MOREL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MOREL FAMILY FOUNDATION (EIN 47-5521535)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202001979349102145
- Schema version
- 2018v3.2
- 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 | 2020-07-15T17:08:32-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-07-15 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.55.30.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 14:59:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B6CE273AE17BE2F31834128D835D85405F3F7F7A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 53E9ECDD8749ACF5AA2CFEC8BBAA20E901D428B8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,801,966 | 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 | $3,512,544 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $161,322 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $161,322 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,352 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,352 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $518 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $518 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,808,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $296,371 | 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 | $3,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $98,192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,496 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,189 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,829,378 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,829,378 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,987,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,829,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,821,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $282,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,519,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,279,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,279,300 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,175,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,522,666 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,522,666 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,695,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,801,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,801,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $7,695,218 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,801,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,695,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,801,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,695,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,801,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,695,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,821,348 | ExcessRevenueOverExpensesAmt |
| Other Increases | $285,400 | OtherIncreasesAmt |
| Subtotal | $9,801,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,801,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $39,352 | GrossSalesPriceAmt |
| Gain Or Loss | $39,352 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,352 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,352 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,229,992 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,328,622 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.167834 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $403,875 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,585,436 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.156212 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $244,083 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049164 | DistributionYr3Rt |
| Total Distribution | 0.373210 | TotalDistributionRt |
| Average Distribution | 0.124403 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,348,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,287,427 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,829 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,290,256 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,829,378 | 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 | $2,829 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,829 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,829 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,678 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,678 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38,849 | OverpaymentAmt |
| Applied To ES Tax | $38,849 | 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 | $8,833,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,672,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,506,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,506,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $157,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,348,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $517,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $517,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,829 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,829 | TotalTaxAmt |
| Distributable Before Adj | $514,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $514,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $514,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,829,378 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,829,378 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,829 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,826,549 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $514,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $352,773 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $934,277 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,290,188 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,829,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $514,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,314,765 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,604,953 | 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 | $2,604,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,138 | ExcessFromYear3Amt |
| Excess From Year2 | $352,773 | ExcessFromYear2Amt |
| Excess From Year1 | $934,277 | ExcessFromYear1Amt |
| Excess From Current Year | $1,314,765 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKS BEAUTIFUL | |||||||
| 85 E STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $2,500 |
| BUCKS COUNTY BOOK FEST | |||||||
| 63 E STATE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $2,500 |
| BUCKS COUNTY CENTER FOR THE PERFORMING ARTS | |||||||
| 5694 CARVERSVILLE ROAD | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $5,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL | |||||||
| 100 DOYLE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | FUNDING TO HELP PEOPLE IN NEED. | $5,000 |
| BUCKS COUNTY SPCA | |||||||
| PO BOX 277 | LAHASKA | PA | 18931 | NONE | PC | GENERAL FUND | $10,000 |
| BUCKS COUNTY SYMPHONY SOCIETY | |||||||
| PO BOX 500 | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $2,500 |
| 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. | $7,000 |
| CANINE PARTNERS FOR LIFE | |||||||
| 334 FAGGS MANOR RD | COCHRANVILLE | PA | 19330 | NONE | PC | GENERAL FUND | $5,000 |
| CENTRAL BUCKS EMS | |||||||
| 455 EAST STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $25,000 |
| 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 FUSA MEMORIAL FOUNDATION | |||||||
| 1014 RIVERWALK DR | PHOENIXVILLE | PA | 19460 | NONE | PC | GENERAL FUND | $1,000 |
| CORNELL UNIVERSITY | |||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PC | GENERAL FUND | $50,000 |
| COUNTY THEATRE | |||||||
| PO BOX 779 | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $75,000 |
| CURE 4 CAM CHILDHOOD CANCER FOUNDATION | |||||||
| PO BOX 211 | LYNDELL | PA | 19354 | NONE | PC | GENERAL FUND | $5,000 |
| DINE TO PICNIC | |||||||
| 79 EAST ASHLAND STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $5,000 |
| FIRST TEE OF GREATER PHILADELPHIA | |||||||
| 1954 PATTISON AVE | PHILADELPHIA | PA | 19145 | NONE | PC | GENERAL FUND | $10,000 |
| FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL FUND | $132,500 |
| FRIENDS OF KAREN | |||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | NONE | PC | GENERAL FUND | $2,500 |
| FRIENDS OF THE BORO DAM | |||||||
| 1275 ALMSHOUSE ROAD | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $1,000 |
| JAMES A MICHENER ART MUSEUM | |||||||
| 138 S PINE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $40,000 |
| JEFFERSON HEALTH | |||||||
| 925 CHESTNUT STREET SUITE 110 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $200,000 |
| KIMMEL CENTER | |||||||
| 300 S BROAD ST | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $25,000 |
| MATTHEW RENK FOUNDATION | |||||||
| PO BOX 426 | BUCKINGHAM | PA | 18912 | NONE | PC | GENERAL FUND | $5,000 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL FUND | $5,000 |
| NO BARRIERS USA | |||||||
| 224 CANYON AVE SUITE 207 | FORT COLLINS | CO | 80521 | NONE | PC | GENERAL FUND | $50,000 |
| OUR LADY OF GUADALUPE PARISH | |||||||
| 5175 COLD SPRING CREAMERY ROAD | DOYLESTOWN | PA | 18902 | NONE | PC | GENERAL FUND | $5,000 |
| 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 | $2,500 |
| ST ANTHONY'S CHARITABLE FOUNDATION | |||||||
| 2000 CORPORATE DRIVE SUITE 580 | WEXFORD | PA | 15090 | NONE | PC | GENERAL FUND | $30,000 |
| THE FRANKLIN INSTITUTE | |||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $560,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $315,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3600 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $50,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22906 | NONE | PC | GENERAL FUND | $10,000 |
| WILD THINGS PRESERVE | |||||||
| 6815 TOHICKON HILL RD | PIPERSVILLE | PA | 18947 | NONE | PC | GENERAL FUND | $10,000 |
| WINGS FOR VAL FOUNDATION | |||||||
| 8303 WINTER WIND CT | ELLICOTT CITY | MD | 21043 | NONE | PC | GENERAL FUND | $5,000 |
| YMCA OF BUCKS COUNTY | |||||||
| 2500 LOWER STATE ROAD | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,829,378 | 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 | $161,322 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,179 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $518 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,352 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $296,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $296,371 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD E MOREL JR | BusinessNameLine1Txt |
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 | $3,512,544 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 30,291 SHARES OF WEST PHARMACEUTICAL SERVICES, INC. | NoncashPropertyDesc |
| Fair Market Value | $3,512,544 | FairMarketValueAmt |
| Received | 2018-08-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,715 | 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 | $6,522,666 | EOYBookValueAmt |
| EOYFMV | $6,522,666 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $13,496 | $13,496 | $0 |
| LOCKS | $548 | $0 | $0 |
| UTILITES | $9,536 | $0 | $0 |
| CLEANING SERVICES | $1,743 | $0 | $0 |
| SECURITY SERVICES | $371 | $0 | $0 |
| LANDSAPING | $5,076 | $0 | $0 |
| PUBLICATION | $169 | $0 | $0 |
| MISCELLNEOUS | $4,261 | $0 | $0 |
| BANK FEES | $62 | $0 | $0 |
| WASTE SERVICES | $506 | $0 | $0 |
| NEILL CONTRACTING | $4,531 | $0 | $0 |
| WEB SERVICES | $15,983 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $518 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $518 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $518 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $285,400 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $96,770 | $0 | $0 |
| DOYLESTOWN PROPERTY TAXES | $1,422 | $0 | $0 |
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