MORRISON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MORRISON FAMILY FOUNDATION INC (EIN 22-3623403)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-03
- IRS object ID
- 202510349349100026
- Schema version
- 2024v5.0
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-03T11:36:06-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273103702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACK CORAL FINANCIAL ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 INTERNATIONAL DRIVE SUITE 300 | AddressLine1Txt |
| City | MOUNT OLIVE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07828 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223623403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORRISON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 9733528600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 INTERNATIONAL DRIVE | AddressLine1Txt |
| City | MOUNT OLIVE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07828 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE F MORRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9733528600 | PhoneNum |
| Signature | 2025-01-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN LISKA | PreparerPersonNm |
| PTIN | P00284907 | PTIN |
| Preparation | 2025-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $390,480 | 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 | $543,379 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,784 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,784 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,957 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $731,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,741 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,784 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,898 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,898 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,898 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,898 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,055 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $270,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,898 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,898 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $460,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,843 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,135 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $108,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $371,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $371,345 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $122,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $390,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $390,480 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $122,194 | CapitalStockBOYAmt |
| Capital Stock EOY | $390,480 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $122,194 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $390,480 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,194 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $390,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $122,194 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $460,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$5,924 | OtherIncreasesAmt |
| Subtotal | $576,437 | SubtotalAmt |
| Other Decreases | $185,957 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $390,480 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 95 LITIA MOTORS | D | 2018-12-11 | 2024-02-05 | $27,748 | $0 | $6,855 | $20,893 | $0 | $0 | $0 | $20,893 |
| 20 RBC BEARINGS | D | 2014-08-07 | 2024-03-19 | $5,233 | $0 | $1,770 | $3,463 | $0 | $0 | $0 | $3,463 |
| 140 TORO | D | 2013-03-07 | 2024-03-19 | $12,308 | $0 | $3,212 | $9,096 | $0 | $0 | $0 | $9,096 |
| 65 FIVE BELOW | D | 2015-03-09 | 2024-03-21 | $11,755 | $0 | $3,009 | $8,746 | $0 | $0 | $0 | $8,746 |
| 245 ACADIA HEALTH | D | 2020-04-21 | 2024-05-30 | $16,413 | $0 | $5,520 | $10,893 | $0 | $0 | $0 | $10,893 |
| 85 APTAR GROUP | D | 2013-03-07 | 2024-05-30 | $12,391 | $0 | $4,739 | $7,652 | $0 | $0 | $0 | $7,652 |
| 85 BURLINGTON STORES | D | 2015-06-17 | 2024-05-30 | $19,922 | $0 | $6,740 | $13,182 | $0 | $0 | $0 | $13,182 |
| 140 EAGLE | D | 2018-12-11 | 2024-05-30 | $32,664 | $0 | $9,384 | $23,280 | $0 | $0 | $0 | $23,280 |
| 215 ENTEGRIS | D | 2019-04-26 | 2024-05-30 | $27,995 | $0 | $8,407 | $19,588 | $0 | $0 | $0 | $19,588 |
| 285 FEDERAL SIGNAL | D | 2020-03-03 | 2024-05-30 | $24,797 | $0 | $8,246 | $16,551 | $0 | $0 | $0 | $16,551 |
| 185 HEXCEL | D | 2020-04-21 | 2024-05-30 | $12,743 | $0 | $5,624 | $7,119 | $0 | $0 | $0 | $7,119 |
| 105 NORDSON | D | 2020-04-21 | 2024-05-30 | $26,469 | $0 | $8,399 | $18,070 | $0 | $0 | $0 | $18,070 |
| 135 PIPER SANDLER | D | 2020-08-05 | 2024-05-30 | $28,225 | $0 | $9,175 | $19,050 | $0 | $0 | $0 | $19,050 |
| 135 SUN COMMUNITIES | D | 2015-11-04 | 2024-05-30 | $15,848 | $0 | $7,474 | $8,374 | $0 | $0 | $0 | $8,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,957 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,583 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,583 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,583 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $117 | EsPenaltyAmt |
| Tax Due | $2,700 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACK CORAL FINANCIAL ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9733528600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 INTERNATIONAL DRIVE SUITE 300 | AddressLine1Txt |
| City | MOUNT OLIVE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07828 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA MORRISON - CO BLACK CORAL F | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | PRESIDENT, SECRETARY - AS NEEDED | 0.00 | $0 | $0 | $0 |
| ANDREA ECKERT - CO BLACK CORAL FIN | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | TRUSTEE - AS NEEDED | 0.00 | $0 | $0 | $0 |
| MARK MORRISON - CO BLACK CORAL FIN | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | TRUSTEE - AS NEEDED | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE,THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $318,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $318,026 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $318,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,770 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $313,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,583 | TotalTaxAmt |
| Distributable Before Adj | $13,080 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,080 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,080 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,080 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,080 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DALE F MORRISON AND BARBARA L MORRI | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STRINGS MUSIC FESTIVAL | ||||||
| PO BOX 774627 | STEAMBOAT SPRINGS | CO | 80477 | 501C3 | 03/15/24CHECK #402CHARITABLE PURPOSES | $20,000 |
| NASSAU PRESBYTERIAN CHURCH | ||||||
| 61 NASSAU ST | PRINCETON | NJ | 08542 | 501C3 | 11/26/24AUTO DEBITCHARITABLE PURPOSES | $5,000 |
| NASSAU CLUB EMPLOYERS HOLIDAY FUND | ||||||
| 6 MERCER ST | PRINCETON | NJ | 08540 | 501C3 | 11/20/24CHECK #404CHARITABLE PURPOSES | $250 |
| WOUNDED WARRIOR | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | 501C3 | 10/28/24AUTO DEBITCHARITABLE PURPOSES | $1,000 |
| NCH CENTER FOR PHILANTHROPY | ||||||
| 350 7TH STEET N | NAPLES | FL | 32818 | 501C3 | 05/31/24WIRED FUNDSCHARITABLE PURPOSES | $204,000 |
| NCH CENTER FOR PHILANTHROPY | ||||||
| 350 7TH STEET N | NAPLES | FL | 34110 | 501C3 | 11/12/24AUTO DEBITCHARITABLE PURPOSES | $5,005 |
| CANINE COMPANIONS | ||||||
| 8150 CIACANA OCOEE ROAD | ORLANDO | FL | 32818 | 501C3 | 03/19/24CHECK #403CHARITABLE PURPOSES | $15,000 |
| BCAA DOLLARS FOR SCHOLARS | ||||||
| 9740 BENT GRASS BEND | NAPLES | FL | 34108 | 501C3 | 02/23/24CHECK #398CHARITABLE PURPOSES | $1,000 |
| THE IMMOKALEE FOUNDATION | ||||||
| 908 ROBERTS AVE W | IMOKALEE | FL | 34142 | 501C3 | 02/02/24CHECK #397CHARITABLE PURPOSES | $17,500 |
| LANGDON PRAIRIE HEALTH FUND | ||||||
| 909 2ND STREET | LANGDON | ND | 58249 | 501C3 | 02/28/24CHECK #395CHARITABLE PURPOSES | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,055 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,784 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $185,957 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $185,957 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $187,741 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BARBARA L MORRISON | ||||||
| 1 | 1278 WAGGLE WAY | Naples | FL | 34108 | $96,370 | Yes (X) |
| BARBARA L MORRISON | ||||||
| 2 | 1278 WAGGLE WAY | Naples | FL | 34108 | $198,911 | Yes (X) |
| BARBARA L MORRISON | ||||||
| 3 | 1278 WAGGLE WAY | Naples | FL | 34108 | $248,099 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (23 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 70 KINSALE CAP AT $522.71 | $36,590 | 2024-03-25 |
| 1 | 165 BOOZ ALLEN HAMILTON AT $147.61 | $24,356 | 2024-03-25 |
| 1 | 90 CAVCO INDUSTRIES IN AT $393.61 | $35,425 | 2024-03-25 |
| 2 | NORDSON CORP AT $$273.61 | $31,465 | 2024-04-01 |
| 2 | RPM INTERNTNL AT $117.85 | $24,747 | 2024-04-01 |
| 2 | EXPONENT INC AT $$80.57 | $15,308 | 2024-04-01 |
| 2 | TEXAS ROADHOUSE AT $153.64 | $32,327 | 2024-04-01 |
| 2 | COMFORT SYSTEMS USA AT $153.94 | $38,669 | 2024-04-01 |
| 2 | EAGLE MATERIALS INC AT $270.96 | $37,934 | 2024-04-01 |
| 2 | ARCADIA HEALTHCARE CO AT $75.35 | $18,461 | 2024-04-01 |
| 3 | TANDEM DIABETES CARE AT $44.10 | $22,048 | 2024-05-13 |
| 3 | SUN COMMUNITIES AT $118.00 | $15,930 | 2024-05-13 |
| 3 | ENTEGRIS INC AT $130.86 | $28,135 | 2024-05-13 |
| 3 | PIPER SANDLER COMPANIES AT $213.83 | $28,867 | 2024-05-13 |
| 3 | HEXCEL CORP AT $72.63 | $13,437 | 2024-05-13 |
| 3 | FEDERAL SIGNAL CORP AT $87.35 | $24,893 | 2024-05-13 |
| 3 | LINCOLN ELEC HLDGS AT $237.89 | $19,031 | 2024-05-13 |
| 3 | GRAND CANYON EDUCA AT $147.74 | $13,297 | 2024-05-13 |
| 3 | MA COM TECH SOLUTN AT $103.28 | $17,558 | 2024-05-13 |
| 3 | DORMAN PRODICTS INC AT $94.16 | $16,006 | 2024-05-13 |
| 3 | QUAKER HOUGHTON AT $186.96 | $19,631 | 2024-05-13 |
| 3 | APTARGROUP INC AT $149.26 | $12,687 | 2024-05-13 |
| 3 | BURLINGTON STORES AT $195.05 | $16,579 | 2024-05-13 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| 95 LITIIA MOTORS | 2018-12 | Donated | 2024-02 | $27,748 | $6,855 | FMV | $0 | $20,893 |
| 20 RBC BEARINGS INC | 2014-08 | Donated | 2024-03 | $5,233 | $1,770 | $0 | $3,463 | |
| 140 TORO | 2013-03 | Donated | 2024-03 | $12,308 | $3,212 | $9,096 | ||
| 65 FIVE BELOW | 2015-03 | Donated | 2024-03 | $11,755 | $3,009 | $8,746 | ||
| 245 ACADIA HEALTH | 2020-04 | Donated | 2024-05 | $16,413 | $5,520 | $10,893 | ||
| 85 APTAR GROUP | 2013-03 | Donated | 2024-05 | $12,391 | $4,739 | $7,652 | ||
| 85 BURLINGTON STORES | 2015-06 | Donated | 2024-05 | $19,922 | $6,740 | $13,182 | ||
| 140 EAGLE | 2018-12 | Donated | 2024-05 | $32,664 | $9,384 | $23,280 | ||
| 215 ENTEGRIS | 2019-04 | Donated | 2024-05 | $27,995 | $8,407 | $19,588 | ||
| 285 FEDERAL SIGNAL | 2020-03 | Donated | 2024-05 | $24,797 | $8,246 | $16,551 | ||
| 185 HEXCEL | 2020-04 | Donated | 2024-05 | $12,743 | $5,624 | $7,119 | ||
| 105 NORDSON | 2020-04 | Donated | 2024-05 | $26,469 | $8,399 | $18,070 | ||
| 135 PIPER SANDLER | 2020-08 | Donated | 2024-05 | $28,225 | $9,175 | $19,050 | ||
| 135 SUN COMMUNITIES | 2015-11 | Donated | 2024-05 | $15,848 | $7,474 | $8,374 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 165 BOOZ ALLEN | $21,236 | $21,236 |
| 90 CAVCO INDS INC DEL | $40,161 | $40,161 |
| 120 COMFORT SYS USA INC | $50,887 | $50,887 |
| 190 EXPONENT INC | $16,929 | $16,929 |
| 170 DORMAN PRODS INC | $22,024 | $22,024 |
| 60 FIVE BELOW | $6,298 | $6,298 |
| 90 GRAND CANYON ED INC | $14,742 | $14,742 |
| 70 KINSALE CAP GROUP INC | $32,559 | $32,559 |
| 80 LINCOLN ELEC HLDGS INC | $14,998 | $14,998 |
| 170 MALCOM TECHNOLOGY SOLUTIO | $22,085 | $22,085 |
| 105 QUAKER HOUGHTON | $14,780 | $14,780 |
| 110 RBC BEARINGS INC | $32,905 | $32,905 |
| 210 RPM INTL INC | $25,841 | $25,841 |
| 500 TANDEM DIABETES CARE INC | $18,010 | $18,010 |
| 210 TEXAS ROADHOUSE INC | $37,890 | $37,890 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR CAPITAL GAIN (NON CASH) | Desc |
| Amt | $185,957 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR CHANGE IN INVESTMENT VALUE | -$5,926 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 FEDERAL TAX DUE | CategoryTxt |
| Amt | $1,898 | Amt |
| Net Investment Income | $1,898 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,898 | AdjustedNetIncomeAmt |
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