MORRIS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS FOUNDATION (EIN 68-0313709)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349102290
- Schema version
- 2015v2.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:37:22-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 DAN J HALL 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 DAN J HALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dan J Hall Attorney at Law | PreparerPersonNm |
| PTIN | P20253944 | PTIN |
| Phone | 9254600711 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $10,326,134 | 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 | $165,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,819 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $165,819 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,719,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,445,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,719,491 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $71,734 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,395 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,895,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,885,310 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $237,553 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $13,179 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,179 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $53,951 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,951 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $351 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,795 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,762 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,762 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $74,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,825,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,825,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,899,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,825,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,811,623 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $237,553 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $319,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $309,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $309,566 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,317,464 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,514,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,016,568 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,394 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,394 | OtherAssetsEOYAmt |
| Total Assets BOY | $7,638,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,825,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,326,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,638,186 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,825,589 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,638,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,825,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,638,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,825,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,638,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,333 | ExcessRevenueOverExpensesAmt |
| Other Increases | $190,742 | OtherIncreasesAmt |
| Subtotal | $7,825,595 | SubtotalAmt |
| Other Decreases | $6 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,825,589 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 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 - 01301 - ST | P | 2015-01-01 | 2015-01-02 | $313,433 | $294,659 | $18,774 | $18,774 |
| SEE GS STMT ATTACHED - 01301 - LT | P | 2014-01-01 | 2015-01-02 | $435,860 | $298,823 | $137,037 | $137,037 |
| SEE GS STMT ATTACHED - 01301 - LT | P | 2014-01-01 | 2015-01-02 | $92,772 | $27,606 | $65,166 | $65,166 |
| SEE GS STMT ATTACHED - 01319 - ST | P | 2015-01-01 | 2015-01-02 | $141,297 | $135,081 | $6,216 | $6,216 |
| SEE GS STMT ATTACHED - 01319 - LT | P | 2014-01-01 | 2015-01-02 | $295,741 | $200,344 | $95,397 | $95,397 |
| SEE GS STMT ATTACHED - 01319 - LT | P | 2014-01-01 | 2015-01-02 | $217,289 | $123,987 | $93,302 | $93,302 |
| SEE GS STMT ATTACHED - 11612 - ST | P | 2015-01-01 | 2015-01-02 | $89,890 | $90,806 | -$916 | -$916 |
| SEE GS STMT ATTACHED - 11612 - LT | P | 2014-01-01 | 2015-01-02 | $472,323 | $472,005 | $318 | $318 |
| SEE GS STMT ATTACHED - 11612 - LT | P | 2014-01-01 | 2015-01-02 | $199,387 | $180,126 | $19,261 | $19,261 |
| SEE GS STMT ATTACHED - 13162 - LT | P | 2014-01-01 | 2015-01-02 | $655,844 | $812 | $655,032 | $655,032 |
| SEE GS STMT ATTACHED - 24824 - ST | P | 2015-01-01 | 2015-01-02 | $1,030,000 | $1,036,213 | -$6,213 | -$6,213 |
| SEE GS STMT ATTACHED - 55715 - ST | P | 2015-01-01 | 2015-01-02 | $384,447 | $364,421 | $20,026 | $20,026 |
| SEE GS STMT ATTACHED - 55715 - LT | P | 2014-01-01 | 2015-01-02 | $269,026 | $208,333 | $60,693 | $60,693 |
| SEE GS STMT ATTACHED - 55715 - LT | P | 2014-01-01 | 2015-01-02 | $14,215 | $8,216 | $5,999 | $5,999 |
| SEE GS STMT ATTACHED - 65572 - ST | P | 2015-01-01 | 2015-01-02 | $234,539 | $221,695 | $12,844 | $12,844 |
| SEE GS STMT ATTACHED - 65572 - ST | P | 2015-01-01 | 2015-01-02 | $5,514 | $5,161 | $353 | $353 |
| SEE GS STMT ATTACHED - 65572 - LT | P | 2014-01-01 | 2015-01-02 | $267,684 | $168,802 | $98,882 | $98,882 |
| SEE GS STMT ATTACHED - 65572 - LT | P | 2014-01-01 | 2015-01-02 | $344,466 | $108,165 | $236,301 | $236,301 |
| SEE GS STMT ATTACHED - 66021 - ST | P | 2015-01-01 | 2015-01-02 | $117,553 | $123,097 | -$5,544 | -$5,544 |
| SEE GS STMT ATTACHED - 66021 - LT | P | 2014-01-01 | 2015-01-02 | $3 | $3 | $3 | |
| SEE GS STMT ATTACHED - 66022 - ST | P | 2015-01-01 | 2015-01-02 | $73,933 | $75,588 | -$1,655 | -$1,655 |
| SEE GS STMT ATTACHED - 66023 - ST | P | 2015-01-01 | 2015-01-02 | $256,719 | $267,972 | -$11,253 | -$11,253 |
| SEE GS STMT ATTACHED - 66023 - LT | P | 2014-01-01 | 2015-01-02 | $5 | $5 | $5 | |
| SEE GS STMT ATTACHED - 66024 - ST | P | 2015-01-01 | 2015-01-02 | $111,936 | $113,613 | -$1,677 | -$1,677 |
| SEE GS STMT ATTACHED - 66025 - ST | P | 2015-01-01 | 2015-01-02 | $139,037 | $129,953 | $9,084 | $9,084 |
| SEE GS STMT ATTACHED - 66025 - LT | P | 2014-01-01 | 2015-01-02 | $65 | $65 | $65 | |
| SEE GS STMT ATTACHED - 67987 - ST | P | 2015-01-01 | 2015-01-02 | $65,304 | $65,616 | -$312 | -$312 |
| GS CAPITAL GAIN DISTRIBUTIONS | P | 2014-01-01 | 2015-01-02 | $8,840 | $8,840 | $8,840 | |
| PASSTHROUGH LONG TERM GS TACS DIVIDENDS | P | 2014-01-01 | 2015-01-02 | $158,746 | $158,746 | $158,746 | |
