MOREL FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MOREL FAMILY FOUNDATION (EIN 47-5521535)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-26
- IRS object ID
- 201803309349100300
- Schema version
- 2017v2.3
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-26T08:48:43-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2018-11-26 | 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 | 2018-11-26 | IPDt |
| IP Tm | 09:05:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FE7837C25A47356BAB5EA77BC7ED3BBBE62D0606 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A784698B36C1CCCF720A42ED971C1A0062FE5F8A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $7,695,218 | 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 | $4,311,650 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $146,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,258 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,389,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,335,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,389,583 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,847,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,535,841 | 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 | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $82,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,265,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,265,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,352,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,265,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,495,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,535,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $521,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,519,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,519,352 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,959,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,175,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,175,866 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,481,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,695,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,695,218 | 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 | $4,481,432 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,695,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,481,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,695,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,481,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,695,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,481,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,495,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,976,555 | SubtotalAmt |
| Other Decreases | $3,281,337 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,695,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GOLDMAN SACHS SALE | PropertyDesc |
| Acquired | 2006-09-12 | AcquiredDt |
| Sold | 2017-10-26 | SoldDt |
| Gross Sales Price | $4,335,553 | GrossSalesPriceAmt |
| Cost Or Other Basis | $945,970 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,389,583 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,389,583 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,389,583 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $403,875 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,585,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.156212 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $244,083 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049164 | DistributionYr2Rt |
| Total Distribution | 0.205376 | TotalDistributionRt |
| Average Distribution | 0.102688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,328,622 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $752,562 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,358 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $787,920 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,265,350 | 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 | $35,358 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,358 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,085 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $19,091 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,176 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $818 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 |
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 | $5,044,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,395,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,440,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,440,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,328,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $366,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $366,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,358 | TotalTaxAmt |
| Distributable Before Adj | $331,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $331,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $331,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,265,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,265,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $35,358 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,229,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $331,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,138 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $352,773 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $355,911 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,265,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $331,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $934,277 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,290,188 | 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 | $1,290,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,138 | ExcessFromYear2Amt |
| Excess From Year1 | $352,773 | ExcessFromYear1Amt |
| Excess From Current Year | $934,277 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMWELL CONSERVATION TRUST | |||||||
| 1010 ROUTE 601 | SKILLMAN | NJ | 08558 | NONE | PC | GENERAL FUND | $1,000 |
| AUTISM CARES FOUNDATION | |||||||
| 816 2ND ST PIKE | SOUTHAMPTON | PA | 18966 | NONE | PC | GENERAL FUND | $1,000 |
| BUCKS COUNTY CHAPTER FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL FUND | $35,000 |
| BUCKS BEAUTIFUL | |||||||
| 85 E STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $5,000 |
| 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. | $1,000 |
| 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. | $3,500 |
| CANINE PARTNERS FOR LIFE | |||||||
| 334 FAGGS MANOR RD | COCHRANVILLE | PA | 19330 | NONE | PC | GENERAL FUND | $30,000 |
| CBAA SOCCER | |||||||
| PO BOX 111 | BUCKINGHAM | PA | 18912 | NONE | PC | GENERAL FUND | $5,000 |
| CENTRAL BUCKS FAMILY YMCA | |||||||
| 2500 LOWER STATE ROAD | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $125,000 |
| CHILDREN'S BRAIN TUMOR FOUNDATION | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GENERAL FUND | $5,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $5,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $2,500 |
| CHRISTOPHER M FUSA MEMORIAL FOUNDATION | |||||||
| 1014 RIVERWALK DR | PHOENIXVILLE | PA | 19460 | NONE | PC | GENERAL FUND | $2,500 |
| CORNELL UNIVERSITY | |||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PC | GENERAL FUND | $50,000 |
| DARDEN SCHOOL OF UNIVERSITY OF VA | |||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL FUND | $50,000 |
| FIRST TEE OF GREATER PHILADELPHIA | |||||||
| 1954 PATTISON AVE | PHILADELPHIA | PA | 19145 | NONE | PC | GENERAL FUND | $30,000 |
| FISHERMAN'S MARK | |||||||
| 37 SOUTH MAIN ST | LAMBERTVILLE | NJ | 08530 | NONE | PC | GENERAL FUND | $5,000 |
| FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL FUND | $155,350 |
| FRIENDS OF KAREN | |||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | NONE | PC | GENERAL FUND | $10,000 |
| FRIENDS OF THE BORO DAM | |||||||
| 1275 ALMSHOUSE ROAD | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $1,000 |
| NARY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL FUND | $5,000 |
| I CARE I CURE CHILDHOOD CANCER FOUNDATION | |||||||
| PO BOX 291386 | DAVIE | FL | 33329 | NONE | PC | GENERAL FUND | $10,000 |
| JAMES A MICHENER ART MUSEUM | |||||||
| 138 S PINE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $12,500 |
| KIMMEL CENTER | |||||||
| 300 S BROAD ST | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $25,000 |
| LAFAYETTE COLLEGE | |||||||
| 730 HIGH STREET | EASTON | PA | 18042 | NONE | PC | GENERAL FUND | $4,000 |
| LENAPE VALLEY FOUNDATION | |||||||
| 500 NORTH WEST STREET | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $100,000 |
| NCCN FOUNDATION | |||||||
| 275 COMMERCE DRIVE SUITE 300 | FORT WASHINGTON | PA | 19034 | NONE | PC | GENERAL FUND | $50,000 |
| NO BARRIERS USA | |||||||
| 224 CANYON AVE SUITE 207 | FORT COLLINS | CO | 80521 | NONE | PC | GENERAL FUND | $55,000 |
| OUR LADY OF GUADALUPE PARISH | |||||||
| 5175 COLD SPRING CREAMERY ROAD | DOYLESTOWN | PA | 18902 | NONE | PC | GENERAL FUND | $100,000 |
| PHILABUNDANCE | |||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SOMERSET BERKLEY REGIONAL HIGH SCHOOL | |||||||
| 625 COUNTY ST | SOMERSET | MA | 02726 | NONE | PC | GENERAL FUND | $5,000 |
| SPECIAL EQUESTRIANS | |||||||
| 2800 W STREET RD | WARRINGTON | PA | 18976 | NONE | PC | GENERAL FUND | $7,500 |
| ST ANTHONY'S CHARITABLE FOUNDATION | |||||||
| 2000 CORPORATE DRIVE SUITE 580 | WEXFORD | PA | 15090 | NONE | PC | GENERAL FUND | $30,000 |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 22 E CHESTNUT HILL AVE | PHILADELPHIA | PA | 19118 | NONE | PC | GENERAL FUND | $25,000 |
| THE FRANKLIN INSTITUTE | |||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $10,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $290,000 |
| WINGS FOR VAL FOUNDATION | |||||||
| 8303 WINTER WIND CT | ELLICOTT CITY | MD | 21043 | NONE | PC | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,265,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,258 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,389,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,535,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,535,841 | 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 | 1703 LOOKAWAY COURT | AddressLine1Txt |
| City | NEW HOPE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,311,650 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,350 | 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 | $6,175,866 | EOYBookValueAmt |
| EOYFMV | $6,175,866 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENTS ON DONATED STOCK | Desc |
| Amt | $3,281,337 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $583 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $82,085 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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