2025-11-02T06:02:37-08:00 2024-12-31 113181803 Wank & Liptzin LLP 585 Stewart Avenue Suite 600 Garden City NY 11530 990PF 2024-01-01 886541290 MARGARET WILLIS MORTON TESTAMENTARY TRUST MARG 9175726919 335 GREENWICH STREET 2C NEW YORK NY 10013 BONNIE YOCHELSON Trustee 2025-11-02 true true Rhona Liptzin P00251947 5167390555 2024 2025-03-06 01:10:19Z X 3907432 X 12040 X 122799 122799 122799 34533 34533 34533 52119 351584 52119 2101 2101 2101 223592 211552 159433 5511 5511 180311 180311 6885 6885 10567 10567 42 42 18949 18949 1107 18434 18434 55382 55382 297188 0 296081 15000 15000 312188 0 311081 -88596 211552 159433 2894721 2273037 3089394 9760 2771 291988 807690 813799 6332 3563 3876 2769 2769 1470 1470 1470 3201815 3087737 3907432 25483 1 25483 1 X 3176332 3087736 3176332 3087736 3201815 3087737 3176332 -88596 3087736 3087736 MORGAN STANLEY #135065- S/T COVERED P 2024-09-24 2024-12-20 6021 7505 -1484 -1484 MORGAN STANLEY #135065- L/T COVERED P 2022-09-22 2024-09-23 345563 291960 53603 53603 52119 -1484 2941 2941 2941 2070 5000 7070 4129 4129 false false false false false false false true true NY true true false false false true www.margaretmorton.org BONNIE YOCHELSON 9175726919 335 GREENWICH STREET APT 2C NEW YORK NY 10013 false false false false false false false false false false false false false false false false false false false false false false BONNIE YOCHELSON 335 GREENWICH STREET APT 2C NEW YORK NY 10013 Trustee 15.00 5511 STEPHANIE A NEEL 199 HANCOCK STREET BROOKLYN NY 11216 ARCHIVE SUPERVISOR 30.00 85406 4674 NONE Our major 2024 achievements were the acceptance in Sept of Margaret's papers (including negatives, contact sheets, digital media) by the Archives of American Art and in December of the art work (photographic prints) related to Margaret's project, The Tunnel. Preparing for meetings with the AAA archivist and the MCNY curator took months of work. In addition, we transferred our inventories and other records into our Collection Access database. Making a donation to Cooper Union, where Margaret was a tenured professor in the School of Art for over 30 years; the total number of boxes in this collection donation was 18 boxes of various archival materials (March 2024).Implemented a customized CollectiveAccess database and imported existing metadata from collection inventories created in 2023 (Jan-June 2024).Arranged donation agreement of Margarets papers to the Archives of American Art, at a date to be determined by the Trust and the Archives (September 2024).Arranged donation of Margarets ph 311080 752003 2420647 0 3172650 0 3172650 47590 3125060 156253 X 311081 311081 X 156253 145283 43373 344909 132815 123491 36867 293173 311081 153412 51244 515737 311081 153412 51244 515737 104169 105113 41963 251245 X YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 DONATION 15000 15000 122799 34533 2101 52119 159433 52119 211552 false false false false false false false false false false ACCOUNTING FEE 10567 0 0 10567 FURNITURE 2022-04-28 6332 2456 200DB 0.1749 1107 Furniture and Fixtures 6332 3563 2769 2769 LEGAL FEES 6885 0 0 6885 SECURITY DEPOSITS 1470 1470 1470 ARCHIVAL SUPPLIES 613 613 BROKERAGE FEES 3458 3458 DATABASE DESIGN 14572 14572 DUES & SUBSCRIPTIONS 660 660 INSURANCE 23476 23476 LOCAL TRANSPORTATION 281 281 MEALS 61 61 OFFICE EXPENSE 453 453 OFFICE SUPPLIES 1464 1464 PAYROLL PROCESSING 7875 7875 POSTAGE 54 54 REPAIRS & MAINTENANCE 220 220 WEBSITE & INTERNET 2195 2195 Other Investment Income 2101 2101 2101 DUE TO ESTATE OF MARGARET WILLIS MORTON 24842 DUE TO BONNIE YOCHELSON - TRUSTEE 640 Rounding 1 1 FEDERAL TAXES 3500 3500 PAYROLL TAXES 15449 15449