ALVAREZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALVAREZ CHARITABLE FOUNDATION INC (EIN 22-3479932)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349101440
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T09:21:05-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 JERICHO QUADRANGLE SUITE 200 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223479932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALVAREZ CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALVA | BusinessNameControlTxt |
| Phone | 2127594433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MADISON AVE 8TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTONIO C ALVAREZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127594433 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTONIO | PersonFirstNm |
| Person Last | ALVAREZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN SILVERSTEIN | PreparerPersonNm |
| PTIN | P00043838 | PTIN |
| Phone | 5162563500 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,776,342 | 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 | $4,450,263 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $269,246 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $269,246 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$290,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,885,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,429,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $269,250 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,267 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,523,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,523,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,617,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,523,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,811,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,848 | CashBOYAmt |
| Cash EOY | $4,481,758 | CashEOYAmt |
| Cash EOYFMV | $4,481,758 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,445,357 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $318,227 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $318,227 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,200,162 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,655,469 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,936,090 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,267 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,267 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,684,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,495,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,776,342 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,684,367 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,495,721 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,684,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,495,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,684,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,495,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,684,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,811,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,495,721 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,495,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NY LIFE-5491 | P | 2022-12-31 | $32,000 | $41,721 | -$9,721 | -$9,721 |
| NY LIFE-5483 | P | 2022-12-31 | $1,853,500 | $2,134,276 | -$280,776 | -$280,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$290,497 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,743 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,743 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $174 | EsPenaltyAmt |
| Tax Due | $3,917 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAWN MARSAL-WALLIN | IndividualWithBooksNm |
| Phone | 2127594433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ALVAREZ MARSAL INC 600 MADISON | AddressLine1Txt |
| Address Line2 | AVE 8FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTONIO C ALVAREZ | ||||||||
| 26 PENDERGAST | ALPINE | NJ | 07620 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ABIGAIL C ALVAREZ | ||||||||
| 26 PENDERGAST | ALPINE | NJ | 07620 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| DAWN M MARSAL-WALLIN | ||||||||
| 21677 SHEFFIELD DR | FARMINGTON HILLS | MI | 48335 | TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,443,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,062,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,505,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,505,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,333,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $566,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $566,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,743 | TotalTaxAmt |
| Distributable Before Adj | $562,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $562,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $562,923 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,523,920 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,523,920 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $562,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $448,268 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,093,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,162,950 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $711,713 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $954,326 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,371,127 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,523,920 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $562,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,960,997 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,332,124 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $448,268 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,883,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,093,870 | ExcessFromYear4Amt |
