MORRIS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS FOUNDATION (EIN 68-0313709)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349100645
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T17:23:59-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-11-13 | 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 | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,854,267 | 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 | $116,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,426 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $116,426 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $952,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,012,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $952,806 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,113,615 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,916 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,074,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,069,232 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,230,041 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $20,388 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,388 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $34,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,760 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $422 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,030 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,030 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,488 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $60,088 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,465,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,465,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,525,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,465,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,450,940 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,009,566 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,230,041 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $309,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,048 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,514,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,138,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,725,219 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,394 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,394 | OtherAssetsEOYAmt |
| Total Assets BOY | $7,825,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,268,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,854,267 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,825,589 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,268,603 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,825,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,268,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,825,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,268,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,825,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,450,940 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,374,649 | SubtotalAmt |
| Other Decreases | $106,046 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,268,603 | 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 ATTACHED - 11612 - ST | P | 2016-01-01 | 2016-01-02 | $294,686 | $292,369 | $2,317 | $2,317 |
| SEE GS STMT ATTACHED - 11612 - LT | P | 2015-01-01 | 2016-01-01 | $1,352,620 | $1,361,863 | -$9,243 | -$9,243 |
| SEE GS STMT ATTACHED - 13162 - LT | P | 2015-01-01 | 2016-01-01 | $1,282,323 | $1,716 | $1,280,607 | $1,280,607 |
| SEE GS STMT ATTACHED - 24824 - LT | P | 2015-01-01 | 2016-01-01 | $790,000 | $835,388 | -$45,388 | -$45,388 |
| SEE GS STMT ATTACHED - 51272 - ST | P | 2016-01-01 | 2016-01-02 | $117,634 | $114,958 | $2,676 | $2,676 |
| SEE GS STMT ATTACHED - 66021 - ST | P | 2016-01-01 | 2016-01-02 | $73,206 | $88,540 | -$15,334 | -$15,334 |
| SEE GS STMT ATTACHED - 66021 - LT | P | 2015-01-01 | 2016-01-02 | $291,180 | $316,370 | -$25,190 | -$25,190 |
| SEE GS STMT ATTACHED - 66022 - ST | P | 2016-01-01 | 2016-01-02 | $56,933 | $66,898 | -$9,965 | -$9,965 |
| SEE GS STMT ATTACHED - 66022 - LT | P | 2015-01-01 | 2016-01-02 | $253,505 | $280,830 | -$27,325 | -$27,325 |
| SEE GS STMT ATTACHED - 66023 - ST | P | 2016-01-01 | 2016-01-02 | $170,926 | $187,999 | -$17,073 | -$17,073 |
| SEE GS STMT ATTACHED - 66023 - LT | P | 2015-01-01 | 2016-01-02 | $411,791 | $460,163 | -$48,372 | -$48,372 |
| SEE GS STMT ATTACHED - 66024 - ST | P | 2016-01-01 | 2016-01-02 | $15,887 | $19,953 | -$4,066 | -$4,066 |
| SEE GS STMT ATTACHED - 66024 - LT | P | 2015-01-01 | 2016-01-02 | $256,179 | $281,180 | -$25,001 | -$25,001 |
| SEE GS STMT ATTACHED - 66025 - ST | P | 2016-01-01 | 2016-01-02 | $74,339 | $101,514 | -$27,175 | -$27,175 |
| SEE GS STMT ATTACHED - 66025 - LT | P | 2015-01-01 | 2016-01-02 | $227,518 | $259,648 | -$32,130 | -$32,130 |
| SEE GS STMT ATTACHED - 69787 - ST | P | 2016-01-01 | 2016-01-02 | $321,179 | $360,917 | -$39,738 | -$39,738 |
| SEE GS STMT ATTACHED - 69787 - LT | P | 2015-01-01 | 2016-01-02 | $19,099 | $23,763 | -$4,664 | -$4,664 |
| PASSTHROUGH LONG TERM MORIN INV | P | 2015-01-01 | 2016-01-02 | $1,374 | -$1,374 | -$1,374 | |
| PASSTHROUGH SHORT TERM MORIN INV | P | 2016-01-01 | 2016-01-02 | $4,003 | -$4,003 | -$4,003 | |
| PASSTHROUGH 1231 GAIN LONG TERM | P | 2015-01-01 | 2016-01-02 | ||||
| Capital Gain Dividends | $3,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $952,806 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,113,615 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,806,884 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,630,536 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.15536 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $630,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,335,043 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05558 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $481,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,775,921 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04920 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $575,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,535,496 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $375,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,713,777 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04861 | DistributionYr5Rt |
| Total Distribution | 0.385060 | TotalDistributionRt |
| Average Distribution | 0.077012 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,912,370 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $609,347 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,096 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $619,443 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,465,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,096 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,096 | SubtotalAmt |
| Tax Based On Investment Income | $10,096 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,741 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,741 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $75 | EsPenaltyAmt |
| Overpayment | $11,570 | OverpaymentAmt |
| Applied To ES Tax | $11,570 | AppliedToESTaxAmt |
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 | $6,470,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,208,403 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $353,771 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,032,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,032,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,912,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $395,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $395,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,096 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,096 | TotalTaxAmt |
| Distributable Before Adj | $385,523 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $385,523 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $385,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,465,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,465,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,096 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,454,904 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $385,523 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $204,166 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,212 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,721 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,261,589 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,553,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,465,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $385,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,079,477 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,633,165 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,633,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $204,166 | ExcessFromYear4Amt |
| Excess From Year3 | $7,212 | ExcessFromYear3Amt |
| Excess From Year2 | $80,721 | ExcessFromYear2Amt |
| Excess From Year1 | $1,261,589 | ExcessFromYear1Amt |
| Excess From Current Year | $3,079,477 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|---|
| MAYO CLINIC | |||||||
| 200 FIRST STREET | ROCHESTER | MN | 55905 | None | PUBLIC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $3,000,000 |
| FAMILY PROMISE OF GREATER MODESTO | |||||||
| 2301 WOODLAND AVE SUITE 8 | MODESTO | CA | 95358 | None | PUBLIC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 |
| PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 20 MEADOW WAY | FAIRFAX | CA | 94930 | 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 | $65,000 |
| 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 | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,465,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,426 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,916 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $952,806 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,342 | ExclusionAmt |
| Related Or Exempt Function Incm | $952,806 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,074,148 | 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 | $20,388 | LegalFeesAmt |
| Net Investment Income | $20,388 | 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 | $106,042 |
| NONDEDUCTIBLE EXPENSES | $4 |
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 | $2,328 | $2,328 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $4,916 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GSACHS MANAGEMENT FEES | CategoryTxt |
| Amt | $34,760 | Amt |
| Net Investment Income | $34,760 | 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 | $2,030 | Amt |
| Net Investment Income | $2,030 | NetInvestmentIncomeAmt |