ALVAREZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALVAREZ CHARITABLE FOUNDATION INC (EIN 22-3479932)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-06
- IRS object ID
- 201833109349100608
- Schema version
- 2017v2.3
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-06T11:26:39-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-06 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.38.5.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 11:18:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7AD96754DCBCDFC6E5A9FA57FCA199BF852563A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,994,824 | 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 | $185,951 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,490 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,490 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,927 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,927 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $206,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,417 | 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 |
| Legal Fees Rev And Expnss | $563 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,309 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $766,132 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $766,132 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $897,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $766,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$690,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $864,181 | CashBOYAmt |
| Cash EOY | $868,571 | CashEOYAmt |
| Cash EOYFMV | $868,571 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,486,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,791,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,791,643 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $330,943 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $330,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $334,610 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,682,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,991,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,994,824 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,682,030 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,991,158 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,682,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,991,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,682,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,991,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,682,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$690,872 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,991,158 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,991,158 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,553,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,748,945 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.414410 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $765,968 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,501,547 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.306198 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,623,530 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,748,094 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.500795 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $880,616 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,912,125 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.460543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $476,965 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,182,033 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.403512 | DistributionYr5Rt |
| Total Distribution | 3.085458 | TotalDistributionRt |
| Average Distribution | 0.617092 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,365,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,928,057 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,928,261 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $766,132 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $408 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $408 | 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 |
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 | $310,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,151,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,462,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,462,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,365,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $408 | TotalTaxAmt |
| Distributable Before Adj | $317,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $317,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $317,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $766,132 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $766,132 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $766,132 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $418,283 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $785,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,536,651 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $641,249 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,366,412 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,748,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $766,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $317,864 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $448,268 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,196,617 | 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 | $418,283 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,778,334 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $785,754 | ExcessFromYear4Amt |
| Excess From Year3 | $2,536,651 | ExcessFromYear3Amt |
| Excess From Year2 | $641,249 | ExcessFromYear2Amt |
| Excess From Year1 | $1,366,412 | ExcessFromYear1Amt |
| Excess From Current Year | $448,268 | 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 (34 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ACTORS FUND | ||||||||||
| 729 SEVENTH AVENUE 10 FL | NEW YORK | NY | 10019 | NONE | PRIVATE | FINANCIAL SUPPORT | $6,300 | |||
| ALL STAR CODE | ||||||||||
| 60 BROAD STREET 25TH FL SUITE 2503 | NEW YORK | NY | 10004 | NONE | PRIVATE | FINANCIAL SUPPORT | $1,500 | |||
| ALLIANCE FOR CANCER GENE THERAPY | ||||||||||
| 96 CUMMINGS POINT RD | STAMFORD | CT | 06902 | NONE | PUBLIC | FINANCIAL SUPPORT | $20,000 | |||
| AMERICAN DIABETES ASSOCIATION | ||||||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | NONE | PUBLIC | FINANCIAL SUPPORT | $500 | |||
| APEX FOR YOUTH | ||||||||||
| 2 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PRIVATE | FINANCIAL SUPPORT | $2,000 | |||
| BUSH CUP FOUNDATION | ||||||||||
| 1890 PLAMER AVENUE STE 303 | LARCHMONT | NY | 10538 | NONE | PUBLIC | FINANCIAL SUPPORT | $5,000 | |||
| CITY OF HOPE | ||||||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | NONE | PUBLIC | PUBLIC WELFARE | $50,000 | |||
| CLARKE SCHOOL FOR HEARING AND SPEECH | ||||||||||
| 80 EAST END AVE | NEW YORK | NY | 10028 | NONE | PUBLIC | EDUCATION | $1,000 | |||
| COLUMBIA UNIVERSITY | ||||||||||
| 630 W 168TH STREET | NEW YORK | NY | 10032 | NONE | PUBLIC | EDUCATION | $250,000 | |||
| CORNELL UNIVERSITY | ||||||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PUBLIC | EDUCATION | $46,250 | |||
| CROHN'S DISEASE & COLITIS FOUNDATION | ||||||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | NONE | PUBLIC | FINANCIAL SUPPORT | $3,000 | |||
| EAGLE HILL SCHOOL | ||||||||||
| 45 GREENVILLE RD | GREENWICH | CT | 06831 | NONE | PUBLIC | EDUCATION | $5,000 | |||
| EAGLE SCOUT | ||||||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75015 | NONE | PUBLIC | FINANCIAL SUPPORT | $500 | |||
| ELIZABETH MORROW SCHOOL | ||||||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | NONE | PRIVATE | EDUCATION | $30,500 | |||
| FOUNDATION FOR PUERTO RICO | ||||||||||
| 1500 CALLE ANTONSANTI SUITE K | SAN JUAN | PR | 00921 | NONE | PUBLIC | FINANCIAL SUPPORT | $10,000 | |||
| FRIENDS OF PLAYLAB | ||||||||||
| 244 CANAL ST 3F | NEW YORK | NY | 10013 | NONE | PRIVATE | ART | $3,000 | |||
| GLADNEY CENTER FOR ADOPTION | ||||||||||
| 6300 JOHN RYAN DR | FORT WORTH | TX | 76132 | NONE | PRIVATE | FINANCIAL SUPPORT | $10,000 | |||
| HORIZON STUDENT ENRICHMENT PROGRAM | ||||||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | NONE | PRIVATE | EDUCATION | $10,000 | |||
| IMMACULATE CONCEPTION HIGH SCHOOL | ||||||||||
| 33 COTTAGE PL | MONTCLAIR | NJ | 07042 | NONE | PRIVATE | EDUCATION | $10,000 | |||
| LINCOLN CENTER | ||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PRIVATE | FINANCIAL SUPPORT | $5,000 | |||
| NEXT FOR AUTISM | ||||||||||
| 3 EAST 54TH ST 5FL | NEW YORK | NY | 10022 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,000 | |||
| NYU STERN SCHOOL OF BUSINESS | ||||||||||
| 44 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | EDUCATION | $210,000 | |||
| PHILIPINE DEVELOPMENT FOUNDATION | ||||||||||
| 1065 E HILLSDALE BLVD SUITE 105 | FOSTER CITY | CA | 94404 | NONE | PUBLIC | PUBLIC WELFARE | $7,000 | |||
| RESURRECTION SCHOOL FOUNDATION INC | ||||||||||
| 946 BOSTON POST ROAD | RYE | NY | 10580 | NONE | PRIVATE | EDUCATION | $1,000 | |||
| RONALD MCDONALD HOUSE | ||||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PUBLIC | FINANCIAL SUPPORT | $25,000 | |||
| RYE COUNTRY DAY SCHOOL | ||||||||||
| 3 CEDAR ST | RYE | NY | 10580 | NONE | PRIVATE | EDUCATION | $10,000 | |||
| SLOAN KETTERING | ||||||||||
| 633 THIRD AVENUE 28TH FL | NEW YORK | NY | 10017 | NONE | PRIVATE | FINANCIAL SUPPORT | $1,000 | |||
| SPECIAL OLYMPICS OF BROWARD COUNTY | ||||||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,500 | |||
| ST JUDE HOSPITAL | ||||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | NONE | PUBLIC | FINANCIAL SUPPORT | $3,000 | |||
| TEAM 60 KIDS | ||||||||||
| 156 WEST 56TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | FINANCIAL SUPPORT | $22,000 | |||
| TURTLE BAY MUSIC SCHOOL | ||||||||||
| 244 EAST 52ND STREET | NEW YORK | NY | 10022 | NONE | PRIVATE | EDUCATION | $1,000 | |||
| UP MUSIC SCHOOL | ||||||||||
| NONE | PUBLIC | EDUCATION | $7,082 | OSMENA AVENUE | QUEZON CITY | RP | ||||
| WESTHAB INC | ||||||||||
| 85 EXECUTIVE BLVD | ELMSFORD | NY | 10523 | NONE | PRIVATE | FINANCIAL SUPPORT | $2,000 | |||
| WOMEN KIND | ||||||||||
| 32 BROADWAY 10FL | NEW YORK | NY | 10004 | NONE | PUBLIC | FINANCIAL SUPPORT | $3,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $766,132 | 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 | $6,490 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,927 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,417 | 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 | $180,951 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,309 | 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 | JP MORGAN SECURITES ACCT Q97659009 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $330,944 | BookValueAmt |
| EOYFMV | $334,610 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $563 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $421 | $0 | $0 |
| WEB DESIGN | $120,139 | $0 | $0 |
| BANK CHARGES | -$15 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $691 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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