MORRISON FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MORRISON FAMILY FOUNDATION INC (EIN 22-3623403)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-19
- IRS object ID
- 201440789349100504
- Schema version
- 2013v3.1
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-19T13:03:56-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACK CORAL FINANCIAL ADVISORS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 INTERNATIONAL DRIVE SUITE 300 | AddressLine1 |
| City | MOUNT OLIVE | City |
| State | NJ | State |
| ZIP Code | 07828 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MOUNT OLIVE | City |
| State | NJ | State |
| ZIP Code | 07828 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE F MORRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9733528600 | PhoneNum |
| Signature | 1920-03-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN LISKA | PreparerPersonNm |
| Phone | 9733528600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,970 | 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 | $147,624 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,569 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $20 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $170,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,591 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $570 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $570 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $570 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $570 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $570 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $570 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,021 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,970 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $22,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,970 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $22,021 | CapitalStockBOYAmt |
| Capital Stock EOY | $51,970 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$44,589 | OtherIncreasesAmt |
| Subtotal | $51,970 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $51,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WABCO HOLDINGS 6.000 SHARES | D | 2010-06-21 | 2013-12-04 | $539 | $0 | $480 | $59 | $0 | $0 | $0 | $59 |
| WABCO HOLDINGS 90.000 SHARES | D | 2010-06-21 | 2013-12-04 | $8,091 | $0 | $7,200 | $891 | $0 | $0 | $0 | $891 |
| WABCO HOLDINGS 100.000 SHARES | D | 2010-06-21 | 2013-12-04 | $8,991 | $0 | $8,000 | $991 | $0 | $0 | $0 | $991 |
| WABCO HOLDINGS 100.000 SHARES | D | 2010-06-21 | 2013-12-04 | $8,992 | $0 | $8,000 | $992 | $0 | $0 | $0 | $992 |
| WABCO HOLDINGS 100.000 SHARES | D | 2010-06-21 | 2013-12-04 | $8,992 | $0 | $8,000 | $992 | $0 | $0 | $0 | $992 |
| WABCO HOLDINGS 900.000 SHARES | D | 2010-06-21 | 2013-12-04 | $80,933 | $0 | $72,000 | $8,933 | $0 | $0 | $0 | $8,933 |
| IBM 50.000 SHARES | D | 1995-02-07 | 2013-03-06 | $10,362 | $0 | $7,125 | $3,237 | $0 | $0 | $0 | $3,237 |
| IBM 100.000 SHARES | D | 1995-02-07 | 2013-03-06 | $20,723 | $0 | $14,249 | $6,474 | $0 | $0 | $0 | $6,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,569 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,367 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.218621 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,966 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 6.703101 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,177 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.238297 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,270 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,848 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.730313 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,355 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,140 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.368588 | DistributionYr5Rt |
| Total Distribution | 13.258920 | TotalDistributionRt |
| Average Distribution | 2.651784 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,242 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,374 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,594 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,677 | 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 | $220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $220 | SubtotalAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $220 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MOUNT OLIVE | City |
| State | NJ | State |
| ZIP Code | 07828 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0 | $0 | $0 | $0 |
| BARBARA MORRISON - CO BLACK CORAL F | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | VP, SECRETARY - AS N | 0 | $0 | $0 | $0 |
| ANDREA ECKERT - CO BLACK CORAL FIN | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | TRUSTEE - AS NEEDED | 0 | $0 | $0 | $0 |
| MARK MORRISON - CO BLACK CORAL FIN | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | TRUSTEE - AS NEEDED | 0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,520 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,520 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $220 | TotalTaxAmt |
| Distributable Before Adj | $692 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $692 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,677 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,677 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $220 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,457 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $692 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $44,927 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,460 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,669 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,538 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $208,376 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,677 | QualifyingDistributionsAmt |
| Applied To Current Year | $692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,985 | RemainingDistriFromCorpusAmt |
| Total Corpus | $303,361 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,927 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $258,434 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,782 | ExcessFromYear4Amt |
| Excess From Year3 | $28,460 | ExcessFromYear3Amt |
| Excess From Year2 | $59,669 | ExcessFromYear2Amt |
| Excess From Year1 | $32,538 | ExcessFromYear1Amt |
| Excess From Current Year | $94,985 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STRINGS MUSIC FESTIVAL | ||||||
| 900 STRINGS ROAD | STEAMBOAT SPRINGS | CO | 80477 | 501 (C) (3) | STRINGS MUSIC FESTIVAL | $10,000 |
| STRINGS MUSIC FESTIVAL | ||||||
| 900 STRINGS ROAD | STEAMBOAT SPRINGS | CO | 80477 | 501 (C) (3) | STRINGS MUSIC FESTIVAL | $107 |
| US FUND FOR UNICEF | ||||||
| 152 W 57TH ST 59TH FLOOR | NEW YORK | NY | 10019 | 501 (C) (3) | CHARITY | $10,000 |
| CORNER HOUSE FOUNDATION | ||||||
| 369 WITHERSPOON ST | PRINCETON | NJ | 08540 | 501 (C) (3) | PREVENTION AND TREATMENT PROGRAMS | $3,000 |
| NASSAU PRESBYTERIAN CHURCH | ||||||
| 61 NASSAU ST | PRINCETON | NJ | 08542 | 501 (C) (3) | CHURCH DONATION | $10,000 |
| STEAMBOAT SPRINGS WINTER SPORTS CLUB | ||||||
| PO BOX 774487 | STEAMBOAT SPRINGS | CO | 80477 | 501 (c) (3) | ENDOWMENT FOR CHILDREN/ATHLETES/COACHES | $1,000 |
| STEAMBOAT SPRINGS WINTER SPORTS CLUB | ||||||
| PO BOX 774487 | STEAMBOAT SPRINGS | CO | 80477 | 501 (c) (3) | ENDOWMENT FOR CHILDREN/ATHLETES/COACHES | $7,000 |
| BAY COLONY GOLF CLUB SCHOLERSHIP FUND | ||||||
| 9740 BENT GRASS BEND | NAPLES | FL | 34108 | 501 (c) (3) | SCHOLERSHIP FUND | $500 |
| RIDER UNIVERSITY WESTMINSTER CHOIR COLLEGE | ||||||
| 101 WALNUT LANE | PRINCETON | NJ | 08540 | 501 (c) (3) | CHOIR | $1,000 |
| BOYS & GIRLS CLUBS OF NW COLORADO | ||||||
| 1324 EAST HIGHWAY 40 | CRAIG | CO | 81625 | 501 (c) (3) | CHILDREN REHABILITATION | $2,500 |
| UNIVERSITY OF NORTH DAKOTA FOUNDATION | ||||||
| 3501 UNIVERSITY AVENUE STOP 8157 | GRANDFORKS | ND | 58202 | 501 (c) (3) | ENDOWMENT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,107 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,569 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DALE F MORRISON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1278 WAGGLE WAY | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $147,624 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,296 SHARES OF WABCO HOLDINGS (TICKER WBC) | $116,539 | 2013-12-04 |
| 1 | 150 SHARES OF IBM (TICKER IBM) | $31,085 | 2013-03-05 |
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 |
|---|---|---|---|---|---|---|---|
| WABCO | 2010-06 | Donated | 2013-12 | $116,539 | $103,680 | FMV | $12,859 |
| IBM | 1995-02 | Donated | 2013-03 | $31,085 | $21,375 | FMV | $9,710 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2012 FEDERAL REFUND | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LESS CAPITAL GAIN ADJUSTMENT 2X | -$45,138 |
| PLUS CHANGE IN INVESTMENT VALUE | $549 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2012 FEDERAL TAXES PAID ON 05/13/2013 | CategoryTxt |
| Amt | $570 | Amt |
| Net Investment Income | $570 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $570 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $570 | DisbursementsCharitablePrpsAmt |
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