL34236 		    SAME 2,000
FRIENDS FOR YOUTH


3460 W BAYSHORE RD
SUITE 203
PALO ALTO,CA94303 		    MEET FINANCIAL NEEDS 4,000
FRIENDS OF RAPIDS MUSIC


441 SECOND ST S
WISCONSIN RAPIDS,WI54494 		    SAME 10,000
FRIENDS OF THE CRAIGHEAD CO LIBRARY


315 OAK STREET
JONESBORO,AR72401 		    SAME 2,000
FRIENDS OF THE FOREST PRESERVES


411 SOUTH WELLS STREET
SUITE 300
CHICAGO,IL60607 		    SAME 1,000
GOLF SHELLFISH INSTITUTE


PO BOX 1487
ANNA MARIA,FL34216 		    SAME 10,000
GREATER CHICAGO FOOD DEPOSITORY


41000 W ANN LURIE PL
CHICAGO,IL60632 		    SAME 30,200
HELP CO


2201 WAUKEGAN ROAD
SUITE 255
BANNOCKBURN,IL60015 		    SAME 18,000
IL COALITION OF IMMIGRANT REFUGEE


228 S WABASH AVE
SUITE 800
CHICAGO,IL60604 		    SAME 4,000
IL COMMUNITY FOR DISPLACED IMMIGRAN


303 EAST WACKER DRIVE
CHICAGO,IL60601 		    SAME 4,000
INCOURAGE COMMUNITY FOUNDATION


478 E GRAND AVE
WISCONSIN RAPIDS,WI54494 		    SAME 54,400
JOSSELYN CENTER


405 CENTRAL AVE
NORTHFIELD,IL60094 		    SAME 2,750
LESTER PUBLIC LIBRARY OF ARPIN


8091 COUNTY RD E
ARPIN,WI54410 		    MEET FINANCIAL NEEDS 5,000
LESTER PUBLIC LIBRARY OF VESPER


6550 VIRGINIA ST
VESPER,WI54489 		    SAME 5,000
LGBTQ COMMUNITY CENTER OF DESERT


1301 N PALM CANYON
PALM SPRINGS,CA92262 		    SAME 2,000
LIVING DESERT


14600 PORTOLA AVENUE
PALM DESERT,CA92260 		    SAME 2,000
LIVING TRADITIONS JALOPY THEATRE


315 COLUMBIA ST
BROOKLYN,NY11231 		    SAME 5,000
MCCALLUM THEATER


73000 FRED WARING DRIVE
PALM DESERT,CA92260 		    SAME 5,000
MCMILLIAN MEMORIAL LIBRARY


490 E GRAND AVE
WISCONSIN RAPIDS,WI54494 		    SAME 6,000
MILESTONE INC


4060 MCFARLAND RD
LOVES PARK,IL61111 		    SAME 5,000
MINDS MATTER COLORADO


PO BOX 16610
DENVER,CO80216 		    SAME 2,500
MONROE PARK NEIGHBORHOOD ASSOC


1110 18TH AVE
MONROE,WI53566 		    SAME 2,000
NATIONAL FDN FOR ECTODERMAL DYSPLAS


NFED 6 EXECUTIVE DR
SUITE 2
FAIRVIEW HEIGHTS,IL62208 		    SAME 2,500
NEIGHBORHOOD MINISTRIES


1918 W VAN BUREN STREET
PHOENIX,AZ85009 		    SAME 500
NEW LIFE CENTERS OF CHICAGOLAND NFP


4101 W 51ST ST
CHICAGO,IL606324287 		    SAME 2,000
NOAH'S ARK ANIMAL SANCTUARY


111 N 1ST ST
ROCKFORD,IL61107 		    SAME 2,000
NORTHERN ILLINOIS FOOD BANK


273 DEARBORN COURT
GENEVA,IL60134 		    SAME 27,200
NORTHERN SKY THEATER


10351 BELLA VISTA LANE
EPHRAIM,WI54211 		    SAME 30,000
NORTHFIELD FOOD PANTRY


2550 WAUKEGAN RD S 100
GLENVIEW,IL60025 		    SAME 2,750
ODC INC


1191 HUNTINGTON AVE
WISCONSIN RAPIDS,WI54494 		    SAME 30,000
OLD TOWN SCHOOL OF MUSIC


4544 N LINCOLN AVE
CHICAGO,IL60625 		    SAME 5,000
PACE CENTER FOR GIRLS


6745 PHILIPS INDUSTRIAL B
JACKSONVILLE,FL32256 		    SAME 8,400
PALATINE TOWNSHIP NEEDY FAMILY FUND


721 S QUENTIN ROAD
PALATINE,IL600676778 		    SAME 1,000
PALM SPRINGS ART MUSEUM


101 N MUSEUM DR
PALM SPRINGS,CA92262 		    SAME 5,000
PALM SPRINGS FRIENDS OF PHILHARMONI


PO BOX 12770
PALM DESERT,CA92255 		    SAME 2,000
PE EDUCATION FDN


PO BOX 99
PORT EDWARDS,WI54469 		    SAME 10,000
PLANNED PARENTHOOD


1355 8TH STREET SOUTH
WISCONSIN RAPIDS,WI54494 		    SAME 12,000
ROCK VALLEY COLLEGE FOUNDATION


3301 N MULFORD RD
ROCKFORD,IL61114 		    SAME 2,000
RONALD MCDONALD HOUSE CHARITIES OF


2716 MARSHALL COURT
MADISON,WI53705 		    MEET FINANCIAL NEEDS 5,000
SALVATION ARMY OF CHICAGO METRO


5040 N PULASKI RD
CHICAGO,IL60630 		    SAME 3,000
SARASOTA INSTITUTE OF LEARNING


PO BOX 219
SARASOTA,FL34230 		    SAME 5,000
SHELBY GARDENS


1534 MOUND
SARASOTA,FL34236 		    MEET FINANCIAL NEEDS 2,000
SHERMALOT SKI TEAM


324 15TH AVE
NEKOOSA,WI54457 		    SAME 10,000
SIENA RETREAT CENTER INC


5637 ERIE ST
RACINE,WI534021934 		    SAME 1,000
SO WOOD CO HISTORICAL CORP


540 THIRD STREET SOUTH
WISCONSIN RAPIDS,WI54494 		    SAME 2,000
SO WOOD CO HUMANE SOCIETY


3621 64TH STREET NORTH
WISCONSIN RAPIDS,WI54494 		    SAME 5,000
SO WOOD CO YMCA


211 WISCONSIN RIVER DRIVE
PORT EDWARDS,WI54469 		    MEET FINANCIAL NEEDS 203,400
ST MARY'S FOOD BANK ALLIANCE


2831 NORTH 31ST AVENUE
PHOENIX,AZ85009 		    SAME 1,500
THE EXTENSION


1507 CHURCH ST PO BOX 79
MARIETTA,GA30061 		    SAME 10,000
THE MILES SOCIETY IL INSTITUTE


10 W 35TH STREET
SUITE 1700
CHICAGO,IL60616 		    MEET FINANCIAL NEEDS 2,000
TUNNEL TO TOWERS FOUNDATION


2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306 		    SAME 5,000
UNITED METHODIST CHURCH


411 WISCONSIN RIVER DR
PORT EDWARDS,WI54469 		    SAME 116,000
UNIVERSITY OF WISCONSIN FOUNDATION


1848 UNIVERSITY AVE
MADISON,WI53726 		    SAME 8,000
US MODERNIST


5409 PELHAM RD
DURHAM,NC27713 		    SAME 2,000
UWSP FOUNDATION INC


2100 MAIN ST ROOM 134
STEVENS POINT,WI54481 		    SAME 10,000
WI ALZHEIMER'S ASSOCIATION


620 S 76TH ST
MILWAUKEE,WI53214 		    SAME 3,000
YMCA OF METRO MILWAUKEE


PO BOX 2174
MILWAUKEE,WI532012174 		    SAME 4,000
Total .................................right arrow 3a 979,000
bApproved for future payment
Total ................................. right arrow 3b  
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 70  
4 Dividends and interest from securities ....     14 657,075  
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 ............ 		    18 473,529  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 INCOME 		    14 2,500  
bFEDERAL TAX REFUND     1 8,178  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,141,352  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,141,352
(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 CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL SERVICES 16,920     16,920

