ALVAREZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALVAREZ CHARITABLE FOUNDATION INC (EIN 22-3479932)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543219349100004
- Schema version
- 2014v5.0
- 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 Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:37:58-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 488 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-11-17 | 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 | 2126616166 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,776,804 | 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 | $2,245,611 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $935 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $935 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,391 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,271,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,326 | 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 | $9,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,623,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,623,793 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,634,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,623,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$362,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,326 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $747,462 | CashBOYAmt |
| Cash EOY | $275,185 | CashEOYAmt |
| Cash EOYFMV | $275,185 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,258,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,193,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,193,978 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $357,092 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $330,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $307,641 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,362,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,800,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,776,804 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $200,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $200,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,162,653 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,800,107 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,162,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,800,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,362,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,800,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,162,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$362,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,800,107 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,800,107 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $880,616 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,912,125 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.460543 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $476,965 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,182,033 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.403512 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $544,218 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $907,364 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.599779 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $427,777 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,120,469 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.381784 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $219,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $880,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.248827 | DistributionYr5Rt |
| Total Distribution | 2.094445 | TotalDistributionRt |
| Average Distribution | 0.418889 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,748,094 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $732,257 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $263 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $732,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,623,793 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $263 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $263 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $263 | 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 | $337,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,436,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,774,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,774,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,748,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $263 | TotalTaxAmt |
| Distributable Before Adj | $87,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,623,793 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,623,793 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $263 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,623,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $219,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $371,840 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $499,004 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $418,283 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $785,754 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,294,081 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,623,793 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,536,651 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,830,732 | 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 | $219,200 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,611,532 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $371,840 | ExcessFromYear4Amt |
| Excess From Year3 | $499,004 | ExcessFromYear3Amt |
| Excess From Year2 | $418,283 | ExcessFromYear2Amt |
| Excess From Year1 | $785,754 | ExcessFromYear1Amt |
| Excess From Current Year | $2,536,651 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WALENDERS CHARITABLE CORP | ||||||||||||
| PO BOX 270024 | SAN DIEGO | CA | 92198 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | |||||
| FAMILY OF WOODSTOCK | ||||||||||||
| 39 JOHN STREET | KINGSTON | NY | 12402 | NONE | PUBLIC | PUBLIC WELFARE | $10,000 | |||||
| FOODBANK OF THE HUDSON VALLEY | ||||||||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | NONE | PUBLIC | PUBLIC WELFARE | $10,000 | |||||
