MORRIS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS FOUNDATION (EIN 68-0313709)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202143149349101799
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T15:04:02-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860133881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & HORNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7098 E COCHISE ROAD SUITE 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 | 2020-01-01 | 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 | 9254600711 | 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 | 9254600711 | PhoneNum |
| Signature | 2021-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | MORRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHUCK J INDERIEDEN CPA | PreparerPersonNm |
| PTIN | P00038206 | PTIN |
| Phone | 4804831170 | PhoneNum |
| Preparation | 2021-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,872,117 | 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 | $49 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $312 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $312 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,818 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $214,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,907 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $214,800 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,326 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $689 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $348,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,619 | 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 |
| Legal Fees Rev And Expnss | $22,632 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,632 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,000 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,986 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,986 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $132 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $132 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,144 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,144 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,538 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,395,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,395,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,459,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,397,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,110,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,187 | 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 | $902,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,763 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,763 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,701,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,335,050 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,342,619 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $324,331 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $345,350 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $345,350 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,928,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,864,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,872,117 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | -$1,500,549 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,564,945 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,928,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,864,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,928,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,864,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,928,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,110,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,369 | OtherIncreasesAmt |
| Subtotal | $3,864,548 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,864,548 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS ST | $22,429 | -$22,429 | -$22,429 | ||
| GOLDMAN SACHS LT | $215,892 | $215,892 | $215,892 | ||
| MORIN INVESTMENTS LLP K-1 - ST | $2,678 | -$2,678 | -$2,678 | ||
| MORIN INVESTMENTS LLP K-1 - LT | $11,356 | $11,356 | $11,356 | ||
| CAPITAL GAINS DIVIDENDS | $12,659 | $12,659 | $12,659 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $214,800 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,047 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,047 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,047 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,953 | OverpaymentAmt |
| Applied To ES Tax | $5,953 | 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 | Yes (1) | 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 | HENRY HORNE LLP | 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 | $4,848,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $516,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $359,225 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,723,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,723,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,856 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,637,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,047 | TotalTaxAmt |
| Distributable Before Adj | $277,845 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $277,845 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $277,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,397,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,397,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,397,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $277,845 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,261,589 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,079,477 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,000,211 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,570,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,911,464 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,397,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $277,845 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,119,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,030,819 | 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 | $1,261,589 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,769,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,079,477 | ExcessFromYear4Amt |
| Excess From Year2 | $2,000,211 | ExcessFromYear2Amt |
| Excess From Year1 | $2,570,187 | ExcessFromYear1Amt |
| Excess From Current Year | $2,119,355 | 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 | $50,000 |
| DEV MISSION | |||||||
| 360 VALENCIA ST | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 |
| EDDY HOUSE | |||||||
| 888 WILLOW ST | RENO | NV | 89502 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $20,000 |
| FAMILY PROMISE OF GREATER MODESTO | |||||||
| 2301 WOODLAND AVE SUITE 8 | MODESTO | CA | 95358 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $75,000 |
| 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 | $1,500,020 |
| 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 |
| VOTE FORWARD | |||||||
| 611 PENNSYLVANIA AVE SE 192 | WASHINGTON | DC | 20003 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,395,020 | 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 | $312 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,818 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,326 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $214,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $348,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,256 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #51272 | $1,377,077 | $1,453,054 |
| GOLDMAN SACHS #66021 | $165,381 | $214,704 |
| GOLDMAN SACHS #66022 | $115,171 | $184,119 |
| GOLDMAN SACHS #66023 | $248,967 | $412,031 |
| GOLDMAN SACHS #9427 | $1,428,454 | $2,078,711 |
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 | $345,350 | BookValueAmt |
| EOYFMV | $345,350 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $22,632 | LegalFeesAmt |
| Net Investment Income | $20,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
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 | $9,438 | $0 | $0 |
| MORIN INVESTMENTS LLP - K-1 DEDUCTIONS | $2,538 | $2,538 | $0 |
| FILING FEES | $150 | $0 | $150 |
| BANK CHARGES | $30 | $0 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GOLDMAN SACHS | $238 | $238 | $238 |
| MORIN INVESTMENTS LLP K-1 | $319 | $319 | $319 |
| IRS REFUND | $4,769 | $132 | $4,769 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR MORIN INVESTMENTS K-1 | Desc |
| Amt | $46,369 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL | CategoryTxt |
| Amt | $25,986 | Amt |
| Net Investment Income | $25,986 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH AND LINDA MORRIS | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,995 | $1,995 | $0 |
| RECLAIMABLE TAXES | $1,149 | $1,149 | $0 |