MORI LEGACY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORI LEGACY FOUNDATION INC (EIN 84-4249682)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-04-13
- IRS object ID
- 202531039349100303
- Schema version
- 2023v6.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-13T07:52:23-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020553436 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louis John Claps CPA & Associate PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12773 Forest Hill Blvd Suite 209 | AddressLine1Txt |
| City | Wellington | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | 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 | 844249682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORI LEGACY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORI | BusinessNameControlTxt |
| Phone | 5617914505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12773 FOREST HILL BLVD | AddressLine1Txt |
| City | ROYAL PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY J ALLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5617914505 | PhoneNum |
| Signature | 2024-03-03 | SignatureDt |
| 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 | Louis John Claps CPA | PreparerPersonNm |
| PTIN | P01083845 | PTIN |
| Phone | 5617914505 | PhoneNum |
| Preparation | 2025-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $37,709,136 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,486 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,486 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,486 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $467,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $467,124 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $467,124 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$176,267 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$176,267 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$176,267 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $302,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,343 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $302,343 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,100,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $1,100,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $63,425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,425 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $63,425 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $24,941 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $24,941 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $24,941 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $35,940 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,940 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $35,940 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $90,349 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,349 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $90,349 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,314,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,314,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,314,655 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,348,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,314,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,314,655 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,046,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,433,125 | CashBOYAmt |
| Cash EOY | $1,237,903 | CashEOYAmt |
| Cash EOYFMV | $1,237,903 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $4,832,307 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $14,865,843 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,118,693 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,118,693 | USGovtObligationsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $22,352,540 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $22,352,540 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $22,352,540 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,131,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,709,136 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,709,136 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $399,725 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $399,725 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $20,731,550 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $37,709,136 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,731,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,709,136 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,131,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,709,136 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,731,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,046,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,352,540 | OtherIncreasesAmt |
| Subtotal | $42,037,778 | SubtotalAmt |
| Other Decreases | $4,328,642 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,709,136 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK EVENT DRIVEN EQUITY | P | 2023-01-02 | 2023-05-16 | $10,894 | $0 | $10,930 | -$36 | $0 | $0 | $0 | -$36 |
| INVESCO S&P 500 EQUAL WEIGHT | P | 2023-01-02 | 2023-05-09 | $423,301 | $0 | $423,225 | $76 | $0 | $0 | $0 | $76 |
| ISHARES CORE S&P 500 ETF | P | 2023-01-02 | 2023-04-11 | $275,537 | $0 | $274,201 | $1,336 | $0 | $0 | $0 | $1,336 |
