ALVAREZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALVAREZ CHARITABLE FOUNDATION INC (EIN 22-3479932)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-04
- IRS object ID
- 201211569349100206
- Schema version
- 2011v1.2
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-04T16:10:07-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133865308 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUSTORINO PUGLISI & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 488 MADISON AVE | 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 | 2011-01-01 | 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 INC 600 | AddressLine1 |
| Address Line2 | LEXINGTON NO 6TH 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 | 2012-05-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROCCO TOTINO | Name |
| PTIN | P01403957 | PTIN |
| Phone | 2128321110 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1373400 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 760600 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 815 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 815 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4835 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4835 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2068 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2068 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2068 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 768318 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7718 | 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 | 2875 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 43 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 457 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3375 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 544295 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 544295 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 547670 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 544295 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 220648 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7718 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 377143 | CashBOY |
| Cash EOY | 109499 | CashEOY |
| Cash EOYFMV | 109499 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 478913 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 967215 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 967215 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 330954 | InvestmentsOtherBOY |
| Investments Other EOY | 330944 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 296686 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1187010 | TotalAssetsBOY |
| Total Assets EOY | 1407658 | TotalAssetsEOY |
| Total Assets EOYFMV | 1373400 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1187010 | UnrestrictedBOY |
| Unrestricted EOY | 1407658 | UnrestrictedEOY |
| Total Net Assets BOY | 1187010 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1407658 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1187010 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1407658 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1187010 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 220648 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1407658 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1407658 | 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 | 2068 | GrossSalesPrice |
| Gain Or Loss | 2068 | GainOrLoss |
| Gains Minus Excess Or Losses | 2068 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2068 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 427777 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1120469 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | .381784 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 219200 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 880935 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | .248827 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 137775 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 656129 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | .209982 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 99500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 536692 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | .185395 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 32500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 364116 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | .089257 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.115245 | TotalDistributionRatio |
| Average Distribution Ratio | .223049 | AverageDistributionRatio |
| Net Noncharitable Assets | 907364 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 202387 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 77 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 202464 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 544295 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 77 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 77 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 77 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 100 | TaxPaidWithExtension |
| Total Credits And Payments | 100 | TotalCreditsAndPayments |
| Overpayment | 23 | Overpayment |
| Amount Credited To Next Year | 23 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | 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 | AddressLine1 |
| Address Line2 | LEXINGTON AVE 6FL | 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 | 0.00 | 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 | 320409 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 600773 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 921182 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 921182 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13818 | CashDeemedCharitable |
| Net Noncharitable Assets | 907364 | NetNoncharitableAssets |
| Minimum Investment Return | 45368 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45368 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 77 | TaxBasedOnInvestmentIncome |
| Total Tax | 77 | TotalTax |
| Distributable Amount Before Adj | 45291 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 45291 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 45291 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 544295 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 544295 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 77 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 544218 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45291 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 32500 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 99500 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 137775 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 219200 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 371840 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 860815 | TotalExcessDistriCarryover |
