Nonprofit · EIN 88-6541290
MARGARET WILLIS MORTON TEST TR
Also known as BONNIE YOCHELSON TTEE
Tax-exempt · NEW YORK, NY 10013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $223,592 | $312,188 | -$88,596 | $3,087,737 | $1 | $3,087,736 |
| December 31, 2023 | 990-PF | $145,283 | $154,963 | -$9,680 | $3,201,815 | $25,483 | $3,176,332 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $12,040
- Dividends
- $34,533
- Interest
- $122,799
- Net gain from sales of assets
- $52,119
- Other income
- $2,101
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $5,511
- Salaries, compensation and benefits (total)
- $180,311
- Disbursements for charitable purposes
- $311,081
- Excise tax on investment income
- $2,941
Balance sheet and other
- Total assets, start of year
- $3,201,815
- Total assets, end of year
- $3,087,737
- Total liabilities, end of year
- $1
- Net assets, end of year
- $3,087,736
- Fair market value of assets
- $3,907,432
- Qualifying distributions
- $311,081
- Net investment income
- $211,552
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANIE A NEEL 199 HANCOCK STREET, BROOKLYN, NY 11216 | ARCHIVE SUPERVISOR Highest-paid employee | 30 | $85,406 | $4,674 |
| BONNIE YOCHELSON 335 GREENWICH STREET APT 2C, NEW YORK, NY 10013 | Trustee | 15 | $5,511 | – |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE A NEEL 199 HANCOCK STREET, BROOKLYN, NY 11216 | ARCHIVE SUPERVISOR Highest-paid employee | 30 | $50,275 |
| BONNIE YOCHELSON 335 GREENWICH STREET APT 2C, NEW YORK, NY 10013 | Trustee | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 335 GREENWICH ST APT 2C, NEW YORK, NY 10013-3321
- In care of
- % PARKER & CARMODY LLP
- Signed the 990-PF
- BONNIE YOCHELSON, Trustee
- Phone
- (917) 572-6919
- Website
- www.margaretmorton.org
- Return prepared by
- Wank & Liptzin LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-6541290
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A20)
- Assets (IRS master file)
- $3,087,737
- Income (IRS master file)
- $523,057
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $223,592 | $312,188 | $3,087,737 | XML |
| 990-PF | December 2023 | $145,283 | $154,963 | $3,201,815 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-6541290).
Questions about MARGARET WILLIS MORTON TEST TR
- What is the EIN of MARGARET WILLIS MORTON TEST TR?
- The employer identification number (EIN) of MARGARET WILLIS MORTON TEST TR is 88-6541290.
- Is MARGARET WILLIS MORTON TEST TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to MARGARET WILLIS MORTON TEST TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET WILLIS MORTON TEST TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET WILLIS MORTON TEST TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGARET WILLIS MORTON TEST TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARGARET WILLIS MORTON TEST TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $85,406 (STEPHANIE A NEEL, ARCHIVE SUPERVISOR).
- How much revenue does MARGARET WILLIS MORTON TEST TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $223,592, expenses of $312,188 and total assets of $3,087,737 at year end.
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