TORCIVIA FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TORCIVIA FAMILY FOUNDATION INC (EIN 52-1571994)
- Tax period
- 2021-03-01 to 2022-02-28
- Filed
- 2023-01-12
- IRS object ID
- 202340129349100424
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T13:10:35-06:00 | ReturnTs |
| Tax Period End | 2022-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521571994 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TORCIVIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TORC | BusinessNameControlTxt |
| Phone | 7327048900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 328 NEWMAN SPRINGS ROAD | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH TORCIVIA | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 7327048900 | PhoneNum |
| Signature | 2023-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | TORCIVIA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LAMOTTA | PreparerPersonNm |
| PTIN | P00041212 | PTIN |
| Phone | 9739949400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,020,575 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $173,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $524,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,551 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $353,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,797 | 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 | $2,326 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,163 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,163 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $329,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $329,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $338,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,889 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,752 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,752 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,147,004 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,065,090 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,870,323 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,203,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,215,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,020,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,203,975 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,215,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,203,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,215,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,203,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,215,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,203,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,219,651 | SubtotalAmt |
| Other Decreases | $4,309 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,215,342 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS (S/T) - 4565 | P | 2020-12-30 | 2021-03-09 | $30,509 | $30,159 | $350 | $350 |
| GOLDMAN SACHS (S/T) - 4565 | P | 2020-12-10 | 2021-03-09 | $40,250 | $39,507 | $743 | $743 |
| GOLDMAN SACHS (S/T) - 4565 | P | 2020-12-10 | 2021-03-09 | $9,640 | $9,462 | $178 | $178 |
| GOLDMAN SACHS (S/T) - 4565 | P | 2020-12-30 | 2021-03-09 | $16,250 | $15,842 | $408 | $408 |
| GOLDMAN SACHS (S/T) - 4565 | P | 2020-12-10 | 2021-03-09 | $16,015 | $15,498 | $517 | $517 |
| GOLDMAN SACHS (S/T) - 4565 | P | 2020-12-10 | 2021-03-09 | $4,289 | $4,151 | $138 | $138 |
| GOLDMAN SACHS (S/T) - 4565 | P | 2021-03-20 | 2021-04-21 | $1,125 | $1,089 | $36 | $36 |
| GOLDMAN SACHS (L/T) - 4565 | P | 2016-12-14 | 2021-03-09 | $29,601 | $23,196 | $6,405 | $6,405 |
| GOLDMAN SACHS (L/T) - 4565 | P | 2018-06-06 | 2021-03-09 | $3,446 | $2,896 | $550 | $550 |
| GOLDMAN SACHS (L/T) - 4565 | P | 2018-01-06 | 2021-04-21 | $375 | $297 | $78 | $78 |
| GOLDMAN SACHS (S/T) - 6556 | P | 2021-03-30 | 2021-06-17 | $8,921 | $8,462 | $459 | $459 |
| GOLDMAN SACHS (S/T) - 6556 | P | 2021-09-29 | 2021-11-16 | $6,798 | $6,570 | $228 | $228 |
| GOLDMAN SACHS (S/T) - 6556 | P | 2021-09-29 | 2021-11-16 | $3,537 | $3,443 | $94 | $94 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2019-12-30 | 2021-06-17 | $14,019 | $11,381 | $2,638 | $2,638 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2018-01-06 | 2021-06-17 | $35,933 | $29,128 | $6,805 | $6,805 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2017-10-07 | 2021-06-17 | $16,283 | $12,908 | $3,375 | $3,375 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2017-07-08 | 2021-06-17 | $12,091 | $9,238 | $2,853 | $2,853 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2017-04-08 | 2021-06-17 | $6,503 | $4,856 | $1,647 | $1,647 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2018-01-06 | 2021-06-17 | $31,250 | $24,250 | $7,000 | $7,000 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2020-06-29 | 2021-11-16 | $6,311 | $5,018 | $1,293 | $1,293 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2017-04-08 | 2021-11-16 | $1,048 | $756 | $292 | $292 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2016-12-14 | 2021-11-16 | $94,806 | $67,349 | $27,457 | $27,457 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2018-01-06 | 2021-11-16 | $316 | $233 | $83 | $83 |
| GOLDMAN SACHS (L/T) - 6556 | P | 2015-01-28 | 2021-11-16 | $37,184 | $22,982 | $14,202 | $14,202 |
