STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARNI & MORRIS PROPP II FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARNI & MORRIS PROPP II FAMILY FOUNDATION INC (EIN 80-0057787)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349108690
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T18:01:18-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUDOLPH & VINIAR CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16526 S KANNER HWY STE 262AddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34997ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800057787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARNI & MORRIS PROPP II FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MORRIS PROPPInCareOfNm
Business Name ControlMARNBusinessNameControlTxt
Phone5617454849PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1366 EAGLE DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMORRIS PROPPPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5617454849PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE L RUDOLPHPreparerPersonNm
PTINP00115140PTIN
Phone7726004446PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,772,936FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,615,232ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$956,660DividendsRevAndExpnssAmt
Dividends Net Invst Incm$956,660DividendsNetInvstIncmAmt
Net Rental Income Or Loss-$147NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$2,253,174NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,185,429GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,253,174CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$663,246NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$3,159OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,159OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,828,225TotalRevAndExpnssAmt
Total Net Invst Incm$3,212,993TotalNetInvstIncmAmt
Total Adj Net Incm$663,246TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$5,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,000LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,350AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,938OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,938OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$10,847InterestRevAndExpnssAmt
Interest Net Invst Incm$10,847InterestNetInvstIncmAmt
Taxes Rev And Expnss$2,839TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,839TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,320OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,320OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$29,294TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,294TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$734,265ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$734,265ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$763,559TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,294TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$734,265TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,064,666ExcessRevenueOverExpensesAmt
Net Investment Income$3,183,699NetInvestmentIncomeAmt
