TORCIVIA FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TORCIVIA FAMILY FOUNDATION INC (EIN 52-1571994)
- Tax period
- 2018-03-01 to 2019-02-28
- Filed
- 2020-01-09
- IRS object ID
- 202010099349100701
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-09T12:24:27-06:00 | ReturnTs |
| Tax Period End | 2019-02-28 | 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 | 354 EISENHOWER PARKWAY | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-03-01 | 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 | 2020-01-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J LEE | PreparerPersonNm |
| PTIN | P00260762 | PTIN |
| Phone | 9739949400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,880,073 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $888 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $888 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,600,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,755 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $146,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,693 | 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 | $2,912 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,456 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,456 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $475,532 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $475,532 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $490,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $476,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$343,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,211 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,780,022 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,424,327 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,734,362 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,913,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,570,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,880,073 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,913,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,570,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,913,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,570,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,913,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,570,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,913,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$343,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,570,038 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,570,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS 4565 | D | 2018-04-24 | $1,104 | $1,104 | $0 | $0 |
| GOLDMAN SACHS 4565 | D | 2018-04-24 | $396 | $324 | $72 | $72 |
| GOLDMAN SACHS 4565 | D | 2018-05-15 | $83,000 | $73,938 | $9,062 | $9,062 |
| GOLDMAN SACHS 4565 | D | 2018-05-15 | $117,000 | $94,511 | $22,489 | $22,489 |
| GOLDMAN SACHS 4565 | D | 2018-06-21 | $1,018,023 | $1,018,023 | $0 | $0 |
| GOLDMAN SACHS 4565 | D | 2018-06-21 | $3,073,273 | $3,073,273 | $0 | $0 |
| GOLDMAN SACHS 4565 | D | 2018-10-19 | $12,500 | $10,709 | $1,791 | $1,791 |
| GOLDMAN SACHS 4565 | D | 2018-10-19 | $37,500 | $35,107 | $2,393 | $2,393 |
| GOLDMAN SACHS 4565 | D | 2018-12-28 | $5,619 | $5,525 | $94 | $94 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $5,621 | $5,738 | -$117 | -$117 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $9,043 | $9,441 | -$398 | -$398 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $12,178 | $13,180 | -$1,002 | -$1,002 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $1,008 | $1,107 | -$99 | -$99 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $52,656 | $58,250 | -$5,594 | -$5,594 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $8,012 | $8,710 | -$698 | -$698 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $9,257 | $9,967 | -$710 | -$710 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $9,105 | $10,000 | -$895 | -$895 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $9,407 | $8,933 | $474 | $474 |
| GOLDMAN SACHS 4565 | D | 2018-12-19 | $28,094 | $31,538 | -$3,444 | -$3,444 |
| GOLDMAN SACHS 4565 | D | 2019-01-30 | $25,000 | $25,000 | $0 | $0 |
| GOLDMAN SACHS 4565 | D | 2019-01-30 | $75,000 | $68,311 | $6,689 | $6,689 |
| GOLDMAN SACHS 4565 DISALLOWED LOSSES | D | 2018-12-19 | $6,131 | $6,131 | $6,131 | |
| GOLDMAN SACHS 4565 DISALLOWED LOSSES | D | 2018-12-19 | $1,517 | $1,517 | $1,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,755 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $340,867 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,892,757 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $176,674 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,978,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044407 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $383,445 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,201,718 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091259 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $307,268 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,577,908 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085879 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $751,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,820,662 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.412496 | DistributionYr5Rt |
| Total Distribution | 0.721605 | TotalDistributionRt |
| Average Distribution | 0.144321 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,112,711 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $593,551 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $594,988 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $476,988 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,875 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,875 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,805 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,805 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,930 | OverpaymentAmt |
| Applied To ES Tax | $3,930 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PHIL FISCHER | IndividualWithBooksNm |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| ELVIRA TORCIIVIA DECEASED 2018 | ||||||||
| 328 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | FOUNDER SPOUSE | 0.00 | $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 | $3,994,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,175,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,175,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,112,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,875 | TotalTaxAmt |
| Distributable Before Adj | $202,761 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $202,761 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $202,761 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $476,988 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $476,988 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $476,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,761 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $662,746 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $154,431 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,961 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $149,322 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,141,460 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $476,988 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $202,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $274,227 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,415,687 | 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 | $662,746 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $752,941 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $154,431 | ExcessFromYear4Amt |
| Excess From Year3 | $174,961 | ExcessFromYear3Amt |
| Excess From Year1 | $149,322 | ExcessFromYear1Amt |
| Excess From Current Year | $274,227 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENEDICT TORCIVIA JR | ContributingManagerNm |
| Contributing Manager | JOSEPH TORCIVIA | ContributingManagerNm |
| Contributing Manager | ELVIRA TORCIIVIA DECEASED 2018 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 911 EDUCATION ALLIANCE | ||||||||
| 803 QUARRIER STREET SUITE 500 | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| ANNISQUAM VILLAGE CHURCH | ||||||||
| 820 WASHINGTON STREET | GLOUCESTER | MA | 01930 | N/A | PUBLIC CHARITY | CHARITABLE | $500 | |
| BAYSHORE MEDICAL CENTER FOUNDATION | ||||||||
| 727 NORTH BEERS STREET | HOLMDEL | NJ | 07733 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| CLEAN OCEAN ACTION | ||||||||
| SANDY HOOK UNIT BUILDING 18 | HIGHLANDS | NJ | 07732 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| COMMUNITY YMCA | ||||||||
| 113 TINDALL ROAD | MIDDLETOWN | NJ | 07701 | N/A | PUBLIC CHARITY | CHARITABLE | $1,815 | |
| FOUNDATION AT NJIT | ||||||||
| UNIVERSITY HEIGHTS | NEWARK | NJ | 07102 | N/A | PUBLIC CHARITY | CHARITABLE | $26,000 | |
| HAMILTON COLLEGE | ||||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| HOLIDAY EXPRESS | ||||||||
| 968 SHREWSBURY AVE | TINTON FALLS | NJ | 07724 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| INDEPENDENT COLLEGE FUND | ||||||||
| 797 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | N/A | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| LEHIGH UNIVERSITY | ||||||||
| 27 MEMORIAL DR W | BETHLEHEM | PA | 18015 | N/A | PUBLIC CHARITY | CHARITABLE | $26,000 | |
| MONMOUTH UNIVERSITY | ||||||||
| 400 CEDAR AVENUE | WEST LONG BRANCH | NJ | 07764 | N/A | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| REFOREST THE TROPICS INC | ||||||||
| 28G COTTRELL ST | MYSTIC | CT | 06355 | N/A | PUBLIC CHARITY | CHARITABLE | $15,000 | |
| RIVERVIEW MEDICAL CENTER | ||||||||
| 1 RIVERVIEW PLAZA | RED BANK | NJ | 07701 | N/A | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| ROCKPORT MUSIC | ||||||||
| 37 MAIN ST | ROCKPORT | MA | 01966 | N/A | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| RUMSON COUNTRY DAY SCHOOL | ||||||||
| 35 BELLEVUE AVENUE | RUMSON | NJ | 07760 | N/A | PUBLIC CHARITY | CHARITABLE | $300 | |
| SETON HALL UNIVERSITY | ||||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | N/A | PUBLIC CHARITY | CHARITABLE | $80,750 | |
| SETON HALL UNIVERSITY LAW SCHOOL | ||||||||
| ONE NEWARK CENTER | NEWARK | NJ | 07102 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| SPRINGPOINT SENIOR LIVING FOUNDATION | ||||||||
| 4814 OUTLOOK DRIVE 201 | WALL TOWNSHIP | NJ | 07753 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| TANZANIAN CHILDREN'S FUND | ||||||||
| 9 WATERHOUSE ST | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| VALLEY HOSPITAL FOUNDATION | ||||||||
| 223 N VAN DIEN AVE | RIDGEWOOD | NJ | 07450 | N/A | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| GIRL SCOUTS OF THE JERSEY SHORE | ||||||||
| 242 ADELPHIA RD | FARMINGDALE | NJ | 07727 | N/A | PUBLIC CHARITY | CHARITABLE | $500 | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVE NE SUITE | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 | 2700 |
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION | ||||||||
| 160 ESSEX STREET SUITE 101 | LODI | NJ | 07644 | N/A | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| MAMA HOPE | ||||||||
| PO BOX 40219 | SAN FRANCISCO | CA | 94140 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| INTERFAITH NEIGHBORS | ||||||||
| 810 FOURTH AVE | ASBURY PARK | NJ | 07712 | N/A | PUBLIC CHARITY | CHARITABLE | $500 | |
| NJIT | ||||||||
| 323 DR MLK JR BLVD | NEWARK | NJ | 07102 | N/A | PUBLIC CHARITY | CHARITABLE | $12,000 | |
| NJSPBA STRONGEST ICE HOCKEY TEAM | ||||||||
| 158 MAIN STREET | WOODBRIDGE | NJ | 07095 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| SAINT PETER'S UNIVERSITY | ||||||||
| 2641 JOHN F KENNEDY BLVD | JERSEY CITY | NJ | 07306 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| THE COOPER FOUNDATION | ||||||||
| 3 COOPER PLAZA SUITE 500 | CAMDEN | NJ | 08103 | N/A | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| VAIL HEALTH FOUNDATION | ||||||||
| 322 BEARD CREEK RD | EDWARDS | CO | 81632 | N/A | PUBLIC CHARITY | CHARITABLE | $16,667 | |
| VNA HEALTH GROUP FOUNDATION | ||||||||
| 23 MAIN STREET SUITE D1 | HOLMDEL | NJ | 07733 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $475,532 | 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 | $888 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,755 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $146,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,693 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,912 | Amt |
| Net Investment Income | $1,456 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,456 | 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 | $3,424,327 | BookValueAmt |
| EOYFMV | $3,734,362 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $150 | $0 | $0 |
| INVESTMENT FEE | $1,500 | $1,500 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ELVIRA TORCIVIA | |||
| 328 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 |
| BENEDICT TORCIVIA JR | |||
| 328 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 |
| JOSEPH TORCIVIA | |||
| 328 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISC TAXES | CategoryTxt |
| Amt | $10,033 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |