ORT AMERICA, INC.

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	2003-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LN, NEW YORK, NY, 100384810

Signature of

Role	Plan administrator
Date	2025-01-16
Name of individual signing	FRANKLIN PENA
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2003-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LN, NEW YORK, NY, 100384810

Signature of

Role	Plan administrator
Date	2024-09-25
Name of individual signing	FRANKLIN PENA
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2003-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LN, NEW YORK, NY, 100384810

Signature of

Role	Plan administrator
Date	2023-10-04
Name of individual signing	JEFFREY COOPER

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1962-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LANE, 10TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2023-10-16
Name of individual signing	JEFFREY COOPER
Role	Employer/plan sponsor
Date	2023-10-16
Name of individual signing	JEFFREY COOPER

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1980-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LANE, 10TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2023-09-27
Name of individual signing	JEFFREY COOPER
Role	Employer/plan sponsor
Date	2023-09-27
Name of individual signing	JEFFREY COOPER

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1962-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LANE, 10TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2022-10-11
Name of individual signing	JEFFREY COOPER
Role	Employer/plan sponsor
Date	2022-10-11
Name of individual signing	JEFFREY COOPER

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2003-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LN, NEW YORK, NY, 100384810

Signature of

Role	Plan administrator
Date	2022-10-17
Name of individual signing	JEFFREY COOPER

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1980-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LANE, 10TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2022-10-11
Name of individual signing	JEFFREY COOPER
Role	Employer/plan sponsor
Date	2022-10-11
Name of individual signing	JEFFREY COOPER

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1962-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LANE, 10TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2021-10-14
Name of individual signing	JEFFREY COOPER
Role	Employer/plan sponsor
Date	2021-10-14
Name of individual signing	JEFFREY COOPER

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1980-01-01
Business code	813000
Sponsor’s telephone number	2125057700
Plan sponsor’s address	75 MAIDEN LANE, 10TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2021-10-13
Name of individual signing	JEFFREY COOPER
Role	Employer/plan sponsor
Date	2021-10-13
Name of individual signing	JEFFREY COOPER

Recipient	ORT AMERICA, INC.
Recipient Name Raw	ORT AMERICA, INC.
Recipient UEI	NC9AJU7B3VZ3
Recipient DUNS	076828706
Recipient Address	75 MAIDEN LN FL 10, NEW YORK, NEW YORK, NEW YORK, 10038-4607, UNITED STATES
Obligated Amount	730000.00
Non-Federal Funding	0.00
Original Subsidy Cost	0.00
Face Value of Direct Loan	0.00
Link	View Page

In Care of Name	% BOB ADLEMAN CFO
Group Exemption Number	0000
Subsection	Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation	Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification	Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility	Contributions are deductible.
Foundation	Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period	2023-12
Asset	10,000,000 to 49,999,999
Income	10,000,000 to 49,999,999
Filing Requirement	990 (all other) or 990EZ return
PF Filing Requirement	No 990-PF return
Accounting Period	Dec
Asset Amount	23042184
Income Amount	27855547
Form 990 Revenue Amount	15498529
National Taxonomy of Exempt Entities	-
Sort Name	-

Publication 78 Data

Description	Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List	Yes
Deductibility	Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	202212
Filing Type	E
Return Type	990T
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	202112
Filing Type	E
Return Type	990
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	202112
Filing Type	E
Return Type	990T
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	202012
Filing Type	E
Return Type	990
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	202012
Filing Type	E
Return Type	990
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	202012
Filing Type	E
Return Type	990T
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	201912
Filing Type	P
Return Type	990T
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	201912
Filing Type	E
Return Type	990
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	201812
Filing Type	E
Return Type	990
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	201812
Filing Type	P
Return Type	990T
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	201812
Filing Type	P
Return Type	990T
File	View File
Organization Name	ORT AMERICAINC
EIN	13-5562424
Tax Period	201712
Filing Type	E
Return Type	990
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	201712
Filing Type	P
Return Type	990T
File	View File
Organization Name	ORT AMERICAINC
EIN	13-5562424
Tax Period	201612
Filing Type	E
Return Type	990
File	View File
Organization Name	ORT AMERICAINC
EIN	13-5562424
Tax Period	201612
Filing Type	E
Return Type	990
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	201612
Filing Type	P
Return Type	990T
File	View File
Organization Name	ORT AMERICA INC
EIN	13-5562424
Tax Period	201612
Filing Type	E
Return Type	990
File	View File
Organization Name	ORT AMERICAINC
EIN	13-5562424
Tax Period	201512
Filing Type	E
Return Type	990
File	View File

Loan Status Date	2021-02-09
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	784320
Loan Approval Amount (current)	784320
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	24037
Servicing Lender Name	First Merchants Bank
Servicing Lender Address	200 E. Jackson St., Muncie, IN, 47305
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	New York, NEW YORK, NY, 10038-4607
Project Congressional District	NY-10
Number of Employees	42
NAICS code	813211
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Non-Profit Organization
Originating Lender ID	451034
Originating Lender Name	First Merchants Bank
Originating Lender Address	Farmington Hills, MI
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	794333.51
Forgiveness Paid Date	2022-05-03

Loan Status Date	2021-01-21
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	784200
Loan Approval Amount (current)	784200
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	24037
Servicing Lender Name	First Merchants Bank
Servicing Lender Address	200 E. Jackson St., Muncie, IN, 47305
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Unanswered
Project Address	NEW YORK, NEW YORK, NY, 10038-4810
Project Congressional District	NY-10
Number of Employees	47
NAICS code	813211
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Non-Profit Organization
Originating Lender ID	451034
Originating Lender Name	First Merchants Bank
Originating Lender Address	Farmington Hills, MI
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	789377.87
Forgiveness Paid Date	2020-12-30

Circuit	Second Circuit
Origin	original proceeding
Jurisdiction	federal question
Jury Demand	Plaintiff demands jury
Demanded Amount	0
Termination Class Action	Missing
Procedural Progress	no court action
Nature Of Judgment	no monetary award
Judgement	missing
Arbitration On Termination	Missing
Office	1
Filing Date	2013-08-22
Termination Date	2014-07-23
Section	1331
Status	Terminated

Parties

Name	LA BELLA
Role	Plaintiff
Name	ORT AMERICA, INC.
Role	Defendant

Circuit	Second Circuit
Origin	original proceeding
Jurisdiction	federal question
Jury Demand	Defendant demands jury
Demanded Amount	0
Termination Class Action	Missing
Procedural Progress	pretrial conference held
Nature Of Judgment	no monetary award
Judgement	missing
Arbitration On Termination	Missing
Office	1
Filing Date	2020-01-29
Termination Date	2024-06-03
Date Issue Joined	2020-06-17
Pretrial Conference Date	2020-07-14
Section	1051
Status	Terminated

Parties

Name	ORT AMERICA, INC.
Role	Plaintiff
Name	U.S. ORT OPERATIONS, IN,
Role	Defendant