Liabilities / Assets
6th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
6th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
6th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
21st percentile
Higher top officer pay than 21% of similar nonprofits.
Top officer pay equals 8.3% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
2nd percentile
Faster revenue growth than 2% of similar nonprofits.
Assets
Up$6,397,675
Up $27,990 (+0.4%) from 2013
Net Assets
Up$6,397,675
Up $27,990 (+0.4%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue
Down$390,493
Down $1,226,300 (-76%) from 2013
Expenses
Up$346,553
Up $15,021 (+4.5%) from 2013
Net Income
Down$43,940
Down $1,241,321 (-97%) from 2013
Support of the morris arboretum of the university of pennsylvania,which is a historic garden and educational institution that promotes understanding of the relationship between plants, people, and placesthrough programs that integrate science, art, and the humanities.the morris arboretum is the official arboretum of the commonwealthof pennsylvania and provides research and outreach services to state agencies, community institutions, and to the citizens of pennsylvania and beyond.
Support of the morris arboretum of the university of pennsylvania, which is a historic garden and educational institution that promotes understanding of the relationship between plants, people, and places through programs that integrate science, art, and the humanities. The morris arboretum is the official arboretum of the commonwealth of pennsylvania and provides research and outreach services to state agencies, community institutions, and to the citizens of pennsylvania and beyond.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $6,369,685 | $6,397,675 | ▲ $27,990 |
| Investments Other Securities | $5,440,185 | $5,535,264 | ▲ $95,079 |
| Land, Buildings, and Equipment, Net | $487,450 | $487,450 | → $0 |
| Savings and Temporary Cash Investments | $442,050 | $374,961 | ▼ $67,089 |
| Total Assets | $6,369,685 | $6,397,675 | ▲ $27,990 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $6,369,685 | $6,397,675 | ▲ $27,990 |
| Total Liabilities and Net Assets / Fund Balance | $6,369,685 | $6,397,675 | ▲ $27,990 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $487,450 | - | - |
| Other Securities | $5,535,264 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| - | Trust Officer | FT | $32,556 | $32,556 |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $308,927 |
| Salaries, Compensation, and Employee Benefits | $32,556 |
| Other Expenses | $5,070 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $308,927 | - | - | $308,927 |
| Current Officers, Directors, Trustees, and Key Employees | - | $32,556 | - | $32,556 |
| All Other Expenses | - | $5,070 | - | $5,070 |
| Total Functional Expenses | $308,927 | $37,626 | $0 | $346,553 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| University of Pennsylvania | Philadelphia, PA | - | - | $308,927 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“N/A”
“Minutes of all meetings are recorded and reviewed.”
“Minutes of all meetings of committees are recorded and reviewed.”
“Sole Trustee prepares and reviews Form 990”
“Wells fargo employees have an obligation to read and comply with the code of ethics and business conduct and any required disclosures are made to the appropriate code administrator.”
“There is no paid CEO, Executive Director, or top management official.”
“There is no paid key employees of the organization”
“VIA GUIDESTAR.”