Adjusted Net Income$663,246AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,095,091CashBOYAmt
Cash EOY$2,036,245CashEOYAmt
Cash EOYFMV$2,036,245CashEOYFMVAmt
Sav And Temp Cash Invst BOY$206,668SavAndTempCashInvstBOYAmt
Corporate Stock BOY$11,829,756CorporateStockBOYAmt
Corporate Stock EOY$11,445,866CorporateStockEOYAmt
Corporate Stock EOYFMV$14,839,571CorporateStockEOYFMVAmt
Corporate Bonds BOY$47,175CorporateBondsBOYAmt
Corporate Bonds EOY$5,184CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,184CorporateBondsEOYFMVAmt
Other Investments BOY$374,348OtherInvestmentsBOYAmt
Other Investments EOY$394,604OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,370,802OtherInvestmentsEOYFMVAmt
Other Assets BOY$342,593OtherAssetsBOYAmt
Other Assets EOY$2,521,134OtherAssetsEOYAmt
Other Assets EOYFMV$2,521,134OtherAssetsEOYFMVAmt
Total Assets BOY$13,895,631TotalAssetsBOYAmt
Total Assets EOY$16,403,033TotalAssetsEOYAmt
Total Assets EOYFMV$20,772,936TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,557,264OtherLiabilitiesBOYAmt
Total Liabilities BOY$1,557,264TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$12,338,367RetainedEarningBOYAmt
Retained Earning EOY$16,403,033RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,338,367TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,403,033TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,895,631TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,403,033TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,338,367TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,064,666ExcessRevenueOverExpensesAmt
Subtotal$16,403,033SubtotalAmt
Tot Net Ast Or Fund Balances EOY$16,403,033TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WEDBUSH - 9912P$2,268,893$2,068,173$200,720$200,720
WEDBUSH - 9912P$776,456$743,698$32,758$32,758
WEDBUSH - 1021P$2,992,983$3,163,539-$170,556-$170,556
WEDBUSH - 1021P$2,178,186$1,287,054$891,132$891,132
WEDBUSH - 1021P$2,671,595$1,123,288$1,548,307$1,548,307
E TRADEP$13,351$13,351$13,351
E TRADEP$91,845-$91,845-$91,845
TD AMERITRADEP$801,694$1,073,095-$271,401-$271,401
TD AMERITRADEP$482,269$381,563$100,706$100,706
TD AMERITRADE - CAP GAIN DIVIDENDSP$2$2$2
FieldValueIRS element (for citing)
Capital Gain Net Income$2,253,174CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$663,246NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44,253InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$44,253SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$44,253TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$34,083EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$34,083TotalPaymentsAndCreditsAmt
Tax Due$10,170TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMORRIS PROPPIndividualWithBooksNm
Phone5617454849PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1366 EAGLE DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARNI PROPP
366 EAGLE DRIVEJUPITERFL33477PRESIDENT0.50$0$0$0
MORRIS PROPP
366 EAGLE DRIVEJUPITERFL33477TREASURER6.00$0$0$0
ADRIENNE PROPP
366 EAGLE DRIVEJUPITERFL33477DIRECTOR0.50$0$0$0
HAROLD REED
