MOREL FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MOREL FAMILY FOUNDATION (EIN 47-5521535)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202431369349104263
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:32:20-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475521535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOREL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORE | BusinessNameControlTxt |
| Phone | 2674066164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 EAST ASHLAND STREET | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD MOREL JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2674066164 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | MOREL JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2154414600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,261,644 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $71,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71,221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $204,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $521,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,315,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $521,795 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $797,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $797,844 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,856 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,815,878 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,815,878 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,875,555 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,856 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,815,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,077,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $774,988 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,691,852 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $707,678 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $707,678 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,124,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,553,966 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,553,966 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,816,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,261,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,261,644 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,816,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,261,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,816,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,261,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,816,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,261,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,816,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,077,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,738,813 | SubtotalAmt |
| Other Decreases | $477,169 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,261,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FHLB BOND | P | 2017-02-07 | 2023-01-10 | $50,000 | $49,906 | $94 | $94 |
| FHLB BOND | P | 2018-06-07 | 2023-06-09 | $100,000 | $100,000 | $0 | $0 |
| FIDELITY 500 INDEX FUND | P | 2021-03-31 | 2023-06-13 | $150,000 | $136,338 | $13,662 | $13,662 |
| JOHN DEERE CPTL CORP | P | 2018-06-05 | 2023-06-07 | $50,000 | $50,000 | $0 | $0 |
| ENTERPRISE PRODUCTS OPER | P | 2018-06-27 | 2023-03-15 | $75,000 | $74,083 | $917 | $917 |
| UNION PAC CORP NTS | P | 2018-06-06 | 2023-06-08 | $50,000 | $49,973 | $27 | $27 |
| COMCAST CORP | P | 2022-02-02 | 2023-01-24 | $10,725 | $13,283 | -$2,558 | -$2,558 |
| BROADCOM INC | P | 2022-02-02 | 2023-05-30 | $7,447 | $5,384 | $2,063 | $2,063 |
| CONOCOPHILLIPS | P | 2022-02-02 | 2023-03-31 | $2,183 | $1,975 | $208 | $208 |
| UNITED PARCEL SERVICE INC | P | 2022-02-02 | 2023-05-30 | $3,555 | $4,591 | -$1,036 | -$1,036 |
| ABBVIE INC COM | P | 2023-01-01 | 2023-03-31 | $2,372 | $2,372 | $2,372 | |
| CONOCOPHILLIPS | P | 2022-02-02 | 2022-07-25 | $2,137 | $2,154 | -$17 | -$17 |
| WEST PHARMACEUTICAL | P | 2017-03-24 | 2022-07-28 | $674,120 | $161,204 | $512,916 | $512,916 |
| PHILIP MORRIS INTL INC | P | 2018-06-01 | 2022-08-17 | $50,000 | $48,016 | $1,984 | $1,984 |
| INTEL CORP | P | 2022-02-02 | 2022-08-12 | $3,077 | $4,185 | -$1,108 | -$1,108 |
| MEDTRONIC PLC | P | 2022-02-02 | 2022-08-12 | $10,260 | $11,079 | -$819 | -$819 |
| EMERSON ELECTRIC CO | P | 2022-02-02 | 2022-09-21 | $4,368 | $5,413 | -$1,045 | -$1,045 |
| VF CORP | P | 2022-02-02 | 2022-09-26 | $6,232 | $10,803 | -$4,571 | -$4,571 |
| FHLB BOND | P | 2018-04-18 | 2022-12-09 | $50,000 | $49,375 | $625 | $625 |
| CONOCOPHILLIPS | P | 2022-02-02 | 2022-12-06 | $3,198 | $2,424 | $774 | $774 |
| GOLDMAN SACHS GROUP INC | P | 2022-02-02 | 2022-12-06 | $2,553 | $2,513 | $40 | $40 |
| MORGAN STANLEY | P | 2022-02-02 | 2022-12-06 | $2,627 | $3,076 | -$449 | -$449 |
| TARGET CORP | P | 2022-02-02 | 2022-12-16 | $3,356 | $4,990 | -$1,634 | -$1,634 |
| WELLS FARGO & CO NEW | P | 2022-02-02 | 2022-12-06 | $2,335 | $2,985 | -$650 | -$650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $521,795 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,250 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,478 | OverpaymentAmt |
| Applied To ES Tax | $21,478 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2674066164 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 EAST ASHLAND STREET | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD E MOREL JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 EAST OAKLAND AVE | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,574,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,257,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,831,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,831,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,476 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,699,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $434,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $434,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,772 | TotalTaxAmt |
| Distributable Before Adj | $424,191 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,191 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,191 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,815,878 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,815,878 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,191 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $934,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,314,765 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,162,941 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,245,029 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,025,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,682,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,815,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424,191 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,391,687 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,074,397 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $934,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,140,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,314,765 | ExcessFromYear4Amt |
| Excess From Year3 | $5,162,941 | ExcessFromYear3Amt |
| Excess From Year2 | $1,245,029 | ExcessFromYear2Amt |
| Excess From Year1 | $3,025,698 | ExcessFromYear1Amt |
| Excess From Current Year | $1,391,687 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD E MOREL JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD MOREL JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 EAST ASHLAND STREET | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2674066164 | RecipientPhoneNum |
| Form And Info And Materials | TYPED LETTER, 8.5 X 11. SPECIFIC PURPOSE AND PROPOSED USE OF ANY GRANT MONEY REQUESTED; MAXIMUM GRANT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 31 FOR ANY FISCAL PERIOD BEGINNING JULY 1 AND THROUGH JUNE 30. | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN BATTLEFIELD TRUST | ||||||||||||
| 1156 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL FUND | $5,000 | |||||
| AMWELL CONSERVATION TRUST | ||||||||||||
| 1010 ROUTE 601 | SKILLMAN | NJ | 08558 | NONE | PC | GENERAL FUND | $300 | |||||
| BUCKS COUNTY POLICE ASSOCIATION | ||||||||||||
| 272 TITUS AVE 210 | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $100 | |||||
| CAMP VICTORY | ||||||||||||
| 58 CAMP VICTORY RD | MILLVILLE | PA | 17846 | NONE | PC | FUNDING FOR THOSE THAT CANNOT AFFORD TO ATTEND A SUMMER CAMP FOR CHILDREN WITH DISABILITIES. | $5,000 | |||||
| CANINE PARTNERS FOR LIFE | ||||||||||||
| 334 FAGGS MANOR RD | COCHRANVILLE | PA | 19330 | NONE | PC | GENERAL FUND | $5,000 | |||||
| CENTRAL BUCKS SCHOOL DISTRICT | ||||||||||||
| 20 WELDEN DRIVE | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $4,602 | |||||
