MORRIS CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS CHARITABLE TRUST (EIN 22-2798233)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-13
- IRS object ID
- 202241039349100109
- Schema version
- 2021v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Cash Distribution Expln Stmt
- Expln Of Non Filing With AG Stmt
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-13T07:40:34-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222798233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % michael morris | InCareOfNm |
| Business Name Control | MORR | BusinessNameControlTxt |
| Foreign Phone | 2672838006 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 PARKVIEW DR | AddressLine1Txt |
| City | WYNNEWOOD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190961640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | michael morris | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Foreign Phone | 2672838006 | ForeignPhoneNum |
| Signature | 2022-04-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $67,469 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,469 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Total Rev And Expnss | $367,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,469 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $101 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $101 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $568 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $209,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,986,968 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,426,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Mortgage Loans BOY | $230,780 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $2,217,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,426,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,217,748 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,426,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,217,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,426,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,217,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,426,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,217,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $209,200 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,426,948 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,426,948 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $929 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $929 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $929 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $929 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $929 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Individual With Books | michael morris | IndividualWithBooksNm |
| Phone | 2672838006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 Parkview Dr | AddressLine1Txt |
| City | Wynnewood | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190961640 | 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 |
| 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| michael morris | ||||||||
| 440 Parkview Dr | Wynnewood | PA | 190961640 | trustee | 10.00 | $0 | $0 | $0 |
| rosemorris | ||||||||
| 440 Parkview Dr | Wynnewood | PA | 190961640 | trustee | 6.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | education school in the inner city grades 4 to 8 | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $929 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $929 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $157,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $175,791 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,148 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $272,999 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $601,523 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $157,600 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $759,123 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $47,030 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $712,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $175,791 | ExcessFromYear4Amt |
| Excess From Year3 | $85,148 | ExcessFromYear3Amt |
| Excess From Year2 | $272,999 | ExcessFromYear2Amt |
| Excess From Year1 | $20,555 | ExcessFromYear1Amt |
| Excess From Current Year | $157,600 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | michael morris | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 Parkview Dr | AddressLine1Txt |
| City | Wynnewood | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190961640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2672838006 | RecipientPhoneNum |
| Recipient Email Address | mj.morris@verizon.net | RecipientEmailAddressTxt |
| Form And Info And Materials | charitable name required in detail with purpose | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | preference phila and montgomery counties charities with educational purposes' | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| hedwig house inc | |||||||
| 109 jenkins ave | lansdale | PA | 19446 | 509a2 | psychiatric rehabiliation services | $5,000 | |
| narberth ambulence | |||||||
| 101 sidney ave | ardmore | PA | 19010 | 509a1 | community activity | $250 | |
| catholic charities appeal | |||||||
| 100 n 20th st | philadelphia | PA | 19143 | 509a2 | community charities | $10,000 | |
| st margarets church school | |||||||
| 208 n narberth ave | narberth | PA | 19072 | 509a2 | tuition assistance | $15,700 | |
| docters w o borders | |||||||
| 40 recter st | new york | NY | 10006 | 509a2 | health over seas | $1,000 | |
| st rose of lima | |||||||
| 1522 wanamaker st | philadelphia | PA | 19131 | 509a2 | tuition assistance inner city | $3,000 | |
| spanish students foundation | |||||||
| 1436 lansdown ave | darby | PA | 19023 | 509a2 | tuition assistance | $5,000 | |
| ignatian volunteer corps | |||||||
| 112 e madison st | maryland | MD | 21202 | 509a2 | professional experience to schools. social services and community organizations | $25,000 | suite 300 |
| mercy corps | |||||||
| 45 sw ankeny st | portland | OR | 97204 | 509a2 | global community of humanitarians | $1,000 | |
| franciscan missionary sisters for a | |||||||
| 38 wiley road | belmont | MA | 02478 | 509a2 | apostolates african countries' | $25,000 | |
| IHM center for literacy | |||||||
| 7341 cottage st | philadelphia | PA | 19136 | 509a2 | tuition assistance | $5,000 | |
| BLOCS | |||||||
| 555 croton rd | king of prussia | PA | 19406 | 509a2 | financial assistance to 400 pa schools | $1,000 | suite 310 |
| narberth girls league | |||||||
| po box 95 | narberth | PA | 19072 | 509a1 | BB program in summer | $300 | |
| hope partnership for education | |||||||
| 2601 n 11th st | philadelphia | PA | 19133 | 509a2 | tuition assistance | $10,000 | |
| archdiocese of phila | |||||||
| 222 n 17tth street | philadelphia | PA | 19103 | 509a2 | catholic housing and community service pandenic | $2,000 | |
| st labre indian school | |||||||
| 112 st labre campus drive | ashland | MT | 59003 | 509a2 | tuition assistance | $500 | |
| st thomas more | |||||||
| post box 294 | drexel hill | PA | 19026 | 509a1 | alumni publications | $300 | |
| cynwood heritage trail | |||||||
| post box 695 | bala cynwood | PA | 19004 | 509a1 | community activity | $450 | |
| mercycareer and technical school | |||||||
| 2900 w hunting parp ave | philadelphia | PA | 19129 | 509a2 | tuition assistance | $10,000 | |
| lower merion conservancy | |||||||
| 5600 city avenue | philadelphia | PA | 19131 | 509a2 | water and land conservancy | $1,000 | barnes |
| project home | |||||||
| 1515 fairmount avenue | philadelphia | PA | 19130 | 509a2 | homeless and poor | $2,500 | |
| nice | |||||||
| po box 95 | narberth | PA | 19072 | 509a1 | community betterman | $250 | |
| elder net | |||||||
| 9 s bryn mawr ave | bryn mawr | PA | 19010 | 509a1 | community aged assistance | $200 | |
| sisters of the blessed sacrament | |||||||
| 1663 bristol pike | bensalem | PA | 19020 | 509a2 | indian missions250 | $250 | |
| inglis house | |||||||
| 2600 belmont ave | philadelphia | PA | 19131 | 509a2 | support and housing for the handicapped | $5,000 | |
| philabundance | |||||||
| 3616 s gallaway st | Philadel phia | PA | 19148 | 509a1 | food for the poor and elderly | $300 | |
| narberth fire co | |||||||
| haverford ave | narberth | PA | 19072 | 509a1 | community vol. fire brigade | $200 | |
| mothers home | |||||||
| 51 n macdade blvd | darby | PA | 19023 | 509a2 | mothers home shelter | $3,000 | |
| dominican sisters of mary | |||||||
| 24 frank lloyd wright dr | ann arbor | MI | 48106 | 509a2 | mission of teaching | $250 | |
| church of the sacred heart | |||||||
| 1739 ferry ave | camden | NJ | 08104 | 509a2 | tuition assistance | $500 | |
| magee jefferson hos | |||||||
| 1513 race st | Philadelphia | PA | 19102 | 509a2 | magee rehabiliation | $2,000 | |
| boston marathon jimmy fund walk dan | |||||||
| 450 brookline ave | boston | MA | 02115 | 509a2 | dana-farber cancer institute | $2,500 | |
| ursinus college | |||||||
| 601 e main st | collegeville | PA | 19426 | 509a2 | education | $1,000 | |
| new horizons senior citizens | |||||||
| box 85 narberth | narberth | PA | 19072 | 509a1 | senior activity community | $2,500 | |
| children's hospital | |||||||
| 3401 civic center blvd | Philadelphia | PA | 19104 | 509a2 | health of children | $2,500 | |
| st joseph's university | |||||||
| 5600 city ave | Philadelphia | PA | 19131 | 509a2 | education | $1,250 | |
| pro life educational foundation | |||||||
| 732 hillview road | malvern | PA | 19355 | 509a1 | kevins walk is for paralyzed and respirator only kevin gail | $6,200 | |
| knights of columbus 17262 council | |||||||
| 208 n narberth ave | narberth | PA | 19072 | 509a2 | clothing for the poor children of Phila. | $500 | |
| sisters of mercy of merion | |||||||
| 515 montgomery ave | merion | PA | 19066 | 509a2 | charity of the sisters of mercy | $5,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 522120 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,469 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | michael j Morris | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 Parkview Dr | AddressLine1Txt |
| City | Wynnewood | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190961640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | cost of electronic return | CategoryTxt |
| Amt | $101 | Amt |
| Net Investment Income | $101 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | assets are invested and made available when charitable request is to be paid | ExplanationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | not required | ExplanationTxt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | michael morris | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 Parkview Dr | AddressLine1Txt |
| City | Wynnewood | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190961640 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | federal tax | CategoryTxt |
| Amt | $568 | Amt |
| Net Investment Income | $568 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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