2024-05-16T04:22:21-07:00 2023-12-31 222087086 Ford Scott & Associates LLC 1535 Haven Avenue Ocean City NJ 08226 990PF 2023-01-01 237051152 THE MORELLO FOUNDATION MORE 6099471202 180 BAY ROAD OCEAN CITY NJ 08226 MICHAEL A MORELLO Trustee 2024-05-16 true MICHAEL A MORELLO 999009999 true John A Sabella CPA P00534413 6093996333 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 376012 X X 1636 1636 1636 7468 7468 7468 12562 31532 12562 135 21666 21666 9239 2110 219 2042 4371 0 0 17000 17000 21371 0 17000 295 21666 9239 36272 34273 34273 60 60 60 60 49042 49042 57250 240502 242796 284429 325876 326171 376012 0 X 325876 326171 325876 326171 325876 326171 325876 295 326171 326171 LT CAPITAL GAIN DISTRIBUTIONS P 2020-01-01 2023-12-31 5375 5375 5375 19.1840 TOUCHSTONE LARGE COMPANY GROWTH P 2022-12-09 2023-08-01 844 709 135 135 575.1740 TOUCHSTONE LARGE COMPANY GROWTH P 2020-01-01 2023-08-01 25313 18261 7052 7052 12562 135 301 301 301 301 0 false false false false false false false true true NJ true true false false false true N/A THE FOUNDATION 6099471202 180 BAY ROAD OCEAN CITY NJ 08226 false false false false false false false false false false false false false false false false false false false false false false MICHAEL A MORELLO 180 BAY ROAD OCEAN CITY NJ 08226 Trustee 1.00 0 MATTHEW MORELLO 180 BAY ROAD OCEAN CITY NJ 08226 Trustee 1.00 0 JENNIFER MORELLO FISS 1631 WHISPERING WOODS WAY VINELAND NJ 08361 Trustee 1.00 0 NONE NONE THE ORGANIZATION DONATES TO SCHOOLS TO BE USED FOR SCHOLARSHIPS 0 THE ORGANIZATION DONATES TO LOCAL CHARITABLE ORGANIZATIONS BASED UPON SUBMISSION OF INFORMATION TO THE FOUNDATION. 336755 35273 0 372028 0 372028 5580 366448 18322 X 17000 17000 X 9239 6578 18349 15392 49558 7853 5591 15597 13083 42124 17000 17000 16000 16000 66000 17000 17000 16000 16000 66000 12215 13381 13992 14048 53636 THE FOUNDATION 180 BAY ROAD OCEAN CITY NJ 08226 6099471202 INFORMATION ON GRADES AND FINANCIAL SITUATION NA NA SHORE MEDICAL CENTER 328 VINE STREET HAMMONTON NJ 08037 NONE EOF SCHOLARSHIP 5000 OUR LADY OF MERCY ACADEMY 1001 MAIN ROAD NEWFIELD NJ 08344 NONE EOF SCHOLARSHIP 8000 SAINT AUGUSTINE PREP 611 CEDAR AVE RICHLAND NJ 08350 NONE EOF SCHOLARSHIP 4000 17000 1636 7468 12562 21666 21666 3 THE ONLY ASSETS OWNED BY THE FOUNDATION ARE SECURITIES, AND TEMPORARY CASH 4 INVESTMENTS - THE INCOME GENERATED PAYS SCHOLARSHIP AWARDS TO AREA STUDENTS AND /OR SCHOOLS TO PROVIDE SCHOLARSHIPS TO STUDENTS. EXPENSES ARE FOR EXCISE TAX AND ADVERTISING. THE REMAINING FUNDS ARE TO BE USED FOR FUTURE SCHOLARSHIPS. false false false false false false false false false false ACCOUNTING FEES 2110 0 0 0 TRUSIST FINI CORP BB&T CORPORATION 37890 47405 BCE INC 11152 9845 CULLEN HIGH DIV EQTY FD AT COST 60274 53431 DF DENT MIDCAP GWTH FD AT COST 28371 53208 DIAMOND HILL LARGE CAP AT COST 18745 28258 VANGUARD MID CAP VALUE AT COST 14988 20736 BLACKSTONE GROUP INC AT COST 1520 6546 SPROTT PHYSICAL GOLD ETV: PHYS AT COST 15982 18112 ALGER WEATHERBIE SPECIAL GROWTH AT COST 15000 12506 US TREASURY AT COST 61913 63752 BROWN ADVISORY SUSTAINABLE AT COST 26003 27880 ADVISOR FEES 1759 FOREIGN TAXES PAID 178 PENDING TRANSACTIONS 105 TAXES - IRS 219