MORRIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS FOUNDATION (EIN 27-4094112)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202401309349103550
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T16:32:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274094112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Morris Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA ABRAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSHUA | PersonFirstNm |
| Person Last | ABRAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,094,526 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,732 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,732 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$69,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,576,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $418,681 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $70,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $558,223 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,088 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $617,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $617,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $627,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $622,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$556,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $558,198 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $142,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $527,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $527,541 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,183,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,241,524 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,566,985 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,326,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,769,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,094,526 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,326,051 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,769,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,326,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,769,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,326,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,769,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,326,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$556,986 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,769,065 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,769,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,576,969 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,158,288 | CostOrOtherBasisAmt |
| Gain Or Loss | $418,681 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $418,681 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $418,681 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,759 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,759 | SubtotalAmt |
| Tax Based On Investment Income | $7,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,521 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,521 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,238 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joshua Abrams | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,543,303 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,098,178 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,098,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,006,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,759 | TotalTaxAmt |
| Distributable Before Adj | $292,576 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,576 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,576 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $622,347 | 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 | $622,347 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,576 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $86,686 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $308,646 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $239,326 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $289,204 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $446,592 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,370,454 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $622,347 | QualifyingDistributionsAmt |
| Applied To Current Year | $292,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $329,771 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,700,225 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $86,686 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,613,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $308,646 | ExcessFromYear4Amt |
| Excess From Year3 | $239,326 | ExcessFromYear3Amt |
| Excess From Year2 | $289,204 | ExcessFromYear2Amt |
| Excess From Year1 | $446,592 | ExcessFromYear1Amt |
| Excess From Current Year | $329,771 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joshua Abrams | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER INC | |||||||
