MORTON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORTON FAMILY FOUNDATION (EIN 06-6469445)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202401309349100615
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T07:27:18-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853846483 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEICHT & REIN TAX ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 OLD NEW BRUNSWICK RD STE 380 | AddressLine1Txt |
| City | PISCATAWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066469445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 2122314250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 SOUTH BEACH ROAD | AddressLine1Txt |
| City | HOBE SOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM I MORTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122314250 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | MORTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN LEICHT | PreparerPersonNm |
| PTIN | P00848227 | PTIN |
| Phone | 2122314250 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,409,679 | 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 |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,523 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $295,380 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $623 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,147 | 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 | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $710 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $274 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,063 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,334 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,181,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,091,218 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,334,165 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,887 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $33,204 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $33,806 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,476 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,374 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,266,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,160,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,409,679 | 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 | $1,487,186 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,487,186 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$220,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$326,954 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,266,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,160,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,266,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,160,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,266,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $257 | OtherIncreasesAmt |
| Subtotal | $1,160,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,160,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 40.936 COHEN & STEERS INSTL RLTY SH FUND | P | 2023-12-07 | $1,800 | $1,758 | $42 | $42 | |
| 786.941 DFA US SMALL CAP VALUE PORFOLIO | P | 2023-12-07 | $33,532 | $30,396 | $3,136 | $3,136 | |
| 184. 129 S.EAFARER OVERSEAS GROLITH & INCOME INSTL CLASS | P | 2023-12-07 | $2,228 | $2,128 | $100 | $100 | |
| 2.007 GATEWAY FUND FUND CLASSY FD 1986 | P | 2023-12-07 | $80 | $78 | $2 | $2 | |
| 37.762 MATTHEWS ASIA DIVIDEND FUND CLASS IS FUND | P | 2023-05-12 | $505 | $516 | -$11 | -$11 | |
| 955.414 TOUCHSTONE SANDS EM GR-INST FUND | P | 2023-12-07 | $12,965 | $12,000 | $965 | $965 | 2022-12-19 |
| 76.628 BARON DISCOVERY FUND-INST | P | 2023-12-07 | $2,000 | $2,936 | -$936 | -$936 | 2021-03-12 |
| 118.227 COHEN & STEERS INSTL RLTY SH FUND | P | 2023-12-07 | $5,200 | $5,255 | -$55 | -$55 | |
| 1964.631 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | P | 2023-12-07 | $23,772 | $22,362 | $1,410 | $1,410 | |
| 866.551 VULCAN VALUE PART SM CAP-INS | P | 2023-03-08 | $10,000 | $18,570 | -$8,570 | -$8,570 | |
| 23.075 GATEWAY FUND FUND CLASSY FD | P | 2023-12-07 | $920 | $881 | $39 | $39 | |
| 56.818 GRANDEUR PEAK US STWRTS-INST | P | 2023-12-07 | $1,000 | $1,308 | -$308 | -$308 | |
| 234. ISHARES IBOXX & HIGH YIELD CORPORATE BOND | P | 2023-12-07 | $17,785 | $20,433 | -$2,648 | -$2,648 | 2019-12-11 |
| 372.856 MATTHEWS ASIA DIVIDEND FUND CLASS LS FUND | P | 2023-03-08 | $5,000 | $7,154 | -$2,154 | -$2,154 | |
| 4039.144 MATTHEWS ASIA DIVIDEND FUND CLASS IS FUND | P | 2023-05-12 | $54,044 | $62,054 | -$8,010 | -$8,010 | |
| 188 SPDR BLOOMBERG HIGH YIELD BOND ETF | P | 2023-12-07 | $17,476 | $20,454 | -$2,978 | -$2,978 | 2019-12-11 |
| 518.425 TOUCHSTONE SANDS EM GR-INST FUND | P | 2023-12-07 | $7,035 | $6,015 | $1,020 | $1,020 | |
| 27 VANGUARD INDEX FUND | P | 2023-03-08 | $9,865 | $9,244 | $621 | $621 | 2021-02-01 |
| 21 VANGUARD INDEX FUND | P | 2023-12-07 | $8,844 | $7,190 | $1,654 | $1,654 | 2021-02-01 |
| 187 VANGUARD INDEX FUND | P | 2023-12-07 | $78,541 | $64,025 | $14,516 | $14,516 | 2021-02-01 |
| CAPITAL GAINS DIVIDENDS | P | $2,788 | $2,788 | $2,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $623 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $279 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $279 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,527 | 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 | $1,527 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,248 | OverpaymentAmt |
| Applied To ES Tax | $1,248 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 |
| Individual With Books | STEVEN LEICHT | IndividualWithBooksNm |
| Phone | 2122314250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 OLD NEW BRUNSWICK ROAD-SUITE | AddressLine1Txt |
| Address Line2 | 380 | AddressLine2Txt |
| City | PISCATAWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08854 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM I MORTON | ||||||||
| 87 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY K MORTON | ||||||||
| 87 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | TRUSTEE | 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 | $1,337,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,349,182 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,349,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,328,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $279 | TotalTaxAmt |
| Distributable Before Adj | $66,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,168 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,617 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $370,145 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $134,896 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $156,838 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $805,846 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,382 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $866,228 | 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 | $74,617 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $791,611 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $370,145 | ExcessFromYear4Amt |
| Excess From Year3 | $134,896 | ExcessFromYear3Amt |
| Excess From Year2 | $156,838 | ExcessFromYear2Amt |
| Excess From Year1 | $69,350 | ExcessFromYear1Amt |
| Excess From Current Year | $60,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2023 TOWN EMPLOYEES CHRISTMAS FD | |||||||
| C/O 87 SOUTH BEACH RD | HOBE SOUND | FL | 33455 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $250 |
| 1000 FRIENDS OF FLORIDA | |||||||
| 308 N MONROE ST | TALLAHASSEE | FL | 32301 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 |
| BOYS AND GIRLS CLUB OF MARTIN COUNTY | |||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $7,000 |
| BRAVO VAIL | |||||||
| 2271 N FRONTAGE RD W C | VAIL | CO | 81657 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $35,000 |
| CHRIST MEMORIAL CHAPEL | |||||||
| 52 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $6,000 |
| COLUMBIA UNIVERSITY DEPT OF OPTHALMOLOGY | |||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK RD | DEERFIELD | MA | 01342 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,500 |
| EVERGLADES FOUNDATION | |||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| FAU FOUNDATION OLLI JUPITER | |||||||
| 5353 PARKSIDE DRIVE PA-134 | JUPITER | FL | 33458 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| HOBE SOUND COMMUNITY CHEST INC | |||||||
| 11450 SE DIXIE HWY | HOBE SOUND | FL | 33455 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| HOSPITAL FOR SPECIAL SURGERY FDN | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,000 |
| JUPITER ISLAND HISTORICAL SOCIETY | |||||||
| PO BOX 938 | HOBE SOUND | FL | 33475 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $300 |
| JUPITER ISLAND MEDICAL CLINIC FOUNDATION | |||||||
| 100 ESTRADA SQ | HOBE SOUND | FL | 33455 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $5,000 |
| AMERICAN FRIENDS OF ACADEMY OF ST MARTIN IN THE FIELDS | |||||||
| 240 S REYNOLDS ST 203 | ALEXANDRIA | VA | 22304 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $3,000 |
| BANNER LAKE CLUB | |||||||
| 12212 SE LANTANA AVE | HOBE SOUND | FL | 33455 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| CAROLINA PERFORMING ARTS SOCIETY | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| GOVERNMENT ACCOUNTABLITY INSTITUTE | |||||||
| 2900 NORTHMONT DRIVE | TALLAHASSEE | FL | 32303 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,000 |
| MALTZ JUPITER THEATER FDN | |||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $30,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 3550 LANDER RD SUITE 225 | CLEVELAND | OH | 44124 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| MAYO FOUNDATION | |||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $10,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,500 |
| SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $5,000 |
| HOBE SOUND EARLY LEARNING CENTER | |||||||
| 11580 SE GOMEZ AVE | HOBE SOUND | FL | 33455 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 |
| LOGGERHEAD MARINA CENTER | |||||||
| 14200 US-1 | JUNO BEACH | FL | 33408 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOC HONORING MORT FULLER | |||||||
| 777 6TH STREET NW STE 700 | WASHINGTON | DC | 20001 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,500 |
| PARK TUDOR SCHOOL | |||||||
| 7200 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| POMFRET SCHOOL | |||||||
| 398 POMFRET STREET PO BOX 128 | POMFRET | CT | 06258 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,550 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,523 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $623 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,147 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,147 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3,4 | GENERATES CASH TO FUND CHARITABLE ACTIVITIES |
| 8 | GENERATES CASH TO FUND CHARITABLE ACTIVITIES |
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 | LEICHT & REIN TAX ASSOCIATES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PNC PRIVATE BANK | BondNm |
| EOY Book Value | $33,204 | EOYBookValueAmt |
| EOYFMV | $33,806 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC PRIVATE BANK | StockNm |
| EOY Book Value | $1,091,218 | EOYBookValueAmt |
| EOYFMV | $1,334,165 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PNC PRIVATE BANK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $28,476 | BookValueAmt |
| EOYFMV | $34,374 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $274 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $274 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ADJ | Desc |
| Amt | $257 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $710 | Amt |
| Net Investment Income | $710 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |