BETA

MORRISON FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MORRISON FAMILY CHARITABLE FOUNDATION (EIN 81-0831911)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202023189349104112
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T18:27:25-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453960543PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DILORENZO & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110300 SW GREENBURG RD SUITE 360AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810831911EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORRISON FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORRBusinessNameControlTxt
Phone5032924759PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12830 NE 47TH AVENUEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97213ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUGH MORRISONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5032924759PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A DILORENZOPreparerPersonNm
PTINP00525269PTIN
Phone5036466696PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm09:56:04IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8A8A38EB58C0C6698D349B974DD5B7689671B11CAtSubmissionCreationDeviceId
At Submission Filing Device Id8A8A38EB58C0C6698D349B974DD5B7689671B11CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$568,130FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$201,305ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,242DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,242DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,242DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$13,200NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,005GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,200CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$225,747TotalRevAndExpnssAmt
Total Net Invst Incm$24,442TotalNetInvstIncmAmt
Total Adj Net Incm$11,242TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$935AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$935AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$231TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$90TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$149OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$149OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,315TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,174TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,315TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$41,174TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$184,432ExcessRevenueOverExpensesAmt
Net Investment Income$24,442NetInvestmentIncomeAmt
Adjusted Net Income$11,242AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,492SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,189SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,189SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$279,465CorporateStockBOYAmt
Corporate Stock EOY$445,423CorporateStockEOYAmt
Corporate Stock EOYFMV$520,398CorporateStockEOYFMVAmt
Corporate Bonds BOY$24,226CorporateBondsBOYAmt
Corporate Bonds EOY$24,226CorporateBondsEOYAmt
Corporate Bonds EOYFMV$25,543CorporateBondsEOYFMVAmt
Total Assets BOY$320,183TotalAssetsBOYAmt
Total Assets EOY$491,838TotalAssetsEOYAmt
Total Assets EOYFMV$568,130TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$320,183RetainedEarningBOYAmt
Retained Earning EOY$491,838RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$320,183TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$491,838TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$320,183TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$491,838TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$320,183TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$184,432ExcessRevenueOverExpensesAmt
Other Increases$43OtherIncreasesAmt
Subtotal$504,658SubtotalAmt
Other Decreases$12,820OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$491,838TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
INVESCO QQQ TR UNIT2019-07-222019-10-30$34,960$21,805$13,155$13,155
CAPITAL GAINS DIVIDENDS$45$45$45P
FieldValueIRS element (for citing)
Capital Gain Net Income$13,200CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,031AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$371,613NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.105031DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,240AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$375,680NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.104451DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,966AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$194,522NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.190035DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$196,151NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.399517TotalDistributionRt
Average Distribution0.099879AverageDistributionRt
Net Vl Noncharitable Assets$439,822NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,929AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$244NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$44,173AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$41,174QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$489InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$489SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$489TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$300ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$300TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$189TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://WWW.MORRISONFCF.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JENNY MORRISONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5032924759PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12830 NE 47TH AVENUEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97213ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HUGH MORRISON
2830 NE 47TH AVEPORTLANDOR97213PRESIDENT, TREASURER, DIRE5.00$0$0$0
JENNY MORRISON
2830 NE 47TH AVEPORTLANDOR97213SECRETARY, DIRECTOR5.00$0$0$0
LESLIE RAMSEY NEVIUS
1808 SW LAUREL STPORTLANDOR97201DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$446,348AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$172AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$446,520TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$446,520AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,698CashDeemedCharitableAmt
Net Vl Noncharitable Assets$439,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,991MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,991MinimumInvestmentReturnAmt
Tax Based On Investment Income$489TaxBasedOnInvestmentIncomeAmt
Total Tax$489TotalTaxAmt
Distributable Before Adj$21,502DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,502DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,502DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,174ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,174QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$41,174AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,502DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$26,638ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,216ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,732ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$68,586TotalExcessDistributionCyovAmt
Qualifying Distributions$41,174QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,502AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,672RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$88,258TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$88,258ExcessDistriCyovToNextYrAmt
Excess From Year3$26,638ExcessFromYear3Amt
Excess From Year2$21,216ExcessFromYear2Amt
Excess From Year1$20,732ExcessFromYear1Amt
Excess From Current Year$19,672ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHUGH MORRISONContributingManagerNm
Contributing ManagerJENNY MORRISONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CALDERA
224 NW 13TH AVE SUITE 304PORTLANDOR97209N/A501(C)(3)GENERAL PURPOSE$6,000
COMMUNITY TRANSITIONAL SCHOOL
6601 NE KILLINGSWORTH STPORTLANDOR97218N/A501(C)(3)GENERAL PURPOSE$8,000
MCKENZIE RIVER TRUST
120 SHELTON MCMURPHEY BLVD SUITEEUGENEOR97401N/A501(C)(3)GENERAL PURPOSE$6,000270
NORTH COAST LAND CONSERVANCY
PO BOX 67SEASIDEOR97138N/A501(C)(3)GENERAL PURPOSE$7,000
OREGON HISTORICAL SOCIETY
1200 SW PARK AVENUEPORTLANDOR97205N/A501(C)(3)GENERAL PURPOSE$6,000
ECOLOGY IN CLASSROOMS AND OUTDOORS
PO BOX 90293PORTLANDOR97290N/A501(C)(3)GENERAL PURPOSE$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,242ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,200ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,442ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,442TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
HUGH AND JENNY MORRISON
12830 NE 47TH AVEPORTLANDOR97213$200,229Yes (X)
HUGH AND JENNY MORRISON
22830 NE 47TH AVEPORTLANDOR97213$1,076Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyFAIR MARKET VALUE OF 1,040 SHARES OF INVESCO QQQ FUND (QQQ)NoncashPropertyDesc
Fair Market Value$200,229FairMarketValueAmt
Received2019-07-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANT FEE - FOUNDATION TAX PREP FEECategoryTxt
Amt$935Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$935DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPIMCO INVESTMENT GRADE CORP BOND FUNDBondNm
EOY Book Value$24,226EOYBookValueAmt
EOYFMV$25,543EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY ADBVISOR HEALTH CARE FUND$10,323$15,087
FIDELITY ADVISOR NEW MARKETS INCOME$14,331$13,389
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION$30,968$43,515
FIRST TR VALUE LINE DIVID INDEX FUND$24,075$30,013
INVESCO QQQ TR UNIT SER 1$177,075$201,339
INVESCO EXCHANGE-TRADED FD TR II SENIOR$10,220$10,064
ISHARES TR CORE S&P 500$27,494$37,819
ISHARES TR CORE S&P US VALUE$11,804$14,936
ISHARES TR CORE S&P US GROWTH$16,736$24,621
ISHARES TR MORNINGSTAR MID CAP VALUE$25,824$30,029
NUVEEN SR INCOME$9,299$8,064
PIMCO INCOME FUND$28,554$28,139
PIMCO FOREIGN BOND$20,811$21,282
VANGUARD TOTAL BOND MARKET INDEX FUND$24,037$24,839
VANGUARD TAX-MANAGED SMALL CAP FUND$13,872$17,262

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT TO CAPITAL GAIN ON LINE 6A, PART 1 CALCULATED USING DONOR'S COST$12,465
ADJUSTMENT FOR TIMING DIFFERENCE - JAN 2020 DIVIDENDS REPORTED ON F1099$355

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRANSACTION FEE$67$0$0$67
WEBSITE EXPENSE$32$0$0$32
OREGON CORPORATE DIVISION RENEWAL FEE$50$0$0$50

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONDesc
Amt$43Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHUGH AND JENNY MORRISONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12830 NE 47TH AVEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97213ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$141$0$0$0
OREGON DEPARTMENT OF JUSTICE - REVENUE & NET ASSETS FEE$52$0$0$52
FOREIGN TAX$38$0$0$38

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