ALVAREZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALVAREZ CHARITABLE FOUNDATION INC (EIN 22-3479932)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202033119349100613
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T08:53:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 NO 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 | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN SILVERSTEIN | PreparerPersonNm |
| PTIN | P00043838 | PTIN |
| Phone | 5162563500 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.38.5.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 13:54:41 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6CE40AAD7BD5615F1C98C4890DF513EB4EBB431E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,622,671 | 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 | $2,310,579 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,032 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,032 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,948 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,404,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,980 | 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 | $4,033 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $28,005 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,505,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,505,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,571,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,505,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $832,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,980 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,965,797 | CashBOYAmt |
| Cash EOY | $101,859 | CashEOYAmt |
| Cash EOYFMV | $101,859 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,449,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,504,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,504,622 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $330,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,972,206 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,016,190 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,746,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,578,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,622,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,746,046 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,578,687 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,746,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,578,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,746,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,578,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,746,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $832,641 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,578,687 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,578,687 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,410,710 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,350,610 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.222138 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $766,132 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,365,432 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120358 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,553,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,748,945 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.414410 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $765,968 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,501,547 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.306198 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,623,530 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,748,094 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.500795 | DistributionYr5Rt |
| Total Distribution | 2.563899 | TotalDistributionRt |
| Average Distribution | 0.512780 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,882,658 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,529,289 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $940 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,530,229 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,505,203 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Tax Due | $1,907 | 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 | Yes (1) | 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 | $1,644,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,342,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,987,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,987,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,882,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $344,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $344,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,880 | TotalTaxAmt |
| Distributable Before Adj | $342,253 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $342,253 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $342,253 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,505,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,505,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,505,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $342,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,536,651 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $641,249 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,366,412 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $448,268 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,093,870 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,086,450 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,505,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $342,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,162,950 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,249,400 | 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 | $2,536,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,712,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $641,249 | ExcessFromYear4Amt |