| Excess From Year3 | $1,162,950 | ExcessFromYear3Amt |
| Excess From Year2 | $711,713 | ExcessFromYear2Amt |
| Excess From Year1 | $954,326 | ExcessFromYear1Amt |
| Excess From Current Year | $1,960,997 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTONIO C ALVAREZ | ContributingManagerNm |
| Contributing Manager | ABIGAIL C ALVAREZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| PHILIPINE DEVELOPMENT FOUNDATION | ||||||||||
| 1065 E HILLSDALE BLVD SUITE 105 | FOSTER CITY | CA | 94404 | NONE | PUBLIC | PUBLIC WELFARE | $5,000 | |||
| NYU TRISH PLEDGE | ||||||||||
| 721 BROADWAY 12TH FL | NEW YORK | NY | 10003 | NONE | PUBLIC | FINANCIAL SUPPORT | $10,000 | |||
| NYU STERN SCHOOL OF BUSINESS | ||||||||||
| 44 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | EDUCATION | $150,000 | |||
| RANDOM FARMS KIDS' THEATER | ||||||||||
| 455 TARRYTOWN ROAD 1119 | WHITE PLAINS | NY | 10607 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,500 | |||
| UNIVERSITY OF NOTRE DAME | ||||||||||
| 220 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PRIVATE | EDUCATION | $10,000 | |||
| TOMORROW'S STARS | ||||||||||
| 1184 WHITE HORSE HAMILTON RD | HAMILTON TOWNSHIP | NJ | 08690 | NONE | PRIVATE | FINANCIAL SUPPORT | $20,000 | |||
| RYE COUNTRY DAY SCHOOL | ||||||||||
| 3 CEDAR ST | RYE | NY | 10580 | NONE | PRIVATE | EDUCATION | $20,000 | |||
| ST THOMAS MORE SCHOOL | ||||||||||
| 45 COTTAGE RD | OAKDALE | CT | 06370 | NONE | PUBLIC | FINANCIAL SUPPORT | $10,000 | |||
| IMMACULATE CONCEPTION HIGH SCHOOL | ||||||||||
| 33 COTTAGE PL | MONTCLAIR | NJ | 07042 | NONE | PRIVATE | EDUCATION | $2,000 | |||
| HOLY NAME MEDICAL CENTER INC | ||||||||||
| 718 TEANECK RD | TEANECK | NJ | 07666 | NONE | PUBLIC | FINANCIAL SUPPORT | $5,000 | |||
| CANCER RESEARCH INSTITUTE | ||||||||||
| 1166 AVENUE OF THE AMERICAS FL 20 | NEW YORK | NY | 10036 | NONE | PUBLIC | FINANCIAL SUPPORT | $140,000 | |||
| CITY OF HOPE | ||||||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | NONE | PUBLIC | PUBLIC WELFARE | $50,000 | |||
| ASIA SOCIETY | ||||||||||
| 333 W 39TH STREET SUITE 1502 | NEW YORK | NY | 10018 | NONE | PUBLIC | FINANCIAL SUPPORT | $20,000 | |||
| ALVAREZ FOUNDATION PHILIPPINES | ||||||||||
| NONE | PUBLIC | FINANCIAL SUPPORT | $1,571,900 | TORDESILLAS 1200 MAKATI CITY | METRO MANILA | RP | ||||
| ELIZABETH MORROW SCHOOL | ||||||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | NONE | PRIVATE | EDUCATION | $30,000 | |||
| CORNELL UNIVERSITY | ||||||||||
| 300 DAY HALL | ITHACA | NY | 14850 | NONE | PUBLIC | EDUCATION | $100,000 | |||
| ENGLEWOOD HEALTH FOUNDATION | ||||||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | FINANCIAL SUPPORT | $10,000 | |||
| MANHATTAN BEACH POLICE DEPT | ||||||||||
| 420 15TH ST | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC | FINANCIAL SUPPORT | $500 | |||
| FEED TO SUCCESS | ||||||||||
| 901 BUCCANEER DR N | GLENVIEW | IL | 60026 | NONE | PUBLIC | FINANCIAL SUPPORT | $500 | |||
| ENTERTAINMENT COMMUNITY | ||||||||||
| 729 SEVENTH AVENUE 10 FL | NEW YORK | NY | 10019 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,500 | |||
| STATUE OF LIBERTY- ELLIS ISLAND FUND | ||||||||||
| 17 BATTERY PLACE 324 | NEW YORK | NY | 10004 | NONE | PUBLIC | FINANCIAL SUPPORT | $170,000 | |||
| MONTEFIORE MEDICAL CENTER | ||||||||||
| 111 E 210TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC | FINANCIAL SUPPORT | $125,000 | |||
| CAMBRIDGE IN AMERICA | ||||||||||
| 1120 SIXTH AVE | NEW YORK | NY | 10036 | NONE | PUBLIC | FINANCIAL SUPPORT | $5,000 | |||
| EDUCATIONAL BUREAU OF OCEAN PARK | ||||||||||
| 16 TEMPLE AVE | OCEAN PARK | ME | 04063 | NONE | PUBLIC | FINANCIAL SUPPORT | $10,000 | |||
| YCS FOUNDATION | ||||||||||
| 235 MAIN STREET | HACKENSACK | NJ | 07601 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,620 | |||
| UKRAINE RECONSTRUCTION FUND | ||||||||||
| 211 E 43RD ST 7TH FL | NEW YORK | NY | 10017 | NONE | PUBLIC | FINANCIAL SUPPORT | $51,400 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,523,920 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $269,246 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$290,497 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$21,247 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,247 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTONIO & ABIGAIL ALVAREZ | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 PENDERGAST | AddressLine1Txt |
| City | ALPINE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,450,263 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NEW YORK LIFE LLC VARIOUS STOCK AND FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,655,469 | BookValueAmt |
| EOYFMV | $7,936,090 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS AND EXCHANGES | Desc |
| EOY Book Value | $40,267 | EOYBookValueAmt |
| EOYFMV | $40,267 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $448 | $0 | $0 |
| WEB DESIGN | $33,000 | $0 | $0 |
| BANK CHARGES | $142 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $4,122 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $11,263 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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