MOREL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MOREL FAMILY FOUNDATION (EIN 47-5521535)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-07-13
- IRS object ID
- 202311949349100811
- Schema version
- 2021v4.2
- 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
- Schedule B
- 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 | 2023-07-13T15:48:01-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2023-07-10 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $9,816,524 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $470,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70,298 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,298 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,118 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $658,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,416 | 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 | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,779 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,662,204 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,662,204 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,738,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,662,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,080,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,393 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $926,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,691,852 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,691,852 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,850,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,124,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,124,672 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,776,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,816,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,816,524 | 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 | $13,776,955 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,816,524 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,776,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,816,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,776,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,816,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,776,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,080,313 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,696,642 | SubtotalAmt |
| Other Decreases | $880,118 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,816,524 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,285 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,285 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,535 | 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 | $34,535 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,250 | OverpaymentAmt |
| Applied To ES Tax | $32,250 | 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 | $11,832,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,137,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,970,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,970,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,775,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $638,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $638,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,285 | TotalTaxAmt |
| Distributable Before Adj | $636,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $636,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $636,506 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,662,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,662,204 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $636,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $352,773 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $934,277 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,314,765 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,162,941 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,245,029 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,009,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,662,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $636,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,025,698 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,035,483 | 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 | $352,773 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,682,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $934,277 | ExcessFromYear4Amt |
| Excess From Year3 | $1,314,765 | ExcessFromYear3Amt |
| Excess From Year2 | $5,162,941 | ExcessFromYear2Amt |
| Excess From Year1 | $1,245,029 | ExcessFromYear1Amt |
| Excess From Current Year | $3,025,698 | 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 (34 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 | $1,000 | |||||
| AMWELL CONSERVATION TRUST | ||||||||||||
| 1010 ROUTE 601 | SKILLMAN | NJ | 08558 | NONE | PC | GENERAL FUND | $1,000 | |||||
| SCIENCE HISTORY INSTITUTE | ||||||||||||
| 315 CHESTNUT ST | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $1,000 | |||||
| BUCKS COUNTY POLICE ASSOCIATION | ||||||||||||
| 272 TITUS AVE 210 | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $1,100 | |||||
| DOYLESTOWN HISTORICAL SOCIETY | ||||||||||||
| 56 S MAIN STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $2,000 | |||||
| CENTRAL BUCKS SCHOOL DISTRICT | ||||||||||||
| 20 WELDEN DRIVE | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $4,444 | |||||
| CHRISTOPHER M FUGA MEMORIAL FOUNDATION | ||||||||||||
| 1014 RIVERWALK DR | PHOENIXVILLE | PA | 19460 | NONE | PC | GENERAL FUND | $5,000 | |||||
| WILD THINGS PRESERVE | ||||||||||||
| 6815 TOHICKON HILL RD | PIPERSVILLE | PA | 18947 | NONE | PC | GENERAL FUND | $5,000 | |||||
| VIM EDUCATION STUDIOS | ||||||||||||
| 4 NORTH MAIN STREET | CHALFONT | PA | 18914 | NONE | PC | GENERAL FUND | $5,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 2221 CHESTNUT ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $5,000 | |||||
| SPECIAL EQUESTRIANS | ||||||||||||
| 2800 W STREET RD | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $5,000 | |||||
| SBRUS SUPPORT RETIREES CAMP | ||||||||||||
| TBD | TBD | PA | 18974 | NONE | PC | GENERAL FUND | $5,000 | |||||
| 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 | |||||
| WINGS FOR VAL FOUNDATION | ||||||||||||
| 8303 WINTER WIND CT | ELLICOTT CITY | MD | 21043 | NONE | PC | GENERAL FUND | $5,000 | |||||
| OUR LADY OF GUADALUPE PARISH | ||||||||||||
| 5175 COLD SPRING CREAMERY ROAD | DOYLESTOWN | PA | 18902 | NONE | PC | GENERAL FUND | $5,000 | |||||
| PROJECT HEALING WATERS | ||||||||||||
| PO BOX 695 | LAPLATA | MD | 20646 | NONE | PC | GENERAL FUND | $7,500 | |||||
| CHILDREN'S BRAIN TUMOR FOUNDATION | ||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GENERAL FUND | $10,000 | |||||
| 13 HANDS EQUINE RESCUE INC | ||||||||||||
| 50 TUSCAN WAY | CLINTON CORNERS | NY | 12514 | NONE | PC | GENERAL FUND | $10,000 | |||||
| MATTHEW RENK FOUNDATION | ||||||||||||
| PO BOX 426 | BUCKINGHAM | PA | 18912 | NONE | PC | GENERAL FUND | $10,000 | |||||
| GENTLEMEN OF VISION | ||||||||||||
| 1218 SHEPLEY DR | ST LOUIS | MO | 63136 | NONE | PC | GENERAL FUND | $10,000 | |||||
| CANINE PARTNERS FOR LIFE | ||||||||||||
| 334 FAGGS MANOR RD | COCHRANVILLE | PA | 19330 | NONE | PC | GENERAL FUND | $10,000 | |||||
| BUCKS COUNTY CHAPTER FOX CHASE CANCER CENTER | ||||||||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL FUND | $10,000 | |||||
| FISHERMAN'S MARK | ||||||||||||
| 37 SOUTH MAIN ST | LAMBERTVILLE | NJ | 08530 | NONE | PC | GENERAL FUND | $15,000 | |||||
| FIRST TEE OF GREATER PHILADELPHIA | ||||||||||||
| 1954 PATTISON AVE | PHILADELPHIA | PA | 19145 | NONE | PC | GENERAL FUND | $20,000 | |||||
| FOX CHASE CANCER CENTER | ||||||||||||
| 333 COTTMAN AVE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL FUND | $25,000 | |||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22906 | NONE | PC | GENERAL FUND | $50,000 | |||||
| MOREL FAMILY FOUNDATION | ||||||||||||
| NONE | PC | GENERAL FUND | $75,000 | 88 QUEENS QUAY W SUITE 2500 | TBD | TORONTO, ON M5J 0 | CA | 18974 | ||||
| MICHENER ART MUSEUM | ||||||||||||
| 138 S PINE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $100,000 | |||||
| CENTRAL BUCKS FAMILY YMCA | ||||||||||||
| 2500 LOWER STATE ROAD | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $150,000 | |||||
| JEFFERSON HEALTH | ||||||||||||
| 925 CHESTNUT STREET SUITE 110 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $150,000 | |||||
| TRAVIS MANION FOUNDATION | ||||||||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $239,000 | |||||
| DOYLESTOWN HEALTH FOUNDATION | ||||||||||||
| 595 W STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $889,320 | |||||
| THE FRANKLIN INSTITUTE | ||||||||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $909,460 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PC | GENERAL FUND | $916,380 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,662,204 | 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 | $70,298 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $188,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,416 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD E MOREL JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $470,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS CORPORATE STOCK | NoncashPropertyDesc |
| Fair Market Value | $470,000 | FairMarketValueAmt |
| Received | 2021-11-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,950 | 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 | $8,124,672 | EOYBookValueAmt |
| EOYFMV | $8,124,672 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $880,118 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $24,050 | $24,023 | $0 |
| LOCKS | $156 | $0 | $0 |
| UTILITES | $11,616 | $0 | $0 |
| CLEANING SERVICES | $2,690 | $0 | $0 |
| LANDSAPING | $10,681 | $0 | $0 |
| MISCELLANEOUS | $3,541 | $0 | $0 |
| WASTE SERVICES | $463 | $0 | $0 |
| CONTRACTOR SERVICES | $6,530 | $0 | $0 |
| FIRE EQUIPMENT | $1,830 | $0 | $0 |
| INSURANCE | $10,239 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $1,779 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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