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ALVAREZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ALVAREZ CHARITABLE FOUNDATION INC (EIN 22-3479932)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201431359349101548
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-15T12:13:03-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113266576PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1488 MADISON AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223479932EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALVAREZ EDUCATIONAL AND CHARITABLEBusinessNameLine1
Business Name Line2FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlALVABusinessNameControlTxt
Phone2127594433PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ALVAREZ MARSAL 600 MADISON AVEAddressLine1
Address Line2NO 8TH FLAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTONIO C ALVAREZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127594433PhoneNum
Signature2014-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY DATTOMAPreparerPersonNm
PTINP00237982PTIN
Phone2126616166PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,373,351FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,004,512ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,478InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,478InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,789DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,789DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,159NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$33,630CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,029,938TotalRevAndExpnssAmt
Total Net Invst Incm$37,897TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$720AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$187TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,457OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,244TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$720TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$880,988ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$880,988ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$888,232TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$720TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$880,988TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,141,706ExcessRevenueOverExpensesAmt
Net Investment Income$37,177NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$231,923CashBOYAmt
Cash EOY$747,462CashEOYAmt
Cash EOYFMV$747,462CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,458,080SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,258,099SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,258,099SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$330,944OtherInvestmentsBOYAmt
Other Investments EOY$357,092OtherInvestmentsEOYAmt
Other Investments EOYFMV$367,790OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,020,947TotalAssetsBOYAmt
Total Assets EOY$3,362,653TotalAssetsEOYAmt
Total Assets EOYFMV$3,373,351TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$200,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,020,947UnrestrictedBOYAmt
Unrestricted EOY$3,162,653UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,020,947TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,162,653TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,020,947TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,362,653TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,020,947TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,141,706ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,162,653SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,162,653TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS SECURITIESP2013-12-31$7,069$7,069
VARIOUS SECURITIESP2013-12-31$14,090$14,090
1200 SHS NATUS MEDICAL INCD2013-12-20$12,471$12,471
FieldValueIRS element (for citing)
Capital Gain Net Income$33,630CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$476,965AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,182,033NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.403512DistributionYr1Rt
Adjusted Qlfy Distri Yr2$544,218AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$907,364NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.599779DistributionYr2Rt
Adjusted Qlfy Distri Yr3$427,777AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,120,469NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.381784DistributionYr3Rt
Adjusted Qlfy Distri Yr4$219,200AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$880,935NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.248827DistributionYr4Rt
Adjusted Qlfy Distri Yr5$137,775AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$656,129NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.209982DistributionYr5Rt
Total Distribution1.843884TotalDistributionRt
Average Distribution0.368777AverageDistributionRt
Net Vl Noncharitable Assets$1,912,125NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$705,148AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$372NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$705,520AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$880,988QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$372InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$372SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$372TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$372TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAWN MARSAL-WALLINIndividualWithBooksNm
Phone2127594433PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O ALVAREZ MARSAL INC 600 MADISONAddressLine1
Address Line2AVE 8FLAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANTONIO C ALVAREZ
26 PENDERGASTALPINENJ07620PRESIDENT0.00$0$0$0
ABIGAIL C ALVAREZ
26 PENDERGASTALPINENJ07620VICE PRESIDENT0.00$0$0$0
DAWN M MARSAL-WALLIN
21677 SHEFFIELD DRFARMINGTON HILLSMI48335TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$323,763AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,617,481AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,941,244TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,941,244AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,119CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,912,125NetVlNoncharitableAssetsAmt
Minimum Investment Return$95,606MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$95,606MinimumInvestmentReturnAmt
