MORGAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN FAMILY FOUNDATION (EIN 35-2124850)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-04
- IRS object ID
- 202101249349101410
- Schema version
- 2020v4.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-04T08:51:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201717681 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOMERSET CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3925 RIVER CROSSING PKWY | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352124850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORG | BusinessNameControlTxt |
| Phone | 3178448699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11250 N GRAY RD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 460339703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROXANNA MORGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3175806565 | PhoneNum |
| Signature | 2021-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROXANNA | PersonFirstNm |
| Person Last | MORGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN D SHOEMAKER CPA | PreparerPersonNm |
| PTIN | P00542343 | PTIN |
| Phone | 3174722200 | PhoneNum |
| Preparation | 2021-04-30 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $435,876 | 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 | $336,783 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,178 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $367,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,681 | 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 | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $480 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $611 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $274,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $180,463 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $435,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $435,876 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $180,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $435,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $435,876 | 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 | $180,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $435,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $180,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $435,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $180,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $435,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $180,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $274,251 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,340 | OtherIncreasesAmt |
| Subtotal | $466,054 | SubtotalAmt |
| Other Decreases | $30,178 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $435,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NATIONAL FINANCIAL SERVICES, LLC | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 1996-12-23 | AcquiredDt |
| Sold | 2020-07-20 | SoldDt |
| Gross Sales Price | $35,072 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,894 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,178 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,178 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,178 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $418 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $418 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $418 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTIN COYER | IndividualWithBooksNm |
| Phone | 3175806565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11250 NORTH GRAY ROAD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 460339703 | 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 | ROXANNA L MORGAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11250 NORTH GRAY ROAD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,680 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $418 | TotalTaxAmt |
| Distributable Before Adj | $7,262 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,262 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,111 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $92,111 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,685 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,044 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,107 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $137,132 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $149,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $407,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,849 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $492,796 | 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 | $6,685 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $486,111 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,044 | ExcessFromYear4Amt |
| Excess From Year3 | $85,107 | ExcessFromYear3Amt |
| Excess From Year2 | $137,132 | ExcessFromYear2Amt |
| Excess From Year1 | $149,979 | ExcessFromYear1Amt |
| Excess From Current Year | $84,849 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROXANNA L MORGAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHEPHERD COMMUNITY CENTER | |||||||
| 4107 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| WHEELER MISSION | |||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $8,500 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| 802 MULBERRY STREET | NOBLESVILLE | IN | 46060 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $10,000 |
| EAST 91ST STREET CHRISTIAN CHURCH | |||||||
| 6049 E 91ST STREET | INDIANAPOLIS | IN | 46250 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| WILD AT HEART MINISTRIES | |||||||
| PO BOX 51065 | COLORADO SPRINGS | CO | 80949 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| YOUTH WITH A MISSION | |||||||
| 1101 BAY BLVD SUITE C | CHULA VISTA | CA | 91911 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| GLOBAL SERVICE ASSOCIATES | |||||||
| 1520 MARION STREET | DENVER | CO | 80218 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| HERITAGE CHRISTIAN SCHOOL | |||||||
| 6401 E 75TH STREET | INDIANAPOLIS | IN | 46250 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $10,000 |
| MID VERMONT CHRISTIAN SCHOOL | |||||||
| 399 W GILSON AVE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| CAMP ARCADIA | |||||||
| 3046 OAK STREET | ARCADIA | IN | 49613 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| SPRINGHILL CAMPS | |||||||
| 12900 HAZEL DELL PARKWAY | CARMEL | IN | 46033 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | |||||||
| 32 E WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $5,000 |
| KANAKUK KAMPS | |||||||
| 1353 LAKE SHORE DRIVE | BRANSON | MO | 65616 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $5,000 |
| CENTRAL INDIANA YOUTH FOR CHRIST | |||||||
| 1641 E MICHIGAN ST | INDIANAPOLIS | IN | 46201 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $2,500 |
| DALLAS THEOLOGICAL SEMINARY | |||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| CHRISTIAN FOUNDATION OF INDIANA | |||||||
| 8445 KEYSTONE CROSSING 200 | INDIANAPOLIS | IN | 46250 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $5,000 |
| INSIGHT FOR LIVING MINISTRIES | |||||||
| 5330 PARKWOOD BLVD | FRISCO | TX | 75034 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $1,000 |
| BRANDYWINE CREEK FARMS | |||||||
| 5332 N 400 E | GREENFIELD | IN | 46140 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $7,500 |
| CEO FORUM | |||||||
| 4431 LONG PRAIRIE ROAD SUITE 300 | FLOWER MOUND | TX | 75028 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $10,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PUBLIC CHARITY | MINISTRY DONATION | $2,500 |
| MISSION UPRISING | |||||||
| PO BOX 7178 | FISHERS | IN | 46038 | NONE | PUBLIC CHARITY | MINISTRIES DONATION | $2,500 |
| YOUNG LIFE RACEWAY REGION | |||||||
| 1010 N CAPITAL AVE SUITE A100 | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | MINISTRIES DONATION | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,178 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,681 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| C DAVID MORGAN | |||||||
| 1 | 3963 CHADWICK DRIVE | CARMEL | IN | 46033 | $35,027 | Yes (X) | Yes (X) |
| ROXANNA MORGAN | |||||||
| 2 | 11250 N GRAY ROAD | CARMEL | IN | 46033 | $301,711 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SHARES OF VARIOUS PUBLICALLY TRADED STOCKS | $35,027 | 2020-07-17 |
| 2 | BERKSHIRE HATHAWAY INC STOCK - 1350 SHARES | $301,711 | 2020-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV OF CONTRIBUTION AND BOOK VALUE | Desc |
| Amt | $30,178 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV OF CONTRIBUTION AND BOOK VALUE | Desc |
| Amt | $11,340 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROXANNA L MORGAN | |||
| 11250 NORTH GRAY ROAD | CARMEL | IN | 46033 |
| C DAVID MORGAN | |||
| 3963 CHADWICK DRIVE | CARMEL | IN | 46033 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $480 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments