MORRISON FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MORRISON FAMILY FOUNDATION INC (EIN 22-3623403)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-02
IRS object ID
201741229349100749
Schema version
2016v3.0
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)
Return2017-05-02T13:37:40-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLACK CORAL FINANCIAL ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 INTERNATIONAL DRIVE SUITE 300AddressLine1Txt
CityMOUNT OLIVECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07828ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223623403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MORRISON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORRBusinessNameControlTxt
Phone9733528600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 INTERNATIONAL DRIVEAddressLine1Txt
CityMOUNT OLIVECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07828ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDALE F MORRISONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9733528600PhoneNum
Signature2017-04-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN LISKAPreparerPersonNm
Phone9733528600PhoneNum
Preparation2017-05-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address63.247.187.86IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-02IPDt
IP Tm13:37:22IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCC24FBB0323F8034BAC822C2AE9194EE6DFDC070AtSubmissionCreationDeviceId
At Submission Filing Device Id8EE6D7624FAFAFCE9DC7BD1305E5EBDA9CD4C8F9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$61,355FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,558ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$877DividendsRevAndExpnssAmt
Dividends Net Invst Incm$877DividendsNetInvstIncmAmt
Dividends Adj Net Incm$877DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$91,428NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$106,881GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$91,428CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$192,863TotalRevAndExpnssAmt
Total Net Invst Incm$92,305TotalNetInvstIncmAmt
Total Adj Net Incm$877TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,150TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$131,713ExcessRevenueOverExpensesAmt
Net Investment Income$92,305NetInvestmentIncomeAmt
Adjusted Net Income$877AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,747SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$61,355SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$61,355SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$14,747TotalAssetsBOYAmt
Total Assets EOY$61,355TotalAssetsEOYAmt
Total Assets EOYFMV$61,355TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$14,747CapitalStockBOYAmt
Capital Stock EOY$61,355CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$14,747TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$61,355TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,747TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$61,355TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,747TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$131,713ExcessRevenueOverExpensesAmt
Subtotal$146,460SubtotalAmt
Other Decreases$85,105OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$61,355TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LT GAIN ON SALE OF PEP IN SCHWAB ACCT XXX9501P1991-07-252016-01-21$29,747$0$4,232$25,515$0$0$0$25,515
LT GAIN ON SALE OF PEP IN SCHWAB ACCT XXX9501P1995-06-022016-01-21$12,614$0$2,925$9,689$0$0$0$9,689
LT GAIN ON SALE OF PEP IN SCHWAB ACCT XXX9501P1991-07-252016-07-28$64,520$0$8,296$56,224$0$0$0$56,224
FieldValueIRS element (for citing)
Capital Gain Net Income$91,428CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$35,620NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$237AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$32,986NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.007185DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,457AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,242NetVlNoncharitableAssetsYr3Amt
Distribution Yr35.232814DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,350AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$27,367NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.218621DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,966NetVlNoncharitableAssetsYr5Amt
Distribution Yr56.703101DistributionYr5Rt
Total Distribution13.161721TotalDistributionRt
Average Distribution2.632344AverageDistributionRt
Net Vl Noncharitable Assets$78,500NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$206,639AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$923NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$207,562AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,846InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,846SubtotalAmt
Tax Based On Investment Income$1,846TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$74EsPenaltyAmt
Tax Due$1,920TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
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 Line1BLACK CORAL FINANCIAL ADVISORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9733528600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 INTERNATIONAL DRIVE SUITE 300AddressLine1Txt
CityMOUNT OLIVECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07828ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DALE MORRISON - CO BLACK CORAL FIN
500 INTERNATIONAL DRIVE SUITE 300MOUNT OLIVENJ07828PRESIDENT, TREASURER0$0$0$0
BARBARA MORRISON - CO BLACK CORAL F
500 INTERNATIONAL DR SUITE 300MOUNT OLIVENJ07828VP, SECRETARY - AS N0$0$0$0
ANDREA ECKERT - CO BLACK CORAL FIN
500 INTERNATIONAL DR SUITE 300MOUNT OLIVENJ07828TRUSTEE - AS NEEDED0$0$0$0
MARK MORRISON - CO BLACK CORAL FIN
500 INTERNATIONAL DR SUITE 300MOUNT OLIVENJ07828TRUSTEE - AS NEEDED0$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE,THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVIES.ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLEORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3).Description1Txt
Expenses1$0Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$79,695AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$79,695TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$79,695AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,195CashDeemedCharitableAmt
Net Vl Noncharitable Assets$78,500NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,925MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,925MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,846TaxBasedOnInvestmentIncomeAmt
Total Tax$1,846TotalTaxAmt
Distributable Before Adj$2,079DistributableBeforeAdjAmt
Distributable Before Ded$2,079DistributableBeforeDedAmt
Distributable As Adjusted$2,079DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,079DistributableAsAdjustedAmt
Undistributed Income PY$1,781UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$59,669ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$32,538ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$94,985ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$237ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$187,429TotalExcessDistributionCyovAmt
Total Corpus$187,429TotalCorpusAmt
Taxable2$1,781Taxable2Amt
Undistributed Income CY$2,079UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$59,669ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$127,760ExcessDistriCyovToNextYrAmt
Excess From Year4$32,538ExcessFromYear4Amt
Excess From Year3$94,985ExcessFromYear3Amt
Excess From Year2$237ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDALE F MORRISON AND BARBARA L MORRIContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MILTON AREA VETERANS MEMORIAL
710 S JANESVILLE STMiltonWI53563501 (C) (3)STRINGS MUSIC FESTIVAL$1,000
THE STEAMBOAT INSTITUTE
PO BOX 883037Steamboat SpringsCO80488501 (C) (3)DONATION$1,000
GARDEN CLUB OF PRINCETON - MEMORIAL PARK
ONE MAIN STREETSOUTH ORANGENJ07079501 (c) (3)CHARITABLE PURPOSES$1,000
STRINGS MUSIC FESTIVAL
PO BOX 774627STEAMBOAT SPRINGSCO80477501 (c) (3)CHARITABLE PURPOSES$10,000
NASSAU PRESBYTERIAN CHURCH
61 NASSAU STPrincetonNJ08542501 (c) (3)CHARITABLE PURPOSES$10,000
CORNER HOUSE FOUNDATION
1 MONUMENT DRPrincetonNJ08540501 (c) (3)CHARITABLE PURPOSES$5,000
LACES OF LOVE
1976 BETHANY PLNaplesFL34109501 (c) (3)CHARITABLE PURPOSES$200
BAY COLONY SCHOLORSHIP FUND
9740 BENT GRASS BENTNaplesFL34108501 (C) (3)CHARITABLE PURPOSES$850
CANINE COMPANIONS
286 MIDDLE ISLAND RDMedfordNY11763501 (C) (3)CHARITABLE PURPOSES$250
NAPLES BOTANICAL GARDEN
4820 BAYSHORE DRNaplesFL34112501 (C) (3)CHARITABLE PURPOSES$24,500
STEAMBOAT ART MUSEUM
801 LINCOLN AVESteamboat SpringsCO80487501 (C) (3)CHARITABLE PURPOSES$1,000
YAMPA RIVER BOTANICAL PARK
PO BOX 776269Steamboat SpringsCO80477501 (C) (3)CHARITABLE PURPOSES$1,000
YAMPA VALLEY COMMUNITY FOUNDATION
385 ANGLERS DR BSteamboat SpringsCO80487501 (C) (3)CHARITABLE PURPOSES$250
AMERICAN CANCER SOCIETY
1626 LOCUST STPhiladelphiaPA19103501 (C) (3)CHARITABLE PURPOSES$100
NAPLES COMMUNITY HEALTHCARE FOUNDATION
350 7TH STNaplesFL34106501 (C) (3)CHARITABLE PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$877ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Related Or Exempt Function Incm$91,428RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$877ExclusionAmt
Related Or Exempt Function Incm$91,428RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,305TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
DALE F MORRISON
11278 WAGGLE WAYNaplesFL34108$50,279Yes (X)
BARBARA L MORRISON
21278 WAGGLE WAYNaplesFL34108$50,279Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1STOCK FROM DALE & BARBARA MORRISON FROM JOINT ACCOUNT TO FOUNDATION ACCOUNT XXX9501 525 SHARES OF PE$50,2792016-01-19
2STOCK FROM DALE & BARBARA MORRISON FROM JOINT ACCOUNT TO FOUNDATION ACCOUNT XXX9501 525 SHARES OF PE$50,2792016-01-19

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtBasis MethodBasisMethodTxtTotal NetTotalNetAmt
450 SHARES OF PEPSICO INC.1991-01Purchased2016-01$42,361$7,247FMV$35,114
600 SHARES OF PEPSI CO.Purchased2016-07$64,520$8,206FMV$56,314

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescAPPRECIATION OVER BASISDesc
Amt$85,105Amt

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