| Excess From Year3 | $1,366,412 | ExcessFromYear3Amt |
| Excess From Year2 | $448,268 | ExcessFromYear2Amt |
| Excess From Year1 | $1,093,870 | ExcessFromYear1Amt |
| Excess From Current Year | $1,162,950 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WESTHAB INC | |||||||||||
| 85 EXECUTIVE BLVD | ELMSFORD | NY | 10523 | NONE | PRIVATE | FINANCIAL SUPPORT | $2,000 | ||||
| UNIVERSITY OF HARTFORD | |||||||||||
| 200 BARFIELD AVE | WEST HARTFORD | CT | 06117 | NONE | PUBLIC | EDUCATION | $7,700 | ||||
| THE CHILDREN'S ORCHESTRA SOCIETY | |||||||||||
| 65-03 180TH ST | FRESH MEADOWS | NY | 11365 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,040 | ||||
| TEAM 60 KIDS | |||||||||||
| 122 WINDING CREEK | OLD TAPPAN | NJ | 07675 | NONE | PUBLIC | FINANCIAL SUPPORT | $5,000 | ||||
| ST THOMAS MORE SCHOOL | |||||||||||
| 45 COTTAGE RD | OAKDALE | CT | 06370 | NONE | PUBLIC | FINANCIAL SUPPORT | $15,000 | ||||
| SOCIETE DES AMIS | |||||||||||
| NONE | PUBLIC | FINANCIAL SUPPORT | $6,000 | ASSOCIATION CULTURELLE CHATEAU | VERSAILLE | PARIS | FR | ||||
| RYE COUNTRY DAY SCHOOL | |||||||||||
| 3 CEDAR ST | RYE | NY | 10580 | NONE | PRIVATE | EDUCATION | $20,000 | ||||
| RANDOM FARMS KIDS' THEATER | |||||||||||
| 455 TARRYTOWN ROAD 1119 | WHITE PLAINS | NY | 10607 | NONE | PUBLIC | FINANCIAL SUPPORT | $12,000 | ||||
| PITCH IN FOUNDATION | |||||||||||
| 437 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | FINANCIAL SUPPORT | $27,058 | ||||
| PHILIPPINE WOMEN'S UNIVERSITY | |||||||||||
| NONE | PUBLIC | FINANCIAL SUPPORT | $500 | 1743 TAFT AVENUE MANILA 1004 | METROMANILA | MANILA CITY | RP | ||||
| PHILIPINE DEVELOPMENT FOUNDATION | |||||||||||
| 1065 E HILLSDALE BLVD SUITE 105 | FOSTER CITY | CA | 94404 | NONE | PUBLIC | PUBLIC WELFARE | $16,620 | ||||
| NYU STERN SCHOOL OF BUSINESS | |||||||||||
| 44 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | EDUCATION | $200,000 | ||||
| NYU TRISH PLEDGE | |||||||||||
| 721 BROADWAY 12TH FL | NEW YORK | NY | 10003 | NONE | PUBLIC | FINANCIAL SUPPORT | $10,000 | ||||
| NATURE CENTER ASSOCIATION | |||||||||||
| 313 HUDSON AVE | TENAFLY | NJ | 07670 | NONE | PUBLIC | FINANCIAL SUPPORT | $500 | ||||
| KEN BURNS AMERICA HERITAGE PRIZE | |||||||||||
| 7 EAST BEALL STREET SUITE 100 | BOZEMAN | MT | 59715 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,500 | ||||
| IMMACULATE CONCEPTION HIGH SCHOOL | |||||||||||
| 33 COTTAGE PL | MONTCLAIR | NJ | 07042 | NONE | PRIVATE | EDUCATION | $5,000 | ||||
| HORIZON STUDENT ENRICHMENT PROGRAM | |||||||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | NONE | PRIVATE | EDUCATION | $10,000 | ||||
| FAMILIES FIGHTING FLU | |||||||||||
| 4201 WILSON BLVD 110-702 | ARLINGTON | VA | 22203 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,000 | ||||
| ENGLEWOOD HEALTH FOUNDATION | |||||||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | FINANCIAL SUPPORT | $20,900 | ||||
| ELIZABETH MORROW SCHOOL | |||||||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | NONE | PRIVATE | EDUCATION | $20,750 | ||||
| CROHN'S DISEASE & COLITIS FOUNDATION | |||||||||||
| 386 PARK AVE S 14TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,500 | ||||
| CORNELL UNIVERSITY | |||||||||||
| 300 DAY HALL | ITHACA | NY | 14850 | NONE | PUBLIC | EDUCATION | $46,250 | ||||
| CITY OF HOPE | |||||||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | NONE | PUBLIC | PUBLIC WELFARE | $50,000 | ||||
| CHINATOWN CLINIC | |||||||||||
| 268 CABAK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | FINANCIAL SUPPORT | $500 | ||||
| CENTER FOR FOOD ACTION | |||||||||||
| 192 W DEMAREST AVENUE 2276 | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,625 | ||||
| CATHOLIC CHARITIES | |||||||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | NONE | PUBLIC | FINANCIAL SUPPORT | $10,000 | ||||
| CANCER RESEARCH INSTITUTE | |||||||||||
| 1166 AVENUE OF THE AMERICAS FL 20 | NEW YORK | NY | 10036 | NONE | PUBLIC | FINANCIAL SUPPORT | $50,000 | ||||
| BUSH CUP FOUNDATION | |||||||||||
| 1890 PLAMER AVENUE STE 303 | LARCHMONT | NY | 10538 | NONE | PUBLIC | FINANCIAL SUPPORT | $5,000 | ||||
| ASIA SOCIETY | |||||||||||
| 333 W 39TH STREET SUITE 1502 | NEW YORK | NY | 10018 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,500 | ||||
| ALZHEIMERS FOUNDATION | |||||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC | FINANCIAL SUPPORT | $250 | ||||
| ALVAREZ FOUNDATION PHILIPPINES | |||||||||||
| NONE | PUBLIC | FINANCIAL SUPPORT | $950,010 | TORDESILLAS 1200 MAKATI CITY | METRO MANILA | RP | |||||
| ACTORS FUND | |||||||||||
| 729 SEVENTH AVENUE 10 FL | NEW YORK | NY | 10019 | NONE | PRIVATE | FINANCIAL SUPPORT | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,505,203 | 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 | $10,032 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,980 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANTONIO & ABIGAIL ALVAREZ | ||||||
| 1 | 26 PENDERGAST | ALPINE | NJ | 07620 | $2,260,569 | Yes (X) |
| PHILIP & THERESA OZUAH | ||||||
| 2 | 8 RONWOOD RD | CHESTNUT RIDGE | NY | 10977 | $50,010 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,033 | 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 | $2,972,206 | BookValueAmt |
| EOYFMV | $3,016,190 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,032 | $0 | $0 |
| WEB DESIGN | $33,500 | $0 | $0 |
| BANK CHARGES | $60 | $0 | $0 |
| CSC EXPENSE | $83 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $2 | $0 | $0 |
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