| CAPITAL GAINS DIVIDENDS | P | $97,722 | $97,722 | $97,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,551 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,005 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,005 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $803 | 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 |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDY COHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7327048900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 328 NEWMAN SPRINGS ROAD | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07701 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BENEDICT TORCIVIA JR | ||||||||
| 328 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | CO-PRESIDENT & SECRETARY | 10.00 | $0 | $0 | $0 |
| JOSEPH TORCIVIA | ||||||||
| 328 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | CO-PRESIDENT & TREASURER | 10.00 | $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 | $4,090,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,258,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,258,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,195,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,808 | TotalTaxAmt |
| Distributable Before Adj | $204,943 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $204,943 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $204,943 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $330,213 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,943 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $149,322 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $274,227 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,131 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $155,779 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $702,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,943 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,270 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $827,729 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $827,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,322 | ExcessFromYear4Amt |
| Excess From Year3 | $274,227 | ExcessFromYear3Amt |
| Excess From Year2 | $123,131 | ExcessFromYear2Amt |
| Excess From Year1 | $155,779 | ExcessFromYear1Amt |
| Excess From Current Year | $125,270 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENEDICT TORCIVIA JR | ContributingManagerNm |
| Contributing Manager | JOSEPH TORCIVIA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 911 EDUCATION ALLIANCE | |||||||
| 803 QUARRIER STREET SUITE 500 | CHARLESTON | WV | 25301 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $25,000 |
| BAYSHORE MEDICAL CENTER FOUNDATION | |||||||
| 727 NORTH BEERS STREET | HOLMDEL | NJ | 07733 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 |
| COMMUNITY YMCA | |||||||
| 113 TINDALL ROAD | MIDDLETOWN | NJ | 07701 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| INDEPENDENT COLLEGE FUND | |||||||
| 797 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| JUPITER MEDICAL CENTER | |||||||
| 1210 S OLD DIXIE HW | JUPITER | FL | 33458 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $16,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DR W | BETHLEHEM | PA | 18015 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $4,000 |
| MONMOUTH MEDICAL CENTER FOUNDATION | |||||||
| 300 SECOND AVENUE | LONG BRANCH | NJ | 07740 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 |
| NJIT | |||||||
| 323 DR MLK JR BLVD | NEWARK | NJ | 07102 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| NJSPBA STRONGEST ICE HOCKEY TEAM | |||||||
| 158 MAIN STREET | WOODBRIDGE | NJ | 07095 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 |
| REFOREST THE TROPICS INC | |||||||
| 28G COTTRELL ST | MYSTIC | CT | 06355 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $15,000 |
| RIVERVIEW MEDICAL CENTER | |||||||
| 1 RIVERVIEW PLAZA | RED BANK | NJ | 07701 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $50,000 |
| RIVERVIEW MEDICAL CENTER FOUNDATION | |||||||
| 1 RIVERVIEW PLAZA | RED BANK | NJ | 07701 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $3,000 |
| RUMSON COUNTRY DAY SCHOOL | |||||||
| 35 BELLEVUE AVENUE | RUMSON | NJ | 07760 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,050 |
| SETON HALL UNIVERSITY | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $50,000 |
| THE COOPER FOUNDATION | |||||||
| 3 COOPER PLAZA SUITE 500 | CAMDEN | NJ | 08103 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $50,000 |
| THE JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| THE MICHAELS ORGANIZATION | |||||||
| 3 EAST STOW ROAD | MARLTON | NJ | 08053 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| VALLEY HOSPITAL FOUNDATION | |||||||
| 223 N VAN DIEN AVE | RIDGEWOOD | NJ | 07450 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $329,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $175,551 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $348,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,797 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,326 | Amt |
| Net Investment Income | $1,163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,163 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NEW JERSEY HAS NO REGISTRATION REQUIREMENT FOR A CHARITABLE ORGANIZATION WHICH DOES NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,065,090 | BookValueAmt |
| EOYFMV | $3,870,323 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $43,500 | BOYBookValueAmt |
| EOY Book Value | $43,500 | EOYBookValueAmt |
| EOYFMV | $43,500 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $4,309 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE FEE | Desc |
| Revenue And Expenses Per Books | $245 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |