MORRISON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MORRISON FOUNDATION (EIN 06-1666780)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-30
- IRS object ID
- 202632119349100308
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-30T10:25:36-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640900153 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MONUMENT PL | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39180 | 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 | 061666780 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 6016364762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MONUMENT PLACE | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT R MORRISON III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6016364762 | PhoneNum |
| Signature | 2026-08-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA K MCBRIDE | PreparerPersonNm |
| PTIN | P01279701 | PTIN |
| Phone | 6016364762 | PhoneNum |
| Preparation | 2026-07-30 | 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 | $861,021 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,797 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,167 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $802 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $105,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,383 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,700 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $63 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $63 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,602 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,602 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,018 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,230 | CashBOYAmt |
| Cash EOY | $210,470 | CashEOYAmt |
| Cash EOYFMV | $210,470 | CashEOYFMVAmt |
| Corporate Stock BOY | $475,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $366,124 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $650,551 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $579,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $576,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $861,021 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $579,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $576,594 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $579,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $576,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $579,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $576,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $579,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,337 | OtherIncreasesAmt |
| Subtotal | $579,836 | SubtotalAmt |
| Other Decreases | $3,242 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $576,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY NASDAQ COMPOSITE INDEX ETF | P | 2023-01-20 | 2025-01-08 | $194,797 | $110,022 | $84,775 | $84,775 |
| STEPUP BASIS | P | 2023-01-20 | 2025-08-08 | $608 | -$608 | -$608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,167 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,251 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,251 | SubtotalAmt |
| Tax Based On Investment Income | $1,251 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $1,259 | TaxDueAmt |
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 |
| 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 | MAY & COMPANY LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6016364762 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MONUMENT PLACE | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39180 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT R MORRISON III | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MONUMENT PLACE | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATION TO CRAWFORD STREET UNITED METHODIST CHURCH | Description1Txt |
| Expenses1 | $34,500 | Expenses1Amt |
| Description2 | DONATION TO CENTRAL MS PREVENTION SERVICE | Description2Txt |
| Expenses2 | $32,687 | Expenses2Amt |
| Description3 | DONATION TO GOOD SHEPHERD COMMUNITY CENTER | Description3Txt |
| Expenses3 | $11,000 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $600,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $845,602 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $845,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $832,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,251 | TotalTaxAmt |
| Distributable Before Adj | $40,395 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,395 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,395 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,107 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $93,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,395 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $40,903 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,472 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,392 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,640 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,991 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $180,398 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,107 | QualifyingDistributionsAmt |
| Applied To Current Year | $40,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,712 | RemainingDistriFromCorpusAmt |
| Total Corpus | $233,110 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,903 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $192,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,472 | ExcessFromYear4Amt |
| Excess From Year3 | $32,392 | ExcessFromYear3Amt |
| Excess From Year2 | $21,640 | ExcessFromYear2Amt |
| Excess From Year1 | $41,991 | ExcessFromYear1Amt |
| Excess From Current Year | $52,712 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CRAWFORD STREET UNITED METHODIST | ||||||||
| CHURCH | 900 CRAWFORD ST | VICKSBURG | MS | 39180 | NONE | PC | PLEDGE | $34,500 |
| CENTRAL MS PREVENTION SERVICES | ||||||||
| 2406 GROVE ST | VICKSBURG | MS | 39183 | NONE | PC | DONATION | $32,687 | |
| EUDORA WELTY FOUNDATION | ||||||||
| PO BOX 55685 | JACKSON | MS | 392965685 | NONE | PC | DONATION | $5,000 | |
| TRIUMP CHURCH | ||||||||
| 136 HONEYSUCKLE LANE | VICKSBURG | MS | 39183 | NONE | PC | DONATION | $500 | |
| STOREHOUSE COMMUNITY FOOD PANTRY | ||||||||
| 718 BOWMAR AVENUE | VICKSBURG | MS | 39180 | NONE | PC | DONATION | $500 | |
| SOUTHERN HERITAGE AIR FOUNDATION | ||||||||
| 175 VTR AIRPORT ROAD | TALLULAH | LA | 71282 | NONE | PC | DONATION | $1,000 | |
| GOOD SHEPHERD COMMUNITY CENTER | ||||||||
| 629 CHERRY ST | VICKSBURG | MS | 39183 | NONE | PC | DONATION | $11,000 | |
| FRIENDS OF VICKSBURG NATIONAL PARK | ||||||||
| 3201 CLAY STREET | VICKSBURG | MS | 39183 | NONE | PC | DONATION | $5,000 | |
| UNIVERSITY OF VIRGINIA LAW | ||||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | DONATION | $1,000 | |
| MISSISSIPPI FOOD NETWORK | ||||||||
| 440 W BEATTY ST | JACKSON | MS | 39201 | NONE | PC | DONATION | $1,920 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,107 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,199 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $84,167 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Related Or Exempt Function Incm | $802 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $84,969 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,185 | 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 | 4 | LineNumberTxt |
| Relationship Statement | MISC INCOME REPRESENTS ACCRUED NONTAXABLE DIVIDENDS ON INVESTMENTS. ANY INVESTMENT INCOME IS INCIDENTAL TO THE PURPOSE OF THE FOUNDATION, AND IS USED TO FURTHER THE GOALS OF THE FOUNDATION | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,700 | Amt |
| Net Investment Income | $5,700 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | ||
| NON-TRADITIONAL | $25,000 | $24,902 |
| EQUITIES | $341,124 | $625,649 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT FEES | $3,076 |
| FEDERAL TAXES | $166 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| RENT | $5,526 | $5,526 |
| INVESTMENT FEES | $3,076 | $3,076 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $802 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $2,337 | Amt |
Comments