MORRIS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS FOUNDATION (EIN 68-0313709)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-07
- IRS object ID
- 201823119349100412
- Schema version
- 2017v2.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-07T08:55:00-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800968878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hall Bishop & Hall LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4733 CHABOT DRIVE SUITE 203 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 |
| Business Name Line2 | CO JOHN K BISHOP ATTORNEY AT LAW | BusinessNameLine2Txt |
| 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 | 4733 CHABOT DRIVE SUITE 203 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN R MORRIS CO JOHN K BISHOP | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John K Bishop Attorney at Law | PreparerPersonNm |
| PTIN | P01577986 | PTIN |
| Phone | 9254600711 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,330,813 | 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 |
| Dividends Rev And Expnss | $123,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,894 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $123,894 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,967,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,742,089 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,967,733 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,430 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,621 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,095,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,091,627 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $132,324 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $27,565 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $27,565 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,338 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,338 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $561 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,866 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,129 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,129 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,898 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $285,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $285,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,898 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $285,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,752,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,034,729 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $132,324 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,431 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,138,162 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,893,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,214,382 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,394 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,394 | OtherAssetsEOYAmt |
| Total Assets BOY | $5,268,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,011,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,330,813 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,268,603 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,011,498 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,268,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,011,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,268,604 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,011,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,268,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,752,789 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,021,392 | SubtotalAmt |
| Other Decreases | $9,894 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,011,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE GS STMT 13162 LT | P | 2016-01-01 | 2017-01-02 | $1,940,331 | $2,128 | $1,938,203 | $1,938,203 |
| SEE GS STMT 51272 LT | P | 2016-01-01 | 2017-01-02 | $294,432 | $295,713 | -$1,281 | -$1,281 |
| SEE GS STMT 66021 ST | P | 2017-01-01 | 2017-01-02 | $8,906 | $8,319 | $587 | $587 |
| SEE GS STMT 66021 LT | P | 2016-01-01 | 2017-01-02 | $41,038 | $39,631 | $1,407 | $1,407 |
| SEE GS STMT 66022 ST | P | 2017-01-01 | 2017-01-02 | $514 | $388 | $126 | $126 |
| SEE GS STMT 66022 LT | P | 2016-01-01 | 2017-01-02 | $15,027 | $14,614 | $413 | $413 |
| SEE GS STMT 66023 ST | P | 2017-01-01 | 2017-01-02 | $3,127 | $3,093 | $34 | $34 |
| SEE GS STMT 66023 LT | P | 2016-01-01 | 2017-01-02 | $45,559 | $44,032 | $1,527 | $1,527 |
| SEE GS STMT 66023 LT | P | 2016-01-01 | 2017-01-02 | $26 | $26 | $26 | |
| SEE GS STMT 66024 ST | P | 2017-01-01 | 2017-01-02 | $20,886 | $21,149 | -$263 | -$263 |
| SEE GS STMT 66024 LT | P | 2016-01-01 | 2017-01-02 | $38,731 | $35,193 | $3,538 | $3,538 |
| SEE GS STMT 66024 LT | P | 2016-01-01 | 2017-01-02 | $9 | $9 | $9 | |
| SEE GS STMT 66025 ST | P | 2017-01-01 | 2017-01-02 | $55,220 | $46,914 | $8,306 | $8,306 |
| SEE GS STMT 66025 LT | P | 2016-01-01 | 2017-01-02 | $221,962 | $208,532 | $13,430 | $13,430 |
| SEE GS STMT 69787 ST | P | 2017-01-01 | 2017-01-02 | $5,921 | $5,751 | $170 | $170 |
| SEE GS STMT 69787 LT | P | 2016-01-01 | 2017-01-02 | $44,127 | $48,284 | -$4,157 | -$4,157 |
| SEE GS STMT 69787 LT | P | 2016-01-01 | 2017-01-02 | $35 | $35 | $35 | |
| PASSTHROUGH LONG TERM MORIN INVESTMENT | P | 2016-01-01 | 2017-01-02 | $3,353 | $3,353 | $3,353 | |
| PASSHTHROUGH SHORT TERM MORIN INVESTMENT | P | 2017-01-01 | 2017-01-02 | $615 | -$615 | -$615 | |
| PASSTHROUGH 1231 GAIN LONG TERM MORIN | P | 2016-01-01 | 2017-01-01 | $85 | $85 | $85 | |
| CAP GAIN DIST GS | P | 2016-01-01 | 2017-01-02 | $2,800 | $2,800 | $2,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,967,733 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,430 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,454,904 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,912,370 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.43665 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,806,884 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,630,536 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $630,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,335,043 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05558 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $481,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,775,921 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04920 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $575,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,535,496 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07631 | DistributionYr5Rt |
