MORRIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS FOUNDATION (EIN 68-0313709)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202403179349101510
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T09:16:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7098 E COCHISE RD STE 100 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680313709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORRIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 4804831170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5766 | AddressLine1Txt |
| City | CAREFREE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH R MORRIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4804831170 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHUCK J INDERIEDEN CPA | PreparerPersonNm |
| PTIN | P00038206 | PTIN |
| Phone | 4804831170 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,381,607 | 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 | $392 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,396 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,396 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,925 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,090,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,091,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,090,339 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $827 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $564 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,225,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,225,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,027 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,027 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $260 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $260 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $97 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,049,307 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,049,307 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,069,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,051,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $156,588 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,207,346 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,385 | CashBOYAmt |
| Cash EOY | $1,385 | CashEOYAmt |
| Cash EOYFMV | $1,385 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $246,275 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $416,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $416,372 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,544,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,224,760 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,625,401 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $332,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $338,449 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $338,449 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,124,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,980,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,381,607 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,200,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $900,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,200,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $900,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,429,493 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,429,493 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,505,115 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$4,348,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,924,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,080,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,124,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,980,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,924,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $156,588 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,080,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,080,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ST | 2023-01-01 | 2023-12-31 | $2,053 | $2,053 | $2,053 | |
| GOLDMAN SACHS LT | 2022-01-01 | 2023-12-31 | $1,074,885 | $1,074,885 | $1,074,885 | |
| MORIN INVESTMENTS ST | 2023-01-01 | 2023-12-31 | -$963 | -$963 | $963 | |
| MORIN INVESTMENTS LT | 2022-01-01 | 2023-12-31 | $14,364 | $14,364 | $14,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,090,339 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,782 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,782 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,529 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,529 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,747 | OverpaymentAmt |
| Applied To ES Tax | $21,747 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAKER TILLY ADVISORY GROUP LP | IndividualWithBooksNm |
| Phone | 4804831170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7098 E COCHISE RD 100 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH R MORRIS | ||||||||
| 6964 E STAGECOACH PASS | CAREFREE | AZ | 85377 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINDA MORRIS | ||||||||
| 6964 E STAGECOACH PASS | CAREFREE | AZ | 85377 | VICE PRESIDENT | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,963,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $656,342 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $335,486 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,955,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,955,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,880,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,782 | TotalTaxAmt |
| Distributable Before Adj | $227,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $227,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $227,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,051,407 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,051,407 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,000,211 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,570,187 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,119,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $362,155 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,248,248 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,300,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,051,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $227,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $824,155 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,124,311 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,000,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,124,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,570,187 | ExcessFromYear4Amt |
| Excess From Year3 | $2,119,355 | ExcessFromYear3Amt |
| Excess From Year2 | $362,155 | ExcessFromYear2Amt |
| Excess From Year1 | $1,248,248 | ExcessFromYear1Amt |
| Excess From Current Year | $824,155 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH R MORRIS | ContributingManagerNm |
| Contributing Manager | LINDA MORRIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $200,000 |
| ANGEL FLIGHT WEST | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $100,000 |
| DEV MISSION | |||||||
| 360 VALENCIA ST | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 |
| FAMILY PROMISE OF GREATER MODESTO | |||||||
| 2301 WOODLAND AVE SUITE 8 | MODESTO | CA | 95358 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 |
| HIDDEN GENIUS PROJECT | |||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 |
| IMMIGRANT LEGAL DEFENSE | |||||||
| 1322 WEBSTER STREET SUITE 300 | OAKLAND | CA | 94612 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $50,000 |
| LIFESKILLS RANCH PROGRAM | |||||||
| 1967 ADLER CREEK ROAD | ST MARIES | ID | 83861 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $50,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $224,307 |
| OHHSCHS ALUMNI ASSOCIATION | |||||||
| PO BOX 462 | OAK HILL | WV | 25901 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $50,000 |
| PREVENT CRUELTY TO ANIMALS | |||||||
| 63 EAST FOURTH AVE | SAN MATEO | CA | 94401 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $50,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $100,000 |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $100,000 |
| WWHS COMMUNITY FOUNDATION | |||||||
| 7619 MARQUETTE ST | DALLAS | TX | 75225 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,049,307 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,396 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,925 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,090,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,225,487 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,225,487 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | KENNETH AND LINDA MORRIS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6964 E STAGECOACH PASS | AddressLine1Txt |
| City | CAREFREE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $801,385 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 980 SHARES OF WORKDAY, INC. STOCK (WDAY) | $170,334 | 2023-01-23 |
| 1 | 980 SHARES OF WORKDAY, INC. STOCK (WDAY) | $190,644 | 2023-03-29 |
| 1 | 980 SHARES OF WORKDAY, INC. STOCK (WDAY) | $223,597 | 2023-06-30 |
| 1 | 980 SHARES OF WORKDAY, INC. STOCK (WDAY) | $216,810 | 2023-10-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,200 | Amt |
| Net Investment Income | $6,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #51272-1 | $1,806,882 | $1,755,699 |
| GOLDMAN SACHS #9427 | $1,417,878 | $1,869,702 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORIN INVESTMENTS LLP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $338,449 | BookValueAmt |
| EOYFMV | $338,449 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORIN INVESTMENTS LLP - K-1 NONDEDUCTIBLE EXPENSES | $6 | $0 | $0 |
| MORIN INVESTMENTS LLP - K-1 DEDUCTIONS | $2,294 | $2,294 | $0 |
| FILING FEES | $100 | $0 | $100 |
| BANK CHARGES | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GOLDMAN SACHS | $296 | $296 | $296 |
| MORIN INVESTMENTS LLP K-1 | $531 | $268 | $531 |
| FRANCHISE TAX BOARD REFUND | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL | $9,013 | $9,013 | $0 |
| MORIN INVESTMENTS LP - ROYALTY DEDUCTIONS | $14 | $14 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $97 | $97 | $0 |
| RECLAIMABLE TAXES | $0 | $0 | $0 |
| IRS PAYMENTS | $0 | $0 | $0 |