MORRISON FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MORRISON FAMILY FOUNDATION INC (EIN 22-3623403)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-24
- IRS object ID
- 201901149349100900
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-24T06:05:36-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN LISKA | PreparerPersonNm |
| PTIN | P00284907 | PTIN |
| Phone | 9733528600 | PhoneNum |
| Preparation | 2019-04-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.220.176.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-24 | IPDt |
| IP Tm | 06:05:26 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8EE6D7624FAFAFCE9DC7BD1305E5EBDA9CD4C8F9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8EE6D7624FAFAFCE9DC7BD1305E5EBDA9CD4C8F9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,492 | 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 | $139,081 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $740 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $740 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,123 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $208,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,863 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $740 | 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 | $4,882 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,882 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,882 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,882 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,882 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,981 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $67,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,492 | 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 | $67,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,492 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $67,702 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,492 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,082 | ExcessRevenueOverExpensesAmt |
| Subtotal | $74,784 | SubtotalAmt |
| Other Decreases | $70,292 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LT GAIN ON INTC SALE IN SCHWAB ACCT XXX9501 | P | 1995-02-07 | 2018-03-01 | $25,503 | $0 | $9,537 | $15,966 | $0 | $0 | $0 | $15,966 |
| LT GAIN ON PEP SALE IN SCHWAB ACCT XXX9501 | P | 1995-02-07 | 2018-03-01 | $71,910 | $0 | $18,753 | $53,157 | $0 | $0 | $0 | $53,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,123 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $95,903 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $78,500 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,620 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $237 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,986 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.007185 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,457 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 5.232814 | DistributionYr5Rt |
| Total Distribution | 5.239999 | TotalDistributionRt |
| Average Distribution | 1.048000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,616 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,894 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $650 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,544 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,300 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,300 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,300 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $61 | EsPenaltyAmt |
| Tax Due | $1,361 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | $27,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,021 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $27,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,300 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,300 | TotalTaxAmt |
| Distributable Before Adj | $31 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31 | 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 | $31 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $94,985 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,222 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $95,222 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $94,985 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $237 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $237 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CORNER HOUSE FOUNDATION | ||||||
| ONE MONUMENT DR | PRINCETON | NJ | 08540 | 501 (C) (3) | CHECK #308 | $2,500 |
| LACES OF LOVE | ||||||
| 1976 BETHANY PL | NAPLES | FL | 34109 | 501 (C) (3) | CHECK #309 | $300 |
| NAPLES BOTANICAL GARDEN | ||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | 501 (c) (3) | CHECK #310 | $15,000 |
| THE IMMOKALEE FOUNDATION | ||||||
| 3960 RADIO ROAD | NAPLES | FL | 34104 | 501 (c) (3) | CHECK #311 | $50,000 |
| GARDEN CLUB OF PRINCETON | ||||||
| ONE MAIN ST | SOUTH ORANGE | NJ | 07079 | 501 (c) (3) | CHECK #312 | $100 |
| NCH HEALTHCARE FOUNDATION | ||||||
| 11190 HEALTH PARK BLVD | NAPLES | FL | 34110 | 501 (c) (3) | CHECK #313 | $200 |
| STRINGS MUSIC FESTIVAL | ||||||
| PO BOX 774627 | STEAMBOAT SPRINGS | CO | 80477 | 501 (c) (3) | CHECK #314 | $20,000 |
| SW FLORIDA CHILDREN'S CHARITIES INC | ||||||
| 9736 COMMERCE CENTER CT | FORT MYERS | FL | 33908 | 501 (C) (3) | CHECK #315 | $55,850 |
| CANINE COMPANIONS FOR INDEPENDANCE | ||||||
| 8150 CLARCONA OCOEE RD | ORLANDO | FL | 32818 | 501 (C) (3) | CHECK #316CHECK #317 | $10,000 |
| STEAMBOAT ART MUSEUM | ||||||
| 801 LINCOLN AVE | Steamboat Springs | CO | 80487 | 501 (C) (3) | CHECK #320 | $1,000 |
| NCH HEALTH CARE FOUNDATION | ||||||
| PO BOX 234 | NAPLES | FL | 341060234 | 501 (C) (3) | CHECK #322 | $5,000 |
| YVCF CARAMONT SCHOLARSHIP FUND | ||||||
| 2525 COURT DR | GASTONIA | NC | 28054 | 501 (C) (3) | CHECK #326 | $250 |
| NAPLES BOTANICAL GARDEN | ||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | 501 (C) (3) | CHECK #325 | $23,380 |
| YAMPA RIVER BOTANIC PARK | ||||||
| PO BOX 776269 | STEAMBOAT SPRINGS | CO | 80477 | 501 (C) (3) | CHECK #319 | $1,000 |
| BAY COLONY COMMUNITY SCHOLARSHIP FUND | ||||||
| 8700 BAY COLONY DR | NAPLES | FL | 34108 | 501 (C) (3) | CHECK #318 | $1,000 |
| BOYS & GIRLS CLUB NW COLORADO | ||||||
| 325 7TH ST | STEAMBOAT SPRINGS | CO | 80487 | 501 (C) (3) | CHECK #321 | $5,000 |
| SAVE - A FRIEND TO HOMELESS ANIMAILS | ||||||
| 1010 ROUTE 601 | SKILLMAN | NJ | 08558 | 501 (C) (3) | CHECK #323 | $50 |
| NASSAU PRESBYTERIAN CHURCH | ||||||
| 61 NASSAU ST | PRINCETON | NJ | 08542 | 501 (C) (3) | CHECK #324 | $5,000 |
| STARS-STEAMBOAT ADAPTIVE RECREATIONAL SPORTS | ||||||
| PO BOX 770208 | STEAMBOAT SPRINGS | CO | 80477 | 501 (C) (3) | CHECK #327 | $1,000 |
| COMMUNITY FOUNDATION OF COLLIER COUNTY | ||||||
| 1110 PINE RIDGE ROAD SUITE 200 | NAPLES | FL | 34108 | 501 (C) (3) | CHECK #328 | $100 |
| NASSAU CLUB EMPLOYEE HOLIDAY FUND | ||||||
| 6 MERCER ST | PRINCETON | NJ | 08540 | 501 (C) (3) | CHECK #329 | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,980 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $69,123 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $740 | ExclusionAmt |
| Related Or Exempt Function Incm | $69,123 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,863 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Payroll ContributionPayrollContributionInd |
|---|---|---|---|---|---|---|---|
| DALE F MORRISON | |||||||
| 1 | 1278 WAGGLE WAY | NAPLES | FL | 34108 | $49,291 | Yes (X) | |
| BARBARA L MORRISON | |||||||
| 2 | 1278 WAGGLE WAY | NAPLES | FL | 34108 | $49,290 | Yes (X) | |
| DALE F MORRISON | |||||||
| 3 | 1278 WAGGLE WAY | NAPLES | FL | 34108 | $20,250 | Yes (X) | |
| BARBARA L MORRISON | |||||||
| 4 | 1278 WAGGLE WAY | NAPLES | FL | 34108 | $20,250 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 260 SHARES OF INTC @ $49.74 329 SHARES OF PEP @ $110.5105 | $49,291 | 2018-02-28 |
| 2 | 260 SHARES OF INTC @ $49.74 329 SHARES OF PEP @ $110.5105 | $49,290 | 2018-02-28 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 520 SHARES OF INTC | 1995-12 | Donated | 2018-03 | $25,503 | $9,537 | Cost | $15,966 |
| 658 SHARES OF PEP | 1991-07 | Donated | 2018-03 | $71,910 | $18,753 | Cost | $53,157 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR GAIN ON DONTATED PROPERTY | $69,123 |
| ADJUSTMENT FOR DEPRECIATION OF ASSETS | $1,169 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2017 FEDERAL TAX DUE | CategoryTxt |
| Amt | $4,882 | Amt |
| Net Investment Income | $4,882 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,882 | AdjustedNetIncomeAmt |
Comments