12298 INDIAN RDNORTH PALM BEACHFL33408DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,587,853AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$169,687AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,370,802FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,128,342TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,128,342AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$226,925CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,901,417NetVlNoncharitableAssetsAmt
Minimum Investment Return$745,071MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$745,071MinimumInvestmentReturnAmt
Tax Based On Investment Income$44,253TaxBasedOnInvestmentIncomeAmt
Total Tax$44,253TotalTaxAmt
Distributable Before Adj$700,818DistributableBeforeAdjAmt
Distributable Before Ded$700,818DistributableBeforeDedAmt
Distributable As Adjusted$700,818DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$734,265ExpensesAndContributionsAmt
Qualifying Distributions$734,265QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$700,818DistributableAsAdjustedAmt
Undistributed Income PY$56,195UndistributedIncomePYAmt
Qualifying Distributions$734,265QualifyingDistributionsAmt
Applied To Year1$56,195AppliedToYear1Amt
Applied To Prior Years$38,837AppliedToPriorYearsAmt
Applied To Current Year$639,233AppliedToCurrentYearAmt
Undistributed Income CY$61,585UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMORRIS PROPPRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1366 EAGLE DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5613467048RecipientPhoneNum
Recipient Email AddressMORPROPP2@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsSUBMISSIONS SHOULD BE MADE IN WRITING IN A LETTER FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (163 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1000 FRIENDS OF FLORIDA
308 MONROE STREETTALLAHASSEEFL32301NONENCCONSERVATION$6,500
ALL FAITHS FOOD BANK
8171 BLAIKIE CTSARASOTAFL34240NONENCFOOD DISTRIBUTION$5,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONENCEDUCATION$7,500
AMIGOS FOR KIDS
2153 CORAL WAY SUITE 405MIAMIFL33145NONENCFAMILY SERVICES$5,000
BARNABAS CENTER
1303 JASMINE STFERNANDINA BEACHFL32034NONENCFAMILY SERVICES$2,500
BARREN RIVER AREA SAFE SPACE
PO BOX 1941BOWLING GREENKY42102NONENCSOCIAL SERVICES$1,000
BAY AREA LYME FUND
884 PORTOLA RD SUITE A7PORTOLA VALLEYCA94028NONENCMEDICAL RESEARCH$1,000
BETTY GRIFFIN CENTER
2450 OLD MOULTRIE RD 202SAINT AUGUSTINEFL32086NONENCFAMILY SERVICES$5,000
BOCA HELPING HANDS
1500 NW 1ST CTBOCA RATONFL33432NONENCFAMILY SERVICES$5,000
BONNELL COVE FOUNDATION
124 CHESTNUT STCAMDENME04843NONENCEDUCATION$1,200
BIG BROTHERS BIG SISTERS OF BIG BEN
565 E TENNESSEE STTallahasseeFL32308NONENCFAMILY SERVICES$2,000
BIG BROTHERS SISTERS OF BROWARD
4101 RACENSWOOD RDFort LauderdaleFL33312NONENCFAMILY SERVICES$1,000
BOYS GIRLS CLUB OF N CENTRAL FLOR
202 E JULIA STPERRYFL32347NONENCFAMILY SERVICES$2,000
BOYS GIRLS CLUB OF INDIAN CTY
1729 17TH AVEVero BeachFL32960NONENCFAMILY SERVICES$5,000
AYA YOUTH COLLECTIVE
320 STATE ST SEGrand RapidsMI49503NONENCFAMILY SERVICES$1,000
BIG BROTHERS SISTERS OF ST LUCIE
403 N US 1Fort PierceFL34950NONENCFAMILY SERVICES$1,500
BOYS GIRLS CLUBS OF INDIANAPOLIS
3909 N MERIDIAN STINDIANAPOLISIN46208NONENCFAMILY SERVICES$1,000