| PLANNED PARENTHOOD MID HUDSON VALLEY | ||||||||||||
| 178 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,000 | |||||
| DIABETES REASEARCH INSTITUTE | ||||||||||||
| 200 S PARK ROAD | HOLLYWOOD | FL | 33021 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,000 | |||||
| SCLERODERMA FOUNDATION - TRI STATE | ||||||||||||
| 59 FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,000 | |||||
| THE SOUP KITCHEN OF WOODSTOCK NY | ||||||||||||
| 26 MILL ROAD | WOODSTOCK | NY | 12498 | NONE | PUBLIC | PUBLIC WELFARE | $2,000 | |||||
| CHRISTIAN AFRICAN LEADERSHIP MINISTRIES | ||||||||||||
| PO BOX 621060 | LITTLETON | CO | 80162 | NONE | PUBLIC | FINANCIAL SUPPORT | $10,000 | |||||
| CITY OF HOPE | ||||||||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | NONE | PUBLIC | PUBLIC WELFARE | $50,000 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PUBLIC | EDUCATION | $35,000 | |||||
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||||||
| 386 PARK AVE S 17 | NEW YORK | NY | 10016 | NONE | PUBLIC | PUBLIC WELFARE | $2,500 | |||||
| NYU STERN SCHOOL OF BUSINESS | ||||||||||||
| 44 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | EDUCATION;LISTTOTAL 27000 | $25,000 | |||||
| PHILIPINE DEVELOPMENT FOUNDATION | ||||||||||||
| 1065 E HILLSDALE BLVD SUITE 105 | FOSTER CITY | CA | 94404 | NONE | PUBLIC | PUBLIC WELFARE | $13,500 | |||||
| PINOY RELIEF FUND | ||||||||||||
| 600 MADISON AVE | NEW YORK | NY | 10022 | NONE | PUBLIC | PUBLIC WELFARE;LISTTOTAL 557500 | $2,271,993 | |||||
| PROJECT EXPLORER | ||||||||||||
| 420 WEST 42ND STREET SUITE 17F | NEW YORK | NY | 10036 | NONE | PUBLIC | FINANCIAL SUPPORT | $500 | |||||
| TIGER WOODS FOUNDATION | ||||||||||||
| 121 INNOVATION DRIVE SUITE 150 | IRVINE | CA | 92617 | NONE | PUBLIC | PUBLIC WELFARE | $7,000 | |||||
| TULANE UNIVERSITY | ||||||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70018 | NONE | PUBLIC | EDUCATION;LISTTOTAL 90000 | $45,000 | |||||
| TURTLE BAY MUSIC SCHOOL | ||||||||||||
| 244 EAST 52ND STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | EDUCATION | $1,000 | |||||
| WEILL CORNELL MEDICAL COLLEGE | ||||||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PRIVATE | FINANCIAL SUPPORT | $5,000 | |||||
| RYE PRESBYTERRIAN CHURCH | ||||||||||||
| 882 BOSTON POST ROAD | RYE | NY | 10580 | NONE | PRIVATE | PUBLIC WELFARE | $10,000 | |||||
| MELANOMA RESEARCH FOUNDATION | ||||||||||||
| PO BOX 759329 | BALTIMORE | MD | 75932 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,000 | |||||
| THE LEGAL AID SOCIETY | ||||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PUBLIC | FINANCIAL SUPPORT | $10,000 | |||||
| ICE HOCKEY IN HARLEM | ||||||||||||
| 141 E 111TH STREET | NEW YORK | NY | 10029 | NONE | PRIVATE | FINANCIAL SUPPORT | $10,000 | |||||
| THE HONORABLE TINA BROZMAN FOUNDATION | ||||||||||||
| 31 WEST 52ND STREET | NEW YORK | NY | 10019 | NONE | PRIVATE | FINANCIAL SUPPORT | $15,000 | |||||
| LETS GET READY | ||||||||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | PRIVATE | FINANCIAL SUPPORT | $5,000 | |||||
| CASTLE ATHLETICS | ||||||||||||
| 167 E 124TH STREET | NEW YORK | NY | 10035 | NONE | PRIVATE | FINANCIAL SUPPORT | $5,000 | |||||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PRIVATE | FINANCIAL SUPPORT | $500 | |||||
| CEREBRAL PALSY INTERNATIONAL | ||||||||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NONE | PRIVATE | FINANCIAL SUPPORT | $25,000 | |||||
| PHILIPPINE BUSINESS FOR SOCIAL PROGRESS | ||||||||||||
| NONE | PRIVATE | FINANCIAL SUPPORT | $25,000 | MAGALLANES CORNER REAL STREETS | MANILA | INTRAMUROS | RP | |||||
| PHILIPINE DISTRICT RELIEF FUND | ||||||||||||
| NONE | PRIVATE | FINANCIAL SUPPORT | $1,800 | PO BOX 9716 | WASHINGTON | DISTRICT OF COLUM | RP | 98063 | ||||
| VALERIE FUND | ||||||||||||
| 2010 MILBURN AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PRIVATE | FINANCIAL SUPPORT | $1,000 | |||||
| PEDAL THE CAUSE | ||||||||||||
| 900 SPRUCE STREET SUITE 125 | ST LOUIS | MO | 63102 | NONE | PRIVATE | FINANCIAL SUPPORT | $1,000 | |||||
| NEW HOPE HOMES | ||||||||||||
| 3160 DIRECTORS ROW | MEMPHIS | TN | 38131 | NONE | PRIVATE | FINANCIAL SUPPORT | $5,000 | |||||
| HER JUSTICE | ||||||||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | NONE | PRIVATE | FINANCIAL SUPPORT | $1,000 | |||||
| THE LAB SCHOOL OF WASHINGTON | ||||||||||||
| 4759 RESEVOIR ROAD NW | WASHINGTON | DC | 20007 | NONE | PRIVATE | FINANCIAL SUPPORT | $5,000 | |||||
| RESSURECTION GRAMMAR SCHOOL | ||||||||||||
| 946 BOSTON POST ROAD | RYE | NY | 10580 | NONE | PRIVATE | FINANCIAL SUPPORT | $5,000 | |||||
| NATIONAL GAY AND LESBIAN | ||||||||||||
| 1325 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20005 | NONE | PRIVATE | FINANCIAL SUPPORT | $1,000 | |||||
| METRO INFANTA FOUNDATION | ||||||||||||
| 7350 BRAUN WAY | ARVADA | CO | 80005 | NONE | PRIVATE | FINANCIAL SUPPORT | $2,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,623,793 | 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) |
|---|---|---|
| Business | 522100 | BusinessCd |
| Unrelated Business Taxbl Incm | $935 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $25,391 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $26,326 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,326 | 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 (5 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 | $1,700,000 | Yes (X) |
| BRYAN MARSAL | ||||||
| 2 | 400 GUARD HILL ROAD | BEDFORD | NY | 10507 | $100,000 | Yes (X) |
| KIRKLAND AND ELLIS LLP | ||||||
| 3 | 601 LEXINGTON AVENUE | NEW YORK | NY | 10022 | $66,667 | Yes (X) |
| MERCEDES ZOBEL | ||||||
| 4 | 601 LEXINGTON AVENUE | NEW YORK | NY | 10022 | $150,000 | Yes (X) |
| MARSAL FAMILY FOUNDATION | ||||||
| 5 | 600 LEXINGTON AVENUE | NEW YORK | NY | 10022 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $9,335 | 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 | $307,641 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $684 | $0 | $0 |
| FILING FEES | $150 | $0 | $0 |
| OTHER | $149 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PINOY RELIEF FUND | Desc |
| BOY Book Value | $200,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $372 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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