MORRISON FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MORRISON FAMILY FOUNDATION INC (EIN 22-3623403)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-21
- IRS object ID
- 202110809349100051
- Schema version
- 2020v4.0
- 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
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-21T09:34:17-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-01-01 | 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 | 2021-03-21 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DALE | PersonFirstNm |
| Person Last | MORRISON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN LISKA | PreparerPersonNm |
| PTIN | P00284907 | PTIN |
| Preparation | 2021-03-21 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $20,190 | 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 | $206,904 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,703 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $346,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,726 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23 | 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 | $2,466 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,726 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,190 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| 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 | $1,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,190 | 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 | $1,744 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,190 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,744 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$139,703 | OtherIncreasesAmt |
| Subtotal | $15,605 | SubtotalAmt |
| Other Decreases | -$4,585 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 132 ANSYS | D | 2013-06-17 | 2020-03-26 | $29,535 | $0 | $10,753 | $18,782 | $0 | $0 | $0 | $18,782 |
| 50 BIO-TECHNE | D | 2013-06-17 | 2020-04-22 | $10,242 | $0 | $4,155 | $6,087 | $0 | $0 | $0 | $6,087 |
| 62 CHEMED | D | 2013-06-17 | 2020-03-26 | $24,080 | $0 | $4,522 | $19,558 | $0 | $0 | $0 | $19,558 |
| 55 COSTAR | D | 2013-06-17 | 2020-03-26 | $30,844 | $0 | $7,066 | $23,778 | $0 | $0 | $0 | $23,778 |
| 157 FIVE BELOW | D | 2014-05-29 | 2020-04-22 | $12,788 | $0 | $5,466 | $7,322 | $0 | $0 | $0 | $7,322 |
| 192 GLOBANT | D | 2017-07-18 | 2020-04-22 | $19,861 | $0 | $8,635 | $11,226 | $0 | $0 | $0 | $11,226 |
| 163 ORTHOPEDIATRICS | D | 2020-01-17 | 2020-04-22 | $6,826 | $0 | $7,835 | -$1,009 | $0 | $0 | $0 | -$1,009 |
| 310 ROLLINS | D | 2013-06-17 | 2020-04-27 | $12,124 | $0 | $3,443 | $8,681 | $0 | $0 | $0 | $8,681 |
| 100 TELADOC | D | 2018-12-26 | 2020-04-27 | $20,191 | $0 | $4,525 | $15,666 | $0 | $0 | $0 | $15,666 |
| 193 VEEVA | D | 2015-12-22 | 2020-04-22 | $34,999 | $0 | $5,387 | $29,612 | $0 | $0 | $0 | $29,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,703 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,009 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,942 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $48 | EsPenaltyAmt |
| Tax Due | $1,990 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DALE MORRISON - CO BLACK CORAL FIN | ||||||||
| 500 INTERNATIONAL DRIVE SUITE 300 | MOUNT OLIVE | NJ | 07828 | PRESIDENT, TREASURER-AS NEEDED | 0.00 | $0 | $0 | $0 |
| BARBARA MORRISON - CO BLACK CORAL F | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | VP, 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 | $48,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $48,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,942 | TotalTaxAmt |
| Distributable Before Adj | $429 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $429 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $429 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $429 | 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 | $429 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CANINE COMPANIONS | ||||||
| 8150 CLARCONA OCOEE RD | ORLANDO | FL | 32818 | 501 (C) (3) | CHECK #351CHARITABLE PURPOSES | $1,000 |
| CANINE COMPANIONS | ||||||
| 8150 CLARCONA OCOEE RD | ORLANDO | FL | 32818 | 501 (C) (3) | CHECK #352CHARITABLE PURPOSES | $4,000 |
| NAPLES BOTANICAL GARDEN | ||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | 501 (c) (3) | CHECK #345CHARITABLE PURPOSES | $14,100 |
| NAPLES BOTANICAL GARDEN | ||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | 501 (c) (3) | GIFT MADE 2020 BUT NOT WITHDRAWN UNTIL 2021CHECK #356CHARITABLE PURPOSES | $10,000 |
| THE IMMOKALEE FOUNDATION | ||||||
| 3960 RADIO ROAD | NAPLES | FL | 34104 | 501 (c) (3) | CHECK #350CHARITABLE PURPOSES | $50,000 |
| THE IMMOKALEE FOUNDATION | ||||||
| 3960 RADIO ROAD | NAPLES | FL | 34104 | 501 (c) (3) | CHECK #346CHARITABLE PURPOSES | $69,000 |
| STRINGS MUSIC FESTIVAL | ||||||
| PO BOX 774627 | STEAMBOAT SPRINGS | CO | 80477 | 501 (c) (3) | CHECK #349CHARITABLE PURPOSES | $20,000 |
| NASSAU PRESBYTERIAN CHURCH | ||||||
| 61 NASSAU ST | PRINCETON | NJ | 08542 | 501 (C) (3) | CHECK #353CHARITABLE PURPOSES | $5,000 |
| NCH CENTER FOR PHILANTHROPY | ||||||
| 350 7TH STREET NORTH | NAPLES | FL | 34102 | NONE | CHECK #348CHARITABLE PURPOSES | $7,500 |
| CHAMPIONS FOR LEARNING | ||||||
| 3606 ENTERPRISE AVENUE | NAPLES | FL | 34104 | NONE | CHECK #354CHARITABLE PURPOSES | $5,000 |
| TURNING POINT USA | ||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | CHECK #355CHARITABLE PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,703 | ExclusionAmt |
| Related Or Exempt Function Incm | $139,703 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,726 | ExclusionAmt |
| Related Or Exempt Function Incm | $139,703 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,429 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DALE F MORRISON | ||||||
| 1 | 1278 WAGGLE WAY | Naples | FL | 34108 | $103,452 | Yes (X) |
| BARBARA L MORRISON | ||||||
| 2 | 1278 WAGGLE WAY | Naples | FL | 34108 | $103,452 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 66 ANSYS | $16,330 | 2020-03-02 |
| 2 | 66 ANSYS | $16,330 | 2020-03-02 |
| 1 | 78.50 FIVE BELOW | $7,594 | 2020-03-02 |
| 2 | 78.50 FIVE BELOW | $7,594 | 2020-03-02 |
| 1 | 27.50 COSTAR GROUP | $18,155 | 2020-03-02 |
| 2 | 27.50 COSTAR GROUP | $18,155 | 2020-03-02 |
| 1 | 31 CHEMED CORP | $12,917 | 2020-03-02 |
| 2 | 31 CHEMED CORP | $12,917 | 2020-03-02 |
| 1 | 96 GLOBANT | $10,931 | 2020-03-02 |
| 2 | 96 GLOBANT | $10,931 | 2020-03-02 |
| 1 | 25 BIO-TECHNE | $4,780 | 2020-03-02 |
| 2 | 25 BIO-TECHNE | $4,780 | 2020-03-02 |
| 1 | 96.50 VEEVA SYSTEMS | $13,648 | 2020-03-02 |
| 2 | 96.50 VEEVA SYSTEMS | $13,648 | 2020-03-02 |
| 1 | 81.50 ORTHOPEDIATRICS | $3,890 | 2020-03-02 |
| 2 | 81.50 ORTHOPEDIATRICS | $3,890 | 2020-03-02 |
| 1 | 50 TELADOC | $9,387 | 2020-04-23 |
| 2 | 50 TELADOC | $9,387 | 2020-04-23 |
| 1 | 155 ROLLINS | $5,820 | 2020-04-23 |
| 2 | 155 ROLLINS | $5,820 | 2020-04-23 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 132 ANSYS | 2013-06 | Donated | 2020-03 | $29,535 | $10,753 | FMV | $18,782 |
| 50 BIO-TECHNE | 2014-05 | Donated | 2020-04 | $10,242 | $4,155 | FMV | $6,087 |
| 62 CHEMED | 2013-06 | Donated | 2020-03 | $24,080 | $4,522 | FMV | $19,558 |
| 55 COSTAR | 2013-06 | Donated | 2020-03 | $30,844 | $7,066 | FMV | $23,778 |
| 157 FIVE BELOW | 2014-05 | Donated | 2020-04 | $12,788 | $5,466 | FMV | $7,322 |
| 192 GLOBANT | 2017-07 | Donated | 2020-04 | $19,861 | $8,635 | FMV | $11,226 |
| 163 ORTHOPEDIATRICS | 2020-01 | Donated | 2020-04 | $6,826 | $7,835 | FMV | -$1,009 |
| 310 ROLLINS | 2013-06 | Donated | 2020-04 | $12,124 | $3,443 | FMV | $8,681 |
| 100 TELEDOC | 2018-12 | Donated | 2020-04 | $20,191 | $4,525 | FMV | $15,666 |
| 193 VEEVA | 2015-12 | Donated | 2020-04 | $34,999 | $5,387 | FMV | $29,612 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR DEPRECIATION IN VALUE | $5,412 |
| ADJUSTMENT FOR CHECK #356 $10,000 NOT CLEARED UNTIL 2021 | -$10,000 |
| ADJUSTMENT FOR ROUNDING | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR CAPITAL GAIN (NON CASH) | Desc |
| Amt | -$139,703 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2019 FEDERAL TAX DUE | CategoryTxt |
| Amt | $2,466 | Amt |
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