Tax Based On Investment Income$372TaxBasedOnInvestmentIncomeAmt
Total Tax$372TotalTaxAmt
Distributable Before Adj$95,234DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$95,234DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$95,234DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$880,988ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$880,988QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$372PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$880,616AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,234DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$137,775ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$219,200ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$371,840ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$499,004ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$418,283ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,646,102TotalExcessDistributionCyovAmt
Qualifying Distributions$880,988QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$95,234AppliedToCurrentYearAmt
Remaining Distri From Corpus$785,754RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,431,856TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$137,775ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,294,081ExcessDistriCyovToNextYrAmt
Excess From Year4$219,200ExcessFromYear4Amt
Excess From Year3$371,840ExcessFromYear3Amt
Excess From Year2$499,004ExcessFromYear2Amt
Excess From Year1$418,283ExcessFromYear1Amt
Excess From Current Year$785,754ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANTONIO C ALVAREZContributingManagerNm
Contributing ManagerABIGAIL C ALVAREZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
AYALA FOUNDATION USA
255 SHORELINE DRIVE SUITE 428REDWOOD CITYCA94065NONEPUBLICFINANCIAL SUPPORT$33,388
CITY OF HOPE
1500 E DUARTE RDDUARTECA91010NONEPUBLICPUBLIC WELFARE$50,000
CORNELL UNIVERSITY
130 EAST SENECA STREET SUITE 400ITHACANY14850NONEPUBLICEDUCATION$35,000
CROHN'S & COLITIS FOUNDATION OF AMERICA
386 PARK AVE S 17NEW YORKNY10016NONEPUBLICPUBLIC WELFARE$2,500
NYU STERN SCHOOL OF BUSINESS
44 WEST FOURTH STREETNEW YORKNY10012NONEPUBLICEDUCATION$27,000
OAK HILL YOUTH SPORTS ASSOCIATION
PO BOX 91416AUSTINTX78709NONEPUBLICPUBLIC WELFARE$1,000
PEDAL THE CAUSE
900 SPRUCE STREET SUITE 125ST LOUISMO63102NONEPUBLICPUBLIC WELFARE$1,000
PHILIPINE DEVELOPMENT FOUNDATION
1065 E HILLSDALE BLVD SUITE 105FOSTER CITYCA94404NONEPUBLICPUBLIC WELFARE$20,000
TIGER WOODS FOUNDATION
121 INNOVATION DRIVE SUITE 150IRVINECA92617NONEPUBLICPUBLIC WELFARE$7,000
TULANE UNIVERSITY
6823 ST CHARLES AVENEW ORLEANSLA70018NONEPUBLICEDUCATION$90,000
WESTHAB INC
85 EXECUTIVE BLVDELMSFORDNY10523NONEPUBLICPUBLIC WELFARE$2,000
CHILDREN'S ORCHESTRA SOCIETY
65-03 180TH STREETFRESH MEADOWSNY11365NONEPUBLICEDUCATION$1,600
ABSCBN POCO MARKET
NONEPUBLICPUBLIC WELFARE$2,000QUEZON CITY 1101QUEZON CITYRP1101
TABLE TO TABLE
PO BOX 1051ENGLEWOOD CLIFFSNJ07632NONEPUBLICPUBLIC WELFARE$1,000
UPMASA SUPER TYPHOON FUND
NONEPUBLICPUBLIC WELFARE$5,000PHILIPPINESPHILIPPINESRP
SWEET ALERT SOCIETY
NONEPUBLICPUBLIC WELFARE$5,000PHILIPPINESPHILIPPINESRP
THE COMMUNITY FOUNDATION OF WESTERN NC
4 VANDERBILT PARK DRIVE SUITE 300ASHEVILLENC28803NONEPUBLICPUBLIC WELFARE$14,000
ELIZABETH HOPE FOUNDATION
525 E 68TH ST BOX 99NEW YORKNY10065NONEPUBLICPUBLIC WELFARE$7,500
NATIONAL MS SOCIETY
733 3RD AVENEW YORKNY10017NONEPUBLICPUBLIC WELFARE$1,500
RED ZONE CYCLING
LOUISVILLELOUISVILLEKY40203NONEPUBLICPUBLIC WELFARE$2,000
RESURRECTION SCHOOL FOUNDATION INC
946 BOSTON POST ROADRYENY10580NONEPUBLICEDUCATION$5,000
THE LUSGARTEN FOUNDATION
1111 STEWART AVEBETHPAGENY11714NONEPUBLICPUBLIC WELFARE$1,000
NEWTON MEMORIAL FUND
PO BOX 596BOSTFORDCT06404NONEPUBLICPUBLIC WELFARE$500
JDRF WESTCHESTER
200 CONNECTICUT AVE SUITE 4ENORWALKCT06854NONEPUBLICPUBLIC WELFARE$500
LIVESTRONG FOUNDATION
2201 E 6TH STREETAUSTINTX78702NONEPUBLICPUBLIC WELFARE$1,000
THE DWIGHT-ENGLEWOOD SCHOOL
315 E PALISADE AVEENGLEWOOD CLIFFSNJ07631NONEPUBLICPUBLIC WELFARE$5,000
THE LES GIRLS AND BOYS CLUB
101 AVENUE DNEW YOTKNY10009NONEPUBLICEDUCATION$2,000
PINOY RELIEF FUND
600 MADISON AVENEW YORKNY10022NONEPUBLICPUBLIC WELFARE$557,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$880,988TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,478ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,789ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,159ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$25,426ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,426TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (12 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ANTONIO ABIGAIL ALVAREZ
126 PENDERGASTALPINENJ07620$1,800,000Yes (X)
THE ANTONIO C ALVAREZ 2010 CLATCO A
2RESOLUTION PLAZA1029 W THIRD AVE SUANCHORAGEAK99501$87,264Yes (X)
PHILIPPINE DEVELOPMENT FOUNDATION
31065 E HILLSDALE BLVDFOSTER CITYCA94404$10,000Yes (X)
ARTHUR KIRSCH
445 E 89TH STREET 40HNEW YORKNY10128$26,148Yes (X)
MIKE BERGMAN
564 HOLMES ROADRIDGEFIELDCT06877$10,000Yes (X)
FRED JACOBSON
6ONE NEW YORK PLAZANEW YORKNY10022$10,000Yes (X)
PAUL AVERSANO
718 WALTER LANEMANHASSETNY11030$10,000Yes (X)
PETER CHESTON
8116 E 63RD STREETNEW YORKNY10021$10,000Yes (X)
CONNIE BALL TOM WEBBER
91 GLEN DRIVEHARRISONNY10528$25,000Yes (X)
PETROCELLI FINANCIAL SERVICE
1010 BRYD STREETRYENY10580$10,000Yes (X)
TED YOUNG
111329 H STREETSACRAMENTOCA94814$5,000Yes (X)
DANCE WITH ME STUDIO
12685 BERGEN BLVDRIDGEFIELDNJ07670$1,100Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,600Amt
Net Investment Income$720NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLENDED EQUITY FUNDAT COST$394$167
ENERGY AND NATURAL RESOURCESAT COST$97,828$122,056
INTERNATIONALAT COST$95,457$84,914
MANAGED INCOME FUND (CORE BOND FUND)AT COST$1,716$1,794
PACIFICAT COST$38,027$39,486
REAL ESTATE FUNDAT COST$5,621$1,382
SMALL CAPITAL FUNDAT COST$20,810$12,909
VALUE AND RESTRUCTURING FUNDAT COST$71,091$78,934
NATUS MEDICAL INC DELAT COST$26,148$26,148

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$192$0$0
OFFICE EXPENSE$51$0$0
BANK CHARGES$3,214$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACF PINONY RELIEF FUND LOANDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$200,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990-PF TAXESCategoryTxt
Amt$187Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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