| PASSTHROUGH SHORT TERM GS TACS DIVIDENDS | P | 2015-01-01 | 2015-01-02 | $36,975 | $36,975 | $36,975 | |
| PASSTHROUGH LONG TERM MORIN INV | P | 2014-01-01 | 2015-01-02 | $12,705 | $12,705 | $12,705 | |
| PASSTHROUGH 1231 GAIN LONG TERM | P | 2014-01-01 | 2015-01-02 | $5 | $5 | $5 | |
| PASSTHROUGH SHORT TERM MORIN INV | P | 2015-01-01 | 2015-01-02 | $4,968 | -$4,968 | -$4,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,719,491 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $71,734 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $630,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,335,043 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05558 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $481,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,775,921 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04920 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $575,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,535,496 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07631 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $375,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,713,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04861 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,303,691 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,253,141 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.17974 | DistributionYr5Rt |
| Total Distribution | 0.409445 | TotalDistributionRt |
| Average Distribution | 0.081889 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,630,536 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $952,413 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $970,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,825,000 | 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 | $18,116 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,116 | SubtotalAmt |
| Tax Based On Investment Income | $18,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $143 | EsPenaltyAmt |
| Overpayment | $1,741 | OverpaymentAmt |
| Applied To ES Tax | $1,741 | 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 | DAN J HALL 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 R MORRIS CO DAN J HALL | ||||||
| 4733 CHABOT DRIVE SUITE 203 | PLEASANTON | CA | 94588 | PRESIDENT | 0.00 | $0 |
| LINDA A MORRIS CO DAN J HALL | ||||||
| 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 | $10,218,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $875,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $714,095 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,807,651 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,807,651 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $177,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,630,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $581,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $581,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,116 | TotalTaxAmt |
| Distributable Before Adj | $563,411 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $563,411 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $563,411 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,825,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,825,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,116 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,806,884 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $563,411 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $943,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $204,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,212 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,235,751 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,825,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $563,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,261,589 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,497,340 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $943,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,553,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $204,166 | ExcessFromYear3Amt |
| Excess From Year2 | $7,212 | ExcessFromYear2Amt |
| Excess From Year1 | $80,721 | ExcessFromYear1Amt |
| Excess From Current Year | $1,261,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEN R MORRIS CO DAN J HALL | ContributingManagerNm |
| Contributing Manager | LINDA A MORRIS CO DAN J HALL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WARDROBE FOR OPPORTUNITY | |||||||
| 570 14th STREET SUITE 5 | OAKLAND | CA | 94612 | None | PUBLIC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | None | PUBLIC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $800,000 |
| PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 20 MEADOW WAY | FAIRFAX | CA | 94930 | None | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $750,000 |
| ANGEL FLIGHT WEST | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | None | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $125,000 |
| LIFESKILLS RANCH PROGRAM | |||||||
| 1967 ADLER CREEK ROAD | ST MARIES | ID | 83861 | None | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $100,000 |
| MUSIC IN SCHOOLS TODAY | |||||||
| 582 MARKET STREET SUITE 213 | SAN FRANCISCO | CA | 94104 | None | PC | FOR USE IN GENERAL TAX EXEMPT FUNCTIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,825,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,819 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $698 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,719,491 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $698 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $175,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,719,491 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,895,705 | 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 | $13,179 | LegalFeesAmt |
| Net Investment Income | $13,179 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $6 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $87 | $87 |
| OTHER EXPS-GS TACS K-1 | $788 | $788 |
| OTHER EXPS-MORIN K-1 | $1,887 | $1,887 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $10,395 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO TIE | Desc |
| Amt | $190,742 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GSACHS MANAGEMENT FEES | CategoryTxt |
| Amt | $53,951 | Amt |
| Net Investment Income | $53,951 | 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 | $3,795 | Amt |
| Net Investment Income | $3,795 | NetInvestmentIncomeAmt |