| 6505 WILSHIRE BLVD STE 615 | LOS ANGELES | CA | 90048 | N/A | PC | Charitable Event | $10,000 |
| CHABAD LUBAVITCH OF NORTHWEST BERGEN COUNTY INC | |||||||
| 375 PULIS AVE | FRANKLIN LAKES | NJ | 07417 | N/A | PC | General & Unrestricted | $18,000 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY FOOD BANK OF NEW JERSEY INC | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | N/A | PC | General & Unrestricted | $1,000 |
| ENVIRONMENT AMERICA RESEARCH AND POLICY CENTER INC | |||||||
| 1543 WAZEE ST STE 400 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $2,500 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | Abrams Family Giving Fund | $25,000 |
| HACKENSACK MERIDIAN HEALTH INC | |||||||
| 343 THORNALL ST | EDISON | NJ | 08837 | N/A | PC | Child Life Sibling Program AT THE JOSEPH M. SANAZRI CHILDREN'S HOSPITAL | $25,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 70 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | General & Unrestricted | $20,000 |
| JCC ROCKLAND INC | |||||||
| 450 W NYACK ROAD | WEST NYACK | NY | 10994 | N/A | PC | General & Unrestricted | $3,600 |
| JEWISH FAMILY & CHILDRENS SERVICES OF NORTHERN NEW | |||||||
| 1485 TEANECK RD | TEANECK | NJ | 07666 | N/A | PC | General & Unrestricted | $48,000 |
| JEWISH FEDERATION OF NORTHERN NEW JERSEY INC | |||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | N/A | PC | 2023 Annual Fund and 2023 Abrams Fund | $53,159 |
| JEWISH FEDERATION OF NORTHERN NEW JERSEY INC | |||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | N/A | PC | General & Unrestricted | $100,000 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PC | General & Unrestricted | $110,000 |
| JEWISH HOME FOUNDATION OF NORTH JERSEY INC | |||||||
| 10 LINK DR | ROCKLEIGH | NJ | 07647 | N/A | PC | General & Unrestricted | $19,000 |
| SHARSHERET INC | |||||||
| 1086 TEANECK RD STE 2G | TEANECK | NJ | 07666 | N/A | PC | Naming of the Peer Support Network | $30,000 |
| SIBS PLACE INC | |||||||
| 1 HEALTHY WAY | OCEANSIDE | NY | 11572 | N/A | PC | Building Campaign | $25,000 |
| TABLE TO TABLE INC | |||||||
| 160 PEHLE AVE STE 303 | SADDLE BROOK | NJ | 07663 | N/A | PC | General & Unrestricted | $1,000 |
| THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL | |||||||
| 260 HUNGRY HOLLOW RD | CHESTNUT RDG | NY | 10977 | N/A | PC | Green Meadow Waldorf School | $25,000 |
| VALLEY HOSPITAL FOUNDATION | |||||||
| 223 N VAN DIEN AVE | RIDGEWOOD | NJ | 07450 | N/A | PC | Capital Fund for the New Valley Hospital - Naming of the Rooftop Garden | $85,000 |
| YOUNG MENS-YOUNG WOMENS HEBREW ASSOCIATION OF BERG | |||||||
| 605 PASCACK RD | TWP OF WASHINGTON | NJ | 07676 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $617,259 | 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 | $14,732 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,810 | 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 | -$69,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,486 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $52 | $59 |
| AMDOCS LIMITED | $22,791 | $27,643 |
| AMERIPRISE FINANCIAL INC | $123,019 | $284,873 |
| BLACKSTONE BCRED FND | $250,000 | $250,000 |
| CHEVRON CORP | $100,788 | $130,492 |
| CONSTELLATION ENERGY GROUP INC | $26,463 | $81,929 |
| CONSUMER STAPLES SELECT SECTOR | $182,218 | $193,884 |
| EXELON CORPORATION | $66,284 | $79,359 |
| INVESCO QQQ TRUST | $100,959 | $209,207 |
| ISHARES 0-3 MONTH TREASURY | $101,382 | $101,170 |
| ISHARES MSCI KLD 400 SOCIAL IN | $75,810 | $94,542 |
| ISHARES MSCI USA ESG ETF | $87,876 | $104,647 |
| ISHARES MSCI USA MIN VOLATILIT | $66,591 | $81,990 |
| ISHARES S&P U.S. PREFERRED STO | $362 | $371 |
| ISHARES TRANSPORTATION | $166,932 | $193,329 |
| ISHARES TRUST RUSSELL 1000 VAL | $64,628 | $68,108 |
| JP MORGAN CHASE | $314,505 | $510,299 |
| JPMORGAN EQUITY PREMIUM INCO | $36,082 | $33,462 |
| LOWES COMPANIES INC | $308,290 | $445,100 |
| MERCK & CO INC | $285,519 | $402,284 |
| META PLATFORMS INC | $130,263 | $176,980 |
| MICROSOFT CORP | $246,474 | $451,247 |
| NEXTERA ENERGY, INC | $399,728 | $346,218 |
| PUBLIC SVC ENTERPRISE GROUP IN | $93,268 | $156,748 |
| SCHNEIDER ELEC UNSP/ADR | $15,821 | $20,115 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $92,456 | $92,233 |
| SPDR BLOOMBERG 3-12 MONTH TREA | $100,127 | $99,991 |
| SPDR DOW JONES INDUSTRIAL AVER | $72,679 | $100,064 |
| SPDR S TR/S&P 500 HIGH DIVID E | $42,646 | $43,341 |
| TESLA MOTORS INC | $20,966 | $24,848 |
| TEXAS INSTRUMENTS INC | $335,228 | $426,150 |
| VANGUARD FTSE DEVELOPED MARKET | $36,084 | $39,807 |
| VANGUARD FTSE EMERGING MARKETS | $35,854 | $34,318 |
| VANGUARD TOTAL STOCK MARKET ET | $22,312 | $23,912 |
| VANGUARD UTLTS ETF | $79,177 | $74,373 |
| WAL-MART STORES INC | $137,890 | $163,892 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,063 | $5,063 | |
| Bank Charges | $25 | $25 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2023 | CategoryTxt |
| Amt | $5,100 | Amt |
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