| CEF ISHARES TR S&P | P | 2023-01-02 | 2023-03-09 | $257,682 | $0 | $249,863 | $7,819 | $0 | $0 | $0 | $7,819 |
| PIMCO COMMODYTY REALRETURN STRATEGY | P | 2023-01-02 | 2023-06-28 | $47,894 | $0 | $51,045 | -$3,151 | $0 | $0 | $0 | -$3,151 |
| U.S. TREASURY BILLS | P | 2023-01-02 | 2023-03-30 | $989,024 | $0 | $989,024 | $0 | $0 | $0 | $0 | $0 |
| WESTERN ASSET CORE PLUS | P | 2023-01-02 | 2023-11-28 | $185,557 | $0 | $197,165 | -$11,608 | $0 | $0 | $0 | -$11,608 |
| BLOCKROCK EVENT DRIVEN EQ | P | 2022-03-01 | 2023-04-10 | $736,752 | $0 | $752,632 | -$15,880 | $0 | $0 | $0 | -$15,880 |
| DODGE & COX INCOME FUND | P | 2022-03-01 | 2023-06-15 | $238,095 | $0 | $265,194 | -$27,099 | $0 | $0 | $0 | -$27,099 |
| EATON VANCE FLOATING RATE | P | 2022-03-01 | 2023-06-28 | $577,475 | $0 | $610,134 | -$32,659 | $0 | $0 | $0 | -$32,659 |
| PIMCO COMMODITY REAL RETURN STRATEGY | P | 2022-03-01 | 2023-06-28 | $84,348 | $0 | $148,829 | -$64,481 | $0 | $0 | $0 | -$64,481 |
| VANGUARD RUSSELL 1000 | P | 2022-03-01 | 2023-04-10 | $59,555 | $0 | $65,687 | -$6,132 | $0 | $0 | $0 | -$6,132 |
| WESTERN ASSET CORE PLUS | P | 2022-03-01 | 2023-11-28 | $479,527 | $0 | $607,636 | -$128,109 | $0 | $0 | $0 | -$128,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$279,924 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,564 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | LOUIS JOHN CLAPS CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5617914505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12773 FOREST HILL BLVD STE 209 | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GREGORY ALLEN | ||||||||
| 4909 TERRA VISTA WAY | ORLANDO | FL | 32837 | PRES/DIRECTOR | 10.00 | $150,000 | $9,000 | $0 |
| LOUIS JOHN CLAPS | ||||||||
| 922 DICKENS PLACE | WEST PALM BEACH | FL | 33411 | TREAS/DIRECTOR | 10.00 | $150,000 | $9,000 | $0 |
| JOHN JENNINGS | ||||||||
| 1203 OAKWATER DRIVE | ROYAL PALM BEACH | FL | 33411 | VP/DIRECTOR | 10.00 | $75,000 | $4,500 | $0 |
| ANDREW PALLEN | ||||||||
| 7560 VIA LURIA | LAKE WORTH | FL | 33467 | SEC/DIRECTOR | 10.00 | $75,000 | $4,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREGORY ALLEN | |||||
| 4191 ASPEN DRIVE | NAPLES | FL | 34119 | DIRECTOR | $250,000 |
| LOUIS JOHN CLAPS | |||||
| 12820 SW ORVIETO WAY | PORT SAINT LUCIE | FL | 34987 | DIRECTOR | $250,000 |
| ANDREW PALLEN | |||||
| 7560 VIA LURIA | LAKE WORTH | FL | 33467 | DIRECTOR | $75,000 |
| JOHN JENNINGS | |||||
| 1203 OAKWATER DRIVE | ROYAL PALM BEACH | FL | 33411 | DIRECTOR | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ANIMAL SANCTUARY & CARE CHARITIES, MILITARY VETRANS AND RELATED CHARITIES AND ENVIRONMENTAL, ECOLOGICAL AND PRESERVATION CHARITIES DONATIONS TOTALING | Description1Txt |
| Expenses1 | $34,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,905,647 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,905,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $34,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $43,939,647 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,939,647 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $43,905,647 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $34,000 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-11-12 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $34,000 | CurrentYearAmt |
| Total | $34,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $34,000 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $34,000 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SIR PATRICK CHARITIES | ||||||
| 1713 SUMMIT AVENUE | UNION CITY | NJ | 07087 | 501C3 | HELP THE POOR& NEEDY | $15,000 |
| SALVATION ARMY | ||||||
| 4 GARY ROAD | UNION | NJ | 07083 | 501C3 | HELP THE POOR& NEEDY | $12,000 |
| PUBLIC SAFETY CHAPLAINCY | ||||||
| 1500 NW 167 PLACE | BEVERTON | OR | 97006 | 501C3 | HELP PUBLICSERVICE POERSONNEL | $5,000 |
| NAVAL AIR STATION MUSEUM | ||||||
| 4000 W PERIMITER RD | FTLAUDERDALE | FL | 33315 | 501C3 | EDUCATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,486 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $467,124 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$284,837 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $193,773 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,773 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MORI REVOCABLE TRUST | Desc |
| Amt | $4,328,642 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 401K ADMINISTRATION | $3,825 | $3,825 | $3,825 |
| 401K CONTRIBUTIONS | $22,500 | $22,500 | $22,500 |
| BANK CHARGES & FEES | $240 | $240 | $240 |
| CONTRACT SERVICES | $5,000 | $5,000 | $5,000 |
| INSURANCE | $45,208 | $45,208 | $45,208 |
| OFFICE EXPENSES | $1,179 | $1,179 | $1,179 |
| REPAIRS & MAINTENANCE | $9,849 | $9,849 | $9,849 |
| WEB SITE SERVICES | $2,548 | $2,548 | $2,548 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $108,569 | $108,569 | $108,569 |
| L/T CAPITAL GAIN/LOSS | -$279,922 | -$279,922 | -$279,922 |
| SHORT TERM CAPITAL GAIN/LOSS | -$4,914 | -$4,914 | -$4,914 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LAND & BUILDINGS TRANSFERRED FROM MORI TRUST | Desc |
| Amt | $22,352,540 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES & FEES | $34,425 | $34,425 | $34,425 |
| LICENSES,TAXES,FEES | $1,515 | $1,515 | $1,515 |