MORTON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MORTON FAMILY FOUNDATION (EIN 06-6469445)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-01
- IRS object ID
- 202542449349100109
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-01T08:14:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,447,166 | 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 | $2,150 | ContriRcvdRevAndExpnssAmt |
| 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 | $25,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,706 | 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 | $2,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $998 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $998 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $297 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $297 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,261 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,590 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,091,218 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,013,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,364,594 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $33,204 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $35,637 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $36,680 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,476 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,206 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,302 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,160,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,086,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,447,166 | 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 | -$326,954 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$400,285 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,160,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,086,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,160,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,086,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,160,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8 | OtherIncreasesAmt |
| Subtotal | $1,086,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,086,901 | 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 |
|---|---|---|---|---|---|---|---|
| 230.083 SH BARON DISCOVERY FUND-INST | P | 2024-12-03 | $8,000 | $8,130 | -$130 | -$130 | |
| 51.953 SH COHEN & STEERS INSTL RLTY SH FUND 1263 | P | 2024-12-03 | $2,687 | $1,884 | $803 | $803 | 2020-05-20 |
| 2141.515 SH VULCAN VALUE PART SM CAP-INS | P | 2024-08-23 | $28,889 | $39,636 | -$10,747 | -$10,747 | |
| 25.359 SH GATEWAY FUND FUND CLASS Y FD 1986 | P | 2024-12-03 | $1,197 | $942 | $255 | $255 | |
| 209.205 SH GRANDEUR PEAK US STWRTS-INST | P | 2024-12-03 | $4,500 | $4,569 | -$69 | -$69 | 2021-02-18 |
| 229.797 SH WCM FOCUSED INTL GROWTH-LNS | P | 2024-12-03 | $6,000 | $5,037 | $963 | $963 | 2023-05-12 |
| 21.137 SH JANUS HNDRSN OVERSEAS-I | P | 2024-12-03 | $1,000 | $902 | $98 | $98 | 2023-05-12 |
| 30 SH VANGUARD INDEX FUND ETF | P | 2024-03-18 | $14,208 | $10,271 | $3,937 | $3,937 | 2021-02-01 |
| 19 SH VANGUARD INDEX FUND ETF | P | 2024-03-19 | $9,036 | $6,505 | $2,531 | $2,531 | 2021-02-01 |
| 31 SH VANGUARD INDEX FUND ETF | P | 2024-04-01 | $14,924 | $10,614 | $4,310 | $4,310 | 2021-02-01 |
| 26 SH VANGUARD INDEX FUND ETF | P | 2024-04-29 | $12,186 | $8,902 | $3,284 | $3,284 | 2021-02-01 |
| 96 SH VANGUARD INDEX FUND ETF | P | 2024-12-03 | $53,218 | $32,868 | $20,350 | $20,350 | 2021-02-01 |
| 16 SH VANGUARD INDEX FUND ETF | P | 2024-12-03 | $8,882 | $5,478 | $3,404 | $3,404 | 2021-02-01 |
| 498.575 SH BROOKFIELD GLOBAL LISTED INFRASTRUCTURE FUND CLASS I | P | 2024-12-03 | $7,000 | $6,148 | $852 | $852 | |
| 25.387 SH COHEN & STEERS INSTL RLTY SH FUND 1263 | P | 2024-12-03 | $1,313 | $1,173 | $140 | $140 | |
| 196 SH DIMENSIONAL US SMALL CAP VAL ETF | P | 2024-12-03 | $6,522 | $6,051 | $471 | $471 | 2024-08-23 |
| 545.928 SH VULCAN VALUE PART SM CAP-INS | P | 2024-08-23 | $7,365 | $6,135 | $1,230 | $1,230 | |
| 3.243 SH GATEWAY FUND FUND CLASS Y FD 1986 | P | 2024-12-03 | $153 | $138 | $15 | $15 | |
| 43 SH THE ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | P | 2024-12-03 | $1,602 | $1,562 | $40 | $40 | 2024-03-18 |
| 552.923 SH WASATCH SMALL CAP VALUE-INS | P | 2024-12-03 | $7,000 | $5,459 | $1,541 | $1,541 | |
| CAPITAL GAINS DIVIDENDS | P | $15,425 | $15,425 | $15,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $977 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $977 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $977 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,248 | 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 | $1,248 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $271 | OverpaymentAmt |
| Applied To ES Tax | $271 | 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 | $1,361,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,367,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,367,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,347,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $977 | TotalTaxAmt |
| Distributable Before Adj | $66,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $370,145 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $134,896 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,838 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,350 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,382 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $791,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,368 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $870,979 | 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 | $370,145 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $500,834 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $134,896 | ExcessFromYear4Amt |
| Excess From Year3 | $156,838 | ExcessFromYear3Amt |
| Excess From Year2 | $69,350 | ExcessFromYear2Amt |
| Excess From Year1 | $60,382 | ExcessFromYear1Amt |
| Excess From Current Year | $79,368 | 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 |
|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | |||||||
| 308 N MONROE ST | TALLAHASSEE | FL | 32301 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $1,000 |
| 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. | $6,000 |
| 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. | $8,000 |
| BRAVO VAIL ANNUA GIFT | |||||||
| 2271 N FRONTAGE RD W C | VAIL | CO | 81657 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $35,000 |
| UNC 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 |
| 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 |
| GOVERNMENT ACCOUNTABLITY INSTITUTE | |||||||
| 2900 NORTHMONT DRIVE | TALLAHASSEE | FL | 32303 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $2,000 |
| 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 |
| 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. | $1,500 |
| 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 |
| 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. | $150 |
| 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 |
| 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 |
| MALTZ JUPITER THEATER FDN | |||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $26,000 |
| MAYO FOUNDATION | |||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $10,000 |
| THE CONSERVATION FUND | |||||||
| 1655 NORTH FORT MYER DR STE 1300 | ARLINGTON | VA | 22209 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $5,000 |
| 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 |
| 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 |
| 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. | $7,500 |
| 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 |
| VAIL VALLEY FOUNDATION | |||||||
| PO BOX 6550 | AVON | CO | 81620 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $10,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES. | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,750 | 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 | $25,002 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,703 | 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 | $73,706 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,706 | 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 | $2,150 | Amt |
| Net Investment Income | $2,150 | 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-FIXED INCOME | BondNm |
| EOY Book Value | $35,637 | EOYBookValueAmt |
| EOYFMV | $36,680 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC PRIVATE BANK-MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,013,468 | EOYBookValueAmt |
| EOYFMV | $1,364,594 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PNC PRIVATE BANK-ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $29,206 | BookValueAmt |
| EOYFMV | $37,302 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $297 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $297 | 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 | $8 | Amt |
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 | $998 | Amt |
| Net Investment Income | $998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |