Nonprofit · EIN 13-7263003
ALEXANDER CHARITABLE FOUNDATION TR
Also known as ALEXANDER J KOBI TTEE
Tax-exempt · NEW HAVEN, CT 06510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $167,645 | $181,052 | -$13,407 | $2,453,933 | $0 | $2,453,933 |
| December 31, 2024 | 990-PF | $162,197 | $151,305 | $10,892 | $2,467,340 | $0 | $2,467,340 |
| December 31, 2023 | 990-PF | $84,009 | $196,877 | -$112,868 | $2,456,448 | $0 | $2,456,448 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $88,155
- Net gain from sales of assets
- $79,490
Expenses
- Grants and similar amounts paid
- $156,000
- Compensation of officers, directors and key employees
- $2,840
- Disbursements for charitable purposes
- $178,273
- Excise tax on investment income
- $3,526
Balance sheet and other
- Total assets, start of year
- $2,467,340
- Total assets, end of year
- $2,453,933
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,453,933
- Fair market value of assets
- $2,484,180
- Qualifying distributions
- $178,273
- Net investment income
- $88,155
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE I JUDELSON C/O KOZUSKO 157 CHURCH ST 700, NEW HAVEN, CT 06510 | TRUSTEE | 0 | $2,840 |
| J KOBI ALEXANDER C/O KOZUSKO 157 CHURCH ST 700, NEW HAVEN, CT 06510 | TRUSTEE | 0 | $0 |
| HANA BASAL ALEXANDER C/O KOZUSKO 157 CHURCH ST 700, NEW HAVEN, CT 06510 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE I JUDELSON C/O KOZUSKO157 CHURCH ST700, NEW HAVEN, CT 06510 | TRUSTEE | 0 | $2,990 |
| J KOBI ALEXANDER C/O KOZUSKO157 CHURCH ST700, NEW HAVEN, CT 06510 | TRUSTEE | 0 | $0 |
| HANA BASAL ALEXANDER C/O KOZUSKO157 CHURCH ST700, NEW HAVEN, CT 06510 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE I JUDELSON C/O KOZUSKO157 CHURCH ST700, NEW HAVEN, CT 06510 | TRUSTEE | 0 | $5,522 |
| J KOBI ALEXANDER C/O KOZUSKO157 CHURCH ST700, NEW HAVEN, CT 06510 | TRUSTEE | 0 | $0 |
| HANA BASAL ALEXANDER C/O KOZUSKO157 CHURCH ST700, NEW HAVEN, CT 06510 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO KHD 157 CHURCH STREET STE 700, NEW HAVEN, CT 06510-0000
- In care of
- % P&A CPAS
- Signed the 990-PF
- BRUCE JUDELSON, TRUSTEE
- Phone
- (203) 562-0450
- Return prepared by
- BEERS HAMERMAN COHEN & BURGER PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7263003
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,453,933
- Income (IRS master file)
- $424,485
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $167,645 | $181,052 | $2,453,933 | IRS |
| 990-PF | December 2024 | $162,197 | $151,305 | $2,467,340 | IRS |
| 990-PF | December 2023 | $84,009 | $196,877 | $2,456,448 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7263003).
Questions about ALEXANDER CHARITABLE FOUNDATION TR
- What is the EIN of ALEXANDER CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of ALEXANDER CHARITABLE FOUNDATION TR is 13-7263003.
- Is ALEXANDER CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ALEXANDER CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALEXANDER CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALEXANDER CHARITABLE FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALEXANDER CHARITABLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ALEXANDER CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $2,840 (BRUCE I JUDELSON, TRUSTEE).
- How much revenue does ALEXANDER CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $167,645, expenses of $181,052 and total assets of $2,453,933 at year end.
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