ALVAREZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALVAREZ CHARITABLE FOUNDATION INC (EIN 22-3479932)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331349349100758
- Schema version
- 2012v2.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T09:32:57-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113266576 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 488 MADISON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223479932 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALVAREZ EDUCATIONAL AND CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALVA | NameControl |
| Phone | 2127594433 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ALVAREZ MARSAL 600 MADISON AVE | AddressLine1 |
| Address Line2 | NO 8TH FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTONIO C ALVAREZ | Name |
| Title | PRESIDENT | Title |
| Phone | 2127594433 | Phone |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY DATTOMA | Name |
| PTIN | P00237982 | PTIN |
| Phone | 2128321110 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1995885 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1072720 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1132 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1132 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6540 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6540 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13916 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13916 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13916 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1094308 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21588 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3050 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 610 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 100 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 694 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3844 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 610 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 477175 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 477175 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 481019 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 610 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 477175 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 613289 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20978 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 109499 | CashBOY |
| Cash EOY | 231923 | CashEOY |
| Cash EOYFMV | 231923 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 967215 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1458080 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1458080 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 330944 | InvestmentsOtherBOY |
| Investments Other EOY | 330944 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 305882 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1407658 | TotalAssetsBOY |
| Total Assets EOY | 2020947 | TotalAssetsEOY |
| Total Assets EOYFMV | 1995885 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1407658 | UnrestrictedBOY |
| Unrestricted EOY | 2020947 | UnrestrictedEOY |
| Total Net Assets BOY | 1407658 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2020947 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1407658 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2020947 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1407658 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 613289 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2020947 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2020947 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 13916 | GrossSalesPrice |
| Gain Or Loss | 13916 | GainOrLoss |
| Gains Minus Excess Or Losses | 13916 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13916 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 544218 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 907364 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.599779 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 427777 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1120469 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.381784 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 219200 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 880935 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.248827 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 137775 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 656129 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.209982 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 99500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 536692 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.185395 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.625767 | TotalDistributionRatio |
| Average Distribution Ratio | 0.325153 | AverageDistributionRatio |
| Net Noncharitable Assets | 1182033 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 384342 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 210 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 384552 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 477175 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 210 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 210 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 210 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 23 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 23 | TotalCreditsAndPayments |
| Tax Due | 187 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAWN MARSAL-WALLIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2127594433 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ALVAREZ MARSAL INC 600 MADISON | AddressLine1 |
| Address Line2 | AVE 8FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ANTONIO C ALVAREZ | ||||||||
| 200 CHESTNUT STREET | ENGLEWOOD | NJ | 07631 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| ABIGAIL C ALVAREZ | ||||||||
| 200 CHESTNUT STREET | ENGLEWOOD | NJ | 07631 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 301285 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 898749 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1200034 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1200034 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18001 | CashDeemedCharitable |
| Net Noncharitable Assets | 1182033 | NetNoncharitableAssets |
| Minimum Investment Return | 59102 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 59102 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 210 | TaxBasedOnInvestmentIncome |
| Total Tax | 210 | TotalTax |