| Total Distribution | 0.773092 | TotalDistributionRt |
| Average Distribution | 0.154618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,992,813 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,390,451 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,347 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,410,798 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $285,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,695 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,695 | SubtotalAmt |
| Tax Based On Investment Income | $40,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,570 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,570 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $616 | EsPenaltyAmt |
| Tax Due | $29,741 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 | JOHN K BISHOP ATTORNEY AT LAW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9254600711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4733 CHABOT DRIVE SUITE 203 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| KEN MORRIS CO JOHN K BISHOP | ||||||
| 4733 CHABOT DRIVE SUITE 203 | PLEASANTON | CA | 94588 | PRESIDENT | 0.00 | $0 |
| LINDA MORRIS CO JOHN K BISHOP | ||||||
| 4733 CHABOT DRIVE SUITE 203 | PLEASANTON | CA | 94588 | Vice Pres | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,105,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,609,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $414,038 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,129,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,129,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,992,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $449,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $449,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,695 | TotalTaxAmt |
| Distributable Before Adj | $408,946 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $408,946 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $408,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $285,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $285,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $285,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $408,946 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $204,166 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,212 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $80,721 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,261,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,079,477 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,633,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $285,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $285,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $123,946 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $123,946 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,509,219 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $80,220 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,428,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,212 | ExcessFromYear4Amt |
| Excess From Year3 | $80,721 | ExcessFromYear3Amt |
| Excess From Year2 | $1,261,589 | ExcessFromYear2Amt |
| Excess From Year1 | $3,079,477 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEN MORRIS CO JOHN K BISHOP | ContributingManagerNm |
| Contributing Manager | LINDA MORRIS CO JOHN K BISHOP | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FAMILY PROMISE OF GREATER MODESTO | ||||||||||||
| 2301 WOODLAND AVE SUITE 8 | MODESTO | CA | 95358 | None | PUBLIC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 | |||||
| ANGEL FLIGHT WEST | ||||||||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | None | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 | |||||
| LIFESKILLS RANCH PROGRAM | ||||||||||||
| 1967 ADLER CREEK ROAD | ST MARIES | ID | 83861 | None | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $50,000 | |||||
| MUSIC IN SCHOOLS TODAY | ||||||||||||
| 582 MARKET STREET SUITE 213 | SAN FRANCISCO | CA | 94104 | None | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 | |||||
| PENINSULA VOLUNTEERS | ||||||||||||
| 800 MIDDLE AVENUE | MENLO PARK | CA | 94025 | None | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $50,000 | |||||
| PV SPCA | ||||||||||||
| NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $100,000 | CAMINO A PLAYA GRANDE 905 | PUERTO VALLARTA | SAN ESTEBAN | MX | 48920 | ||||
| ALZHEIMERS ASSOCIATION | ||||||||||||
| 4600 COX ROAD | GLEN ALLEN | VA | 23060 | NONE | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $285,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $123,894 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,621 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,967,733 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,095,248 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,095,248 | TotalIncomeProducingActyAmt |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $27,565 | LegalFeesAmt |
| Net Investment Income | $27,565 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CASH ON HAND | $1,385 | $1,385 |
| DIVIDENDS IN TRANSIT | $9 | $9 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO TIE | $9,886 |
| NONDEDUCTIBLE EXPENSES | $8 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $160 | $160 |
| MISC EXPENSES | $2,969 | $2,969 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $3,621 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GSACHS MANAGEMENT FEES | CategoryTxt |
| Amt | $24,338 | Amt |
| Net Investment Income | $24,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,866 | Amt |
| Net Investment Income | $1,866 | NetInvestmentIncomeAmt |