BOYS GIRLS CLUB OF MARTIN COUNTY
PO BOX 910HOBE SOUNDFL33455NONENCFAMILY SERVICES$1,000
BOYS GIRLS CLUBS OF MANATEE
5236 30TH ST WBradentonFL34207NONENCFAMILY SERVICES$1,000
BOYS GIRLS CLUBS OF NASSAU COUNTY
PO BOX 16003FERNANDINA BEACHFL32035NONENCFAMILY SERVICES$2,500
BOYS GIRLS CLUBS OF SARASOTA CO
3130 FRUITVILLE RDSARASOTAFL34237NONENCFAMILY SERVICES$2,000
BOYS GIRLS CLUBS OF THE SUNCOAST
4625 E BAY DRIVE SUITE 103CLEARWATERFL33764NONENCFAMILY SERVICES$2,000
BREAD FOR THE CITY
1525 7TH ST NWWASHINGTONDC20001NONENCFOOD DISTRIBUTION$500
CAMP BLODGETT
528 BRIDGE STREET NW SUITE 6GRAND RAPIDSMI49504NONENCSOCIAL SERVICES$2,000
CATHOLIC CHARITIES
1000 PINEBROOK RDVENICEFL34285NONENCFAMILY SERVICES$1,000
CENTER FOR COLLABORATIVE DEMOCRACY
200 EAST END AVENEW YORKNY10128NONENCEDUCATION$10,000
CHALLENGE MOUNTAIN OF WALLOON
PO BOX 764BOYNE CITYMI49712NONENCCHILD SERVICES$500
CHARITY NAVIGATOR
299 MARKET ST STE 250SADDLE BROOKNJ07663NONEPFCOMMUNITY SERVICES$450
CHARLOTTE COUNTY HOMELESS
PO BOX 380157MURDOCKFL33938NONENCSOCIAL SERVICES$2,500
CHILD ADVOCATES
8200 HAVERSTICK RD STE 204INDIANAPOLISIN46240NONENCFAMILY SERVICES$1,000
CHILDREN IN CRISIS
1000 LUKES WAYFORT WALTON BEACHFL32547NONENCFAMILY SERVICES$1,000
CHILDRENS ADVOCACY OF COLLIER CO
1036 6TH AVE NNORTH NAPLESFL34102NONENCFAMILY SERVICES$5,000
CHILDRENS ADVOCACY OF SW FLORIDA
3830 EVANS AVEFORT MYERSFL33901NONENCFAMILY SERVICES$5,000
CLOTHES TO KIDS
1059 N HERCULES AVECLEARWATERFL33765NONENCFAMILY SERVICES$5,000
COALITION FOR INDEPENDENT LIVING OP
2751 S DIXIE HIGHWAYWEST PALM BEACHFL33405NONENCFAMILY SERVICES$2,000
COAST GUARD FOUNDATION
394 TAUGWONK RDSTONINGTONCT06378NONENCARMED FORCES$2,500
COLLEGE OF THE OZARKS
PO BOX 17POINT LOOKOUTMO65726NONENCEDUCATION$5,000
COMMUNITY FOOD BANK OF CITRUS COUNT
5259 W CARDINAL STHOMOSASSAFL34446NONENCFOOD DISTRIBUTION$5,000
COMMUNITY HARVEST FOOD BANK NE INDI
999 E TILLMAN RDFORT WAYNEIN46816NONENCFOOD DISTRIBUTION$1,000
COMMUNITY COOPERATIVE SOUP KITCHEN
3429 MARTIN LUTHER KING BLVDFORT MYERSFL33016NONENCFOOD DISTRIBUTION$5,000
CONNECTICUT AUDUBON SOCIETY
30 PLAINS RDESSEXCT06426NONENCEDUCATIONSCIENCE$10,000
COMMUNITY PREPARATORY SCHOOL
135 PRAIRIE AVEPROVIDENCERI02905NONENCEDUCATION$1,400
CULTURAL COUNCIL OF PALM BEACH
601 LAKE AVELake Worth BeachFL33460NONENCTHE ARTS$2,500
DARE TO CARE FOOD BANK
5803 FERN VALLEY RDLOUISVILLEKY40228NONENCFOOD DISTRIBUTION$1,000
THE EDIBLE SCHOOLYARD PROJECT
1517 SHATTUCK AVEBERKELEYCA94709NONENCFOOD DISTRIBUTION$500
EL SOL JUPITERS NEIGHBORHOOD RESO
106 MILITARY TRAILJUPITERFL33458NONENCFAMILY SERVICES$5,000
EMERALD COAST CHILDRENS ADVOCACY CE
401 MCEWEN DRIVENICEVILLEFL32578NONENCFAMILY SERVICES$5,000
ENGINEERS WITHOUT BORDERS USA
1031 33RD ST 210DENVERCO80204NONENCSOCIAL SERVICES$500
EOD WARRIOR FOUNDATION
716 CRESTVIEW AVENICEVILLEFL32578NONENCMILITARY VETERANS$5,000
FARM SHARE INC
14125 SW 320TH STHOMESTEADFL33033NONENCFOOD DISTRIBUTION$150,000
FEED THE HUNGRY PANTRY
8306 155TH PLACE NPALM BEACH GARDENSFL33418NONENCFOOD DISTRIBUTION$1,000
FEEDING SOUTH FLORIDA
2501 SW 32ND TERRACEPEMBROKE PINESFL33023NONENCFOOD DISTRIBUTION$5,000
FEEDING TAMPA BAY
