MORTON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MORTON FAMILY FOUNDATION (EIN 06-6469445)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-14
- IRS object ID
- 202212579349100726
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-14T13:21:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-09-14 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $1,793,349 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $28,013 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,689 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $33,689 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $276,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,208,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $276,883 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $49,644 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,006 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,006 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $339,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,578 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $83,333 | TotalAdjNetIncmAmt |
| 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 | $4,746 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,746 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $4,746 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,975 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $787 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $787 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $787 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,377 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,377 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,377 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,885 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,885 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $233,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $233,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $249,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,885 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,885 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,827 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $295,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,497 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,497 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,245,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,165,646 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,566,799 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,887 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,887 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $40,772 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,281 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,294,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,385,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,793,349 | 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 | -$192,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$101,257 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,294,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,385,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,294,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,385,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,294,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $762 | OtherIncreasesAmt |
| Subtotal | $1,385,929 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,385,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2021-01-02 | 2021-04-23 | $3,384 | $3,169 | $215 | $215 |
| BARON DISCOVERY FUND | P | 2020-11-25 | 2021-02-18 | $2,344 | $1,830 | $514 | $514 |
| SEAFARER OVERSEAS GROWT & INCOME INSTL | P | 2021-01-02 | 2021-04-23 | $2,467 | $2,127 | $340 | $340 |
| SEAFARER OVERSEAS GROWT & INCOME INSTL | P | 2021-06-24 | 2021-06-25 | $1,053 | $1,050 | $3 | $3 |
| GRANDEUR PEAK GL OPPOR | P | 2021-01-02 | 2021-04-23 | $10,131 | $8,871 | $1,260 | $1,260 |
| IVA WORLDWIDE FUND INSTITUTIONAL | P | 2021-01-02 | 2021-03-17 | $49 | $47 | $2 | $2 |
| WCM FOCUSED UBTK GROWTH | P | 2021-01-02 | 2021-04-23 | $1,810 | $1,631 | $179 | $179 |
| MATTHEWS ASIA DIVIDEND FUND CLASS IS FUND | P | 2021-01-02 | 2021-04-23 | $1,726 | $1,419 | $307 | $307 |
| PROSPECTOR OPPORTUNITY FUND | P | 2021-01-02 | 2021-02-18 | $1,115 | $1,033 | $82 | $82 |
| HEALTH CARE SELECT SECTOR ETF LARGE | P | 2020-09-18 | 2021-02-01 | $83,706 | $75,750 | $7,956 | $7,956 |
| SECTOR SPDR TR SBI CONS | P | 2020-09-18 | 2021-02-01 | $41,735 | $41,346 | $389 | $389 |
| SECTOR SPDR TR SHS BEN INT-ENERGY | P | 2020-09-18 | 2021-02-01 | $1,058 | $901 | $157 | $157 |
| AMEX FINANCIAL SELECT SPDR | P | 2020-06-03 | 2021-02-01 | $80,653 | $67,587 | $13,066 | $13,066 |
