2024-10-24T21:38:22-05:00 2024-09-30 222674480 EARLENE D BAKERMAN CPA 865 TURNPIKE STREET NORTH ANDOVER MA 018456139 990PF 2023-10-01 043357627 MARTIN SALOMON MORTON AND GUSTEL SCHREIBER MORTON FOUNDATION MART 6177217887 CO WALTER ANGOFF PO BOX 112917 NAPLES FL 34108 WALTER ANGOFF TRUSTEE 6177217887 2024-10-23 1 ELISABETH H KFOURY CPA P00004533 9786915115 2024-10-23 2023 2024-10-15 13:58:12Z X 819109 X X 1 1 16507 16507 66633 217884 66633 83141 83141 15000 10000 5000 2600 1300 1300 160 0 4890 4855 35 22650 16155 6335 36000 36000 58650 16155 42335 24491 66986 6713 8261 8261 44769 122334 122334 481893 427431 684768 3746 3666 240 80 3746 533615 558106 819109 0 0 X 0 0 0 0 533615 558106 533615 558106 533615 558106 533615 24491 0 558106 0 558106 145.185 WESTERN ASSET CORE PLUS BD I P 2024-01-18 1358 1352 6 6 202.347 BARON ASSET INSTL P 2023-11-14 20000 10892 9108 9108 271 ISHARES S&P 500 GROWTH ETF P 2019-08-05 2024-08-15 25062 11854 13208 13208 132 ISHARES S&P 500 VAL ETF P 2024-08-15 25024 12425 12599 12599 596 VANGUARD FTSE EMERGING MARKETS P 2024-08-15 26402 25174 1228 1228 446.628 VANGUARD SMALL CAP GROWTH INDEX P 2024-08-15 40000 21534 18466 18466 3277.685 WESTERN ASSET CORE PLUS BD I P 2024-01-18 30646 38820 -8174 -8174 583.746 AMERICAN CAP INC BUILDER F2 P 2024-01-18 38072 29200 8872 8872 CAPITAL GAINS DIVIDENDS P 11320 11320 11320 66633 931 0 931 0 931 609 0 0 0 609 X 5 327 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A WALTER ANGOFF TRUSTEE 6177217887 PO BOX 112917 NAPLES FL 34108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WALTER ANGOFF PO BOX 112917 NAPLES FL 34108 TRUSTEE 5.00 15000 0 0 NONE 0 NONE 0 0 649047 127262 0 776309 0 0 776309 11645 764664 38233 38233 931 931 37302 0 37302 0 37302 42335 0 42335 37302 27721 0 0 42335 27721 0 0 14614 0 0 0 0 0 0 0 0 22688 0 0 0 WALTER ANGOFF TRUSTEE PO BOX 112917 NAPLES FL 34108 6177217887 GRANT APPLICATIONS MUST BE MADE IN WRITING AND SENT TO THE FOUNDATION'S OFFICE. ALL APPLICATIONS MUST BE ACCOMPANIED BY A COPY OF THE APPLICANT'S 501(C)(3) QUALIFICATION LETTER. APPLICATIONS ARE RECEIVED FROM OCTOBER OF EACH YEAR THROUGH MAY OF THE FOLLOWING YEAR. THE FOUNDATION AWARDS GRANTS SOLELY TO ENTITIES WHICH ARE QUALIFIED AS CHARITABLE ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. GRANTS TYPICALLY RANGE IN SIZE BETWEEN $1,000 AND $3,000 AND RARELY EXCEED $5,000; HOWEVER, UNDER SPECIAL CIRCUMSTANCES INVOLVING UNUSUAL, LONG TERM PROJECTS, THE FOUNDATION MAY ENTERTAIN APPLICATIONS FOR MULTI-YEAR SUPPORT. PREFERENCE IS GIVEN TO SPECIFIC, FOCUSED PROGRAMS AND NEEDS RATHER THAN GENERAL FUNDING, AND PARTICULAR INTEREST IS EXTENDED TO APPLICATIONS FOR MATCHING OR CHALLENGE GRANTS. AMERICAN JEWISH HISTORICAL SOCIETY 15 WEST 16TH ST NEW YORK NY 10011 NONE 501(C)(3) SUPPORT FOR THE SOCIETY'S IMPORTANT MISSION AND ACTIVITIES GENERAL SUPPORT FOR EDUCATIONAL ACTIVITIES RELATING TO THE HISTORY OF AMERICAN JEWS 4000 CRADLES TO CRAYONS BOSTON 281 NEWTONVILLE AVE NEWTONVILLE MA 02460 NONE 501(C)(3) SUPPORT THE READY FOR LEARNING INITIATIVE 3000 NEW ENGLAND FRIENDS OF ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 NONE 501(C)(3) SUPPORT EFFORTS IN DEALING WITH THE EFFECTS OF THE HAMAS OCTOBER ATTACK AND TERRORISM 8000 HOLOCAUST MUSEUM AND COHEN EDUCATIONAL CENTER 1975 IMPERIAL GOLF COURSE BLVD UNIT 108 NAPLES FL 34110 NONE 501(C)(3) SUPPORT THE MUSEUM'S POPUP DISPLAYS AND PRESENTATIONS BY HOLOCAUST SURVIVORS OR THEIR DESCENDANTS TO SCHOOLS THROUGHOUT SOUTHWEST FLORIDA 4000 THE BAKER CENTER FOR CHILDREN AND FAMILIES 746 SOUTH STREET 2ND FLOOR WALTHAM MA 02453 NONE 501(C)(3) SUPPORT OF CAMP BAKER AND ITS INNOVATIVE THERAPEUTIC PROGRAM THAT TREATS CHILDREN WITH ADHD AND OTHER BEHAVIOR ISSUES 3000 NEW LONDON BARN PLAYHOUSE INC PO BOX 9 NEW LONDON NH 03257 NONE 501(C)(3) GENERAL SUPPORT OF THE YEAR ROUND CHILDREN'S THEATER PROGRAMMING AND ADULT EDUCATION INITIATIVES 2000 VILNA SHUL BOSTON CENTER FOR JEWISH CULTURE INC 18 PHILLIPS ST BOSTON MA 02114 NONE 501(C)(3) GENERAL SUPPORT FOR RELIGIOUS ACTIVITIES 2000 KEARSARGE COUNCIL ON AGING PO BOX 1262 NEW LONDON NH 03257 NONE 501(C)(3) SUPPORT FOR THE SEGRESS PROJECT 2000 PATHWAYS EARLY EDUCATION CENTER OF IMMOKALEE INC 4060 TAMIAMI TRAIL N UNIT 1 NAPLES FL 34103 NONE 501(C)(3) SUPPORT OF THE CENTER'S EARLY LEARNING PROGRAM 3000 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 202242126 NONE 501(C)(3) SUPPORT THE MUSEUM'S IMPORTANT OPERATIONS AND ITS EFFORTS TO COMBAT ANTISEMITISM 4000 JEWISH FEDERATION OF GREATER NAPLES 4720 PINE RIDGE ROAD NAPLES FL 34119 NONE 501(C)(3) SUPPORT FOR THE GREATER NAPLES ISRAEL EMERGENCY RELIEF FUND 1000 36000 0 1 16507 66633 0 0 83141 83141 3 THE INCOME EARNED IS USED PRIMARILY IN THE AREAS OF EDUCATION, MEDICAL SCIENCE AND SERVICES, CHILDREN'S SERVICES AND ACTIVITIES, RELIGIOUS PLURALISM AND THE FINE ARTS. IN ALL CASES, THE GRANTS ARE MADE SOLELY TO ENTITIES WHICH ARE ORGANIZED FOR CHARITABLE PURPOSES AND WHICH ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 4 THE INCOME EARNED IS USED PRIMARILY IN THE AREAS OF EDUCATION, MEDICAL SCIENCE AND SERVICES, CHILDREN'S SERVICES AND ACTIVITIES, RELIGIOUS PLURALISM AND THE FINE ARTS. IN ALL CASES, THE GRANTS ARE MADE SOLELY TO ENTITIES WHICH ARE ORGANIZED FOR CHARITABLE PURPOSES AND WHICH ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 0 0 0 0 0 0 0 0 0 0 EARLENE D BAKERMAN, CPA 2600 1300 1300 COMPUTER 2014-05-30 1562 1562 200DB 5.000000000000 0 0 SCANNER 2018-02-06 418 418 200DB 5.000000000000 0 0 PRINTER 2018-05-10 376 376 200DB 5.000000000000 0 0 MACBOOK PRO COMPUTER 2020-02-01 1390 1150 200DB 5.000000000000 160 0 AMERICAN AMCAP F2 FMV 35243 72045 AMERICAN GW FD OF AMERICAN F2 FMV 38061 87576 AMERICAN WA MUTUAL F2 FMV 34029 63805 BARON ASSET INSTL FMV 35987 49405 ISHARES S&P 500 GROWTH ETF FMV 89827 150710 ISHARES S&P 500 VAL ETF FMV 117052 175876 LOOMIS SAYLES BOND FUND FMV 21892 19880 VANGUARD SHORT TERM BND FMV 40970 39424 VANGUARD SMALL CAP GROWTH INDEX FMV 14370 26047 COMPUTER 1562 1562 0 SCANNER 418 418 0 PRINTER 376 376 0 MACBOOK PRO COMPUTER 1390 1310 80 MASS FILING FEE 35 0 35 INVESTMENT MANAGEMENT FEES 3751 3751 0 OFFICE EXPENSES 1104 1104 0