| Distributable Amount Before Adj | 58892 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 58892 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 58892 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 477175 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 477175 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 210 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 476965 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 58892 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 99500 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 137775 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 219200 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 371840 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 499004 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1327319 | TotalExcessDistriCarryover |
| Qualifying Distributions | 477175 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 58892 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 418283 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1745602 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 99500 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1646102 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 137775 | ExcessFromYear4 |
| Excess From Year3 | 219200 | ExcessFromYear3 |
| Excess From Year2 | 371840 | ExcessFromYear2 |
| Excess From Year1 | 499004 | ExcessFromYear1 |
| Excess From Current Year | 418283 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTONIO C ALVAREZ | ContributingManager |
| Contributing Manager | ABIGAIL C ALVAREZ | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC | PUBLIC WELFARE | $5,000 | |
| AYALA FOUNDATION | ||||||||
| 255 SHORELINE DRIVE SUITE 428 | REDWOOD CITY | CA | 94065 | NONE | PUBLIC | FINANCIAL SUPPORT | $43,875 | |
| CHINATOWN HEALTH CLINIC FOUNDATION | ||||||||
| 268 CANAL STREET 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC | PUBLIC WELFARE | $500 | |
| CHRISTIAN AFRICAN LEADERSHIP MINISTRIES | ||||||||
| PO BOX 621060 | LITTLETON | CO | 80162 | NONE | PUBLIC | FINANCIAL SUPPORT | $32,000 | |
| 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 | $2,700 | |
| DAVIS PHINNEY FOUNDATION | ||||||||
| 1722 14TH ST SUITE 150 | BOULDER | CO | 80302 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | |
| DIVERSE CITY THEATER COMPANY | ||||||||
| ONE PENN PLAZA SUITE 3406 | NEW YORK | NY | 10119 | NONE | PUBLIC | CULTURAL | $25,000 | |
| GIRLS PREP MIDDLE SCHOOL | ||||||||
| 420 EAST 12TH STREET ROOM 203 | NEW YORK | NY | 10009 | NONE | PUBLIC | EDUCATION | $1,000 | |
| GLADNEY COENTER FOR ADOPTION | ||||||||
| 48 WALL STREET SUITE 703 7TH AVE | NEW YORK | NY | 10005 | NONE | PUBLIC | PUBLIC WELFARE | $50,000 | |
| GLOBAL LANGUAGE PROJECT INC | ||||||||
| 3 MOUNT MORRIS PARK | NEW YORK | NY | 10027 | NONE | PUBLIC | EDUCATION | $3,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 832 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | NONE | PUBLIC | FINANCIAL SUPPORT | $3,000 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| CHURCH STREET STATION PO BOX 780 | NEW YORK | NY | 10008 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | |
| MOVEMBER CHARITY | ||||||||
| PO BOX 2726 | VENICE | CA | 90294 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | |
| NEW YORK CENTER FOR AUTISM | ||||||||
| 433 E 100TH ST | NEW YORK | NY | 10029 | NONE | PUBLIC | PUBLIC WELFARE | $7,500 | |
| NEW YORK FOUNDING -SETON PARENTS ASSO | ||||||||
| 1143 47TH AVE 1 | LONG ISLAND CITY | NY | 11101 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | |
| NEW YORK MUSICAL THEATRE FESTIVAL | ||||||||
| 250 W 49TH ST 601 | NEW YORK | NY | 10019 | NONE | PUBLIC | CULTURAL | $4,000 | |
| NJ GOLF FOUNDATION | ||||||||
| 255 OLD NEW BRUNSWICK ROAD SUITE | PISCATAWAY | NJ | 08854 | NONE | PUBLIC | PUBLIC WELFARE | $3,000 | 100 SOUTH |
| NYU | ||||||||
| 14 WASHINGTON PL | NEW YORK | NY | 10003 | NONE | PUBLIC | EDUCATION | $125,000 | |
| OAK HILL YOUTH SPORTS ASSOCIATION | ||||||||
| PO BOX 91416 | AUSTIN | TX | 78709 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | |
| PASTICHE ACADEMY | ||||||||
| 435 EAST STREET | CANANDAIGUA | NY | 14424 | NONE | PUBLIC | EDUCATION | $4,000 | |
| PEDAL THE CAUSE | ||||||||
| 900 SPRUCE STREET SUITE 125 | ST LOUIS | MO | 63102 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | |
| PHILIPINE DEVELOPMENT FOUNDATION | ||||||||
| 1065 E HILLSDALE BLVD SUITE 105 | FOSTER CITY | CA | 94404 | NONE | PUBLIC | PUBLIC WELFARE | $12,500 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC | PUBLIC WELFARE | $10,000 | |
| SACRED HEART UNIVERSITY | ||||||||
| 12 OMEGA DRIVE | STAMFORD | CT | 06906 | NONE | PUBLIC | EDUCATION | $10,000 | |
| TEAM FOR KIDS | ||||||||
| 9 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | |
| THE NEW GROUP | ||||||||
| 410 W 42ND ST | NEW YORK | NY | 10036 | NONE | PUBLIC | PUBLIC WELFARE | $7,100 | |
| 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 | $25,000 | |
| TURTLE BAY MUSIC SCHOOL | ||||||||
| 244 EAST 52ND STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | EDUCATION | $1,000 | |
| WESTHAB INC | ||||||||
| 85 EXECUTIVE BLVD | ELMSFORD | NY | 10523 | NONE | PUBLIC | PUBLIC WELFARE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 477175 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,132 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,540 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,916 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $21,588 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 21588 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | ANTONIO ABIGAIL ALVAREZ | 200 CHESTNUT STREET | ENGLEWOOD | NJ | 07631 | 1000000 | X |
| 2 | THE ANTONIO C ALVAREZ 2010 CLATCO A | RESOLUTION PLAZA1029 W THIRD AVE SU | ANCHORAGE | AK | 99501 | 72720 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,050 | Amount |
| Net Investment Income | 610 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BLENDED EQUITY FUND | AT COST | 394 | 185 |
| ENERGY AND NATURAL RESOURCES | AT COST | 97828 | 108971 |
| INTERNATIONAL | AT COST | 95457 | 73916 |
| MANAGED INCOME FUND (CORE BOND FUND) | AT COST | 1716 | 1955 |
| PACIFIC | AT COST | 38027 | 36836 |
| REAL ESTATE FUND | AT COST | 5621 | 1528 |
| SMALL CAPITAL FUND | AT COST | 20810 | 11802 |
| VALUE AND RESTRUCTURING FUND | AT COST | 71091 | 70689 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 236 | 0 | 0 |
| OFFICE EXPENSE | 399 | 0 | 0 |
| BANK CHARGES | 59 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF TAXES | Category |
| Amount | $100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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