MOREL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MOREL FAMILY FOUNDATION (EIN 47-5521535)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349102641
- Schema version
- 2023v6.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:49:19-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON SHOEMAKER | PreparerPersonNm |
| PTIN | P00468621 | PTIN |
| Phone | 2154414600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,696,412 | 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 | $60,135 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,135 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $134,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $355,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,899,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $355,051 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $549,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $549,648 | 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 | $9,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,941 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,941 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $41,651 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,651 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,747 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,398 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,362,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,362,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,441,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,410,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,892,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $518,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $707,678 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $487,401 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $487,401 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,238,362 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,175,669 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,553,966 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,985,305 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,711,475 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,328,485 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,321,867 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,261,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,039,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,696,412 | 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 | $8,261,644 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,039,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,261,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,039,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,261,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,039,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,261,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,892,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,369,438 | SubtotalAmt |
| Other Decreases | $329,885 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,039,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AIR LEASE CORP NTS B/E 03.875% 070323 DTD 061818 | P | 2023-06-12 | 2023-07-03 | $75,000 | $74,234 | $766 | $766 |
| TOTAL CAPITAL CANADA LTD 02.750% 071523 DTD 011713 | P | 2018-06-06 | 2023-07-15 | $50,000 | $48,336 | $1,664 | $1,664 |
| MCDONALDS CORP | P | 2022-02-02 | 2023-07-25 | $2,341 | $2,089 | $252 | $252 |
| WALMART INC | P | 2023-07-25 | $2,392 | $2,392 | $2,392 | ||
| FIDELITY 500 INDEX FUND | P | 2021-03-31 | 2023-09-20 | $250,000 | $225,406 | $24,594 | $24,594 |
| NEXTERA ENERGY INC COM | P | 2022-10-31 | 2023-10-05 | $639 | $1,024 | -$385 | -$385 |
| NEXTERA ENERGY INC COM | P | 2023-03-03 | 2023-10-05 | $639 | $943 | -$304 | -$304 |
| NEXTERA ENERGY INC COM | P | 2022-02-02 | 2023-09-28 | $3,654 | $4,862 | -$1,208 | -$1,208 |
| NEXTERA ENERGY INC COM | P | 2022-02-02 | 2023-10-05 | $491 | $772 | -$281 | -$281 |
| NEXTERA ENERGY INC COM | P | 2022-02-16 | 2023-10-05 | $1,524 | $2,329 | -$805 | -$805 |