BLDG 6 4702 TRANSPORT DRTAMPAFL33605NONENCFOOD DISTRIBUTION$1,000
FINCA
56 ARMOR PLACEDAYTONOH45417NONENCFOOD DISTRIBUTION$500
FLORIDA OCEANOGRAPHIC SOCIETY
890 NE OCEAN BLVDStuartFL34996NONENCENVIRONMENT$1,000
FOOD FINDERS FOOD BANK INC
1204 GREENBUSH STLafayetteIN47904NONENCFOOD DISTRIBUTION$2,500
FORGOTTEN SOLDIER OUTREACH
3550 23RD AVE SLake WorthFL33461NONENCARMED FORCES$5,000
FORTY CARROTS FAMILY CENTER
1500 S TUTTLE AVESARASOTAFL34239NONENCFAMILY SERVICES$2,000
FRIENDS OF MACARTHUR BEACH STATE PK
10900 JACK NICKLAUS DRNORTH PALM BEACHFL33408NONENCENVIRONMENT$500
GIRL SCOUTS OF NORTHER INDIANA
10008 DUPONT CIR DR EFORT WAYNEIN46825NONENCFAMILY SERVICES$1,000
GIRL SCOUTS OF GULFCOAST FLORIDA
4780 CATTLEMEN RDSARASOTAFL34233NONENCFAMILY SERVICES$3,000
GIRL SCOUTS OF SOUTHWEST INDIANA
5000 E VIRGINIA ST 2EVANSVILLEIN47715NONENCFAMILY SERVICES$1,000
GIRL SCOUTS OF SOUTHEAST FLORIDA
69444 LAKE WORTH RDLAKE WORTHFL33467NONENCFAMILY SERVICES$3,000
GIRL SCOUTS OF WEST CENTRAL FLORIDA
4610 EISENHOWER BLVDTAMPAFL33634NONENCFAMILY SERVICES$3,000
THE GLADES INITIATIVE INC
149 SE AVE DBELLE GLADEFL33430NONENCEDUCATIONTRAINING$2,000
GODS PANTRY FOOD BANK
1685 JAGGIE FOX WAYLEXINGTONKY40511NONENCFOOD DISTRIBUTION$2,065
GREATER NAPLES YMCA
5450 YMCA RDNAPLESFL34109NONENCFAMILY SERVICES$1,000
GUATEMALAN MAYA CENTER
430 N G STLAKE WORTHFL33460NONENCFAMILY SERVICES$6,000
HABITAT FOR HUMANITY ALACHUA
1715 TIFFANY DR EASTWEST PALM BEACHFL33407NONENCFAMILY SERVICES$2,000
HABITAT FOR HUMANITY BREVARD
2630 NW 41ST STGAINESVILLEFL32606NONENCSOCIAL SERVICES$1,000
HABITAT FOR HUMANITY BROWARD
4515 BABCOCK STPALM BAYFL32905NONENCSOCIAL SERVICES$2,000
HABITAT FOR HUMANITY CITRUS
PO BOX 5209DEERFIELD BEACHFL33442NONENCSOCIAL SERVICES$2,000
HABITAT FOR HUMANITY COLLIER
PO BOX 1041CRYSTAL RIVERFL34423NONENCSOCIAL SERVICES$2,000
HABITAT FOR HUMANITY HILLSBOROUGH
11145 TAMIAMI TRAIL ENAPLESFL34113NONENCSOCIAL SERVICES$2,000
HABITAT FOR HUMANITY INDIAN RIVER
509 E JACKSON STTAMPAFL33602NONENCSOCIAL SERVICES$5,000
HABITAT FOR HUMANITY JACKSONVILLE
4658 N US HIGHWAY 1VERO BEACHFL32967NONENCSOCIAL SERVICES$2,000
HABITAT FOR HUMANITY LEE HENDRY C
2404 HUBBARD STJACKSONVILLEFL32206NONENCSOCIAL SERVICES$2,000
HABITAT FOR HUMANITY PINELLAS CO
1288 N TAMIAMI TRAILNORTH FORT MYERSFL33903NONENCSOCIAL SERVICES$2,000
HANDS ACROSS THE SEA INC
14010 ROOSEVELT BLVD STE 704CLEARWATERFL33762NONENCSOCIAL SERVICES$1,000
HARRY CHAPIN FOOD BANK OF SW FL
PO BOX 55071BOSTONMA02205NONENCEDUCATION$3,000
HARVARD UNIVERSITY
3760 FOWLER STFORT MYERSFL33901NONENCFOOD DISTRIBUTION$100
HRMDC
MASSACHUSETTS HALLCAMBRIDGEMA02138NONENCEDUCATION$500
HEARTBEAT LIFESHARING
66 GARDEN STCAMBRIDGEMA02138NONENCTHE ARTS$5,000
HABITAT FOR HUMANITY OKALOOSA
802 CCS ST PELHAM RDFORT WALTON BEACHFL32547NONENCSOCIAL SERVICES$1,000
HOMESAFE
810 DATURA STWEST PALM BEACHFL33404NONENCSOCIAL SERVICES$3,000
HOUSE OF HOPE MARTIN COUNTY
2840 6TH AVE SOUTHLAKE WORTHFL33461NONENCSOCIAL SERVICES$5,000
HUMANE SOCIETY NAPLES
2484 SE BONITA STSTUARTFL34997NONENCSOCIAL SERVICES$500
INLET GROVE HIGH SCHOOL 1ST ROBOTIC
370 AIRPORT RDNAPLESFL34104NONENCANIMAL SHELTER$12,000
INSIGHT FOR THE BLIND INC
600 W 28TH STRIVIERA BEACHFL33404NONENCEDUCATION$5,000