| Qualifying Distributions | 544295 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45291 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 499004 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1359819 | 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 | 32500 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1327319 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 99500 | ExcessFromYear4 |
| Excess From Year3 | 137775 | ExcessFromYear3 |
| Excess From Year2 | 219200 | ExcessFromYear2 |
| Excess From Year1 | 371840 | ExcessFromYear1 |
| Excess From Current Year | 499004 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Province Or StateRecipientForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AYALA FOUNDATION | |||||||||||||
| 255 SHORELINE DRIVE SUITE 428 | REDWOOD CITY | CA | 94065 | NONE | PUBLIC | FINANCIAL SUPPORT | $13,934 | ||||||
| GLOBAL GIVING | |||||||||||||
| 1023 15TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,000 | ||||||
| DIVERSE CITY THEATER COMPANY | |||||||||||||
| ONE PENN PLAZA SUITE 3406 | NEW YORK | NY | 10119 | NONE | PUBLIC | CULTURAL | $17,150 | ||||||
| PROJECT EXPLORER | |||||||||||||
| 420 WEST 42ND STREET SUITE 17F | NEW YORK | NY | 10036 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,000 | ||||||
| MAKE A WISH FOUNDATION | |||||||||||||
| 832 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | NONE | PUBLIC | FINANCIAL SUPPORT | $7,780 | ||||||
| MOUNT SINAI SCHOOL OF MEDICINE | |||||||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PUBLIC | EDUCATION | $130,000 | ||||||
| NYU STERN SCHOOL OF BUSINESS | |||||||||||||
| 44 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | EDUCATION | $125,000 | ||||||
| TURTLE BAY MUSIC SCHOOL | |||||||||||||
| 244 EAST 52ND STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | EDUCATION | $1,000 | ||||||
| CENTRAL PARK CONSERVANCY | |||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | FINANCIAL SUPPORT | $2,525 | ||||||
| SAN GABRIEL ACADEMY | |||||||||||||
| 8827 E BROADWAY | SAN GABRIEL | CA | 91776 | NONE | PUBLIC | EDUCATION | $6,500 | ||||||
| CHRISTIAN BROS ACADEMY | |||||||||||||
| 850 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | PUBLIC | EDUCATION | $1,000 | ||||||
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||||
| 8111 LBJ FREEWAY SUITE 425 | DALLAS | TX | 75251 | NONE | PUBLIC | RESEARCH | $1,000 | ||||||
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC | RESEARCH | $1,000 | ||||||
| DRESS FOR SUCCESS | |||||||||||||
| 32 EAST 31ST STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,000 | ||||||
| WESTHAB INC | |||||||||||||
| 85 EXECUTIVE BLVD | ELMSFORD | NY | 10523 | NONE | PUBLIC | FINANCIAL SUPPORT | $4,500 | ||||||
| PACO MARKET ACTIVITY CENTER | |||||||||||||
| NONE | PUBLIC | PUBLIC WELFARE | $2,000 | 10 / F CHINA BANK BLDG 8745 PASEO | DE ROXAS | MAKATI CITY | RP | 1226 | |||||
| HABITAT FOR HUMANITY | |||||||||||||
| NONE | PUBLIC | PUBLIC WELFARE | $7,000 | UNIT 26A 26TH FLOOR PET PLANS | BUILDING 444 EDSA GUADALUPE VIEJO | MAKATI CITY | RP | 1226 | |||||
| PHILIPINE DEVELOPMENT FOUNDATION | |||||||||||||
| 1065 E HILLSDALE BLVD SUITE 105 | FOSTER CITY | CA | 94404 | NONE | PUBLIC | PUBLIC WELFARE | $30,750 | ||||||
| BIKE TO THE BEACH | |||||||||||||
| 1328 VERMONT AVENUE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,250 | ||||||
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | NONE | PUBLIC | PUBLIC WELFARE | $50,000 | ||||||
| CORNELL UNIVERSITY | |||||||||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PUBLIC | EDUCATION | $35,000 | ||||||
| PHILIPINES DENTAL MISSION | |||||||||||||
| NONE | PUBLIC | PUBLIC WELFARE | $12,633 | 80 L E NATIONAL ROAD | POBLACION | RP | BULACAN | ||||||
| PRIVATE EQUITY FOUNDATION | |||||||||||||
| NONE | PUBLIC | FINANCIAL SUPPORT | $2,000 | 3 BATH PLACE RIVINGTON STREET | LONDON | UK | EC2A 3DB | ||||||
| MICHAEL J FOX FOUNDATION | |||||||||||||
| CHURCH STREET STATION PO BOX 780 | NEW YORK | NY | 10008 | NONE | PUBLIC | RESEARCH | $1,000 | ||||||
| IMMACULATE CONCEPTION CHURCH | |||||||||||||
| 199 N BROADWAY | SLEEPY HOLLOW | NY | 10016 | NONE | PUBLIC | FINANCIAL SUPPORT | $5,000 | ||||||
| RCSN | |||||||||||||
| 116 EAST 16TH STREET 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC | FINANCIAL SUPPORT | $1,000 | ||||||
| TOYS FOR TOTS | |||||||||||||
| 1825 QUANTICOGATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | ||||||
| SLOAN KETTERING CANCER CENTER | |||||||||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | RESEARCH | $1,000 | ||||||
| FREE ARTS | |||||||||||||
| 1431 BROADWAY 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | CULTURAL | $10,000 | ||||||
| CHRISTIAN AFRICAN LEADERSHIP MINISTRIES | |||||||||||||
| PO BOX 621060 | LITTLETON | CO | 80162 | NONE | PUBLIC | FINANCIAL SUPPORT | $35,000 | ||||||
| TIGER WOODS FOUNDATION | |||||||||||||
| 121 INNOVATION DRIVE SUITE 150 | IRVINE | CA | 92617 | NONE | PUBLIC | PUBLIC WELFARE | $7,000 | ||||||
| UP MUSIC SCHOOL | |||||||||||||
| NONE | PUBLIC | EDUCATION | $10,773 | QUEZON CITY 1101 | QUEZON CITY | RP | 1101 | ||||||
| SACRED HEART UNIVERSITY | |||||||||||||
| 12 OMEGA DRIVE | STAMFORD | CT | 06906 | NONE | PUBLIC | EDUCATION | $10,000 | ||||||
| UNIVERSITY OF TAMPA | |||||||||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | PUBLIC | EDUCATION | $3,500 | ||||||
| SHINNING LIGHT FOUNDATION | |||||||||||||
| 157 LANTANA STREET | CAMARILLO | CA | 93010 | NONE | PUBLIC | PUBLIC WELFARE | $2,000 | ||||||
| HOME REACH FOUNDATION INC | |||||||||||||
| 24 BIRCHDALE LANE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | PUBLIC WELFARE | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 544295 | 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 | $815 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,835 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,068 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $7,718 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7718 | 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 | 700000 | X |
| 2 | THE ANTONIO C ALVAREZ 2010 CLATCO A | RESOLUTION PLAZA1029 W THIRD AVE SU | ANCHORAGE | AK | 99501 | 60000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,875 | Amount |
| Net Investment Income | 0 | 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 | 165 |
| ENERGY AND NATURAL RESOURCES | AT COST | 97828 | 108274 |
| INTERNATIONAL | AT COST | 95457 | 64884 |
| MANAGED INCOME FUND (CORE BOND FUND) | AT COST | 1716 | 1959 |
| PACIFIC | AT COST | 38027 | 32145 |
| REAL ESTATE FUND | AT COST | 5621 | 1350 |
| SMALL CAPITAL FUND | AT COST | 20810 | 16449 |
| VALUE AND RESTRUCTURING FUND | AT COST | 71091 | 71460 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 395 | 0 | 0 |
| OFFICE EXPENSE | 38 | 0 | 0 |
| BANK CHARGES | 24 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANTONIO C ALVAREZ 2010 CLAT | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESOLUTION PLAZA 1029 W THIRD | AddressLine1 |
| Address Line2 | AVENUE | AddressLine2 |
| City | ANCHORAGE | City |
| State | AK | State |
| ZIP Code | 99501 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF TAXES | Category |
| Amount | $43 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments