RUDOLPH J TORELLO FOUNDATION INC: Form 990PF, tax year 2024
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- Organization
- RUDOLPH J TORELLO FOUNDATION INC (EIN 22-3727014)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-25
- IRS object ID
- 202511159349100026
- Schema version
- 2024v5.1
- 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
- Applied To Prior Year Election
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T09:43:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223271712 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCADIEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7648 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085437648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223727014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUDOLPH J TORELLO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDO | BusinessNameControlTxt |
| Phone | 7326180337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 WEST PARK AVE PO BOX 222 | AddressLine1Txt |
| City | OAKHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDIO INNOCENTI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7326180337 | PhoneNum |
| Signature | 2025-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY L SABO CPA | PreparerPersonNm |
| PTIN | P00616782 | PTIN |
| Phone | 6096899700 | PhoneNum |
| Preparation | 2025-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,098,022 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $80,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $687,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $911,531 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $687,537 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $767,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $767,592 | 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 |
| Legal Fees Rev And Expnss | $9,992 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,992 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,710 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $204,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,091 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $947 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $947 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $254,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $672,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $672,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $926,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $694,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$158,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $738,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,465 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $985,954 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $817,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,074,557 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $999,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $840,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,098,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $999,457 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $840,680 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $999,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $840,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $999,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $840,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $999,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$158,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $840,680 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $840,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CISCO SYSTEM INC | P | 2001-05-23 | 2024-10-14 | $8,118 | $3,462 | $4,656 | $4,656 |
| CISCO SYSTEM INC | P | 2001-05-23 | 2024-10-14 | $18,941 | $8,082 | $10,859 | $10,859 |
| CISCO SYSTEM INC | P | 2001-08-07 | 2024-10-14 | $40,589 | $14,773 | $25,816 | $25,816 |
| CISCO SYSTEM INC | P | 2001-08-07 | 2024-11-08 | $14,428 | $4,924 | $9,504 | $9,504 |
| DUKE ENERGY CORP | P | 2003-08-27 | 2024-10-14 | $34,081 | $8,924 | $25,157 | $25,157 |
| DUKE ENERGY CORP | P | 2003-10-24 | 2024-10-14 | $196 | $55 | $141 | $141 |
| DUKE ENERGY CORP | P | 2003-10-24 | 2024-10-14 | $22,856 | $6,408 | $16,448 | $16,448 |
| DUKE ENERGY CORP | P | 2003-10-24 | 2024-11-08 | $33,862 | $9,548 | $24,314 | $24,314 |
| DUKE ENERGY CORP | P | 2004-11-15 | 2024-11-08 | $227 | $99 | $128 | $128 |
| DUKE ENERGY CORP | P | 2004-11-15 | 2024-11-20 | $3,975 | $1,735 | $2,240 | $2,240 |
| DUKE ENERGY CORP | P | 2004-11-15 | 2024-11-20 | $1,704 | $744 | $960 | $960 |
| ENBRIDGE INC | P | 2003-08-27 | 2024-10-14 | $9,121 | $3,242 | $5,879 | $5,879 |
| ENBRIDGE INC | P | 2003-08-27 | 2024-11-08 | $8,449 | $2,921 | $5,528 | $5,528 |
| ISHS U.S. FINL SVCS ETF | P | 2010-11-24 | 2024-10-14 | $11,002 | $2,597 | $8,405 | $8,405 |
| ISHS U.S. FINL SVCS ETF | P | 2010-11-24 | 2024-11-08 | $7,888 | $1,731 | $6,157 | $6,157 |
| ISHS U.S. FINL SVCS ETF | P | 2010-11-24 | 2024-11-08 | $7,887 | $1,731 | $6,156 | $6,156 |
| ELI LILLY & CO | P | 2001-05-23 | 2024-10-14 | $139,442 | $12,835 | $126,607 | $126,607 |
| ELI LILLY & CO | P | 2001-05-23 | 2024-11-08 | $41,914 | $4,278 | $37,636 | $37,636 |
| 3M CO | P | 2023-07-17 | 2024-11-08 | $13,467 | $8,557 | $4,910 | $4,910 |
| MERCK & CO INC NEW | P | 2003-12-02 | 2024-10-14 | $16,721 | $2,467 | $14,254 | $14,254 |
| MICROSOFT CORP | P | 2001-09-28 | 2024-01-29 | $50,878 | $3,175 | $47,703 | $47,703 |
| MICROSOFT CORP | P | 2001-09-28 | 2024-02-01 | $50,481 | $3,175 | $47,306 | $47,306 |
| MICROSOFT CORP | P | 2001-09-28 | 2024-10-14 | $105,042 | $6,350 | $98,692 | $98,692 |
| MICROSOFT CORP | P | 2001-09-28 | 2024-11-08 | $63,482 | $3,810 | $59,672 | $59,672 |
| ORGANON & CO | P | 2003-12-02 | 2024-10-14 | $1,787 | $805 | $982 | $982 |
| ORGANON & CO | P | 2007-04-16 | 2024-10-14 | $274 | $208 | $66 | $66 |
| ISHS PFD & INCM SECS ETF | P | 2010-11-24 | 2024-11-20 | $7,759 | $9,432 | -$1,673 | -$1,673 |
| ISHS PFD & INCM SECS ETF | P | 2010-11-24 | 2024-11-20 | $323 | $393 | -$70 | -$70 |
| PROCTER & GAMBLE CO | P | 2001-05-23 | 2024-11-08 | $16,676 | $3,248 | $13,428 | $13,428 |
| PINNACLE WEST CAP CORP | P | 2005-10-13 | 2024-10-14 | $59,359 | $28,647 | $30,712 | $30,712 |
| PINNACLE WEST CAP CORP | P | 2006-04-26 | 2024-10-14 | $13,764 | $6,591 | $7,173 | $7,173 |
| PINNACLE WEST CAP CORP | P | 2006-11-22 | 2024-11-08 | $18,231 | $9,670 | $8,561 | $8,561 |
| PINNACLE WEST CAP CORP | P | 2006-11-22 | 2024-11-08 | $9,114 | $4,835 | $4,279 | $4,279 |
| SOLVENTUM CORP | P | 2023-07-17 | 2024-10-14 | $5,128 | $4,716 | $412 | $412 |
| SOLVENTUM CORP | P | 2024-02-01 | 2024-10-14 | $5,128 | $4,388 | $740 | $740 |
| SOUTHERN COMPANY | P | 2003-03-12 | 2024-10-14 | $44,624 | $14,179 | $30,445 | $30,445 |
| SOUTHERN COMPANY | P | 2003-03-12 | 2024-11-08 | $22,114 | $7,090 | $15,024 | $15,024 |
| WARNER BROS DISCOVERY | P | 2007-09-26 | 2024-10-14 | $2,499 | $14,169 | -$11,670 | -$11,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $687,537 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | 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 | $720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,549 | 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 | WWW.TRJTF.ORG | WebsiteAddressTxt |
| Individual With Books | CLAUDIO INNOCENTI | IndividualWithBooksNm |
| Phone | 7326180337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 WEST PARK AVE PO BOX 222 | AddressLine1Txt |
| City | OAKHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07755 | 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 |
|---|---|---|---|---|---|---|---|---|
| CLAUDIO INNOCENTI | ||||||||
| PO BOX 222 | OAKHURST | NJ | 07755 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| DOUGLAS M DURITZA | ||||||||
| C/O WLDL PA PO BOX 1228 | WALL | NJ | 07719 | SECRETARY | 1.00 | $0 | $0 | $0 |
| FRANK J COLLETTE | ||||||||
| 32 RIVERS EDGE DRIVE | COLTS NECK | NJ | 07722 | TREASURER | 1.00 | $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 | $2,662,849 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,773,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,773,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,731,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,269 | TotalTaxAmt |
| Distributable Before Adj | $126,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,322 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $694,539 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $694,539 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $671,913 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $27,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,220 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $694,539 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $671,913 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $27,220 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,220 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $76,476 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 021385512 | NONE | PC | EDUCATIONAL PROGRAMS. | $20,000 |
| CHENOA MANOR | |||||||
| 733 GLEN WILLOW ROAD | AVONDALE | PA | 19311 | NONE | PC | ANIMAL SANCTUARY AND LEARNING CENTER | $5,000 |
| DWIGHT-ENGLEWOOD SCHOOL | |||||||
| 315 EAST PALISADE AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PC | D-E FUND IN SUPPORT DWEIGHT-ENGLEWOOD SCHOOL, A COEDUCATIONAL, PRESCHOOL THROUGH GRADE 12. | $500,000 |
| GROTON SCHOOL | |||||||
| 282 FARMERS ROW PO BOX 991 | GROTON | MA | 01450 | NONE | PC | EDUCATIONAL PROGRAMS. | $10,000 |
| JAJJA'S KIDS | |||||||
| PO BOX 1425 | LATHAM | NY | 12110 | NONE | PC | EARLY CHILDHOOD EDUCATION FOR YOUNG STUDENTS IN NEED. | $10,000 |
| KINGSLEY MONTESSORI SCHOOL | |||||||
| 26 EXETER STREET | BOSTON | MA | 02116 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS. | $10,000 |
| LUNCH BREAK | |||||||
| 121 DRS JAMES PARKER BOULEVARD | RED BANK | NJ | 07701 | NONE | PC | YOUTH SERVICES PROGRAMS. | $5,000 |
| MILTON ACADEMY | |||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS. | $15,000 |
| MONMOUTH ARTS | |||||||
| 105 MONMOUTH STREET | RED BANK | NJ | 07701 | NONE | PC | ART EDUCATION AND OUTREACH PROGRAMS. | $2,000 |
| MONMOUTH COUNTY CHILD ADVOCACY CENTER | |||||||
| 75 WEST MAIN STREET | FREEHOLD | NJ | 07728 | NONE | PC | SUPPORT FOR CHILDREN WHO HAVE BEEN AFFECTED BY CHILD ABUSE AND NEGLECT. | $10,000 |
| OCEAN GROVE HISTORIC PRESERVATION SOCIETY INC | |||||||
| 66 SOUTH MAIN STREET | OCEAN GROVE | NJ | 07756 | NONE | PC | ART EDUCATION AND RESTORATION OF ARTS CENTER. | $5,000 |
| RYE COUNTRY DAY SCHOOL | |||||||
| CEDAR STREET | RYE | NY | 105802034 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS. | $20,000 |
| ST CATHARINE ST MARGARET PARISH | |||||||
| 215 ESSEX AVENUE | SPRING LAKE | NJ | 07762 | NONE | PC | RELIGIOUS COMMUNITY SUPPORT. | $10,000 |
| THE BAY SCHOOL | |||||||
| PO BOX 950 | BLUE HILL | ME | 04614 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS. | $15,000 |
| THE PINGRY SCHOOL | |||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS. | $15,000 |
| THE PRINCETON DAY SCHOOL | |||||||
| PO BOX 75 | PRINCETON | NJ | 08542 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $672,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $687,537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $767,592 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $767,592 | 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 | $11,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,600 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FOR THE 2024 TAX YEAR, THE FOUNDATION ELECTS TO APPLY THE EXCESS QUALIFYINGDISTRIBUTIONS FROM THE 2024 YEAR TO THE PRIOR YEARS' DISTRIBUTION REQUIREMENTS. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NJ DOES NOT WANT A COPY OF FORM 990PF FILED WITH THE ATTORNEY GENERAL WHEN NO PUBLIC CONTRIBUTIONS ARE SOLICITED. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 3M CO | AT COST | $41,001 | $64,545 |
| AT&T INC | AT COST | $55,168 | $45,540 |
| BRISTOL MYERS SQUIBB CO | AT COST | $25,741 | $56,560 |
| CISCO SYSTEMS INC | AT COST | $12,091 | $59,200 |
| DUKE ENERGY CORP | AT COST | $89,393 | $177,771 |
| ELI LILLY & CO | AT COST | $25,670 | $231,600 |
| ENBRIDGE INC | AT COST | $19,749 | $55,159 |
| ISHARES S&P US PREFERRED STOCK | AT COST | $235,794 | $188,640 |
| ISHARES TR DOW JONES US FINCL SVCS | AT COST | $22,509 | $101,153 |
| JOHNSON & JOHNSON | AT COST | $60,350 | $144,620 |
| MERCK & CO INC | AT COST | $17,814 | $99,480 |
| MICROSOFT CORP | AT COST | $23,483 | $358,275 |
| PFIZER INCORPORATED PFE | AT COST | $26,984 | $26,530 |
| PINNACLE WEST CAP CORP | AT COST | $80,653 | $144,109 |
| PROCTOR & GAMBLE CO | AT COST | $29,235 | $150,885 |
| SOUTHERN COMPANY | AT COST | $35,449 | $102,900 |
| TARGET CORP | AT COST | $16,131 | $67,590 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,992 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,992 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | D&O INSURANCE | Desc |
| Revenue And Expenses Per Books | $947 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $947 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $27,710 | Amt |
| Net Investment Income | $27,710 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,091 | $1,091 | $0 |
| FEDERAL EXCISE TAX | $203,029 | $0 | $0 |
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