MORRIS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS FOUNDATION (EIN 27-4094112)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-11
- IRS object ID
- 202301019349103000
- Schema version
- 2022v5.0
- 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 | 2023-04-11T10:29:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-04-10 | 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 |
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 | 2022 | 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 | $5,941,250 | 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 | $468 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $468 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $643,370 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,331 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $308,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $15,340 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $745,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $745,796 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $766,186 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $750,821 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$661,858 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $336,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,434 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,651,306 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,183,617 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,798,816 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,987,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,326,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,941,250 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,987,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,326,051 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,987,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,326,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,987,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,326,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,987,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$661,858 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,326,051 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,326,051 | 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 | $643,370 | GrossSalesPriceAmt |
| Cost Or Other Basis | $462,039 | CostOrOtherBasisAmt |
| Gain Or Loss | $181,331 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $181,331 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,331 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,284 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,284 | SubtotalAmt |
| Tax Based On Investment Income | $4,284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,705 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,705 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,421 | OverpaymentAmt |
| Applied To ES Tax | $1,421 | 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 | 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 | false | 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 | $6,097,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,691 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,264,224 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,264,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,963 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,170,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $308,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $308,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,284 | TotalTaxAmt |
| Distributable Before Adj | $304,229 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $304,229 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $304,229 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $750,821 | 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 | $750,821 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $304,229 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $52,102 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,686 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $308,646 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $239,326 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $289,204 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $975,964 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $750,821 | QualifyingDistributionsAmt |
| Applied To Current Year | $304,229 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $446,592 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,422,556 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $52,102 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,370,454 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,686 | ExcessFromYear4Amt |
| Excess From Year3 | $308,646 | ExcessFromYear3Amt |
| Excess From Year2 | $239,326 | ExcessFromYear2Amt |
| Excess From Year1 | $289,204 | ExcessFromYear1Amt |
| Excess From Current Year | $446,592 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD LUBAVITCH OF NORTHWEST BERGEN COUNTY INC | |||||||
| 375 PULIS AVE | FRANKLIN LAKES | NJ | 07417 | N/A | PC | Capital Campaign - Social Hall Dedication | $360,000 |
| 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 |
| 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 | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $500 |
| JEWISH FEDERATION OF NORTHERN NEW JERSEY INC | |||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | N/A | PC | Annual Campaign, Ukraine Relief Fund, Men's Tree Of Life Memorial Fund | $85,000 |
| JEWISH FEDERATION OF NORTHERN NEW JERSEY INC | |||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | N/A | PC | Annual Foundation Pledge 2022 and Challenge Fund | $51,796 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PC | 2022 Annual Fund | $100,000 |
| SIBS PLACE INC | |||||||
| 1 HEALTHY WAY | OCEANSIDE | NY | 11572 | N/A | PC | Charitable Event | $25,000 |
| 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 foundation | $25,000 |
| VALLEY HOSPITAL FOUNDATION | |||||||
| 223 N VAN DIEN AVE | RIDGEWOOD | NJ | 07450 | N/A | PC | Campaign Fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $745,796 | 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 | $468 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,425 | 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 | -$22,565 | 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 | $104,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,328 | 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 (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $12,502 | $11,123 |
| AMDOCS LIMITED | $22,263 | $28,049 |
| AMERIPRISE FINANCIAL INC | $213,233 | $404,781 |
| ARK ISRAEL INNOVATIVE TECHNOLO | $90,635 | $43,775 |
| BLACKROCK FUTURE HEALTH ETF | $54,008 | $46,400 |
| BLACKROCK FUTURE INNOVATORS | $78,711 | $48,660 |
| BLACKROCK FUTURE TECH ETF | $30,236 | $19,217 |
| BLACKROCK INC | $151,702 | $148,041 |
| BLUESTAR ISRAEL TECHNOLOGY ETF | $30,200 | $17,608 |
| CHEVRON CORP | $95,630 | $151,187 |
| CONSTELLATION ENERGY GROUP INC | $25,678 | $59,720 |
| CONSUMER STAPLES SELECT SECTOR | $177,208 | $195,505 |
| EXELON CORPORATION | $63,171 | $92,225 |
| INVESCO QQQ TRUST | $99,779 | $135,176 |
| ISHARES ESG MSCI EM LEADERS | $118,913 | $85,260 |
| ISHARES MSCI KLD 400 SOCIAL IN | $74,697 | $73,575 |
| ISHARES MSCI USA ESG ETF | $86,509 | $84,478 |
| ISHARES MSCI USA MIN VOLATILIT | $65,119 | $74,318 |
| ISHARES S&P U.S. PREFERRED STO | $83,559 | $67,522 |
| ISHARES TRANSPORTATION | $164,517 | $155,151 |
| ISHARES TRUST - ISHARES S&P GL | $107,707 | $101,335 |
| ISHARES TRUST RUSSELL 1000 VAL | $33,228 | $31,001 |
| JP MORGAN CHASE | $419,339 | $536,399 |
| JPMORGAN EQUITY PREMIUM INCO | $33,317 | $30,387 |
| LOWES COMPANIES INC | $385,363 | $498,099 |
| LYFT INC | $25,541 | $6,612 |
| MERCK & CO INC | $285,519 | $409,406 |
| META PLATFORMS INC | $260,525 | $120,340 |
| MICROSOFT CORP | $359,441 | $419,685 |
| NATIONWIDE RISK MANAGED INCOME | $62,011 | $40,530 |
| NEXTERA ENERGY, INC | $399,727 | $476,520 |
| ORGANON & CO | $14,927 | $10,880 |
| PUBLIC SVC ENTERPRISE GROUP IN | $87,560 | $151,271 |
| SCHNEIDER ELEC UNSP/ADR | $15,821 | $13,980 |
| SPDR DOW JONES INDUSTRIAL AVER | $70,909 | $86,260 |
| SPDR S TR/S&P 500 HIGH DIVID E | $40,685 | $41,691 |
| TARGET CORPORATION | $76,763 | $53,699 |
| TEXAS INSTRUMENTS INC | $376,400 | $462,616 |
| UBER | $24,093 | $14,838 |
| UIPATH ORD SHS CLASS A | $20,402 | $12,710 |
| UNITED CONTINENTAL HOLDINGS IN | $50,686 | $37,700 |
| VANGUARD FTSE DEVELOPED MARKET | $34,854 | $33,759 |
| VANGUARD FTSE EMERGING MARKETS | $34,676 | $31,405 |
| VANGUARD UTLTS ETF | $76,640 | $80,343 |
| VERIZON COMMUNICATIONS | $13,661 | $10,398 |
| WAL-MART STORES INC | $135,552 | $145,181 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,000 | $5,000 | |
| Bank Charges | $25 | $25 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $5,700 |
| 990-PF Extension for 2021 | $9,640 |
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