INTERFAITH FOOD PANTRY NETWORK
1401 NE 14TH AVEFORT LAUDERDALEFL33304NONENCHANDICAPPED SERVICES$2,000
JUPITER MEDICAL CENTER FOUNDATION
2 EXECUTIVE DRMORRIS PLAINSNJ07950NONENCFOOD DISTRIBUTION$10,000
KIDS FOOD BASKET
1210 S OLD DIXIE HWYJUPITERFL33458NONENCHEALTHEDUCATION$1,000
LAFAYETTE TRANSITIONAL HOUSING CENT
2055 OAK INDUSTRIAL DRGRAND RAPIDSMI49505NONENCFOOD DISTRIBUTION$5,000
LITERACY COALITION OF PALM BEACH CO
815 N 12TH STLAFAYETTEIN47904NONENCHOMELESS SERVICES$2,500
THE LORDS PLACE
3651 QUANTUM BLVDBOYNTON BEACHFL33426NONENCEDUCATION$7,000
MARTHAS TABLE
2808 N AUSTRALIAN AVEWEST PALM BEACHFL33407NONENCHOMELESS SERVICES$1,000
MEALS ON WHEELS OF THE PALM BEACHES
2375 ELVANS ROAD SEWASHINGTONDC20020NONENCFOOD DISTRIBUTION$2,000
MEALS ON WHEELS OF STATEN ISLAND
PO BOX 247WEST PALM BEACHFL33402NONENCFOOD DISTRIBUTION$2,000
MILAGRO CENTER
304 PORT RICHMOND AVESTATEN ISLANDNY10302NONENCFOOD DISTRIBUTION$3,000
BRUCE MARSHA MOSKOWITZ FOUNDATION
695 AUBURN AVEDELRAY BEACHFL33444NONENCYOUTH SERVICES$8,000
MUSIC EDUCATORS ASSOC OF NEW JERSEY
505 S FLAGLER DR 900WEST PALM BEACHFL33401NONENCMEDICAL RESEARCH$2,000
MYSTIC SEAPORT MUSEUM
PO BOX 32MADISONNJ07940NONENCEDUCATION$1,000
NAPLES BAKER SENIOR CENTER
75 GREENMANVILLE AVEMYSTICCT06355NONENCMUSEUM$2,500
NICKLAUS CHILDRENS HEALTHCARE FOUND
5025 CASTELLO DRNAPLESFL34103NONENCSOCIAL SERVICES$5,000
NY BOARD OF RABBIS
11770 US HIGHWAY 1NORTH PALM BEACHFL33408NONENCFAMILY SERVICES$1,000
OCEAN RESEARCH CONSERVATION
1235 16TH STVero BeachFL32960NONENCENVIRONMENT$1,000
OZARKS FOOD HARVEST
228 E 45TH ST STE 9ENEW YORKNY10017NONENCENVIRONMENTAL$2,000
PACE CENTER FOR GIRLS
2810 N CEDARBROOK AVESPRINGFIELDMO65803NONENCFOOD DISTRIBUTION$2,000
PACE CENTER FOR GIRLS
6745 PHILIPS INDUSTRIAL BLVDJacksonvilleFL32256NONENCSOCIAL SERVICES$2,000
PALM BEACH CTY FOOD BANK
701 BOUTWELL RDLAKE WORTH BEACHFL33461NONENCFOOD DISTRIBUTION$2,500
PIPERS ANGELS
361 S COUNTY RDPALM BEACHFL33480NONENCFOOD DISTRIBUTION$2,500
PLACE OF HOPE
PO BOX 1104JUPITERFL33468NONENCMEDICAL SERVICES$1,000
RAMAZ SCHOOL MJP EAP ENDOWMENT
9078 ISAIAH LANEPALM BEACH GARDENSFL33418NONENCFAMILY SERVICES$2,000
RHODE ISLAND FOOD BANK
125 EAST 85TH STNEW YORKNY10028NONENCEDUCATION$1,000
ROSE HILL
200 NIANTIC AVEPROVIDENCERI02907NONENCFOOD DISTRIBUTION$3,000
SAFE SPACE
5130 ROSE HILL BLVDHOLLYMI48442NONENCMEDICAL SERVICES$3,000
ST BENEDICTS PREP SCHOOL
612 SE DIXIE HIGHWAYSTUARTFL34994NONENCSOCIAL SERVICES$1,000
SECOND HARVEST CENTRAL FL
520 DR MARTIN LUTHER KING BLVDNEWARKNJ07102NONENCEDUCATION$2,000
THE SHELTER FOR ABUSED WOMEN CHIL
411 MERCY DRORLANDOFL32805NONENCFOOD DISTRIBUTION$5,000
SHOES CLOTHES FOR KIDS
PO BOX 10102NAPLESFL34101NONENCFAMILY SERVICES$3,000
SINGLE MOMM
1748 S GARFIELD AVETRAVERSE CITYMI49686NONENCFAMILY SERVICES$2,000
SOUTHEAST MISSOURI FOOD BANK
8645 W BOYNTON BEACH BLVDBOYNTON BEACHFL33472NONENCFOOD DISTRIBUTION$2,000
S FLORIDA ACADEMY FOR SPECIAL NEEDS
3700 COCONUT CREEK PKWYCOCONUT CREEKFL33066NONENCEDUCATION$75,000
THE BENJAMIN SCHOOL
3700 COCONUT CREEK PKWYPOMPANO BEACHFL33066NONENCEDUCATION$31,000
TREASURE COAST FOOD BANK
11000 ELLISON WILSON RDNORTH PALM BEACHFL33408NONENCEDUCATION$5,000
UNITED NEGRO COLLEGE FUND
401 ANGLE STFORT PIERCEFL34947NONENCFOOD DISTRIBUTION$7,500
TAKE STOCK IN CHILDREN NASSAU CTY
516 S 10TH STFERNANDINA BEACHFL32034NONENCCHILD SERVICES$2,500
UNITED WAY OF COLLIER THE KEYS
4750 CAMP ROOSEVELT DRCHESAPEAKE BEACHMD20732NONENCVETERAN SUPPORT$1,000
URBAN FARMING INSTITUTE
9015 STRADA STELL CTNAPLESFL34109NONENCSOCIAL SERVICES$500
WESTCHESTER DAY SCHOOL MJ EAP END
1101 NE 40TH CTFORT LAUDERDALEFL33334NONENCFOOD DISTRIBUTION$5,000
WDS HEAD OF SCHL DISCRETIONARY FUND
856 ORIENTA AVEMAMARONECKNY10543NONENCEDUCATION$5,000
WEST JUPITER COMMUNITY GROUP
856 ORIENTA AVEMAMARONECKNY10543NONENCEDUCATION$2,500
YOUTH HAVEN
7187 CHURCH STJUPITERFL33458NONENCYOUTH SERVICES$5,000
BOYS GIRLS CLUB OF PB CTY
800 NORTHPOINT PKWY STE 204West Palm BeachFL33407NONENCYOUTH SERVICES$1,000
BOYS GIRLS CLUB OF ST LUCIE
3104 AVENUE JFORT PIERCEFL34947NONENCFAMILY SERVICES$2,000
BOYS GIRLS CLUB OF VOLUSIA FLAG
101 N WOODLAND BLVD STE 400DELANDFL32720NONENCFAMILY SERVICES$2,000
CASILA MARIA CTR ARTS EDUC
928 SIMPSON STBRONXNY10459NONENCTHE ARTS$500
CATHOLIC CHARITIES PB GARDENS
100 W 20TH STRIVIERA BEACHFL33404NONENCSOCIAL SERVICES$1,000
CENTER FOR CHILD COUNSELING
7731 N MILITARY TRAILPALM BEACH GARDENSFL33410NONENCFAMILY SERVICES$1,000
CENTER FOR CREATIVE EDUCATION
425 24TH STWEST PALM BEACHFL33407NONENCEDUCATION$1,000
CLEAN OCEAN ACTION
49 AVENAL BLVDLONG BRANCHNJ07740NONENCENVIRONMENT$2,000
COMMUNITY FDN COLLIER CTY
110 PINE RIDGE RDNAPLESFL34108NONENCSOCIAL SERVICES$1,000
GIRLS INC OF SARASOTA CTY
201 S TUTTLE AVESARASOTAFL34237NONENCCHILD SERVICES$5,000
GRACE PLACE FOR CHILDREN
4300 21ST AVE SWNAPLESFL34116NONENCEDUCATION$2,000
CHARLOTTE COUNTY HABITAT
1750 MANZAN AVEPUNTA GORDAFL33950NONENCSOCIAL SERVICES$1,000
HABITAT GREATER PALM BCH CTY
181 SE 5THDELRAY BEACHFL33483NONENCSOCIAL SERVICES$2,000
HABITAT PENSACOLA
300 W LEONARD STPENSACOLAFL32501NONENCSOCIAL SERVICES$1,000
HABITAT UPPER KEYS
BOX 2151KEY LARGOFL33037NONENCSOCIAL SERVICES$1,000
HEALTHY MOTHERS HEALTHY BABIES
842 N MILITARY TRAILWEST PALM BEACHFL33415NONENCFAMILY SERVICES$5,000
HOUSE OF HOPE
908 SW 1 STFORT LAUDERDALEFL33312NONENCSOCIAL SERVICES$1,000
LIFE OF A SINGLE MOM
12015 JUSTICE AVEBATON ROUGELA70816NONENCFAMILY SERVICES$2,000
LIVING ST ALLIANCE
BOX 2641TUCSONAZ85702NONENCHOMELESS SERVICES$500
MAGEN DAVID ADOM
4371 NORTHLAKE BLVD 361PALM BEACH GARDENSFL33410NONENCEMERGENCY SERVICES$5,000
MIKE ROWE WORKS
1207 4TH ST PH3SANTA MONICACA90401NONENCFAMILY SERVICES$10,000
NAVY LEAGUE PB COUNCIL
555 HERITAGE DRJUPITERFL33458NONENCVETERAN SERVICES$500
OCEAN TIDES
635 OCEAN RDNARRAGANSETTRI02882NONENCYOUTH SERVICES$1,000
OPPORTUNITY INC OF PB CTY
4171 WESTGATE AVEWEST PALM BEACHFL33409NONENCFAMILY SERVICES$5,000
PB JC CHANAS KITCHEN
361 S COUNTY RDPALM BEACHFL33480NONENCFOOD DISTRIBUTION$46,000
SPEAK UP FOR KIDS PB CTY
BOX 1896WEST PALM BEACHFL33402NONENCCHILD SERVICES$2,500
YOSEMITE CONSERVANCY
101 MONTGOMERY STSAN FRANCISCOCA94104NONENCNATIONAL PARK$500
YWCA OF PB CTY
1016 N DIXIE HWYWEST PALM BEACHFL33401NONENCSOCIAL SERVICES$1,000
Y 2 Y SHELTER
955 MASS AVECAMBRIDGEMA02139NONENCFAMILY SERVICES$1,000
HOMELESS COALITION OF PBC
810 DATURA STWEST PALM BEACHFL33401NONENCSOCIAL SERVICES$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$734,215TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$956,660RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$147RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,253,174RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ENERGY TRANSFER LP$1,512
TD AMERITRADE$1,134
WEDBUSH$513

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,212,846RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,212,846TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIVIDENDS ON INVESTMTS TO PROVIDE FUNDS TO GIVE TO CHARITIES
8GAIN ON STOCK INVSTMTS TO PROVIDE FUNDS TO GIVE TO CHARITIES
11aMISC INCOME TO PROVIDE FUNDS TO GIVE TO CHARITIES
11bMISC INCOME TO PROVIDE FUNDS TO GIVE TO CHARITIES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MORRIS AND MARNI PROPPBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1366 EAGLE DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,615,232TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMARKETABLE SECURITIESNoncashPropertyDesc
Fair Market Value$1,615,232FairMarketValueAmt
Received2024-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEES-VINIAR & COCategoryTxt
Amt$5,350Amt
Net Investment Income$5,350NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCELADON WEDBUSH - BONDSBondNm
EOY Book Value$5,184EOYBookValueAmt
EOYFMV$5,184EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CELADON FINANCIAL GROUP$7,067,119$8,650,464
E-TRADE$1,713,897$2,980,059
CHARLES SCHWAB$2,664,850$3,209,048

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIPS - CELADON WEDBUSH$3$685,668
PARTNERSHIPS - E-TRADE$358,237$646,470
PARTNERSHIPS - SCHWAB$36,364$38,664

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEES - RUDANSKYCategoryTxt
Legal Fees$5,000LegalFeesAmt
Net Investment Income$5,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UNREALIZED LOSSES WEDBUSH$0$2,515,290$2,515,290
UNREALIZED LOSSES TD AMERITRADE$21,005$0$0
UNREALIZED LOSSES E TRADE$321,588$0$0
UNSETTLES SALES E TRADE$0$5,844$5,844

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ENERGY TRANSFER LP - 1231 LOSS$11$11$0$0
ENERGY TRANSFER LP -ORD LOSS$1,343$1,343$0$0
WEDBUSH- MISCELLANEOUS FEES$624$624$0$0
WEDBUSH - DIV ON SHORTS$1,055$1,055$0$0
TD AMERITRADE- MISC FEES$287$287$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ENERGY TRANSFER LP ORD INC$1,512$1,512$0
TD AMERITRADE SEC 1256 CONTRAC$1,119$1,119$0
CELADON WEDBUSH OTHER INC$513$513$0
TD AMERITRADE - PMT IN LIEU OF$15$15$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CELADONWEDBUSH MARGIN ACCOUNT$0$0
E TRADE MARGIN ACCOUNT$0$0
CREDIT CARD PAYABLE$48,700$0
UNREALIZED GAINS WEDBUSH$1,508,564$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBOOKKEEPING FEESCategoryTxt
Amt$1,938Amt
Net Investment Income$1,938NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARNI & MORRIS PROPPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1366 EAGLE DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES-CELADON WEDBUSH$891$891$0$0
FOREIGN TAXES- E TRADE$584$584$0$0
FOREIGN TAXES - TD AMERITRADE$1,364$1,364$0$0