MORRISON FAMILY CHARITABLE: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MORRISON FAMILY CHARITABLE (EIN 20-7196140)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-30
- IRS object ID
- 201441209349100829
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-30T13:35:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER SEARLES BAHR & WILLSLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5235 OAKVIEW DRIVE | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 181049205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207196140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON FAMILY CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION/TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3821 TREXLER BLVD | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN N MORRISON MD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2014-04-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW B SEARLES CPA | PreparerPersonNm |
| PTIN | P00371853 | PTIN |
| Phone | 6103661400 | PhoneNum |
| Preparation | 2014-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $382,628 | 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 | $19,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,225 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,225 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $19,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,225 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,225 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,163 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,162 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $877 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $877 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $349 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $174 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $175 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,214 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,714 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,011 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,225 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,475 | CashBOYAmt |
| Cash EOY | $22,772 | CashEOYAmt |
| Cash EOYFMV | $22,772 | CashEOYFMVAmt |
| Corporate Stock BOY | $531 | CorporateStockBOYAmt |
| Corporate Stock EOY | $531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,098 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $320,681 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $320,681 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $357,758 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $341,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $343,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $382,628 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $341,687 | RetainedEarningBOYAmt |
| Retained Earning EOY | $343,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $341,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $343,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $341,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $343,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $341,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,297 | ExcessRevenueOverExpensesAmt |
| Subtotal | $343,984 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $343,984 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,613 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $344,437 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036619 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,971 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $335,070 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038711 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,557 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $275,797 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038278 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,877 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $243,401 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065230 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,074 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $301,127 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063342 | DistributionYr5Rt |
| Total Distribution | 0.242180 | TotalDistributionRt |
| Average Distribution | 0.048436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $368,365 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,842 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $170 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,012 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,714 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $340 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $340 | SubtotalAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Tax Due | $40 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 |
| Individual With Books | TRUSTEES | IndividualWithBooksNm |
| Phone | 6103955146 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3821 TREXLER BLVD | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALAN N MORRISON MD | |||||||||
| 3821 TREXLER BLVD | 3821 TREXLER BLVD | ALLENTOWN | PA | 18104 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JUDITH MORRISON | |||||||||
| 3821 TREXLER BLVD | 3821 TREXLER BLVD | ALLENTOWN | PA | 18104 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ROBERT E MORRISON | |||||||||
| 1493 BUCK TRAIL ROAD | 1493 BUCK TRAIL ROAD | ALLENTOWN | PA | 18104 | TRUSTEE | 0.10 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $357,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $373,975 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $373,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $368,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $340 | TotalTaxAmt |
| Distributable Before Adj | $18,078 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,078 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,078 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,714 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,714 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,714 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,078 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,240 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,714 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,714 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,240 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,240 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $2,124 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN N MORRISON MD | ContributingManagerNm |
| Contributing Manager | JUDITH MORRISON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF LV | ||||||||
| JEWISH FEDERATION OF THE LEHIGH VALLEY | 702 N 22ND STREET | 702 N 22ND STREET | ALLENTOWN | PA | 18104 | NONE | UNRESTRICTED USE BY DONEE | $6,000 |
| UNITED WAY | ||||||||
| UNITED WAY | 2200 AVENUE A THIRD FL | 2200 AVENUE A THIRD FL | BETHLEHEM | PA | 18017 | NONE | UNRESTRICTED USE BY DONEE | $1,000 |
| THE LITERACY CENTER | ||||||||
| THE LITERACY CENTER - DIRECTOR'S LEADERSHIP FUND | 801 HAMILTON STREET | 801 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | UNRESTRICTED USE BY DONEE | $1,000 |
| MUHLENBERG COLLEGE | ||||||||
| MUHLENBERG COLLEGE | 2400 WEST CHEW STREET | 2400 WEST CHEW STREET | ALLENTOWN | PA | 18104 | NONE | UNRESTRICTED USE BY DONEE | $500 |
| CIVIC THEATRE OF ALLENTOWN | ||||||||
| CIVIC THEATRE OF ALLENTOWN | 527 NORTH 19TH STREET | 527 NORTH 19TH STREET | ALLENTOWN | PA | 18104 | NONE | UNRESTRICTED USE BY DONEE | $250 |
| AMERICAN RED CROSS | ||||||||
| AMERICAN RED CROSS | 2200 AVENUE A | 2200 AVENUE A | BETHLEHEM | PA | 18017 | NONE | UNRESTRICTED USE BY DONEE | $500 |
| REPERTORY DANCE THEATRE | ||||||||
| REPERTORY DANCE THEATRE | 1402 WEST LINDEN STREET | 1402 WEST LINDEN STREET | ALLENTOWN | PA | 18102 | NONE | UNRESTRICTED USE BY DONEE | $500 |
| SACRED HEART HOSPITAL | ||||||||
| SACRED HEART HOSPITAL | 421 WEST CHEW STREET | 421 WEST CHEW STREET | ALLENTOWN | PA | 18102 | NONE | UNRESTRICTED USE BY DONEE | $500 |
| ST LUKE'S UNIVERSITY HEALTH NETWOR | ||||||||
| ST LUKE'S UNIVERSITY HEALTH NETWORK | 801 OSTRUM STREET | 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | NONE | UNRESTRICTED USE BY DONEE | $2,000 |
| COMMUNITY ACTION COMMITTEE OF LV | ||||||||
| COMMUNITY ACTION COMMITTEE OF LV | 1337 EAST FIFTH STREET | 1337 EAST FIFTH STREET | BETHLEHEM | PA | 18015 | NONE | UNRESTRICTED USE BY DONEE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,225 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,225 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,325 | Amt |
| Net Investment Income | $1,163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,162 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| ALAN N MORRISON MD |
| JUDITH MORRISON |
| ROBERT E MORRISON |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $531 | EOYBookValueAmt |
| EOYFMV | $2,098 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $320,681 | BookValueAmt |
| EOYFMV | $357,758 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $1,754 | Amt |
| Net Investment Income | $877 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $877 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $349 | Amt |
| Net Investment Income | $174 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $175 | DisbursementsCharitablePrpsAmt |