MORTON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MORTON FAMILY FOUNDATION (EIN 06-6469445)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-08
- IRS object ID
- 202111289349100226
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-08T14:30:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222760934 | 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 | 2020-01-01 | 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 | 2021-05-08 | 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 | 2129215777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,730,778 | 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 | $9,473 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,665 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,665 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $659,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,722 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $21,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,387 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,665 | 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 |
| 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 | $900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $900 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $900 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,810 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,810 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,810 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,685 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,685 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$192,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,702 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,104 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,435,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,245,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,681,765 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $40,887 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $40,909 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,465,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,294,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,730,778 | 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 | $1,465,100 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,487,186 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$192,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,465,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,294,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,465,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,294,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,465,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$192,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,086 | OtherIncreasesAmt |
| Subtotal | $1,294,911 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,294,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MISC.SECURITIES AVAILABLE UPON REQUEST | P | $222,217 | $236,373 | -$14,156 | -$14,156 |
| MISC.SECURITIES AVAILABLE UPON REQUEST | P | $421,444 | $420,727 | $717 | $717 |
| CAPITAL GAINS DIVIDENDS | P | $16,161 | $16,161 | $16,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,722 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $24 | 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 | 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 | 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 | $1,515,300 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,551,026 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,551,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,527,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24 | TotalTaxAmt |
| Distributable Before Adj | $76,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,364 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $211,260 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $211,260 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,353 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,890 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $370,145 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $562,204 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $134,896 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $697,100 | 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 | $62,353 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $634,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,890 | ExcessFromYear4Amt |
| Excess From Year3 | $22,199 | ExcessFromYear3Amt |
| Excess From Year2 | $74,617 | ExcessFromYear2Amt |
| Excess From Year1 | $370,145 | ExcessFromYear1Amt |
| Excess From Current Year | $134,896 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | ||||||
| 308 NORTH MONROE STREET | TALLAHASSEE | FL | 32301 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 | |
| 564 PARK AVENUE PRESERVATION FOUNDATION | ||||||
| 564 PARK AVE | NEW YORK | NY | 10065 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 | |
| BOYS & GIRLS CLUBS OF MARTIN COUNTY | ||||||
| 11500 SOUTH EAST LARES AVE | HOBE SOUND | FL | 33455 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $17,500 | |
| CHRIST MEMORIAL CHAPEL | ||||||
| 52 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $6,000 | |
| COLUMBIA UNIVERSITY DEPARTMENT OF OPTHALMOLOGY | ||||||
| 516 W 168TH STREET | NEW YORK | NY | 10032 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 | |
| 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 LLS-JUPITEROLLI JUPITER | ||||||
| 5353 PARKSIDE DRIVE PA-134 | JUPITER | FL | 33458 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 | |
| FIRST PRESBYTERIAN CHURCH OF GREENWICH | ||||||
| 1 W PUTNAM AVE | GREENWICH | CT | 06830 | 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. | $3,000 | |
| HEALTH NETWORK FOUNDATION | ||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 | |
| HOBE SOUND COMMUNITY CHEST INC | ||||||
| 11450 SE DRIVE HIGHWAY STE 106 | HOBE SOUND | FL | 33455 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 | |
| HOSPITAL FOR SPECIAL SURGERY HSS FOUNDATION | ||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 | |
| JUPITER ISLAND HISTORICAL SOCIETY | ||||||
| PO BOX 938 | HOBE SOUND | FL | 33475 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $200 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||
| 1210 SOUTH OLD DIXIE HIGHWAY BLDG E | JUPITER | FL | 33458 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $5,000 | 1002 |
| JUPITER ISLAND MEDICAL CLINIC FOUNDATION | ||||||
| 100 ESTRADA SQUARE | HOBE SOUND | FL | 33455 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 | |
| MY CLINIC INC | ||||||
| 411 W INDIANTOWN ROAD | JUPITER | FL | 33458 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 | |
| NORTON MUSEUM OF ART | ||||||
| 1450 S DIXIE HIGHWAY WEST | PALM BEACH | FL | 33480 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 | |
| SOCIETY OF THE FOUR ARTS | ||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $3,000 | |
| THE MALTZ JUPITER THEATER FOUNDATION | ||||||
| 1001 EAST INDIANTOWN ROAD | JUPITER | FL | 33477 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $26,250 | |
| THE MALTZ JUPITER THEATER FOUNDATION - CAPITAL CAMPAIGN | ||||||
| 1001 EAST INDIANTOWN ROAD | JUPITER | FL | 33477 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $75,000 | |
| THE MAYO FOUNDATION | ||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $10,000 | |
| THE NEW YORK BOTANICAL GARDEN | ||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,000 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||
| 1300 YORK AVE BOX 314 | NEW YORK | NY | 10131 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 | |
| AMERICAN FARM SCHOOL IN GREECE | ||||||
| 800 3RD AVE SUITE 2800 | NEW YORK | NY | 10022 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 | |
| ST MATTHEW'S EPISCOPAL CHURCH OF BEDFORD | ||||||
| PO BOX 293 | BEDFORD | NY | 10506 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 | |
| VAIL VETERANS PROGRAM | ||||||
| PO BOX 6473 | VAIL | CO | 81658 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $500 | |
| BRAVO VAIL | ||||||
| 2271 N FRONTAGE RD W STE C | VAIL | CO | 81657 | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,665 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,722 | 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 | $12,387 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,387 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM I MORTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 SOUTH BEACH ROAD | AddressLine1Txt |
| City | HOBE SOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,473 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $0 | 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 | $7,498 | $0 | $0 |
| INVESTMENT EXPENSES | $312 | $0 | $0 |
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 | $900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |