Samuel W Morris Trust in Bryn Mawr, Pennsylvania (PA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Organizations performing similar types of work
| Samuel W Morris Trust | |
| Employer Identification Number (EIN) | 200968154 |
| Name of Organization | Samuel W Morris Trust |
| Address | 1070 Broadmoor Rd, Bryn Mawr, PA 19010-1934 |
| Subsection | Charitable Organization |
| Ruling Date | 10/2004 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 03/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $510,100 |
| Amount of Income | $1 |
| Form 990 Revenue Amount | $875 |
| National Taxonomy of Exempt Entities (NTEE) | Environmental Quality, Protection and Beautification: Water Resource, Wetlands Conservation and Management |
Non-representatives - add comments:
Amount of income in 2012: $1 (it was $875 in 2011)
| Samuel W Morris Trust: | $1 |
| Other organizations performing similar types of work: | $74,738 |
Assets in 2012: $510,100 (it was $510,118 in 2011)
| Samuel W Morris Trust: | $510,100 |
| Other organizations performing similar types of work: | $43,214 |
Expenses in 2011: $34,053
| This organization: | $34,053 |
| Other organizations performing similar types of work: | $59,513 |
Income to expenses ratio in 2011: 0.0
| Samuel W Morris Trust: | 0.0 |
| Other organizations performing similar types of work: | 0.7 |
Grants share in income in 2011: 100.0%
| Samuel W Morris Trust: | 100.0% |
| Other organizations performing similar types of work: | 97.5% |
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $875 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $875 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $34,053 | $0 | $0 | $34,053 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $34,053 | $0 | $34,053 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-33,178 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $510,118 | $395,018 |
| Cash - non-interest-bearing | $18 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $510,100 | |
| Total liabilities | $766,847 | |
| Mortgages and other notes payable | $766,847 | |
| Total liabilities and net assets/fund balances | $-256,729 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $395,135 |
| Net value of noncharitable-use assets | $140 |
| Minimum investment return | $7 |
| Distributable Amount (for 2011) | |
| Distributable amount | $7 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $7 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $0 | $0 | $0 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $0 |
| Unrelated business taxable income before net operating loss deduction | $0 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $0 |
| Specific deduction | $1,000 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tookany-Tacony-Frankford Watershed Partnership | Globe Dye Bldg, Philadelphia, PA 19124 | PA | 2006-04 | $450,516 |
| 2 | Pennsylvania Pink Zone | 1423 N Atherton St, State College, PA 16803-3040 | PA | 2012-10 | $413,882 |
| 3 | Lake Chrisann Community Association | PO BOX 456, Montrose, PA 18801-0456 | PA | 2014-08 | $198,076 |
| 4 | Stewards Of The Lower Susquehanna | 2098 Long Level Rd, Wrightsville, PA 17368-9038 | PA | 2006-06 | $156,584 |
| 5 | Three Rivers Waterkeeper Inc | 425 N Craig St Ste 202, Pittsburgh, PA 15213-1154 | PA | 2014-05 | $117,225 |
| 6 | Ohio River Trail Council | 1100 Pennsylvania Ave, Monaca, PA 15061-1830 | PA | 2009-11 | $107,250 |
| 7 | Turtle Creek Watershed Association Incorporated | 3001 Meadowbrook Rd, Murrysville, PA 15668-1627 | PA | 2015-04 | $84,186 |
| 8 | Friends Of Meadow Grounds Lake | 422 Serpentine Rd, Mcconnellsburg, PA 17233 | PA | 2014-08 | $76,023 |
| 9 | Pennsylvania Lake Management Society | Po Box 111, Huntington Mills, PA 18622 | PA | 2005-05 | $34,442 |
| 10 | Wysox Creek Watershed Association Inc | Rr 1 Box 200b, Rome, PA 18837 | PA | 2001-08 | $23,649 |
| 11 | Streets Run Watershed Association | 3344 Churchview Ave, Pittsburgh, PA 15227-4306 | PA | 2002-01 | $10,935 |
| 12 | Watrous Water Association | 2430 Elk Run Rd, Gaines, PA 16921-9540 | PA | 2014-10 | $6,413 |
| 13 | Little Shamokin Creek Watershed Association | 441 Plum Creek Road, Sunbury, PA 17801 | PA | 2009-05 | $5,451 |
| 14 | Aquetong Watershed Association Inc | Po Box 504, New Hope, PA 18938 | PA | 2008-06 | $3,990 |
| 15 | Maiden Creek Watershed Association Inc | PO BOX 68, Kutztown, PA 19530-0068 | PA | 2005-12 | $2,205 |
| 16 | Fishermans Cove Preservation Foundation Inc, None None | 327 Bellevue Road, Pittsburgh, PA 15229 | PA | 2004-11 | $1,233 |
| 17 | Allegheny Aquatic Alliance | 111 Twin Creek Lane, Freedom, PA 15042 | PA | 2013-12 | $0 |
| 18 | Aquashicola And Pohopoco Watershed Conservancy Inc | Po Box 360, Kresgeville, PA 18333 | PA | 2012-09 | $0 |
| 19 | Bear Creek Watershed Association Inc | 107 Snake Rd, Petrolia, PA 16050 | PA | 2012-09 | $0 |
| 20 | Bertsch Hokendauqua Catasauqua Watershed Association | 4006 Friars View Dr, Northampton, PA 18067 | PA | 2014-05 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,302 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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