ALVINA JUNIO MEMORIAL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ALVINA JUNIO MEMORIAL FOUNDATION (EIN 87-2778017)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-09-24
IRS object ID: 202422689349100417
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Investments Corp Stock Schedule
Other Expenses Schedule
Other Liabilities Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-09-24T12:49:19-07:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	954731716	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GLOBAL TAX & ACCOUNTING INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	23822 VALENCIA BLVD STE 304	AddressLine1Txt
City	VALENCIA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91355	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	872778017	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALVINA JUNIO MEMORIAL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ALVI	BusinessNameControlTxt
Phone	8183853100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O 15260 VENTURA BLVD 1750	AddressLine1Txt
City	SHERMAN OAKS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91403	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KRISTY JUNIO PITCHFORD	PersonNm
Person Title	President	PersonTitleTxt
Signature	2024-09-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID S GARELICK EA	PreparerPersonNm
PTIN	P00276219	PTIN
Phone	6612860044	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,166,067	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$17,119	ContriRcvdRevAndExpnssAmt
Interest On Sav Net Invst Incm	$9	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$17,119	TotalRevAndExpnssAmt
Total Net Invst Incm	$9	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$1,520,242	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,520,242	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$307,862	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$307,862	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,828,104	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$307,862	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,810,985	ExcessRevenueOverExpensesAmt
Net Investment Income	$9	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2	CashBOYAmt
Cash EOY	$1	CashEOYAmt
Cash EOYFMV	$1	CashEOYFMVAmt
Corporate Stock BOY	$10,213,102	CorporateStockBOYAmt
Corporate Stock EOY	$8,402,119	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,166,066	CorporateStockEOYFMVAmt
Total Assets BOY	$10,213,104	TotalAssetsBOYAmt
Total Assets EOY	$8,402,120	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,166,067	TotalAssetsEOYFMVAmt
Other Liabilities EOY	$1	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$1	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$10,213,104	RetainedEarningBOYAmt
Retained Earning EOY	$8,402,119	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,213,104	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,402,119	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,213,104	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,402,120	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,213,104	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,810,985	ExcessRevenueOverExpensesAmt
Subtotal	$8,402,119	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$8,402,119	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	GLOBAL BUSINESS MANAGEMENT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8183853100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	15260 VENTURA BLVD SUITE 1750	AddressLine1Txt
City	SHERMAN OAKS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91403	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
KRISTY JUNIO PITCHFORD
3984 NEWMAN BLVD	FRISCO	TX	75033	DIR,PRES,SEC,TR	1.00	$0
RANDALL STEWART PITCHFORD III
3984 NEWMAN BLVD	FRISCO	TX	75033	VP	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,095,810	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,095,810	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$3,095,810	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$46,437	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,049,373	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$152,469	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$152,469	MinimumInvestmentReturnAmt
Distributable Before Adj	$152,469	DistributableBeforeAdjAmt
Distributable Before Ded	$152,469	DistributableBeforeDedAmt
Distributable As Adjusted	$152,469	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$307,862	ExpensesAndContributionsAmt
Qualifying Distributions	$307,862	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$152,469	DistributableAsAdjustedAmt
Qualifying Distributions	$307,862	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$152,469	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$155,393	RemainingDistriFromCorpusAmt
Total Corpus	$155,393	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$155,393	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$155,393	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MORGAN STANLEY DONOR ADVISED FUND
2000 Westchester Avenue 2nd Floor	Purchase	NY	10577	GENERAL & UNRESTRICTED	$300,362
GOOD DEED CORPS
306 W PETER ST	EDINBURG	TX	78541	GENERAL & UNRESTRICTED	$7,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$307,862	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	KRISTY JUNIO PITCHFORD	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	3984 NEWMAN BLVD	AddressLine1Txt
City	FRISCO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75033	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$15,119	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EMBRACER GROUP AB	StockNm
EOY Book Value	$8,402,119	EOYBookValueAmt
EOYFMV	$2,166,066	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ADMINISTRATIVE FEES	$9,628
CAPITAL LOSS ON DONATED STOCK	$1,510,614

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	Rounding	Desc
EOY Book Value	$1	EOYBookValueAmt

ALVINA JUNIO MEMORIAL FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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