| CHILDREN'S BRAIN TUMOR FOUNDATION | ||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GENERAL FUND | $10,000 | |||||
| CHRISTOPHER M FUGA MEMORIAL FOUNDATION | ||||||||||||
| 1014 RIVERWALK DR | PHOENIXVILLE | PA | 19460 | NONE | PC | GENERAL FUND | $5,000 | |||||
| DISCOVER DOYLESTOWN | ||||||||||||
| 63 E STATE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $10,000 | |||||
| FIRST TEE OF GREATER PHILADELPHIA | ||||||||||||
| 1954 PATTISON AVE | PHILADELPHIA | PA | 19145 | NONE | PC | GENERAL FUND | $15,000 | |||||
| FISHERMAN'S MARK | ||||||||||||
| 37 SOUTH MAIN ST | LAMBERTVILLE | NJ | 08530 | NONE | PC | GENERAL FUND | $1,000 | |||||
| FOX CHASE CANCER CENTER | ||||||||||||
| 333 COTTMAN AVE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL FUND | $525,000 | |||||
| FRIENDS OF THE BORO DAM | ||||||||||||
| 1275 ALMSHOUSE ROAD | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $500 | |||||
| LAFAYETTE COLLEGE | ||||||||||||
| 730 HIGH STREET | EASTON | PA | 18042 | NONE | PC | GENERAL FUND | $325,000 | |||||
| MATTHEW RENK FOUNDATION | ||||||||||||
| PO BOX 426 | BUCKINGHAM | PA | 18912 | NONE | PC | GENERAL FUND | $10,000 | |||||
| OUR LADY OF GUADALUPE PARISH | ||||||||||||
| 5175 COLD SPRING CREAMERY ROAD | DOYLESTOWN | PA | 18902 | NONE | PC | GENERAL FUND | $7,000 | |||||
| PROJECT HEALING WATERS | ||||||||||||
| PO BOX 695 | LAPLATA | MD | 20646 | NONE | PC | GENERAL FUND | $1,000 | |||||
| SPECIAL EQUESTRIANS | ||||||||||||
| 2800 W STREET RD | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $20,000 | |||||
| TEMPLE UNIVERSITY | ||||||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $10,376 | |||||
| THE FRANKLIN INSTITUTE | ||||||||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $25,000 | |||||
| THOMAS JEFFERSON UNIVERSITY | ||||||||||||
| 901 WALNUT ST | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $150,000 | |||||
| TRAVIS MANION FOUNDATION | ||||||||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $66,000 | |||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22906 | NONE | PC | GENERAL FUND | $250,000 | |||||
| YMCA OF BUCKS COUNTY | ||||||||||||
| 2500 LOWER STATE ROAD | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $150,000 | |||||
| FOREIGN POLICY RESEARCH INSTITUTE | ||||||||||||
| 123 S BROAD ST SUITE 1920 | PHILADELPHIA | PA | 19109 | NONE | PC | GENERAL FUND | $5,000 | |||||
| FORT WAYNE RAILROAD HISTORICAL SOCIETY | ||||||||||||
| 15808 EDGERTON RD | NEW HAVEN | IN | 46774 | NONE | PC | GENERAL FUND | $50,000 | |||||
| JACK REID FOUNDATION | ||||||||||||
| 200 PARK AVENUE SOUTH SUITE 1218 | NEW YORK | NY | 10003 | NONE | PC | GENERAL FUND | $50,000 | |||||
| MICHENER ART MUSEUM | ||||||||||||
| 138 S PINE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $10,000 | |||||
| MOREL FAMILY FOUNDATION | ||||||||||||
| NONE | PC | GENERAL FUND | $55,000 | 88 QUEENS QUAY W SUITE 2500 | TBD | TORONTO, ON M5J 0 | CA | 18974 | ||||
| PEACE VALLEY NATURE CENTER | ||||||||||||
| 170 N CHAPMAN RD | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $5,000 | |||||
| VITA EDUCATION | ||||||||||||
| 8 EAST COURT STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $5,000 | |||||
| WOODY WILLIAMS FOUNDATION | ||||||||||||
| 12123 SHELBYVILLE ROAD STE 100 | LOUISVILLE | KY | 40243 | NONE | PC | GENERAL FUND | $5,000 | |||||
| 13 HANDS EQUINE RESCUE INC | ||||||||||||
| 50 TUSCAN WAY | CLINTON CORNERS | NY | 12514 | NONE | PC | GENERAL FUND | $30,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,815,878 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,221 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $521,795 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $797,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $797,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENT | StockNm |
| EOY Book Value | $7,553,966 | EOYBookValueAmt |
| EOYFMV | $7,553,966 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $477,169 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $22,856 | $22,856 | $0 |
| LOCKS | $812 | $0 | $0 |
| UTILITES | $10,817 | $0 | $0 |
| CLEANING SERVICES | $2,980 | $0 | $0 |
| LANDSCAPING | $13,180 | $0 | $0 |
| MISCELLANEOUS | $1,797 | $0 | $0 |
| WASTE SERVICES | $720 | $0 | $0 |
| CONTRACTOR SERVICES | $1,035 | $0 | $0 |
| FIRE EQUIPMENT | $1,817 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $163 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments