MORRIS FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MORRIS FOUNDATION (EIN 27-4094112)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-07
IRS object ID
201901279349102100
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-07T13:47:55-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274094112EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Morris FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMORRBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSHUA ABRAMSPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-04-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520191275000000FederalOriginalSubmissionId
Federal Original Submission Id2019-05-07FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id54CCAE8F7BC02385263C2CCCA723B6609AD4C170AtSubmissionCreationDeviceId
At Submission Filing Device Id78D185D94E59032E4B5D677F857013E059842DEAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$727,157FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,019InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,019InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,420DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,420DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,039NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$91,232GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$81,557CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$75,478TotalRevAndExpnssAmt
Total Net Invst Incm$101,996TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,679TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,704TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$122,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$122,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,704TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$127,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,226ExcessRevenueOverExpensesAmt
Net Investment Income$101,996NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$56,872SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,106SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,106SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$422,410CorporateStockBOYAmt
Corporate Stock EOY$403,950CorporateStockEOYAmt
Corporate Stock EOYFMV$705,051CorporateStockEOYFMVAmt
Total Assets BOY$479,282TotalAssetsBOYAmt
Total Assets EOY$426,056TotalAssetsEOYAmt
Total Assets EOYFMV$727,157TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$479,282RetainedEarningBOYAmt
Retained Earning EOY$426,056RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$479,282TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$426,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$479,282TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$426,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$479,282TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,226ExcessRevenueOverExpensesAmt
Subtotal$426,056SubtotalAmt
Tot Net Ast Or Fund Balances EOY$426,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$91,232GrossSalesPriceAmt
Cost Or Other Basis$9,675CostOrOtherBasisAmt
Gain Or Loss$81,557GainOrLossAmt
Gains Minus Excess Or Losses$81,557GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$81,557CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$87,346AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$752,041NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.116145DistributionYr1Rt
Adjusted Qlfy Distri Yr2$56,003AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$610,051NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.091801DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,915AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$561,673NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071064DistributionYr3Rt
Adjusted Qlfy Distri Yr4$54,609AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$468,854NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.116473DistributionYr4Rt
Adjusted Qlfy Distri Yr5$48,578AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$371,845NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.13064DistributionYr5Rt
Total Distribution0.526123TotalDistributionRt
Average Distribution0.105225AverageDistributionRt
Net Vl Noncharitable Assets$827,173NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$87,039AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,020NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,059AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$127,025QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,020InvestmentIncomeExciseTaxAmt
Subtotal$1,020SubtotalAmt
Tax Based On Investment Income$1,020TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$180OverpaymentAmt
Applied To ES Tax$180AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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

FieldValueIRS element (for citing)
PersonJoshua AbramsPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$774,928AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,842AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$839,770TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$839,770AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,597CashDeemedCharitableAmt
Net Vl Noncharitable Assets$827,173NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,359MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,359MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,020TaxBasedOnInvestmentIncomeAmt
Total Tax$1,020TotalTaxAmt
Distributable Before Adj$40,339DistributableBeforeAdjAmt
Distributable Before Ded$40,339DistributableBeforeDedAmt
Distributable As Adjusted$40,339DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$127,025ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$127,025QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,020PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$126,005AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,339DistributableAsAdjustedAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr5$27,322ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,998ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,703ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,784ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$52,102ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$150,909TotalExcessDistributionCyovAmt
Qualifying Distributions$127,025QualifyingDistributionsAmt
Applied To Current Year$40,339AppliedToCurrentYearAmt
Remaining Distri From Corpus$86,686RemainingDistriFromCorpusAmt
Total Corpus$237,595TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$27,322ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$210,273ExcessDistriCyovToNextYrAmt
Excess From Year4$31,998ExcessFromYear4Amt
Excess From Year3$12,703ExcessFromYear3Amt
Excess From Year2$26,784ExcessFromYear2Amt
Excess From Year1$52,102ExcessFromYear1Amt
Excess From Current Year$86,686ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHABAD LUBAVITCH OF NORTHWEST BERGEN COUNTY INC
PO BOX 63FRANKLIN LAKESNJ07417N/APCGeneral & Unrestricted$18,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY INC
50 EISENHOWER DRPARAMUSNJ07652N/APCGeneral & Unrestricted$36,000
SUNRISE DAY CAMPS ASSOCIATION INC
15 NEIL CTOCEANSIDENY11572N/APCCharitable Event$500
THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL
260 HUNGRY HOLLOW RDCHESTNUT RDGNY10977N/APCGreen Meadow Waldorf School Athletics Movement & Games projects, GMWS annual fund, GMWS endowment initiative funds, and GMWS scholarship fund$50,000
VALLEY HOSPITAL FOUNDATION
223 N VAN DIEN AVERIDGEWOODNJ07450N/APCGeneral & Unrestricted$17,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$122,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,019ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,420ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$55,039ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$75,478ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,478TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXELON CORPORATION$78,375$86,018
FACEBOOK INC$36,193$65,545
INTEL CORP$97,086$200,688
PUBLIC SVC ENTERPRISE GROUP IN$73,306$115,030
QWEST CORP PFD SHARES - 6.75%$25,000$18,980
TEXAS INSTRUMENTS INC$77,083$201,225
VERIZON COMMUNICATIONS$11,588$12,615
WELLS FARGO & CO$5,319$4,950

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,000$5,000
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2018$1,200
990-PF Excise Tax for 2017$479

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