MORRISON FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MORRISON FAMILY FOUNDATION INC (EIN 22-3623403)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-02
- IRS object ID
- 202630339349100968
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-02T15:08:46-08:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273103702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACK CORAL FINANCIAL ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CLARK DRIVE SUITE 320 | AddressLine1Txt |
| City | BUDD LAKE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07828 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | BusinessNameLine1Txt |
| 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 | 350 CLARK DRIVE | AddressLine1Txt |
| City | MOUNT OLIVE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07828 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE F MORRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9733528600 | PhoneNum |
| Signature | 2026-01-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN LISKA | PreparerPersonNm |
| PTIN | P00284907 | PTIN |
| Preparation | 2026-02-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $255,334 | 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 | $202,086 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,118 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,118 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,901 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $252,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,019 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,118 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,750 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,750 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,750 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,171 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $367,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,750 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$115,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,269 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,135 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,747 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,747 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $371,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $240,587 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $240,587 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $390,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $255,334 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $390,480 | CapitalStockBOYAmt |
| Capital Stock EOY | $255,334 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $390,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $255,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $390,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $255,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $390,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$115,816 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,468 | OtherIncreasesAmt |
| Subtotal | $315,132 | SubtotalAmt |
| Other Decreases | $59,798 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $255,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 34 PAYLOCITY | D | 2020-04-21 | 2025-08-14 | $5,886 | $0 | $5,689 | $197 | $0 | $0 | $0 | $197 |
| 105 QUAKER | D | 2020-04-21 | 2025-08-14 | $14,297 | $0 | $9,887 | $4,410 | $0 | $0 | $0 | $4,410 |
| 500 TANDEM | D | 2020-04-21 | 2025-08-14 | $5,777 | $0 | $11,902 | -$6,125 | $0 | $0 | $0 | -$6,125 |
| 110 INTEGER | D | 2020-04-21 | 2025-09-23 | $11,339 | $0 | $7,572 | $3,767 | $0 | $0 | $0 | $3,767 |
| 130 ITT | D | 2020-04-21 | 2025-09-23 | $23,701 | $0 | $11,522 | $12,179 | $0 | $0 | $0 | $12,179 |
| 80 LECO | D | 2020-04-21 | 2025-09-23 | $19,007 | $0 | $10,518 | $8,489 | $0 | $0 | $0 | $8,489 |
| 305 ROL | D | 2020-04-21 | 2025-09-23 | $16,930 | $0 | $7,407 | $9,523 | $0 | $0 | $0 | $9,523 |
| 380 TOAST | D | 2020-04-21 | 2025-09-23 | $14,252 | $0 | $8,228 | $6,024 | $0 | $0 | $0 | $6,024 |
| 150 WINTRUST | D | 2020-04-21 | 2025-09-23 | $20,135 | $0 | $10,698 | $9,437 | $0 | $0 | $0 | $9,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,901 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $657 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $690 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | MOUNT OLIVE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07828 | ZIPCd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA MORRISON - CO BLACK CORAL F | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | PRESIDENT, SECRETARY - AS NEEDED | 0.00 | $0 | $0 | $0 |
| ANDREA ECKERT - CO BLACK CORAL FIN | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | TRUSTEE - AS NEEDED | 0.00 | $0 | $0 | $0 |
| MARK MORRISON - CO BLACK CORAL FIN | ||||||||
| 500 INTERNATIONAL DR SUITE 300 | MOUNT OLIVE | NJ | 07828 | TRUSTEE - AS NEEDED | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE,THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $411,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $411,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $411,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $405,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,266 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,266 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $657 | TotalTaxAmt |
| Distributable Before Adj | $19,609 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,609 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,609 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $19,609 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NASSAU PRESBYTERIAN CHURCH | ||||||
| 61 NASSAU ST | PRINCETON | NJ | 08542 | PC | 11/13/25AUTO DEBITCHARITABLE PURPOSES | $5,000 |
| WOUNDED WARRIOR | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | 11/12/25AUTO DEBITCHARITABLE PURPOSES | $3,000 |
| NCH CENTER FOR PHILANTHROPY | ||||||
| 350 7TH STEET N | NAPLES | FL | 32818 | PC | 12/16/25AUTO DEBITCHARITABLE PURPOSES | $7,505 |
| THE IMMOKALEE FOUNDATION | ||||||
| 908 ROBERTS AVE W | IMOKALEE | FL | 34142 | PC | 05/21/25AUTO DEBITCHARITABLE PURPOSES | $1,005 |
| THE IMMOKALEE FOUNDATION | ||||||
| 908 ROBERTS AVE W | IMOKALEE | FL | 34142 | PC | 04/18/25CHECK # 414CHARITABLE PURPOSES | $435 |
| THE IMMOKALEE FOUNDATION | ||||||
| 908 ROBERTS AVE W | IMOKALEE | FL | 34142 | PC | 09/23/25WIRE TRANSFERCHARITABLE PURPOSES | $10,000 |
| THE IMMOKALEE FOUNDATION | ||||||
| 908 ROBERTS AVE W | IMOKALEE | FL | 34142 | PC | 09/23/25WIRE TRANSFERCHARITABLE PURPOSES | $100,000 |
| TUNNELS TO TOWERS | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | 11/12/25DIRECT DEBITCHARITABLE PURPOSES | $3,000 |
| UNIVERSITY OF NORTH DAKOTA | ||||||
| 3501 UNIVERSITY AVE | GRAND FORKS | ND | 58202 | PC | 03/25/25CHECK # 411CHARITABLE PURPOSES | $7,286 |
| UNIVERSITY OF NORTH DAKOTA | ||||||
| 3501 UNIVERSITY AVE | GRAND FORKS | ND | 58202 | PC | 09/15/25ACAT SECURITIES TRANSFERCHARITABLE PURPOSES | $99,983 |
| UNIVERSITY OF NORTH DAKOTA | ||||||
| 3501 UNIVERSITY AVE | GRAND FORKS | ND | 58202 | PC | 06/16/25ACAT SECURITIES TRANSFERCHARITABLE PURPOSES | $99,887 |
| NAPLES BOTANTICAL GARDEN | ||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | PC | 08/15/25CHECK # 415CHARITABLE PURPOSES | $23,570 |
| CHRIST CHILD SOCIETY OF NAPLES | ||||||
| 8805 TAMIAMI TRAIL NORTH 202 | NAPLES | FL | 34108 | PC | 02/20/25CHECK # 407CHARITABLE PURPOSES | $1,000 |
| WOMENS FOUNDATION OF COLLIER COUNTY | ||||||
| 1110 PINE RIDGE ROAD | NAPLES | FL | 34108 | PC | 04/18/25CHECK # 409CHARITABLE PURPOSES | $1,000 |
| ARTIS NAPLES | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | PC | 04/18/25CHECK # 412CHARITABLE PURPOSES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,171 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,118 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $47,901 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,118 | ExclusionAmt |
| Related Or Exempt Function Incm | $47,901 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,019 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | BARBARA L MORRISON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1278 WAGGLE WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $202,086 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 150 WINTRUST FINANCIAL | $17,092 | 2025-05-02 |
| 1 | 110 INTERGER HOLDINGS | $13,859 | 2025-05-02 |
| 1 | 130 ITT | $18,387 | 2025-05-02 |
| 1 | 285 PERFORMANCE FOOD | $23,393 | 2025-05-02 |
| 1 | 64 GUIDEWIRE | $13,265 | 2025-05-02 |
| 1 | 305 ROLLINS | $17,353 | 2025-05-02 |
| 1 | 34 PAYLOCITY | $6,462 | 2025-05-02 |
| 1 | 139 GRAND CANYON | $25,525 | 2025-05-02 |
| 1 | 30 WATSCO | $14,069 | 2025-05-02 |
| 1 | 95 HEICO | $24,845 | 2025-05-02 |
| 1 | 380 TOAST | $13,534 | 2025-05-02 |
| 1 | 47 MEDPACE | $14,301 | 2025-05-02 |
| 1 | CASH DEPOSIT | $16 | 2025-09-15 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 165 BOOZ ALLEN | $13,919 | $13,919 |
| 170 DORMAN PROD | $20,942 | $20,942 |
| 66 GRAND CAYMAN | $10,976 | $10,976 |
| 64 GUIDWIRE | $12,865 | $12,865 |
| 95 HEICO | $30,741 | $30,741 |
| 64 KINSALE CAP GROUP INC | $25,032 | $25,032 |
| 170 MALCOM TECHNOLOGY SOLUTIO | $29,118 | $29,118 |
| 47 MEDPACE | $26,398 | $26,398 |
| 285 PERFORMANCE FOOD | $25,627 | $25,627 |
| 210 TEXAS ROADHOUSE INC | $34,860 | $34,860 |
| 30 WATSCO | $10,109 | $10,109 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST | $2,118 |
| CAPITAL GAINS | $47,901 |
| ADJUST | $9,779 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR CHANGE IN INVESTMENT VALUE | Desc |
| Amt | $40,468 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX DUE | $2,700 | $2,700 | $2,700 |
| ACAT TRANSFER FEE TO SCHWAB | $50 | $50 | $50 |
Comments