2025-11-15T07:11:56-05:00 2024-12-31 ERNST & YOUNG US LLP ONE MANHATTAN WEST NEW YORK NY 100018604 990PF 2024-01-01 326409207 The Morton and Spapperi Family Foundation % JULIE SPAPPERI-MORTON MORT 5712462258 612 CENTER STREET SOUTH Suite 100 VIENNA VA 22180 KENT MORTON TRUSTEE, CHAIRMAN 5712462258 2025-11-14 true true Lawrence Luebcke P00841404 2127733000 2025-11-11 2024 2025-03-06 01:10:19Z X 583346 X 0 X 46 46 21195 21195 -1045 106069 0 20196 21241 0 5964 3948 430 30 4173 4158 10567 3978 4158 0 0 10567 3978 4158 9629 17263 0 10937 4084 4084 8960 2065 2065 531928 577197 577197 4186 4186 551825 583346 583346 27 2030 27 2030 X 551798 581316 551798 581316 551825 583346 551798 9629 19889 581316 581316 PUBLICLY TRADED SECURITIES 103760 107114 -3354 -3354 CAPITAL GAIN DIVIDENDS P 2309 -1045 240 240 240 211 0 600 811 571 571 false false false false false false false true true VA true false false false false true WWW.RESTORENATURE.ORG JULIE SPAPPERI-MORTON 5712462258 612 CENTER STREET SOUTH SUITE 100 VIENNA VA 22180 false false false false false false false false false false false false false false false false false false false false JULIE SPAPPERI-MORTON 612 CENTER STREET SOUTH VIENNA VA 22180 TRUSTEE, PRESIDENT 8.0 0 0 0 KENT MORTON 612 CENTER STREET SOUTH VIENNA VA 22180 TRUSTEE, CHAIRMAN 5.0 0 0 0 LEISA RUSSELL 2122 BAY FRONT TERRACE ANNAPOLIS MD 21409 CHIEF FINANCIAL OFFICER 2.0 0 0 0 554192 19371 0 573563 0 573563 8603 564960 28248 28248 240 240 28008 28008 28008 4158 0 0 0 0 4158 28008 0 2022 2021 2020 0 21920 5666 27586 4158 0 4158 0 23850 23850 3736 0 0 0 0 3736 3736 JULIE SPAPPERI-MORTON KENT MORTON NONE X 14 46 14 21195 18 -1045 20196 20196 false false false false false false false false false false OFFICE EQUIPMENT 2020-01-01 4186 4186 DDB 7 ETF'S : ISHARES CORE S&P 500 89778 89778 ISHARES RUSSELL 2000 25872 25872 PGIM ULTRA SHORT BOND 75208 75208 VANGUARD REAL ESTATE 13264 13264 BOND FUNDS: BAIRD SHORT-TERM BOND IN 41432 41432 DOUBLELINE LOW DURATION 0 0 BLACKROCK TOTAL RETURN 64078 64078 LORD ABBETT SHORT DURATION 44689 44689 STONE RIDGE TR V 0 0 FPA NEW INCOME 37594 37594 DIAMOND HILL SHORT DUR S 25050 25050 GUGGENHEIM TOTAL RETURN 54328 54328 PIMCO INCOME INSTL 29708 29708 EQUITY FUNDS: ARTISAN INTERNATIONAL VA 13632 13632 FIDELITY ADVISOR REAL ES 12802 12802 SEAFARER OVERSEAS GR 9339 9339 THE MERGER FUND I 21888 21888 WCM FOCUSED INTERNATIONA 18535 18535 BANK CHARGES 1680 1680 SUBSCRIPTIONS 1116 1116 TELECOMMUNICATIONS 1339 1339 POSTAGE 38 23 UNREALIZED GAINS ON INVESTMENTS 19889 PROFESSIONAL FEES 5964 3948 EXCISE TAXES PAID 400 FOREIGN TAXES PAID 30 30