MOREL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MOREL FAMILY FOUNDATION (EIN 47-5521535)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-18
- IRS object ID
- 202101389349100970
- Schema version
- 2019v5.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-18T13:54:31-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2154414600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $10,154,984 | 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 | $4,935,009 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $107,556 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107,556 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,932 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,881 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,881 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,181,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,369 | 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 | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,323 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,644,478 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,644,478 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,700,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,644,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$519,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,046 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,279,300 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $743,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $743,612 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,522,666 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,411,372 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,411,372 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,801,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,154,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,154,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,801,966 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,154,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,801,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,154,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,801,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,154,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,801,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$519,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $872,507 | OtherIncreasesAmt |
| Subtotal | $10,154,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,154,984 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,826,549 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,348,840 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.176498 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,229,992 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,328,622 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.167834 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $403,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,585,436 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.156212 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $244,083 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049164 | DistributionYr4Rt |
| Total Distribution | 0.549708 | TotalDistributionRt |
| Average Distribution | 0.137427 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,676,544 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,329,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,332,108 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,644,478 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,849 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,849 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36,559 | OverpaymentAmt |
| Applied To ES Tax | $36,559 | 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 | 1703 LOOKAWAY COURT | AddressLine1Txt |
| City | NEW HOPE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18938 | 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 | $7,984,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,838,958 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,823,903 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,823,903 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,676,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $483,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $483,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,290 | TotalTaxAmt |
| Distributable Before Adj | $481,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $481,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $481,537 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,644,478 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,644,478 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,290 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,642,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $481,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,138 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $352,773 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $934,277 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,314,765 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,604,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,644,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $481,537 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,162,941 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,767,894 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,767,894 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,138 | ExcessFromYear4Amt |
| Excess From Year3 | $352,773 | ExcessFromYear3Amt |
| Excess From Year2 | $934,277 | ExcessFromYear2Amt |
| Excess From Year1 | $1,314,765 | ExcessFromYear1Amt |
| Excess From Current Year | $5,162,941 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKS COUNTY SPCA | |||||||
| PO BOX 277 | LAHASKA | PA | 18931 | NONE | PC | GENERAL FUND | $21,500 |
| 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. | $25,000 |
| CANINE PARTNERS FOR LIFE | |||||||
| 334 FAGGS MANOR RD | COCHRANVILLE | PA | 19330 | NONE | PC | GENERAL FUND | $10,000 |
| CENTRAL BUCKS SCHOOL DISTRICT | |||||||
| 20 WELDEN DRIVE | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $4,378 |
| CHILDREN'S BRAIN TUMOR FOUNDATION | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GENERAL FUND | $10,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $5,000 |
| CHRISTOPHER M FUGA MEMORIAL FOUNDATION | |||||||
| 1014 RIVERWALK DR | PHOENIXVILLE | PA | 19460 | NONE | PC | GENERAL FUND | $5,000 |
| FIRST TEE OF GREATER PHILADELPHIA | |||||||
| 1954 PATTISON AVE | PHILADELPHIA | PA | 19145 | NONE | PC | GENERAL FUND | $25,000 |
| FISHERMAN'S MARK | |||||||
| 37 SOUTH MAIN ST | LAMBERTVILLE | NJ | 08530 | NONE | PC | GENERAL FUND | $15,000 |
| FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL FUND | $135,000 |
| OUR LADY OF GUADALUPE PARISH | |||||||
| 5175 COLD SPRING CREAMERY ROAD | DOYLESTOWN | PA | 18902 | NONE | PC | GENERAL FUND | $60,000 |
| PHILABUNDANCE | |||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SPECIAL EQUESTRIANS | |||||||
| 2800 W STREET RD | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $3,000 |
| ST ANTHONY'S CHARITABLE FOUNDATION | |||||||
| 2000 CORPORATE DRIVE SUITE 580 | WEXFORD | PA | 15090 | NONE | PC | GENERAL FUND | $30,000 |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 22 E CHESTNUT HILL AVE | PHILADELPHIA | PA | 19118 | NONE | PC | GENERAL FUND | $15,000 |
| THE FRANKLIN INSTITUTE | |||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $1,025,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $913,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22906 | NONE | PC | GENERAL FUND | $150,000 |
| YMCA OF BUCKS COUNTY | |||||||
| 2500 LOWER STATE ROAD | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $300,000 |
| BUCKS COUNTY POLICE ASSOCIATION | |||||||
| 272 TITUS AVE 210 | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $100 |
| AJ FOUNDATION | |||||||
| PO BOX 234 | WYCOMBE | PA | 18980 | NONE | PC | GENERAL FUND | $1,000 |
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL FUND | $5,000 |
| CRAFT CONTEMPORARY MUSEUM | |||||||
| 5814 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL FUND | $5,000 |
| DOYLESTOWN HEALTH FOUNDATION | |||||||
| 595 W STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $2,603,500 |
| HEALING WATERS FLY FISHING | |||||||
| PO BOX 695 | LAPLATA | MD | 20646 | NONE | PC | GENERAL FUND | $1,000 |
| MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $40,000 |
| NEW BRITAIN BAPTIST CHURCH | |||||||
| 22 E BUTLER AVE | NEW BRITAIN | PA | 18901 | NONE | PC | GENERAL FUND | $10,000 |
| SCIENCE HISTORY INSTITUTE | |||||||
| 315 CHESTNUT ST | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $1,000 |
| THE PENN MUSEUM | |||||||
| 3260 SOUTH ST | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $25,000 |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 901 WALNUT ST | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,644,478 | 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 | $107,556 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,932 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $16,881 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $246,369 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,369 | 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 | $4,935,009 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 36,155 SHARES OF CORPORATE STOCK | NoncashPropertyDesc |
| Fair Market Value | $4,935,009 | FairMarketValueAmt |
| Received | 2020-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $550 | 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 | GOLDMAN SACHS INVESTMENTS | StockNm |
| EOY Book Value | $9,411,372 | EOYBookValueAmt |
| EOYFMV | $9,411,372 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $17,323 | $17,323 | $0 |
| LOCKS | $661 | $0 | $0 |
| UTILITES | $9,445 | $0 | $0 |
| CLEANING SERVICES | $2,550 | $0 | $0 |
| LANDSAPING | $8,297 | $0 | $0 |
| MISCELLNEOUS | $5,388 | $0 | $0 |
| WASTE SERVICES | $547 | $0 | $0 |
| CONTRACTOR SERVICES | $2,468 | $0 | $0 |
| WEB SERVICES | $1,870 | $0 | $0 |
| INSURANCE | $4,414 | $0 | $0 |
| FIRE EQUIPMENT | $1,322 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $16,881 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,881 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $872,507 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $1,554 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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