BETA

MORGAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MORGAN FAMILY FOUNDATION (EIN 35-2124850)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202411309349101931
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T11:34:29-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481111111PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13925 RIVER CROSSING PKWY STE 100AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352124850EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORGAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORGBusinessNameControlTxt
Phone3178448699PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111250 N GRAY RDAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP460339703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROXANNA MORGANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3175806565PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROXANNAPersonFirstNm
Person LastMORGANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSIE M KEATONPreparerPersonNm
PTINP00765420PTIN
Phone3174722200PhoneNum
Preparation2024-05-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$376,372FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$88,390ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$808DividendsRevAndExpnssAmt
Dividends Net Invst Incm$808DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,785NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,380GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,785CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$346OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$99,329TotalRevAndExpnssAmt
Total Net Invst Incm$10,593TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,827LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,913LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,914LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$725AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$725AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$11OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,288TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,649TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,639TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$88,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$88,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,788TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,649TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,139TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,541ExcessRevenueOverExpensesAmt
Net Investment Income$7,944NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$330,782SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,019SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,019SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$45,459CorporateStockEOYAmt
Corporate Stock EOYFMV$372,353CorporateStockEOYFMVAmt
Total Assets BOY$330,782TotalAssetsBOYAmt
Total Assets EOY$49,478TotalAssetsEOYAmt
Total Assets EOYFMV$376,372TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$330,782RetainedEarningBOYAmt
Retained Earning EOY$49,478RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$330,782TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$49,478TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$330,782TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$49,478TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$330,782TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,541ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$336,323SubtotalAmt
Other Decreases$286,845OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$49,478TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD TOTAL STOCKMARKET INDEX ADMIRALPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2011-09-07AcquiredDt
Sold2023-08-23SoldDt
Gross Sales Price$13,380GrossSalesPriceAmt
Cost Or Other Basis$3,595CostOrOtherBasisAmt
Gain Or Loss$9,785GainOrLossAmt
Gains Minus Excess Or Losses$9,785GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,785CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$110InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$110SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$110TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$764EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$764TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$654OverpaymentAmt
Applied To ES Tax$654AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKELLY WIKERTIndividualWithBooksNm
Phone3175806565PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111250 NORTH GRAY ROADAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP460339703ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROXANNA L MORGANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111250 NORTH GRAY ROADAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46033ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$353,577AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$353,577TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$353,577AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,304CashDeemedCharitableAmt
Net Vl Noncharitable Assets$348,273NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,414MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,414MinimumInvestmentReturnAmt
Tax Based On Investment Income$110TaxBasedOnInvestmentIncomeAmt
Total Tax$110TotalTaxAmt
Distributable Before Adj$17,304DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,304DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,304DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,139ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$91,139QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,304DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$137,132ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$149,979ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$84,849ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$159,153ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$77,746ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$608,859TotalExcessDistributionCyovAmt
Qualifying Distributions$91,139QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,304AppliedToCurrentYearAmt
Remaining Distri From Corpus$73,835RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$682,694TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$137,132ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$545,562ExcessDistriCyovToNextYrAmt
Excess From Year4$149,979ExcessFromYear4Amt
Excess From Year3$84,849ExcessFromYear3Amt
Excess From Year2$159,153ExcessFromYear2Amt
Excess From Year1$77,746ExcessFromYear1Amt
Excess From Current Year$73,835ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROXANNA L MORGANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
MISSIONS OF HOPE INTERNATIONAL
15025 N 19TH AVE BLDG FPHOENIXAZ85023NONEPUBLIC CHARITYGENERAL FUND$75,000
VOX CHRISTIAN FELLOWSHIP
134 STEVENS RDLEBANONNH03766NONEPUBLIC CHARITYGENERAL FUND$2,000
ALLEGRO ORGANIZATIONAL SOLUTIONS INC
5535 MEMORIAL DR F-811HOUSTONTX77007NONEPUBLIC CHARITYGENERAL FUND$6,000
WYCLIFFE SEED COMPANY
220 WESTWAY PL STE 100ARLINGTONTX76018NONEPUBLIC CHARITYGENERAL FUND$1,000
MIRACLE LEAGUE OF DELRAY BEACH INC
1015 ANCHOR POINTDELRAY BEACHFL33444NONEPUBLIC CHARITYGENERAL FUND$2,000
FLAMING FEET
NONEPUBLIC CHARITYGENERAL FUND$2,500PO BOX 2013NAIROBIKE00100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$88,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$808ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$346ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,785ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,939ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,939TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROXANNA L MORGANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111250 N GRAY RDAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46033ZIPCd
FieldValueIRS element (for citing)
Total Contributions$88,390TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property125 SHARES OF VANGUARD TOTAL STOCK MKT INDEX ADMIRALNoncashPropertyDesc
Fair Market Value$13,390FairMarketValueAmt
Received2023-08-23ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,450Amt
Net Investment Income$725NetInvestmentIncomeAmt
Disbursements Charitable Prps$725DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBERKSHIRE HATHAWAYStockNm
EOY Book Value$45,459EOYBookValueAmt
EOYFMV$372,353EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,827LegalFeesAmt
Net Investment Income$1,913NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,914DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DIFFERENCE BETWEEN FMV OF CONTRIBUTION AND BOOK VALUE$9,785
COST BASIS ADJUSTMENT$277,060

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$1$1$0
INVESTMENT FEES$10$10$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Revenue And Expenses Per Books$346RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$346AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ROXANNA L MORGAN
11250 NORTH GRAY ROADCARMELIN46033
C DAVID MORGAN
3963 CHADWICK DRIVECARMELIN46033

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