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LAND IMPROVEMENTS 1991-06-30 3,253              
LANDSCAPING 1992-06-09 2,450              
LANDSCAPING-FOUNTAIN 1997-11-27 2,075 2,075 150DB 15.0000        
LANDSCAPING-FOUNTAIN 1997-12-09 12,430 12,430 150DB 15.0000        
FOUNTAIN 1998-06-09 7,456 7,456 150DB 15.0000        
LANDSCAPING - STONE 2005-08-01 3,250 3,250 S/L 15.0000        
ORIG ACQ - LAND 1990-12-31 17,060              
ORIG ACQ - BUILDING 1990-12-31 132,940 104,690 S/L 31.5000 3,324      
SECURITY SYSTEM 1991-05-21 3,115 2,453 S/L 31.5000 78      
BUILDING IMPROVEMENTS 1991-03-31 3,541 2,788 S/L 31.5000 89      
BUILDING IMPROVEMENTS 1991-06-30 36,353 28,628 S/L 31.5000 909      
BUILDING IMPROVEMENTS 1991-09-30 4,414 3,476 S/L 31.5000 110      
BUILDING IMPROVEMENTS 1991-10-08 1,612 1,269 S/L 31.5000 41      
WALL COVERINGS, WINDOW TREATMENTS, REDECORATE 1991-06-17 40,107 31,584 S/L 31.5000 1,003      
ELECTRIC WIRING & FIXTURES 1992-01-06 2,950 2,249 S/L 31.5000 74      
WALL COVERINGS, WINDOW TREATMENTS, REDECORATE 1992-01-15 1,037 791 S/L 31.5000 25      
ELECTRICAL WORK 1992-06-04 3,193 2,435 S/L 31.5000 80      
LIGHT FIXTURES 1993-03-08 562 419 S/L 31.5000 14      
LIGHT FIXTURES 1993-12-14 1,053 764 S/L 39.0000 27      
BASEMENT REMODELING 1996-06-01 10,956 7,270 S/L 39.0000 274      
CAPITAL ADDITION 1998-03-13 2,905 1,801 S/L 39.0000 72      
LIGHT FIXTURE 1999-01-12 1,314 787 S/L 39.0000 33      
STUDIO FIXTURES 2000-05-05 1,102 623 S/L 39.0000 28      
NEW TRACK LIGHTING & FIXTURES 2002-02-08 5,028 2,624 S/L 39.0000 126      
ROOF & GUTTER REPAIR 2002-08-13 4,208 2,144 S/L 39.0000 105      
ROOFING & SIDING 2005-08-25 40,573 17,624 S/L 39.0000 1,014      
NEW GUTTERS & GUTTER CONTROL 2005-12-13 1,908 813 S/L 39.0000 48      
CHAIR MAT 1991-06-12 101 101 S/L 7.0000        
DESK 1991-01-15 1,113 1,113 S/L 7.0000        
DESK CHAIR 1991-01-15 638 638 S/L 7.0000        
PULL-UP CHAIRS (3) 1991-01-15 2,297 2,297 S/L 7.0000        
BOOK TABLE 1991-01-15 874 874 S/L 7.0000        
FILE CABINET - OAK 1991-05-09 543 543 S/L 7.0000        
ANSWERING MACHINE 1991-05-23 126 126 S/L 7.0000        
COPY MACHINE 1995-03-13 300 300 S/L 7.0000        
WORD PROCESSOR 1996-11-22 292 292 200DB 5.0000        
FAX MACHINE 1999-07-20 190 190 S/L 5.0000        
COPY MACHINE 1999-12-10 1,544 1,544 S/L 5.0000        
COMPUTER PERIPHERALS 2001-11-02 1,168 1,168 S/L 5.0000        
COMPUTER 2001-11-02 2,741 2,741 S/L 5.0000        
SOFA 1991-01-15 1,872 1,872 S/L 7.0000        
LOUIS XV CHAIRS (2) 1991-01-15 1,670 1,670 S/L 7.0000        
END TABLES 1991-01-15 1,278 1,278 S/L 7.0000        
COCKTAIL TABLE 1991-01-15 1,100 1,100 S/L 7.0000        
BRITISH NATL TR BREAKFAST TABLE 1991-01-15 2,280 2,280 S/L 7.0000        
WING CHAIRS (2) 1991-01-15 3,552 3,552 S/L 7.0000        
DINING ROOM TABLE 1991-01-15 3,022 3,022 S/L 7.0000        
DINING ROOM ARM CHAIRS (2) 1991-01-15 1,422 1,422 S/L 7.0000        
DINING ROOM SIDE CHAIRS (4) 1991-01-15 2,466 2,466 S/L 7.0000        
DINETTE TABLE 1991-01-15 1,209 1,209 S/L 7.0000        
DINETTE CHAIRS (4) 1991-01-15 1,571 1,571 S/L 7.0000        
FLOOR LAMP (HF) 1991-01-15 141 141 S/L 7.0000        
DISPLAYS 1991-01-15 5,554 5,554 S/L 7.0000        
SIGN 1991-06-27 1,116 1,116 S/L 7.0000        
REFRIGERATOR 1991-01-15 1,011 1,011 S/L 7.0000        
SILVER TRAY & TEA SET 1991-01-15 406 406 S/L 7.0000        
TV & VCR 1991-01-15 769 769 S/L 7.0000        
PAINTING - REV TIMM 1991-10-31 2,900 2,900 S/L 7.0000        
TWO CHAIRS WITH CUSHIONS 1991-07-31 440 440 S/L 7.0000        
SMALL WROUGHT IRON TABLE 1991-07-31 105 105 S/L 7.0000        
LOVESEAT 1991-08-05 2,469 2,469 S/L 7.0000        
TWO CHAIRS & OTTOMAN 1991-08-05 1,457 1,457 S/L 7.0000        
TWO SOBOTA END TABLES 1991-08-05 1,168 1,168 S/L 7.0000        
SOBOTA GAME TABLE 1991-08-05 1,547 1,547 S/L 7.0000        
FOUR GAME CHAIRS 1991-08-05 2,765 2,765 S/L 7.0000        
ROUND END TABLE 1991-08-05 700 700 S/L 7.0000        
CHRISTMAS DECORATIONS 1991-12-18 2,296 2,296 S/L 7.0000        
EASEL - SILVER & BRASS 1991-06-17 250 250 S/L 7.0000        
TWO EASELS - SILVER & BRASS 1991-06-17 350 350 S/L 7.0000        
BRASS POTS FOR PLANTS (3) 1991-06-17 481 481 S/L 7.0000        
POT HOLDERS (2) 1991-06-17 297 297 S/L 7.0000        
CUT CRYSTAL LAMPS (2) 1991-06-17 708 708 S/L 7.0000        
SMALL CUT CRYSTAL LAMP 1991-06-17 449 449 S/L 7.0000        
LONG SERVING TABLE 1991-06-17 1,165 1,165 S/L 7.0000        
SMALL AREA RUG - FRONT ENTRY 1991-06-17 385 385 S/L 7.0000        
BAKER REGISTRY STAND 1991-06-17 2,014 2,014 S/L 7.0000        
WALL LAMP - HART COUNTRY 1991-06-17 325 325 S/L 7.0000        
DESK LAMP 1991-06-17 360 360 S/L 7.0000        
TABLE LAMP - HART COUNTRY 1991-06-17 365 365 S/L 7.0000        
AREA RUG - DOWNSTAIRS OFFICE 1991-06-17 395 395 S/L 7.0000        
CHANDELIER 1991-06-17 594 594 S/L 7.0000        
AREA RUG - BREAKFAST ROOM 1991-06-17 374 374 S/L 7.0000        
CORNER CURIO 1991-06-17 1,165 1,165 S/L 7.0000        
TOILET - DOWNSTAIR BATHROOM 1991-06-17 1,390 1,390 S/L 7.0000        
PICTURE 1991-06-17 100 100 S/L 7.0000        
EIGHT MIRROR STRIPS 1991-06-17 640 640 S/L 7.0000        
PICTURE - MARSHALL'S OFFICE 1991-06-17 239 239 S/L 7.0000        
LAMP - MARSHALL'S OFFICE 1991-06-17 450 450 S/L 7.0000        
WROUGHT IRON TABLE & 4 CHAIRS - OUTDOOR FURN 1991-06-17 1,238 1,238 S/L 7.0000        
CHRISTMAS DECORATIONS 1992-01-15 569 569 S/L 7.0000        
VASES 1992-07-15 230 230 S/L 7.0000        
TRACK LIGHTING 1994-11-15 1,564 1,564 S/L 7.0000        
WOOD CARVING 1998-01-16 850 850 S/L 7.0000        
PICTURE 1999-10-22 195 195 S/L 7.0000        
AIR CONDITIONING UNIT 2000-09-12 1,297 723 S/L 39.0000 32      
BENESH PHOTO 2000-10-17 265 265 S/L 7.0000        
PICTURE 2001-01-05 275 275 S/L 7.0000        
PHOTOS & MOUNTING 2001-02-16 454 454 S/L 7.0000        
DAUGHTY WILDLIFE ART 2001-03-13 290 290 S/L 7.0000        
DISHWASHER 2002-10-01 563 563 S/L 7.0000        
STORM WINDOWS 2006-01-22 6,557 2,780 S/L 39.0000 164      
FRONT DOOR STORM WINDOWS 2006-08-28 375 154 S/L 39.0000 9      
CONCRETE WALK 2007-07-10 5,157 5,157 S/L 15.0000        
LASER PRINTER, COPIER, FAX, SCANNER 2007-02-06 1,404 1,404 S/L 5.0000        
CAR PORT ROOF 2008-06-24 7,823 2,844 S/L 39.0000 196      
LAPTOP 2010-12-07 675 675 S/L 5.0000        
PROJECTOR/DVD PLAYER 2010-09-28 769 769 S/L 7.0000        
TRAIN 2011-10-11 5,093 1,464 S/L 39.0000 130      
2 FILE CABINETS 2011-02-03 306 306 S/L 7.0000        
ROUNDING     3            
REPLACE DRIVEWAY 2012-08-17 5,935 4,155 S/L 15.0000 395      
PARKING AREA AND CURB/GUTTER 2012-11-01 11,611 7,838 S/L 15.0000 774      
GUTTER WORK 2012-11-05 150              
"APRIL AIR" 2012-12-05 550 142 S/L 39.0000 14      
OUTDOOR LIGHTING PROJECT 2013-11-14 9,504 5,781 S/L 15.0000 634      
ATTIC WIRING 2014-06-09 219 48 S/L 39.0000 6      
ATTIC INSULATION 2014-06-09 15,736 3,446 S/L 39.0000 404      
APPLE COMPUTER & POWER DRIVE 2014-05-25 1,578 1,578 S/L 5.0000        
PRINTER/SCANNER 2014-12-03 1,109 1,109 S/L 5.0000        
KITCHEN RANGE 2015-09-22 956 717 S/L 7.0000 96      
NEW FURNACE 2022-03-11 4,650 94 S/L 39.0000 120      

