MORRIS AND DOROTHY HASKINS FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MORRIS AND DOROTHY HASKINS FOUNDATION INC (EIN 61-1267321)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-05
IRS object ID
202120959349100102
Schema version
2020v4.0
Note
A later return for the same period supersedes this one.
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-05T06:22:35-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611355460PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Larry C Howlett CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1631 Newberry StAddressLine1Txt
CityBowling GreenCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611267321EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORRIS & DOROTHY HASKINS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORRBusinessNameControlTxt
Phone2707960791PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11767 CHESTNUT STAddressLine1Txt
CityBOWLING GREENCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA W WEDGEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-04-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJULIA WPersonFirstNm
Person LastWEDGEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY C HOWLETTPreparerPersonNm
PTINP00122443PTIN
Phone2708424242PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,764,164FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$348,063DividendsRevAndExpnssAmt
Dividends Net Invst Incm$348,063DividendsNetInvstIncmAmt
Dividends Adj Net Incm$348,063DividendsAdjNetIncmAmt
Total Rev And Expnss$348,063TotalRevAndExpnssAmt
Total Net Invst Incm$348,063TotalNetInvstIncmAmt
Total Adj Net Incm$348,063TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$238,250CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$119,125CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$119,125CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$498OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$498OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,562AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,563AccountingFeesChrtblPrpsAmt
Printing And Pub Rev And Expnss$557PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$557PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$11,227OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$253,657TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$121,244TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$121,186TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,530,108ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,408,922ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,783,765TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$121,244TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,530,108TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,435,702ExcessRevenueOverExpensesAmt
Net Investment Income$226,819NetInvestmentIncomeAmt
Adjusted Net Income$348,063AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$42,556CashBOYAmt
Cash EOY$44,245CashEOYAmt
Cash EOYFMV$44,245CashEOYFMVAmt
Corporate Stock BOY$7,855,488CorporateStockBOYAmt
Corporate Stock EOY$5,418,097CorporateStockEOYAmt
Corporate Stock EOYFMV$5,719,919CorporateStockEOYFMVAmt
Total Assets BOY$7,898,044TotalAssetsBOYAmt
Total Assets EOY$5,462,342TotalAssetsEOYAmt
Total Assets EOYFMV$5,764,164TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$7,898,044RetainedEarningBOYAmt
Retained Earning EOY$5,462,342RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,898,044TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,462,342TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,898,044TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,462,342TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,898,044TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,435,702ExcessRevenueOverExpensesAmt
Subtotal$5,462,342SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,462,342TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,153InvestmentIncomeExciseTaxAmt
Subtotal$3,153SubtotalAmt
Tax Based On Investment Income$3,153TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,000TotalPaymentsAndCreditsAmt
Overpayment$3,847OverpaymentAmt
Refund$3,847RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PAUL D WEDGE JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2707960791PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11767 CHESTNUT STAddressLine1Txt
CityBOWLING GREENCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PAUL D WEDGE JR
1767 CHESTNUT STREETBOWLING GREENKY42101Director20.00$140,000
CAROL H WEDGE
1767 CHESTNUT STREETBOWLING GREENKY42101Director1.00$500
JULIA W WEDGE
1430 EUCLID AVENUEBOWLING GREENKY42103President35.00$92,000
JODY H WEDGE
104 INDIAN HILLS TRAILSLOUISVILLEKY40207Director1.00$2,000
PAUL D WEDGE III
104 INDIAN HILLS TRAILSLOUISVILLEKY40207Director1.00$2,000
MICHAEL SPENCER
1430 EUCLID AVENUEBOWLING GREENKY42103Director1.00$500
PAUL SPENCER
1430 EUCLID AVENUEBOWLING GREENKY42103Director1.00$500
MATTHEW SPENCER
1430 EUCLID AVENUEBOWLING GREENKY42103Director1.00$500
BAYLOR WEDGE
104 INDIAN HILLS TRAILLOUISVILLEKY40207Director1.00$250
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,645,912AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,698,855TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,698,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,483CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,628,372NetVlNoncharitableAssetsAmt
Minimum Investment Return$231,419MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$231,419MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,153TaxBasedOnInvestmentIncomeAmt
Total Tax$3,153TotalTaxAmt
Distributable Before Adj$228,266DistributableBeforeAdjAmt
Distributable Before Ded$228,266DistributableBeforeDedAmt
Distributable As Adjusted$228,266DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,530,108ExpensesAndContributionsAmt
Qualifying Distributions$2,530,108QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,530,108AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,266DistributableAsAdjustedAmt
Undistributed Income PY$392,431UndistributedIncomePYAmt
Qualifying Distributions$2,530,108QualifyingDistributionsAmt
Applied To Year1$392,431AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$228,266AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,909,411RemainingDistriFromCorpusAmt
Total Corpus$1,909,411TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,909,411ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,909,411ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ORCHESTRA KENTUCKY
1046 ELM STREETBOWLIGN GREENKY42101DONOR/DONEE501(c)(3)FINANCIAL SUPPORT$32,700
SOUTHERN KENTUCKY PERFORMING ARTS CENTER
623 COLLEGE STREETBOWLING GREENKY42101DONOR/DONEE501(c)(3)FINANCIAL SUPPORT$2,500
THE PRESBYTERIAN CHURCH
1003 STATE STREETBOWLING GREENKY42101DONOR/DONEE501(c)(3)FINANCIAL SUPPORT$7,500
WESTERN KENTUCKY UNIVERSTY
1906 COLLEGE HEIGHTS BLVDBOWLING GREENKY42101DONOR/DONEE501(c)(3)SUPPORT EDUCATION$100
FELLOWSHIP OF CHRISTIAN ATHLETICS
8701 LEEDS RDKANSAS CITYMO64129DONOR/DONEEPCPUBLIC SUPPORT$5,000
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601DONOR/DONEE501(C)(3)SUPPORT MEDICAL RESEARCH$100
KIDS ON THE BLOCK
958 COLLET AVE 100BOWLING GREENKY42101DONOR/DONEEPCSUPPORT CHARITY$1,000
BOWLING GREEN HIGH SCHOOL
1801 ROCKINGHAM AVEBOWLING GREENKY42104DONOR/DONEEPCFINANCIAL SUPPORT$5,000
HOSPICE OF SOUTHERN KENTUCKY
5872 SCOTTSVILLE RDBOWLING GREENKY42103DONOR/DONEEPCFINANCIAL SUPPORT$100
Girl Scouts
901 LEHMAN AVBOWLING GREENKY42101DONOR/DONEEPCFINANCIAL SUPPORT$300
JUVENILE DIABETES RESEARCH FND
1767 CHESTNUT STBOWLING GREENKY42101DONOR/DONEEPCFINANCIAL SUPPORT$5,000
POTTER CHILDRENS HOMEORHANAGE
1767 CHESTNUT STBOWLING GREENKY42101DONOR/DONEEPCFINANCIAL SUPPORT$2,500
LIFESPRING COMMUNITY CHURCH
1767 CHESTNUT STBOWLING GREENKY42101DONOR/DONEEPCFINANCIAL SUPPORT$5,000
COTTEY COLLEGE
1767 CHESTNUT STBOWLING GREENKY42101DONOR/DONEEPCFINANCIAL SUPPORT$500
THE SALVATION ARMY
1767 CHESTNUT STBOWLING GREENKY42101DONOR/DONEEPCFINANCIAL SUPPORT$500
THE WEDGE FOUNDATION
1767 CHESTNUT STBOWLING GREENKY42101DONOR/DONEEPFFINANCIAL SUPPORT$2,462,308
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,530,108TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$348,063RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$348,063RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$348,063TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number13LineNumberTxt
Relationship StatementTHE INVESTMENTS WERE MAINTAINED TO HAVE RESOURCES TO PAY CONTRIBUTIONS TO CHARITIES THEY SUPPORT.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLARRY HOWLETT CPACategoryTxt
Amt$3,125Amt
Net Investment Income$1,562NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,563DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescHEALTH INSURANCEDesc
Revenue And Expenses Per Books$11,227RevenueAndExpensesPerBooksAmt

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