GIGI & AVERELL H MORTIMER FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: GIGI & AVERELL H MORTIMER FOUNDATION (EIN 46-4323935)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-08
IRS object ID: 202611289349102711
Schema version: 2025v4.1
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
Depreciation Schedule
Investments Corp Stock Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-08T15:05:40-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PIONEER FRANKLIN MONROE LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2101 4TH AVENUE SUITE 860	AddressLine1Txt
City	SEATTLE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98121	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	464323935	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GIGI & AVERELL H MORTIMER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% ARDEN ASSET MANAGEMENT INC	InCareOfNm
Business Name Control	GIGI	BusinessNameControlTxt
Phone	8453512327	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 1022	AddressLine1Txt
City	Harriman	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10926	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AVERELL MORTIMER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8453512327	PhoneNum
Signature	2026-05-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KENNETH RAGSDALE	PreparerPersonNm
PTIN	P00295413	PTIN
Phone	2068384857	PhoneNum
Preparation	2026-05-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	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	$1,967,495	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$370,019	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$104	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$104	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$19,575	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$19,102	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,411	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$91,138	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,792	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$205,396	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$598,505	TotalRevAndExpnssAmt
Total Net Invst Incm	$22,998	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$0	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,787	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,787	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$263	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$17	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$638	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$2,688	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,804	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$60,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$60,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$62,688	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,804	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$60,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$535,817	ExcessRevenueOverExpensesAmt
Net Investment Income	$21,194	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$67,165	CashBOYAmt
Cash EOY	$20,763	CashEOYAmt
Cash EOYFMV	$20,763	CashEOYFMVAmt
Corporate Stock BOY	$1,364,513	CorporateStockBOYAmt
Corporate Stock EOY	$1,946,732	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,946,732	CorporateStockEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,431,678	TotalAssetsBOYAmt
Total Assets EOY	$1,967,495	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,967,495	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$58	AccountsPayableBOYAmt
Accounts Payable EOY	$58	AccountsPayableEOYAmt
Total Liabilities BOY	$58	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$58	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,431,620	CapitalStockBOYAmt
Capital Stock EOY	$1,967,437	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,431,620	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,967,437	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,431,678	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,967,495	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,431,620	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$535,817	ExcessRevenueOverExpensesAmt
Subtotal	$1,967,437	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,967,437	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt
JPM #80008 - SHORT TERM COVERED	P	2025-12-30	$6,364	$9,144	-$2,780	-$2,780
JPM #80008 - LONG TERM COVERED	P	2025-12-31	$61,369	$57,153	$4,216	$4,216
4 UNITS OF SERVICENOW INC	P	2025-12-18	$612		$612	$612	2022-05-11
JPM #98009 - LONG TERM COVERED		2025-12-31	$22,787	$21,050	$1,737	$1,737	2021-05-14
ATTACHMENT D-1	P	2025-12-31	$7		$7	$7

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,792	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$295	InvestmentIncomeExciseTaxAmt
Subtotal	$295	SubtotalAmt
Tax Based On Investment Income	$295	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Tax Due	$295	TaxDueAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	ARDEN ASSET MANAGEMENT INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2124462043	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1022	AddressLine1Txt
City	Harriman	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10926	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JEAN M MORTIMER
C/O ARDEN ASSET MANAGEMENT INC	PO Box 1022	Harriman	NY	10926	CHAIRMAN	0	$0	$0	$0
AVERELL H MORTIMER
C/O ARDEN ASSET MANAGEMENT INC	PO Box 1022	Harriman	NY	10926	PRESIDENT/TREASURER	0	$0	$0	$0
MAXWELL H MORTIMER
C/O ARDEN ASSET MANAGEMENT INC	PO Box 1022	Harriman	NY	10926	SECRETARY	0	$0	$0	$0
HUME R STEYER
C/O ARDEN ASSET MANAGEMENT INC	PO Box 1022	Harriman	NY	10926	ASSISTANT SECRETARY	0	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,548,977	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$67,220	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,616,197	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,616,197	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$24,243	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,591,954	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$79,598	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$79,598	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$295	TaxBasedOnInvestmentIncomeAmt
Total Tax	$295	TotalTaxAmt
Distributable Before Adj	$79,303	DistributableBeforeAdjAmt
Distributable Before Ded	$79,303	DistributableBeforeDedAmt
Distributable As Adjusted	$79,303	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$60,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$60,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$79,303	DistributableAsAdjustedAmt
Undistributed Income PY	$53,892	UndistributedIncomePYAmt
Prior Year1	2023	PriorYear1Yr
Prior Year2	2022	PriorYear2Yr
Prior Year3	2021	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Qualifying Distributions	$60,000	QualifyingDistributionsAmt
Applied To Year1	$53,892	AppliedToYear1Amt
Applied To Current Year	$6,108	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Undistributed Income CY	$73,195	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	AVERELL MORTIMER AND JEAN MORTIMER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Brandywire Conservancy & Museum of Art
1 HOFFMANS MILL ROAD	CHADDS FORD	PA	19317	NONE	PC	GENERAL SUPPORT	$15,000
PALM BEACH ZOO & CONSERVATION SOCIETY
1301 SUMMIT BOULEVARD	WEST PALM BEACH	FL	33405	NONE	PC	GENERAL SUPPORT	$10,000
THE EVERGLADES FOUNDATION
18001 OLD CUTLER ROAD SUITE 625	PALMETTO BAY	FL	33157	NONE	PC	GENERAL SUPPORT	$2,500
ST JUDE'S CHILDREN HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	NONE	PC	GENERAL SUPPORT	$1,500
COX SCIENCE CENTRE & AQUARIUM
4801 DREHER TRAIL NORTH	WEST PALM BEACH	FL	33405	NONE	PC	GENERAL SUPPORT	$10,000
TORY BURCH FOUNDATION
11 WEST 19TH STREET 7TH FLR	NEW YORK	NY	10011	NONE	PC	GENERAL SUPPPORT	$10,000
PECONIC LAND TRUST
296 HAMPTON ROAD	SOUTHHAMPTON	NY	11968	NONE	PC	GENERAL SUPPORT	$2,500
THE CENTRE FOR DISCOVERY
P O BOX 840	HARRIS	NY	12742	NONE	PC	GENERAL SUPPORT	$5,000
VANDERBILT UNIVERSITY
PMB 407727 2301 VANDERBILT PLACE	NASHVILLE	TN	37240	NONE	PC	GENERAL SUPPORT	$1,000
Orange County Historical Society
21 CLOVE FURNACE DRIVE	ARDEN	NY	10910	NONE	PC	GENERAL SUPPORT	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$60,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$104	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$19,575	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,411	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN (LOSS)	Desc
Exclusion	18	ExclusionCd
Exclusion	$205,396	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$228,486	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$228,486	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	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	A MORTIMER GRANTOR - M FAMILY 20	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1022	AddressLine1Txt
City	HARRIMAN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10926	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$370,019	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING & FINANCIAL REPORTS	CategoryTxt
Amt	$0	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	JP MORGAN	StockNm
EOY Book Value	$1,946,732	EOYBookValueAmt
EOYFMV	$1,946,732	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER RECEIVABLES	Desc
BOY Book Value	$0	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ANNUAL FILING FEES	$459
BANK FEES	$179

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$205,396	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CONSULTING FEES	CategoryTxt
Amt	$1,787	Amt
Net Investment Income	$1,787	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAX	CategoryTxt
Amt	$263	Amt
Net Investment Income	$17	NetInvestmentIncomeAmt