J R MORRIS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
J R MORRIS CHARITABLE FOUNDATION INC (EIN 16-1490773)
Tax period
2009-11-01 to 2010-10-31
Filed
2011-02-03
IRS object ID
201100349349100200
Schema version
2009v1.4
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)
Timestamp2011-02-03T09:01:58-00:00Timestamp
Tax Period End Date2010-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Thomas A Podsiadlo CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1350 Elm StAddressLine1
CityPenn YanCity
StateNYState
ZIP Code14527ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2009-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN161490773EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1J R Morris Charitable Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJRMONameControl
Phone6072438383Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1154 North Glenora RoadAddressLine1
CityDundeeCity
StateNYState
ZIP Code14837ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJeffrey R MorrisName
TitlePresidentTitle
Date Signed2011-01-30DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameThomas PodsiadloName
Phone3155363335Phone
Date Prepared2011-01-26DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY926171FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Savings Rev And Expnss6InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm6InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss13765DividendsRevAndExpnss
Dividends Net Invst Incm13765DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss5005NetGainSaleAssetsRevAndExpnss
Gross Sales Price43000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm5005CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss11OtherIncomeRevAndExpnss
Other Income Net Invst Incm11OtherIncomeNetInvstIncm
Total Revenue And Expenses18787TotalRevenueAndExpenses
Total Net Investment Income18787TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1565AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm782AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps783AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss7OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm3OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps4OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1572TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm785TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps787TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss42886ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps42886ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss44458TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm785TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps43673TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-25671ExcessOfRevenueOverExpenses
Net Investment Income18002NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4387CashBOY
Cash EOY2947CashEOY
Cash EOYFMV2947CashEOYFMV
Investments Other BOY818147InvestmentsOtherBOY
Investments Other EOY793916InvestmentsOtherEOY
Investments Other EOYFMV923224InvestmentsOtherEOYFMV
Total Assets BOY822534TotalAssetsBOY
Total Assets EOY796863TotalAssetsEOY
Total Assets EOYFMV926171TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Unrestricted BOY822534UnrestrictedBOY
Unrestricted EOY796863UnrestrictedEOY
Total Net Assets BOY822534TotalNetAssetsBOY
Total Net Assets EOY796863TotalNetAssetsEOY
Total Liabilities Net Assets BOY822534TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY796863TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY822534TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-25671ExcessOfRevenueOverExpenses
Subtotal796863Subtotal
Total Net Assets Fund Balances EOY796863TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
778shs New Perspective FundP1998-10-312010-10-28215001674747534753
796 shs Investment Company of AmericaP1998-10-312010-10-282150021248252252
FieldValueIRS element (for citing)
Capital Gain Net Income5005CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year142832QualifyingDistributionsYear1
Noncharitable Assets Year1749623NoncharitableAssetsYear1
Distribution Ratio Year1000.057138DistributionRatioYear1
Qualifying Distributions Year248201QualifyingDistributionsYear2
Noncharitable Assets Year21071814NoncharitableAssetsYear2
Distribution Ratio Year2000.044971DistributionRatioYear2
Qualifying Distributions Year355130QualifyingDistributionsYear3
Noncharitable Assets Year31173051NoncharitableAssetsYear3
Distribution Ratio Year3000.046997DistributionRatioYear3
Qualifying Distributions Year452338QualifyingDistributionsYear4
Noncharitable Assets Year41050865NoncharitableAssetsYear4
Distribution Ratio Year4000.049805DistributionRatioYear4
Qualifying Distributions Year549613QualifyingDistributionsYear5
Noncharitable Assets Year5957701NoncharitableAssetsYear5
Distribution Ratio Year5000.051804DistributionRatioYear5
Total Distribution Ratio000.250715TotalDistributionRatio
Average Distribution Ratio000.050143AverageDistributionRatio
Net Noncharitable Assets880257NetNoncharitableAssets
Adjusted Noncharitable Assets44139AdjustedNoncharitableAssets
One Percent Net Investment Income180OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One44319AdjNonchrtblAssetsAndOnePct
Qualifying Distributions43673QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax360InvestmentIncomeExciseTax
Subtotal360Subtotal
Tax Based On Investment Income360TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1180EstTaxPaymentsAndOverpayment
Total Credits And Payments1180TotalCreditsAndPayments
Tax Paid Original Return1180TaxPaidOriginalReturn
Overpayment820Overpayment
Amount Credited To Next Year820AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Books In Care Of Person NameMr Jeffrey R MorrisBooksInCareOfPersonName
Books In Care Of Phone Number6072438383BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1154 North Glenora RoadAddressLine1
CityDundeeCity
StateNYState
ZIP Code148378817ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Jeffrey R Morris
154 N Glenora RoadDundeeNY148378817President002.000
Laurie Richer
154 N Glenora RoadDundeeNY148378817Secretary004.000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1ScholarshipsDescription1
Expenses112500Expenses1
Description2Contributions To Other Organizations 24 OrganizationsDescription2
Expenses230386Expenses2

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities885314AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances8348AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets893662TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets893662AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable13405CashDeemedCharitable
Net Noncharitable Assets880257NetNoncharitableAssets
Minimum Investment Return44013MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return44013MinimumInvestmentReturn
Tax Based On Investment Income360TaxBasedOnInvestmentIncome
Total Tax360TotalTax
Distributable Amount Before Adj43653DistributableAmountBeforeAdj
Distributable Amount Before Ded43653DistributableAmountBeforeDed
Distributable Amount As Adjusted43653DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions43673ExpensesAndContributions
Qualifying Distributions43673QualifyingDistributions
Adj Qualifying Distributions43673AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted43653DistributableAmountAsAdjusted
Excess Distri Carryover Year1948ExcessDistriCarryoverYear1
Total Excess Distri Carryover948TotalExcessDistriCarryover
Qualifying Distributions43673QualifyingDistributions
Applied To Current Year43673AppliedToCurrentYear
Total Corpus948TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year948ExcessDistriCyovToNextYear
Excess From Year1948ExcessFromYear1
Excess From Current Year20ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJeffrey R MorrisContributingManager
Shareholder ManagerNoneShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJeffrey R MorrisRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1154 North Glenora RoadAddressLine1
CityDundeeCity
StateNYState
ZIP Code148378817ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number6072438383RecipientPhoneNumber
Form And Info And MaterialsApplicants are required to submit a complete biographical record and supporting materials, including a report on their academic careers a detailed statement of their plans and commitments after the scholarshipprogram letters of reference which may include recommendations from instructors and lists of publications and other accomplishments, if any. Applicants must also convince the Foundation of their financial need for thr grant, including the submission of notarized statements showing their parents aggregate annual gross income.FormAndInfoAndMaterials
Submission DeadlinesNoneSubmissionDeadlines
Restrictions On AwardsParents of children seeking scholarships must reside in Allegany, Steuben or Yates Counties and have annual gross income of $60,000 or less.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Alfred- Alfred Station Community Ch
PO Box 603AlfredNY14802ExemptGeneral Operations$1,000
Alfred Univ- The W B Crandall Sch
1 Saxon DriveAlfredNY14802ExemptScholarships$12,500
Alfred Univ- Annual Fund Drive
1 Saxon DriveAlfredNY14802ExemptGeneral Operations$1,836
Alfred Station Fire Company
Rt 244 PO Box 282Alfred StationNY14802ExemptReduction of building debt and training$500
Allegany County United Way
PO Box 15WellsvilleNY14895ExemptGeneral Operations$1,000
American Red Cross
121 Elm StreetPenn YanNY14527ExemptTo directly assist families and children, not administration$1,000
Arnot Ogden Medical Foundation
600 Roe AvenueElmiraNY14905ExemptFor the Leblanc Endowment$2,500
Arnot Ogden Medical Foundation
600 Roe AnenueElmiraNY14905ExemptAnnual Appeal$6,000
Camp Good Days and Special days
58 West Lake RoadBranchportNY14418ExemptFor the campers and programming at the Branchport facility$1,000
Clemens Center
PO Box 1046ElmiraNY14902ExemptGeneral Operations$500
Comfort House of Allegany County
141 East State StreetWellsvilleNY14895ExemptTo assist in the renovation of the Hart House$1,000
Dundee Ambulance Services
Main StreetDundeeNY14837ExemptFor supplies,equipment and improved training$500
Dundee Children's Center
Main StreetDundeeNY14837ExemptFor increased programming and purchases of needed toys and supplies that will provide greater opport$1,500
Dundee Library
32 Water StreetDundeeNY14837ExemptFor the acquisition of books and other material$1,000
Dundee Library
32 Water StreetDundeeNY14837ExemptFor the acquisition of books and increased programming in the childrens area$1,000
Dundee Area United Fund
PO Box 15DundeeNY14837ExemptGeneral Operations$1,500
Garth Fagan Dance
50 Chestnut StreetRochesterNY14604ExemptGeneral Operations$500
Ontario- Yates Hospice
756 Pre-Emption RoadGenevaNY14456ExemptTo assist families in need and not for administrative costs$1,500
Literacy Volunteers of Yates Co
117 E Elm StreetPenn YanNY14527ExemptTo directly assist your clients, and not for administrative costs$1,000
Milly's Pantry Inc
PO Box 196Penn yanNY14527ExemptFor food and supplies needed to support needy children in the Dundee area$500
Keuka College
141 Central AveKeuka ParkNY14478ExemptAnnual Fund$500
National Right To Work Legal Defens
8001 Braddock RoadSpringfieldVA22160ExemptFor the strategic legal program$500
Royal Family Kids' Camp
4 South River RoadHoughtonNY14744ExemptGeneral operations$1,000
Schuyler Hospital
220 Steuben StreetMontour FallsNY14837Exempt2010 Family of Friends Fundraising Campaign$1,000
WCNY
506 Old Liverpool RoadSyracuseNY132202400ExemptPublic Broadcasting Fund Drive$500
The WRVO Stations
7060 State Route 104OswegoNY13126ExemptChallenge donation towards the Public Broadcasting Fund Drive$1,500
Leukemia Lymphoma Society
4053 Maple RoadAmherstNY14226ExemptGeneral Operations$50
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year42886TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income6RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income13765RelatedOrExemptFunctionIncome

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income11RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income5005RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income18787RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA18787TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
3The investment interest , dividends and other investment income and gain on the sale of securities sold provide funds
4for scholarships, grants and contributions to other charitable organizations.

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryThomas A. Podsiadlo CPACategory
Amount$1,565Amount
Net Investment Income782NetInvestmentIncome
Disbursements Charitable Prps783DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
Investment Company Of AmericaAT COST357240361612
New Perspective FundAT COST436676561612

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionPublication FeeDescription
Revenue And Expenses Per Books7RevenueAndExpensesPerBooks
Net Investment Income3NetInvestmentIncome
Disbursements Charitable Prps4DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionTo adjust cash balance to actualDescription
Revenue And Expenses Per Books11RevenueAndExpensesPerBooks
Net Investment Income11NetInvestmentIncome

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