| NEXTERA ENERGY INC COM | P | 2022-06-22 | 2023-10-05 | $2,801 | $4,201 | -$1,400 | -$1,400 |
| NEXTERA ENERGY INC COM | P | 2022-09-20 | 2023-10-05 | $737 | $1,283 | -$546 | -$546 |
| NEXTERA ENERGY INC COM | P | 2022-09-21 | 2023-10-05 | $491 | $857 | -$366 | -$366 |
| RTX CORP | P | 2022-02-02 | 2023-10-06 | $1,046 | $1,364 | -$318 | -$318 |
| TARGET CORP | P | 2022-02-02 | 2023-09-28 | $3,611 | $7,159 | -$3,548 | -$3,548 |
| TARGET CORP | P | 2022-02-16 | 2023-09-28 | $1,204 | $2,280 | -$1,076 | -$1,076 |
| RTX CORP | P | 2023-10-05 | $2,086 | $2,086 | $2,086 | ||
| RTX CORP | P | 2023-10-06 | $1,325 | $1,325 | $1,325 | ||
| FIDELITY 500 INDEX FUND | P | 2021-03-31 | 2023-12-20 | $750,000 | $636,053 | $113,947 | $113,947 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | P | 2017-01-23 | 2023-12-20 | $72,472 | $60,029 | $12,443 | $12,443 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | P | 2017-02-10 | 2023-12-20 | $71,327 | $60,016 | $11,311 | $11,311 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | P | 2017-03-01 | 2023-12-20 | $69,991 | $59,999 | $9,992 | $9,992 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | P | 2018-05-29 | 2023-12-20 | $36,220 | $33,965 | $2,255 | $2,255 |
| DR PEPPER SNAPPLE GROUP 3.130% 121523 DTD 121416 | P | 2017-03-09 | 2023-12-15 | $25,000 | $24,757 | $243 | $243 |
| CME GROUP INC | P | 2022-02-02 | 2023-12-15 | $3,514 | $3,975 | -$461 | -$461 |
| BROADCOM INC | P | 2022-02-02 | 2024-01-26 | $2,425 | $1,196 | $1,229 | $1,229 |
| LOCKHEED MARTIN CORP | P | 2022-02-02 | 2024-01-26 | $2,579 | $2,317 | $262 | $262 |
| ABBVIE INC COM | P | 2024-01-26 | $2,463 | $2,463 | $2,463 | ||
| RTX CORP | P | 2022-02-02 | 2024-02-07 | $1,107 | $1,091 | $16 | $16 |
| CISCO SYSTEMS INC | P | 2024-02-07 | $2,490 | $2,490 | $2,490 | ||
| BOSTON SCIENTIFIC CORP 04.000% 030129 DTD022519 | P | 2020-12-14 | 2024-03-12 | $19,140 | $22,088 | -$2,948 | -$2,948 |
| CHARLES SCHWAB CORP NTS 00.900% 031126 DTD 121120 | P | 2020-12-08 | 2024-03-12 | $45,954 | $49,938 | -$3,984 | -$3,984 |
| CONNECTICUT LIGHT & PWR 00.750% 120125 DTD 120120 | P | 2020-11-16 | 2024-03-12 | $55,872 | $59,977 | -$4,105 | -$4,105 |
| PRUDENTIAL FINL INC NTS 1.500% 031026 DTD 031020 | P | 2020-03-06 | 2024-03-12 | $70,091 | $74,679 | -$4,588 | -$4,588 |
| THOMSON REUTERS CORP NTS 03.850% 092924 DTD 092914 | P | 2017-03-07 | 2024-03-12 | $15,811 | $16,027 | -$216 | -$216 |
| VISA INC NTS B/E 03.150% 121425 DTD 121415 | P | 2018-06-21 | 2024-03-12 | $72,842 | $72,529 | $313 | $313 |
| XILINX INC NTS B/E 2.950% 060124 DTD 053017 | P | 2018-06-28 | 2024-03-12 | $49,676 | $47,667 | $2,009 | $2,009 |
| FEDEX CORP | P | 2023-05-30 | 2024-03-21 | $5,247 | $4,520 | $727 | $727 |
| CISCO SYSTEMS INC | P | 2023-10-17 | 2024-04-16 | $673 | $749 | -$76 | -$76 |
| AMER EXPRESS CO | P | 2022-02-02 | 2024-04-15 | $2,631 | $2,184 | $447 | $447 |
| ASTRAZENECA PLC SPON ADR | P | 2022-08-12 | 2024-04-15 | $2,688 | $2,566 | $122 | $122 |
| BECTON DICKINSON & CO | P | 2022-02-02 | 2024-04-02 | $2,652 | $2,726 | -$74 | -$74 |
| BROADCOM INC | P | 2022-02-02 | 2024-04-15 | $2,673 | $1,196 | $1,477 | $1,477 |
| CISCO SYSTEMS INC | P | 2022-02-02 | 2024-04-15 | $49 | $55 | -$6 | -$6 |
| CISCO SYSTEMS INC | P | 2022-02-02 | 2024-04-16 | $1,347 | $1,553 | -$206 | -$206 |
| LINDE PLC NEW EUR | P | 2022-02-02 | 2024-04-24 | $443 | $321 | $122 | $122 |
| LINDE PLC NEW EUR | P | 2022-02-02 | 2024-04-25 | $885 | $642 | $243 | $243 |
| LINDE PLC NEW EUR | P | 2022-02-02 | 2024-04-26 | $887 | $642 | $245 | $245 |
| TRAVELERS COS INC/THE | P | 2022-02-02 | 2024-04-24 | $214 | $170 | $44 | $44 |
| TRAVELERS COS INC/THE | P | 2022-02-02 | 2024-04-25 | $436 | $340 | $96 | $96 |
| TRAVELERS COS INC/THE | P | 2022-02-02 | 2024-04-26 | $641 | $510 | $131 | $131 |
| APPLE INC NTS B/E 2.850% 051124 DTD 051117 | P | 2018-05-15 | 2024-05-11 | $50,000 | $48,215 | $1,785 | $1,785 |
| CVS HEALTH CORP | P | 2023-10-17 | 2024-05-29 | $1,600 | $2,157 | -$557 | -$557 |
| CVS HEALTH CORP | P | 2023-12-07 | 2024-05-29 | $853 | $1,182 | -$329 | -$329 |
| CVS HEALTH CORP | P | 2022-02-02 | 2024-05-29 | $6,613 | $13,397 | -$6,784 | -$6,784 |
| CVS HEALTH CORP | P | 2022-02-16 | 2024-05-29 | $2,347 | $4,566 | -$2,219 | -$2,219 |
| CVS HEALTH CORP | P | 2022-08-12 | 2024-05-29 | $907 | $1,793 | -$886 | -$886 |
| MCDONALDS CORP | P | 2022-02-02 | 2024-05-29 | $3,259 | $3,395 | -$136 | -$136 |
| FIDELITY 500 INDEX FUND | P | 2021-03-31 | 2024-06-20 | $750,000 | $543,877 | $206,123 | $206,123 |
| SPDR BLACKSTONE SENIOR LN ETF | P | 2022-01-25 | 2024-06-20 | $249,962 | $272,792 | -$22,830 | -$22,830 |
| BROADCOM INC | P | 2022-02-02 | 2024-06-18 | $7,251 | $2,393 | $4,858 | $4,858 |
| CROWN CASTLE INC REIT | P | 2022-02-02 | 2024-06-17 | $387 | $720 | -$333 | -$333 |
| CROWN CASTLE INC REIT | P | 2022-02-02 | 2024-06-18 | $482 | $900 | -$418 | -$418 |
| CROWN CASTLE INC REIT | P | 2022-02-02 | 2024-06-20 | $763 | $1,440 | -$677 | -$677 |
| CROWN CASTLE INC REIT | P | 2022-02-02 | 2024-06-21 | $1,351 | $2,520 | -$1,169 | -$1,169 |
| CROWN CASTLE INC REIT | P | 2022-02-02 | 2024-06-24 | $877 | $1,620 | -$743 | -$743 |
| CROWN CASTLE INC REIT | P | 2022-02-02 | 2025-06-25 | $670 | $1,260 | -$590 | -$590 |
| CROWN CASTLE INC REIT | P | 2022-05-22 | 2024-06-25 | $575 | $1,026 | -$451 | -$451 |
| FEDEX CORP | P | 2023-05-30 | 2024-06-27 | $5,860 | $4,520 | $1,340 | $1,340 |
| NORFOLK STHN CORP | P | 2022-02-02 | 2024-06-27 | $2,521 | $3,314 | -$793 | -$793 |
| PROLOGIS INC COM | P | 2022-02-02 | 2024-06-17 | $554 | $786 | -$232 | -$232 |
| PROLOGIS INC COM | P | 2022-02-02 | 2024-06-18 | $553 | $786 | -$233 | -$233 |
| PROLOGIS INC COM | P | 2022-02-02 | 2024-06-20 | $546 | $786 | -$240 | -$240 |
| PROLOGIS INC COM | P | 2022-02-02 | 2024-06-21 | $1,530 | $2,199 | -$669 | -$669 |
| PROLOGIS INC COM | P | 2022-02-02 | 2024-06-24 | $671 | $943 | -$272 | -$272 |
| PROLOGIS INC COM | P | 2022-02-02 | 2024-06-25 | $1,099 | $1,571 | -$472 | -$472 |
| UNITED PARCEL SERVICE INC CL B | P | 2022-02-02 | 2024-06-27 | $2,724 | $4,591 | -$1,867 | -$1,867 |
| ABBVIE INC COM | P | 2024-04-15 | $2,445 | $2,445 | $2,445 | ||
| CISCO SYSTEMS INC | P | 2024-04-15 | $9,845 | $9,845 | $9,845 | ||
| WALMART INC | P | 2024-04-24 | $2,750 | $2,750 | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $355,051 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,478 | 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 | $21,478 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,271 | OverpaymentAmt |
| Applied To ES Tax | $14,271 | 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 | $7,132,551 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $494,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,626,815 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,626,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,512,413 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,207 | TotalTaxAmt |
| Distributable Before Adj | $368,414 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $368,414 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $368,414 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,410,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,410,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,314,765 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,162,941 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,245,029 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,025,698 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,391,687 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,140,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,410,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $368,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,042,249 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,182,369 | 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 | $1,314,765 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,867,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,162,941 | ExcessFromYear4Amt |
| Excess From Year3 | $1,245,029 | ExcessFromYear3Amt |
| Excess From Year2 | $3,025,698 | ExcessFromYear2Amt |
| Excess From Year1 | $1,391,687 | ExcessFromYear1Amt |
| Excess From Current Year | $2,042,249 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 13 HANDS EQUINE RESCUE INC | |||||||
| 50 TUSCAN WAY | CLINTON CORNERS | NY | 12514 | NONE | PC | GENERAL FUND | $27,500 |
| 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. | $30,000 |
| CANINE PARTNERS FOR LIFE | |||||||
| 334 FAGGS MANOR RD | COCHRANVILLE | PA | 19330 | NONE | PC | GENERAL FUND | $5,000 |
| CENTRAL BUCKS EMS | |||||||
| 455 EAST STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $2,500 |
| 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 |
| CORNELL UNIVERSITY | |||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PC | GENERAL FUND | $500,000 |
| DISCOVER DOYLESTOWN | |||||||
| 63 E STATE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $10,000 |
| DOYLESTOWN HEALTH FOUNDATION | |||||||
| 595 W STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $250,000 |
| FIRST TEE OF GREATER PHILADELPHIA | |||||||
| 1954 PATTISON AVE | PHILADELPHIA | PA | 19145 | NONE | PC | GENERAL FUND | $1,000 |
| FISHERMAN'S MARK | |||||||
| 37 SOUTH MAIN ST | LAMBERTVILLE | NJ | 08530 | NONE | PC | GENERAL FUND | $1,000 |
| FORT WAYNE RAILROAD HISTORICAL SOCIETY | |||||||
| 15808 EDGERTON RD | NEW HAVEN | IN | 46774 | NONE | PC | GENERAL FUND | $200,000 |
| FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL FUND | $105,000 |
| JAMES A MICHENER ART MUSEUM | |||||||
| 138 S PINE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $25,000 |
| LAFAYETTE COLLEGE | |||||||
| 730 HIGH STREET | EASTON | PA | 18042 | NONE | PC | GENERAL FUND | $152,500 |
| LENAPE VALLEY FOUNDATION | |||||||
| 500 NORTH WEST STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $1,000 |
| MATTHEW RENK FOUNDATION | |||||||
| PO BOX 426 | BUCKINGHAM | PA | 18912 | NONE | PC | GENERAL FUND | $10,000 |
| MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $30,000 |
| SPECIAL EQUESTRIANS | |||||||
| 2800 W STREET RD | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $7,500 |
| TEMPLE UNIVERSITY | |||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $10,310 |
| THE FRANKLIN INSTITUTE | |||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $100,000 |
| 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 | $377,500 |
| UNIVERSITY OF VIRGINIA | |||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22906 | NONE | PC | GENERAL FUND | $245,455 |
| WOODY WILLIAMS FOUNDATION | |||||||
| 12123 SHELBYVILLE ROAD STE 100 | LOUISVILLE | KY | 40243 | NONE | PC | GENERAL FUND | $2,500 |
| YMCA OF BUCKS COUNTY | |||||||
| 2500 LOWER STATE ROAD | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $100,000 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL FUND | $2,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 370 7TH AVE SUITE 1802 | NEW YORK | NY | 10001 | NONE | PC | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,362,265 | 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 | $60,135 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $355,051 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $549,648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $549,648 | 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 | $9,250 | Amt |
| Net Investment Income | $9,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS INVESTMENT | BondNm |
| EOY Book Value | $1,328,485 | EOYBookValueAmt |
| EOYFMV | $1,321,867 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENT | StockNm |
| EOY Book Value | $2,985,305 | EOYBookValueAmt |
| EOYFMV | $3,711,475 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,238,362 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,175,669 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $329,885 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY INSURANCE | Desc |
| Revenue And Expenses Per Books | $6,747 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,747 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $21,941 | Amt |
| Net Investment Income | $21,941 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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