Civic Intelligence

The Howard & Anne Morgens Foundation

EIN 31-6024530 • Carmel Valley, CA

71 W Carmel Valley RoadCarmel Valley, CA 93924
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2016

Net Margin

1st percentile

-108400%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-75%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $13,085 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $13,085 (-100%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$1

Down $3 (-75%) from 2015

Expenses

Down

$1,085

Down $149,984 (-99%) from 2015

Net Income

Up

-$1,084

Up $149,981 (+99%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2014: $164,150Liabilities 2014: $0Net Assets 2014: $164,1502014Assets 2015: $13,085Liabilities 2015: $0Net Assets 2015: $13,0852015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2014: -$77,344Expenses 2014: $11,035Net Income 2014: -$88,3792014Revenue 2015: $4Expenses 2015: $151,069Net Income 2015: -$151,0652015Revenue 2016: $1Expenses 2016: $1,085Net Income 2016: -$1,0842016

Highlighted filing

2016

Revenue$1
Expenses$1,085
Net Income-$1,084
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1
Expenses
$1,085
Net income
-$1,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$1.51$1.51
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.77$0.11$0.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Jul 20, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James H MorgensTrustee-$0--
Edwin H MorgensTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Howard & Anne Morgens Foundation
EIN
31-6024530
Phone
8316595140
Address
71 W Carmel Valley Road, Carmel Valley, CA 93924

Signing Officer

Name
James H Morgens
Title
Trustee
Signed
2016-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Tostevin Accountancy Corporation
Address
877 Pacific St Ste 300, Monterey, CA 93940
Preparer
Kathy K Kobata
Phone
8313727348
Raw XML Appendix257 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0775
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Preparation of 990PF - Tostevin Accty Co
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0775
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0Kennedy Archer & Giffen
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1Tostevin Accountancy Corporation
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2Community Foundation - Monterey
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt3Franchise Tax Board
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt02040
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt1650
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt29301
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt310
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0Estimated Legal Fees for Termination
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1Estimated Final Accounting Fees
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2Cash remaining
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt3CA Filing Fee
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt024591 Silver Cloud Court Suite
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt1877 Pacific St Ste 300
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt22354 Garden Rd
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt3PO Box 942857
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0Monterey
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm1Monterey
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm2Monterey
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm3Sacramento
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd0CA
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd1CA
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd2CA
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd3CA
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd093940
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd193940
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd293940
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd394257
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0775
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0775
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1084
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0310
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0775
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01085
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1084
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt012001
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012001
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013085
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0616
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0616
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0616
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013085
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013085
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013085
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013085
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013085
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012497
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012497
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0187
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0616
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012310
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012497
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James H Morgens
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Edwin H Morgens
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03562 Knollwood Dr NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1600 5th Ave 27th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Atlanta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110020
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0150830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt015650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.332014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt01.42852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0105585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0166487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0224266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0257456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0258725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.660071
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0775
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0775
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0775
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt071 W Carmel Valley Rd Ste 206
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Carmel Valley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093924
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James H Morgens
IRS990PF/StatementsRegardingActyGrp/PhoneNum08316595140
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No specified form.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0James Morgens
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08316595140
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt071 West Carmel Valley Rd Ste 206
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Carmel Valley
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093924
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Tax exempt public charities only.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt09301
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0General Use - Estimated Residue
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0Community Foundation for Monterey C
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt02354 Garden Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd093940
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt09301
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0616
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0145551
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0145710
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0145551
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0775
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0159
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0145710
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0145551
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0The Trustees signed the attached Declaration of Termination of Charitable Trust in March of 2016. The only remaining asset of the Foundation is $12,001 in cash being held to pay accounting and legal fees. Any remaining cash will be contributed to the Community Foundation of Monterey County.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012001
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Estimated expenses and balance to charity
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James H Morgens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Howard & Anne Morgens Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0316024530
ReturnHeader/Filer/PhoneNum08316595140
ReturnHeader/Filer/USAddress/AddressLine1Txt071 W Carmel Valley Road
ReturnHeader/Filer/USAddress/CityNm0Carmel Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tostevin Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0877 Pacific St Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313727348
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathy K Kobata
ReturnHeader/ReturnTs02016-07-20T07:28:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.