THE MORTON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE MORTON FOUNDATION (EIN 13-6107817)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-02-06
- IRS object ID
- 201540379349100704
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-06T15:18:08-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136107817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 2124954500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 WALL ST NO 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORTY DAVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124954500 | PhoneNum |
| Signature | 2015-01-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH LINDENBAUM | PreparerPersonNm |
| PTIN | P00049072 | PTIN |
| Phone | 2129444433 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $539,618 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | -$2,934,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$2,934,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,037 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,036 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,036 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,774 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,774 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,970,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,232 | CashBOYAmt |
| Cash EOY | $7,535 | CashEOYAmt |
| Cash EOYFMV | $7,535 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,940,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $975,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $532,081 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,953,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $982,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $539,618 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,953,327 | RetainedEarningBOYAmt |
| Retained Earning EOY | $982,591 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,953,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $982,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,953,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $982,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,953,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,970,736 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $982,591 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $982,591 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHARES OF BIOLIFE SOLUTIONS | D | 1991-01-01 | 2014-04-08 | $3,391 | $1,373,658 | -$1,370,267 | -$1,370,267 |
| 1143 SHARES OF BIOLIFE SOLUTIONS | D | 1991-01-01 | 2014-07-25 | $3,011 | $1,570,092 | -$1,567,081 | -$1,567,081 |
| 21 SHARES OF VAPOR CORP | D | 1920-10-15 | 2014-01-14 | $157 | $157 | $157 | |
| 2100 SHARES OF ENZO BIOCHEM ACQUISITION | D | 1986-01-01 | 2014-10-13 | $10,078 | $9,124 | $954 | $954 |
| 2800 SHARE OF ENZO BIOCHEM ACQUISITION | D | 1986-01-01 | 2014-11-13 | $13,513 | $12,165 | $1,348 | $1,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,934,889 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,639 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $326,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093735 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,359 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $292,848 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052447 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,679 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $448,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048320 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,305 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $653,050 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.199533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $94,377 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $655,286 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144024 | DistributionYr5Rt |
| Total Distribution | 0.538059 | TotalDistributionRt |
| Average Distribution | 0.107612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $564,195 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,810 | QualifyingDistributionsAmt |
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 |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE MORTON FOUNDATION | IndividualWithBooksNm |
| Phone | 2124954500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 WALL STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ESTHER STAHLER | ||||||||
| 17 BEECHWOOD DR | LAWRENCE | NY | 11559 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROSALIND DAVIDOWITZ | ||||||||
| 7 SUTTON PL | LAWRENCE | NY | 11559 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| RUKI RENOV | ||||||||
| 9 BEECHWOOD DR | LAWRENCE | NY | 11559 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DISBURSES CONTRIBIUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS, PRIMARILY FOCUSING WITHIN THE JEWISH COMMUNITY | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $565,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $572,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $572,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $564,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,210 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $28,210 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,210 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,210 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,210 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $94,377 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $65,382 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $717 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $174,772 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,600 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $180,372 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $94,377 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $85,995 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $65,382 | ExcessFromYear4Amt |
| Excess From Year2 | $717 | ExcessFromYear2Amt |
| Excess From Year1 | $14,296 | ExcessFromYear1Amt |
| Excess From Current Year | $5,600 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIFL | |||||||
| 134 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE CONTRIBUTION | $5,250 |
| ALEPH SOCIETY | |||||||
| 25 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE CONTRIBUTION | $1,500 |
| AMERICAN JEWISH CONGRESS | |||||||
| 115 EAST 57TH STREET 11 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| ESTHER MILLER BAIS YAAKOV OF ST LOUIS | |||||||
| 700 NORTH SOUTH RD | ST LOUIS | MO | 63130 | NONE | PC | CHARITABLE CONTRIBUTION | $100 |
| FEED ISRAEL | |||||||
| 5229 NEW UTRECHT AVE SUITE 400 | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE CONTRIBUTION | $36 |
| LAKEWOOD CHEDER | |||||||
| 901 MADISON AVE | LAKEWOOD | NJ | 08701 | NONE | PC | CHARITABLE CONTRIBUTION | $180 |
| LAWRENCE CEDARHURST FIRE DEPT | |||||||
| 75 WASHINGTON AVENUE | LAWRENCE | NY | 11559 | NONE | PC | CHARITABLE CONTRIBUTION | $50 |
| NASSAU COUNTY PAL | |||||||
| 375 DENTON AVENUE | NEW HYDE | NY | 11040 | NONE | PC | CHARITABLE CONTRIBUTION | $25 |
| POLICE ATHLETIC LEAGUE | |||||||
| 19910 112TH AVENUE | ST ALBANS | NY | 11412 | NONE | PC | CHARITABLE CONTRIBUTION | $3,000 |
| SH'OR YOSHUV INSTITUTE | |||||||
| 1 CEDARLAWN AVE | LAWRENCE | NY | 11559 | NONE | PC | CHARITABLE CONTRIBUTION | $10,500 |
| SIACH YTZCHOK YESHIVA | |||||||
| 1513 CENTRAL AVE | FAR ROCKAWAY | NY | 11691 | NONE | PC | CHARITABLE CONTRIBUTION | $500 |
| SUPPORTERS OF YESHIVA DIVRIE CHAIM | |||||||
| 1214 43RD ST | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE CONTRIBUTION | $36 |
| YACHAM NJCD | |||||||
| 11 BROADWAY 13TH FL | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE CONTRIBUTION | $36 |
| YESHIVA OF FAR ROCKAWAY | |||||||
| 802 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | NONE | PC | CHARITABLE CONTRIBUTION | $72 |
| YESHIVA OF SOUTH SHORE | |||||||
| 1170 WILLIAM STREET | HEWLETT | NY | 11557 | NONE | PC | CHARITABLE CONTRIBUTION | $109 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| MISCELLANEOUS CHARITIES 500 OR LESS | |||||||
| VARIOUS | VARIOUS | NY | 10005 | NONE | PC | CHARITABLE CONTRIBUTION | $380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,774 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,934,889 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$2,934,889 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,934,889 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30,000 SHARES OF BIOLIFE SOLUTIONS INC | $0 | $0 |
| 2,800 SHARES OF CLEARSTORY SYSTEMS INC | $188,826 | $0 |
| 119,838 SHARES OF ENZO BIOCHEM ACQUISITION | $786,228 | $532,081 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $198 | $99 | $0 | $99 |
| ACCOUNTING FEES | $3,875 | $1,938 | $0 | $1,937 |
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