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TY 2023 GainLossSaleOtherAssetsSch
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PUBLICALLY TRADED SECURITIES   PURCHASE     3,087 2,674     413  
PUBLICALLY TRADED SECURITIES   PURCHASE     81,526 88,905     -7,379  
PUBLICALLY TRADED SECURITIES   PURCHASE     152,524 141,383     11,141  
PUBLICALLY TRADED SECURITIES   PURCHASE     260,424 281,597     -21,173  
PUBLICALLY TRADED SECURITIES   PURCHASE     979,931 734,167     245,764  
PUBLICALLY TRADED SECURITIES   PURCHASE     1,576,922 1,583,889     -6,967  
PUBLICALLY TRADED SECURITIES   PURCHASE     2,305,993 1,838,135     467,858  

TY 2023 InvestmentsCorpBondsSchedule
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE STATEMENT B (US) 3,185,967 3,086,538
GUGGENHEIM MACRO OPP FD 235,010 221,359
PMCO MORTGAGE OPPORTUNITES 201,400 203,188

TY 2023 InvestmentsCorpStockSchedule
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE STATEMENT A (US) 8,954,179 10,658,229
SEE STATEMENT A (GLOBAL) 1,450,000 1,460,167
SEE STATEMENT A (INT'L) 1,164,411 1,231,292

TY 2023 InvestmentsOtherSchedule2
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MILLENNIUM INTERNATIONAL HEDGEFOCUS AT COST    
CVF (CAYMAN) -GRANTOR TRUST AT COST    
BLACKSTONE REAL ESTATE INCOME TRUST AT COST 1,000,000 1,312,856
NB STRATEGIC PTNRS III-B LP AT COST 212,503 532,884
STRATEGIC PTNRS OFFSHORE VIII AT COST 953,729 2,079,546
STRATEGIC PTNRS OFFSHORE IX AT COST 804,823 856,280
STARWOOD REAL ESTATE INC TRUST   500,000 529,857

TY 2023 LandEtcSchedule2
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING - 1131 WIS RIVER DR 273,450 233,124 40,326 350,000
BUILDING IMPROVEMENTS 78,542   78,542  
FURNITURE, FIXTURES & ARTWORK 68,299 67,613 686  
LAND IMPROVEMENTS 68,213 51,539 16,674  
OFFICE EQUIPMENT 16,998 16,998    


TY 2023 OtherDecreasesSchedule
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Description Amount
WRITE OFF OF CAYMAN FUND BALANCE 53,581


TY 2023 OtherExpensesSchedule
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE EXPENSE 133     133
SUPPLIES, POSTAGE AND DUES 1,925     1,925
ADVERTISING AND PROMOTIONAL 2,845     2,845
MEETINGS AND RECEPTIONS 10,547     10,547


TY 2023 OtherIncomeSchedule2
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 INCOME 2,500 2,500  
FEDERAL TAX REFUND 8,178    


TY 2023 OtherIncreasesSchedule
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Description Amount
TIMING DIFFERENCE 1,068


TY 2023 OtherProfessionalFeesSchedule
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEE 103,407 103,407    


TY 2023 TaxesSchedule
Name:
ALEXANDER CHARITABLE FOUNDATIONINC
EIN:
39-6045140
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES        
FOREIGN TAX 287 287