ANDREW MCMORRIS FOUNDATION INC: Form 990EZ, tax year 2023
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- Organization
- ANDREW MCMORRIS FOUNDATION INC (EIN 83-4023798)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-20
- IRS object ID
- 202421729349200132
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-20T13:24:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452674529 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMBRECHT & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MOTOR PARKWAY STE 200 | AddressLine1Txt |
| City | HAUPPAUGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 834023798 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW MCMORRIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 6312524652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 RANDALL ROAD | AddressLine1Txt |
| City | WADING RIVER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11792 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISA MCMORRIS | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 6312524652 | PhoneNum |
| Signature | 2024-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALISA | PersonFirstNm |
| Person Last | MCMORRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN ARMBRECHT | PreparerPersonNm |
| PTIN | P00951757 | PTIN |
| Phone | 6312741004 | PhoneNum |
| Preparation | 2024-06-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.ANDREWMCMORRISFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $167,858 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $110,506 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $57,352 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $62,960 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$5,608 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $1,811 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$1,811 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $103,087 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $36,502 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $3,578 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $40,387 | OtherExpensesTotalAmt |
| Total Expenses | $80,467 | TotalExpensesAmt |
| Excess Or Deficit For Year | $22,620 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $37,107 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $59,727 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,945 | BOYAmt |
| EOY | $53,508 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,162 | BOYAmt |
| EOY | $7,244 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,107 | BOYAmt |
| EOY | $60,752 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,025 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,107 | BOYAmt |
| EOY | $59,727 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO SUPPORT VARIOUS WORTHY LOCAL AND NON-LOCAL CHARITABLE CAUSES SUCH AS YOUTH ORGANIZATIONS, EDUCATIONAL & SCHOLARSHIP PROGRAMS AND COMMUNITY DEVELOPMENT PROGRAMS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO SUPPORT VARIOUS WORTHY LOCAL AND NON-LOCAL CHARITABLE CAUSES SUCH AS YOUTH ORGANIZATIONS, EDUCATIONAL & SCHOLARSHIP PROGRAMS AND COMMUNITY DEVELOPMENT. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $36,502 | GrantsAndAllocationsAmt |
| Program Service Expenses | $61,235 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $61,235 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ALISA MCMORRIS | ||||
| CO-PRESIDENT | 6.00 | $0 | $0 | $0 |
| JOHN MCMORRIS | ||||
| CO-PRESIDENT | 6.00 | $0 | $0 | $0 |
| DAWN SCHAEFER | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LAURA GOODALE | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA GOODALE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 SOUNDVIEW DRIVE | AddressLine1Txt |
| City | SHOREHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6314459513 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,506 | CurrentTaxYearAmt |
| Total | $390,060 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,715 | CurrentTaxYearMinus2YearsAmt |
| Total | $13,688 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,506 | CurrentTaxYearAmt |
| Total | $403,748 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $403,748 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,506 | CurrentTaxYearAmt |
| Total | $403,748 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, SHORT YEAR EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION WAS INCORPORATED ON MARCH 13, 2019. ACCORDINGLY, THE CALENDAR YEAR ENDING DECEMBER 31, 2019 WAS A SHORT YEAR. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $114,831 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $63,109 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,722 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,447 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $37,600 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,895 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,780 | OtherDirectExpensesEvent1Amt |
| Event2 | TOPGUN RUN | Event2Nm |
| Gross Receipts Event2 | $36,255 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $30,625 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,630 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $5,080 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,608 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $550 | EntertainmentEvent2Amt |
| Gross Receipts Total | $151,086 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $93,734 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,352 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,527 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,608 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $37,600 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,445 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,780 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,960 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,608 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 0. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,811. GROSS PROFIT: -1,811. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 3,912. MERCHANDISE PURCHASED: 5,143. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 7,244. COST OF GOODS SOLD: 1,811. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: VARIOUS RECIPIENTS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 21,195. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: VARIOUS NOT REQUIRING DETAIL. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,190. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: BOY SCOUTS OF AMERICA. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 12,117. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 36,502. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BRANDING/AWARENESS. AMOUNT: 8,171. DESCRIPTION: INSURANCE. AMOUNT: 2,135. DESCRIPTION: TAXES. AMOUNT: 50. DESCRIPTION: CREDIT CARD & BANK FEES. AMOUNT: 1,290. DESCRIPTION: SUPPLIES. AMOUNT: 4,742. DESCRIPTION: WEBSITE FEES. AMOUNT: 430. DESCRIPTION: AWARDS. AMOUNT: 1,821. DESCRIPTION: ADVERTISING. AMOUNT: 2,872. DESCRIPTION: EVENT DECOR & SUPPLIES. AMOUNT: 6,594. DESCRIPTION: PHOTOGRAPHY. AMOUNT: 250. DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 4,161. DESCRIPTION: AWARD CEREMONY. AMOUNT: 1,956. DESCRIPTION: PUBLIC SERVICE ANNOUNCEMENTS. AMOUNT: 5,915. TOTAL TO FORM 990-EZ, LINE 16: 40,387. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 3,912. END OF YEAR AMOUNT: 7,244. DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 3,250. END OF YEAR AMOUNT: 0. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: CREDIT CARDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,025. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |