2025-11-05T11:54:11-06:00 2025-09-30 222674480 EARLENE D BAKERMAN CPA 865 TURNPIKE STREET NORTH ANDOVER MA 018456139 990PF 2024-10-01 043357627 MARTIN SALOMON MORTON AND GUSTEL SCHREIBER MORTON FOUNDATION MART 6177217887 CO WALTER ANGOFF PO BOX 112917 NAPLES FL 34108 WALTER ANGOFF TRUSTEE 6177217887 2025-11-05 1 ELISABETH H KFOURY CPA P00004533 9786915115 2025-11-05 2024 2025-03-06 01:10:19Z X 856496 X X 1 1 14355 14355 81368 116796 81368 95724 95724 15000 10000 5000 2650 1325 1325 1287 0 0 80 0 5313 5313 0 24330 16638 6325 35000 35000 59330 16638 41325 36394 79086 8261 11396 11396 122334 183412 183412 427431 399692 657942 3746 3746 80 0 3746 558106 594500 856496 0 0 X 0 0 0 0 558106 594500 558106 594500 558106 594500 558106 36394 0 594500 0 594500 365.675 AMERICAN GW FD OF AMERICAN F2 P 2003-05-07 2025-07-07 30000 7508 22492 22492 272 ISHARES S&P 500 GROWTH P 2019-08-05 2025-07-07 29994 11898 18096 18096 151 ISHARES S&P 500 VAL P 2025-07-07 29822 16022 13800 13800 CAPITAL GAINS DIVIDENDS P 26980 26980 26980 81368 1099 0 1099 0 1099 960 0 0 0 960 X 0 139 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 676148 152712 0 828860 0 0 828860 12433 816427 40821 40821 1099 1099 39722 0 39722 0 39722 41325 0 41325 39722 22688 0 0 41325 22688 0 0 18637 0 0 0 0 0 0 0 0 21085 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 HOLOCAUST MUSEUM AND COHEN EDUCATIONAL CENTER 1975 IMPERIAL GOLF COURSE BLVD UNIT 108 NAPLES FL 34110 NONE 501(C)(3) GENERAL SUPPORT OF THE MUSEUM'S MISSION AND ACTIVITIES 4000 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 6000 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 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 VILNA SHUL BOSTON CENTER FOR JEWISH CULTURE INC 18 PHILLIPS ST BOSTON MA 02114 NONE 501(C)(3) GENERAL SUPPORT FOR RELIGIOUS ACTIVITIES 3000 BAKER SENIOR CENTER 6200 AUTUMN OAKS LANE NAPLES FL 33119 NONE 501(C)(3) SUPPORT FOR COGNITIVE HEALTH DEPARTMENT 2000 ASSOCIATION FOR JEWISH STUDIES 1441 BROADWAY NEW YORK NY 10018 NONE 501(C)(3) GENERAL SUPPORT FOR JEWISH STUDIES PROGRAM 3000 ABOVE THE CLOUDS 125 ACCES RD NORWOOD MA 02062 NONE 501(C)(3) SUPPORT DREAM FLYERS AND AVIATION DISCOVERY DAYS PROGRAM 4000 35000 0 1 14355 81368 0 0 95724 95724 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 2650 1325 1325 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 1310 200DB 5.000000000000 80 0 AMERICAN AMCAP F2 FMV 35243 76102 AMERICAN GW FD OF AMERICAN F2 FMV 30553 67003 AMERICAN WA MUTUAL F2 FMV 34029 66366 BARON ASSET INSTL FMV 43513 49532 ISHARES S&P 500 GROWTH ETF FMV 77929 157177 ISHARES S&P 500 VAL ETF FMV 101031 153024 LOOMIS SAYLES BOND FUND FMV 21892 20044 VANGUARD SHORT TERM BND FMV 40970 39534 VANGUARD SMALL CAP GROWTH INDEX FMV 14532 29160 COMPUTER 1562 1562 0 SCANNER 418 418 0 PRINTER 376 376 0 MACBOOK PRO COMPUTER 1390 1390 0 INVESTMENT MANAGEMENT FEES 4134 4134 0 OFFICE EXPENSES 1179 1179 0 FORM 990PF 1287 0 0