| INDUSTRIAL SELECT SECTOR SPDR | P | 2020-06-03 | 2021-02-01 | $34,182 | $28,004 | $6,178 | $6,178 |
| SECTOR SPDR TR SHS BEN INT-TECHNOLOOY | P | 2020-09-18 | 2021-02-01 | $48,881 | $41,771 | $7,110 | $7,110 |
| COMM SERV SELECT SECTOR SPDR | P | 2020-09-18 | 2021-02-01 | $14,614 | $12,712 | $1,902 | $1,902 |
| SECTOR SPDR TR SHS BEN INT-UTILITIES | P | 2021-01-02 | 2021-02-01 | $131,512 | $126,747 | $4,765 | $4,765 |
| VANGUARD INDEX FUND ETF | P | 2021-02-01 | 2021-02-18 | $75,200 | $71,899 | $3,301 | $3,301 |
| VANGUARD INDEX FUND ETF | P | 2021-02-01 | 2021-06-25 | $14,930 | $13,010 | $1,920 | $1,920 |
| BNY MELLON INTERNATIONAL STOCK FUND - CLASS I FD | P | 2021-04-23 | $21,116 | $9,585 | $11,531 | $11,531 | |
| BNY MELLON INTERNATIONAL STOCK FUND - CLASS I FD | P | 2009-08-31 | 2021-06-25 | $2,000 | $874 | $1,126 | $1,126 |
| BARON DISCOVERY FUND-INST | P | 2021-02-18 | $41,656 | $19,151 | $22,505 | $22,505 | |
| SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | P | 2021-04-23 | $21,533 | $15,335 | $6,198 | $6,198 | |
| SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | P | 2021-06-25 | $947 | $659 | $288 | $288 | |
| GRANDEUR PEAK GL OPPOR-INS | P | 2021-04-23 | $46,869 | $28,210 | $18,659 | $18,659 | |
| GRANDEUR PEAK GL OPPOR-INS | P | 2014-03-04 | 2021-06-25 | $4,000 | $2,315 | $1,685 | $1,685 |
| IVA WORLDWIDE FUND INSTITUTIONAL CLASS | P | 2021-03-17 | $14,632 | $14,040 | $592 | $592 | |
| WCM FOCUSED INTL GROWTH-INS | P | 2014-11-04 | 2021-04-23 | $35,690 | $15,932 | $19,758 | $19,758 |
| WCM FOCUSED INTL GROWTH-INS | P | 2014-11-04 | 2021-06-25 | $4,000 | $1,704 | $2,296 | $2,296 |
| ISHARES MSCL EAFE VALUE ETF | P | 2018-08-24 | 2021-04-23 | $7,034 | $6,908 | $126 | $126 |
| MATTHEWS ASIA DIVIDEND FUND CLASS IS FUND | P | 2021-04-23 | $32,274 | $22,249 | $10,025 | $10,025 | |
| PROSPECTOR OPPORTUNITY FUND FUND 1981 | P | 2021-02-18 | $12,885 | $11,623 | $1,262 | $1,262 | |
| PROSPECTOR OPPORTUNITY FUND FUND 1981 | P | 2021-03-12 | $910 | $674 | $236 | $236 | |
| PROSPECTOR OPPORTUNITY FUND FUND 1981 | P | 2021-03-12 | $30,430 | $18,510 | $11,920 | $11,920 | |
| SECTOR SPDR TR SBI BASIC INDS | P | 2019-01-08 | 2021-02-01 | $8,309 | $6,047 | $2,262 | $2,262 |
| HEALTH CARE SELECT SECTOR ETF LARGE CAP | P | 2019-01-08 | 2021-02-01 | $25,123 | $18,730 | $6,393 | $6,393 |
| SECTOR SPDR TR SBI CONS STPLS | P | 2021-02-01 | $53,385 | $26,834 | $26,551 | $26,551 | |
| SECTOR SPDR TR SHSBEN INT-ENERGY /TRANSN | P | 2021-02-01 | $27,399 | $45,548 | -$18,149 | -$18,149 | |
| AMEX FINANCIAL SELECT SPDR | P | 2021-02-01 | $90,917 | $66,959 | $23,958 | $23,958 | |
| COMM SERV SELECT SECTOR SPDR ETF | P | 2018-09-26 | 2021-02-01 | $72,734 | $52,853 | $19,881 | $19,881 |
| REAL ESTATE SELECT SECT SPDR ETF | P | 2021-02-01 | $25,158 | $21,968 | $3,190 | $3,190 | |
| TOUCHSTONE SANDS EM GR-INST FUND | P | 2021-04-23 | $41,000 | $22,492 | $18,508 | $18,508 | |
| TOUCHSTONE SANDS EM GR-INST FUND | P | 2018-10-24 | 2021-06-25 | $3,000 | $1,359 | $1,641 | $1,641 |
| CAPITAL GAINS DIVIDENDS | P | $34,795 | $34,795 | $34,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $276,883 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,890 | OverpaymentAmt |
| Applied To ES Tax | $1,890 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | 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 | $1,621,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,809,119 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,809,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,781,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,110 | TotalTaxAmt |
| Distributable Before Adj | $84,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,989 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,827 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $241,827 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,890 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,199 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $370,145 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $134,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $634,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,827 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $156,838 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $791,585 | 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 | $32,890 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $758,695 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,199 | ExcessFromYear4Amt |
| Excess From Year3 | $74,617 | ExcessFromYear3Amt |
| Excess From Year2 | $370,145 | ExcessFromYear2Amt |
| Excess From Year1 | $134,896 | ExcessFromYear1Amt |
| Excess From Current Year | $156,838 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | |||||
| 308 N MONROE ST | TALLAHASSEE | FL | 32301 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 |
| 564 PARK AVE PRESERVATION FOUNDATION | |||||
| 564 PARK AVE | NEW YORK | NY | 10065 | 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 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $10,000 |
| BRAVO VAIL | |||||
| 2271 N FRONTAGE RD W C | VAIL | CO | 81657 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $20,000 |
| CHRIST MEMORIAL CHAPEL | |||||
| 52 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $5,000 |
| COLUMBIA UNIVERSITY DEPT OF OPTHALMOLOGY | |||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,500 |
| EAGLEBROOK SCHOOL | |||||
| 271 PINE NOOK RD | DEERFIELD | MA | 01342 | 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 | 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 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| GOVERNMENT ACCOUNTABILITY INSTITUTE | |||||
| PO BOX 12594 | TALLAHASSEE | FL | 32317 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,500 |
| HEALTHNETWORK FOUNDATION | |||||
| 3550 LANDER RD SUITE 225 | CLEVELAND | OH | 44124 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,000 |
| HOBE SOUND COMMUNITY CHEST INC | |||||
| 11450 SE DIXIE HWY | HOBE SOUND | FL | 33455 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| HOSPITAL FOR SPECIAL SURGERY FOUNDATION | |||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,000 |
| JIMMY LEE SCHOLARSHIP FUND | |||||
| PO BOX 229 | PURCHASE | NY | 10577 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 |
| JUPITER ISLAND HISTORICAL SOCIETY | |||||
| PO BOX 938 | HOBE SOUND | FL | 33475 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $200 |
| JUPITER ISLAND MEDICAL CLINIC FOUNDATION | |||||
| 100 ESTRADA SQ | HOBE SOUND | FL | 33455 | 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 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $5,000 |
| NEW YORK BOTANICAL GARDEN | |||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $7,500 |
| ONE WEST 54TH STREET FOUNDATION | |||||
| 1 W 54TH ST | NEW YORK | NY | 10019 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $250 |
| THE MALTZ JUPITER THEATER FOUNDATION | |||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $30,000 |
| THE MALTZ JUPITER THEATRE-BELIEVE CAMPAIGN | |||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $75,000 |
| THE MAYO FOUNDATION | |||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $10,000 |
| SOCIETY OF THE FOUR ARTS | |||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $5,000 |
| THE UNC HUSSMAN SCHOOL OF JOURNALISM & MEDIA | |||||
| CB 3365 CARROLL HALL | CHAPEL HILL | NC | 27514 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $20,000 |
| VAIL JAZZ FOUNDATION | |||||
| 291 MAIN ST 2ND FLOOR | MINTURN | CO | 81645 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,500 |
| VAIL VALLEY FOUNDATION | |||||
| 90 BENCHMARK RD STE 300 | AVON | CO | 81620 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $21,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,000 |
| THE CEDAR SCHOOL | |||||
| 200 PEMBERWICK RD | GREENWICH | CT | 06831 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $233,450 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $33,689 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,006 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $276,883 | 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 | $311,578 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,578 | 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 |
|---|---|
| 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM I MORTON | ||||||
| 1 | 87 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | $8,013 | Yes (X) |
| ART AND SCIENCE PARTNERS | ||||||
| 2 | 17 STATE STREET--18TH FLOOR | NEW YORK | NY | 10004 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEICHT & REIN TAX ASSOCIATES | CategoryTxt |
| Amt | $1,975 | Amt |
| Net Investment Income | $1,975 | 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 | $40,887 | EOYBookValueAmt |
| EOYFMV | $40,772 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC PRIVATE BANK | StockNm |
| EOY Book Value | $1,165,646 | EOYBookValueAmt |
| EOYFMV | $1,566,799 | 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 | $27,899 | BookValueAmt |
| EOYFMV | $34,281 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,746 | LegalFeesAmt |
| Net Investment Income | $4,746 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $8,013 | $8,013 | $8,013 |
| INVESTMENT EXPENSES | $364 | $364 | $364 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TREASURY REFUND | Desc |
| Revenue And Expenses Per Books | $1,006 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,006 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM I MORTON | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $787 | Amt |
| Net Investment Income | $787 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |