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MORRISON CANYON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MORRISON CANYON FOUNDATION (EIN 45-5058060)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201843189349102039
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T11:40:11-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943186380PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hilderbrand & Clark CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13180 Crow Canyon Place Ste 101AddressLine1Txt
CitySan RamonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455058060EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORRISON CANYON FOUNDATIONBusinessNameLine1Txt
Business Name Line2CMG FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMORRBusinessNameControlTxt
Phone9259833043PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13160 CROW CANYON ROADAddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER GEORGEPersonNm
Person TitleCEOPersonTitleTxt
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHoward HilderbrandPreparerPersonNm
PTINP00011875PTIN
Phone9253271383PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$472,435ContriRcvdRevAndExpnssAmt
Other Income Rev And Expnss$144,527OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$616,962TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,860AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$82,032OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$85,912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$235,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$235,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$320,912TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$296,050ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$246,995CashEOYAmt
Total Assets EOY$246,995TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$49,055OtherLiabilitiesBOYAmt
Total Liabilities BOY$49,055TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY-$49,055RetainedEarningBOYAmt
Retained Earning EOY$246,995RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY-$49,055TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$246,995TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$246,995TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY-$49,055TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$296,050ExcessRevenueOverExpensesAmt
Subtotal$246,995SubtotalAmt
Tot Net Ast Or Fund Balances EOY$246,995TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NADINE FLAHERTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9259833043PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13160 CROW CANYON ROAD SUITE 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHRISTOPHER GEORGE
3160 CROW CANYON RD SUITE 400SAN RAMONCA94583CEO1.00$0
KIM CALLAS
3160 CROW CANYON RD SUITE 400SAN RAMONCA94583Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S ONLY MAJOR CHARITABLE ACTIVITY IS TO PROVIDE FUNDS TO OTHER SPECIFICALLY IDENTIFIED CHARITABLE ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$141,427AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$141,427TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$141,427AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,121CashDeemedCharitableAmt
Net Vl Noncharitable Assets$139,306NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,965MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,965MinimumInvestmentReturnAmt
Distributable Before Adj$6,965DistributableBeforeAdjAmt
Distributable Before Ded$6,965DistributableBeforeDedAmt
Distributable As Adjusted$6,965DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,000ExpensesAndContributionsAmt
Qualifying Distributions$235,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$235,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,965DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$21,094ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$247,556ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$268,890ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$302,404ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$408,312ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,248,256TotalExcessDistributionCyovAmt
Qualifying Distributions$235,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,965AppliedToCurrentYearAmt
Remaining Distri From Corpus$228,035RemainingDistriFromCorpusAmt
Total Corpus$1,476,291TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$21,094ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,455,197ExcessDistriCyovToNextYrAmt
Excess From Year4$247,556ExcessFromYear4Amt
Excess From Year3$268,890ExcessFromYear3Amt
Excess From Year2$302,404ExcessFromYear2Amt
Excess From Year1$408,312ExcessFromYear1Amt
Excess From Current Year$228,035ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MBA OPENS DOORS FOUNDATION
1919 M STREET NW 5TH FLOORWASHINGTONDC20036NONEPCTo pay the mortgages of families in need$175,000
CANCER SUPPORT COMMUNITY
3276 McNutt AveWalnut CreekCA94597NONEPCSUPPORT CANCER COMMUNITIES$50,000
ST IGNATIUS OF LOYOLA KNIGHTS OF CO
4103 PRICES DISTILLERY RDIJAMSVILLEMD21754NONEPCASSIST THE FIELD OF HONOR COMMITTEE TO HOLD THE EVENT$5,000
SUNFLOWER HILL
454 OLIVINA AVELIVERMORECA94551NONEPCGENERAL SUPPORT FOR THE ORGANIZATION.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$235,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSPECIAL EVENTSDesc
Related Or Exempt Function Incm$144,527RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$144,527RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,527TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (28 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
TEXAS CAPITAL BANK
12000 MCKINNEY AVE STE 700DALLASTX75201$25,000Yes (X)
GENWORTH
28325 SIX FORKS RDRALEIGHNC27615$9,500Yes (X)
MCBRIDE EDWARDS
3111 WOODMERE RD 120FOLSOMCA95630$6,500Yes (X)
NORTHPOINT BANK
43333 DEPOSIT DR NEGRAND RAPIDSMI49546$12,500Yes (X)
EDGEMAC
52125 E KATELLA AVE 350ANAHEIMCA92806$9,500Yes (X)
ISGN
63160 CROW CANYON ROADSAN RAMONCA94583$9,500Yes (X)
MBA
73160 CROW CANYON ROADSAN RAMONCA94583$25,000Yes (X)
NATIONAL MI
83160 CROW CANYON ROADSAN RAMONCA94583$7,500Yes (X)
TAVANT
93160 CROW CANYON ROADSAN RAMONCA94583$6,500Yes (X)
FOX ROTHSCHILD
103160 CROW CANYON ROADSAN RAMONCA94583$8,000Yes (X)
INTEGRITY
113160 CROW CANYON ROADSAN RAMONCA94583$6,000Yes (X)
MERCHANTS BANK OF INDIANA
123160 CROW CANYON ROADSAN RAMONCA94583$7,000Yes (X)
McGRATH TECH
133160 CROW CANYON ROADSAN RAMONCA94583$10,000Yes (X)
ARCH MI
143160 CROW CANYON ROADSAN RAMONCA94583$75,000Yes (X)
ESSENT GUARANTY
153160 CROW CANYON ROADSAN RAMONCA94583$6,500Yes (X)
CMBA
163160 CROW CANYON ROADSAN RAMONCA94583$14,975Yes (X)
KIMBERLY BROWN
173160 CROW CANYON ROADSAN RAMONCA94583$6,250Yes (X)
JOE CABRALL
183160 CROW CANYON ROADSAN RAMONCA94583$5,990Yes (X)
AJ GEORGE
193160 CROW CANYON ROADSAN RAMONCA94583$7,250Yes (X)
ANDREW KARLESKIND
203160 CROW CANYON ROADSAN RAMONCA94583$8,250Yes (X)
BRAD LIVINGSTON
213160 CROW CANYON ROADSAN RAMONCA94583$5,000Yes (X)
BILL LOWMAN
223160 CROW CANYON ROADSAN RAMONCA94583$6,000Yes (X)
DAVE LOWMAN
233160 CROW CANYON ROADSAN RAMONCA94583$5,000Yes (X)
JILL LYONS
243160 CROW CANYON ROADSAN RAMONCA94583$6,250Yes (X)
DARRYL REEDER
253160 CROW CANYON ROADSAN RAMONCA94583$6,500Yes (X)
GENARO RODRIQUEZ
263160 CROW CANYON ROADSAN RAMONCA94583$8,000Yes (X)
BRICE WATERMAN
273160 CROW CANYON ROADSAN RAMONCA94583$5,500Yes (X)
CHUCK WILLIAMS
283160 CROW CANYON ROADSAN RAMONCA94583$6,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$3,860Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK SERVICE CHARGES$60
OTHER$1,329
REGISTRATION FEES$75
SOFTWARE FEES$239
Special Event Expenses$80,329

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSPECIAL EVENTSDesc
Revenue And Expenses Per Books$144,527RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXCategoryTxt
Amt$20Amt

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