“Available on www.guidestar.com and upon request”
“Mutual Fund Tax Effective Date Before TYE $6,258.48, Mutual Fund Posting Date After TYE less ($22,655.72), les ROC Adj ($392.60), prior adjustments $840.00.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | SUPPORT OF THE MORRIS ARBORETUM OF THE UNIVERSITY OF PENNSYLVANIA, WHICH IS A HISTORIC GARDEN AND EDUCATIONAL INSTITUTION THAT PROMOTES UNDERSTANDING OF THE RELATIONSHIP BETWEEN PLANTS, PEOPLE, AND PLACES THROUGH PROGRAMS THAT INTEGRATE SCIENCE, ART, AND THE HUMANITIES. THE MORRIS ARBORETUM IS THE OFFICIAL ARBORETUM OF THE COMMONWEALTH OF PENNSYLVANIA AND PROVIDES RESEARCH AND OUTREACH SERVICES TO STATE AGENCIES, COMMUNITY INSTITUTIONS, AND TO THE CITIZENS OF PENNSYLVANIA AND BEYOND. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 5070 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 5070 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | WELLS FARGO BANK NA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8003523705 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1 W 4TH ST 2ND FLOOR |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WINSTON SALEM |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 271013818 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 32556 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 32556 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 308927 |
| IRS990/CYInvestmentIncomeAmt | 0 | 388423 |
| IRS990/CYOtherExpensesAmt | 0 | 5070 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2070 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 43940 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 32556 |
| IRS990/CYTotalExpensesAmt | 0 | 346553 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 390493 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | Morris Arboretum of the University of Pennsylvania |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 308927 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | WELLS FARGO BANK NA |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 32556 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUST OFFICER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1934 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 247023 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 0 |
| IRS990/GrantAmt | 0 | 308927 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 308927 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 308927 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1179174 |
| IRS990/GrossReceiptsAmt | 0 | 1322644 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InfoInScheduleOPartXInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 141400 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 141400 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 5440185 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 5535264 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 487450 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 487450 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 487450 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 932151 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | SUPPORT OF THE MORRIS ARBORETUM OF THE UNIVERSITY OF PENNSYLVANIA, WHICH IS A HISTORIC GARDEN AND EDUCATIONAL INSTITUTION THAT PROMOTES UNDERSTANDING OF THE RELATIONSHIP BETWEEN PLANTS, PEOPLE, AND PLACES THROUGH PROGRAMS THAT INTEGRATE SCIENCE, ART, AND THE HUMANITIES. THE MORRIS ARBORETUM IS THE OFFICIAL ARBORETUM OF THE COMMONWEALTH OF PENNSYLVANIA AND PROVIDES RESEARCH AND OUTREACH SERVICES TO STATE AGENCIES, COMMUNITY INSTITUTIONS, AND TO THE CITIZENS OF PENNSYLVANIA AND BEYOND. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6369685 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6397675 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 247023 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 247023 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -15950 |
| IRS990/OtherExpensesGrp/Desc | 0 | REAL ESTATE EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | FOREIGN TAX PAID |
| IRS990/OtherExpensesGrp/Desc | 2 | ADR FEES |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | WELLS FARGO BANK NA |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 294922 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1616793 |
| IRS990/PYOtherExpensesAmt | 0 | 5661 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1285261 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 30949 |
| IRS990/PYTotalExpensesAmt | 0 | 331532 |
| IRS990/PYTotalRevenueAmt | 0 | 1616793 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 43940 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 6369685 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 6397675 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 442050 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 374961 |
| IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | There is a dedicated relationship manager and investment officer assigned to this account who meets with the Director of Finance and Administration for the Morris Arboretum, The Unoversity of Pennsylvania to discuss investments and income needs. We mail monthly statements. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | Support of the Morris Arboretum of the University of pennsylvania, which is a historic garden and educational institution that promotes understanding of the relationship between plants, people and places through programs that integrate science, art and the humanities. The Morris Arboretum is the offical Arboretum of the Commonwealth of Pennsylvania and provides research and outrearch services to state |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | Community institutions and to the citizens of Pennsylvania. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Section D |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Section E |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | Section E |
| IRS990ScheduleA/IRSWrittenDeterminationInd | 0 | X |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 231352685 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 0 | 990 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 308927 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | UNIV OF PENNSYLVANIA |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 308927 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 487450 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 487450 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 5535264 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | See Attached |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 487450 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 5535264 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 308927 |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | UNIVERSITY OF PENNSYLVANIA |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 231352685 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 3451 WALNUT ST |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | PHILADELPHIA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 191046205 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | WRITTEN POLICIES AND PROCEDURES ARE DOCUMENTS USED BY THE ORGANIZATION TO ADDRESS POLICIES, PROCEDURES AND ACTIVITIES. THE TRUSTEE IS ACTIVELY INVOLVED IN THE MEETINGS OF THE SUPPORTED ORGANIZATION AND EITHER ATTENDS OR REVIEWS THE MINUTES OF THE ADVISORY COMMITTEE MEETINGS. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | MINUTES OF ALL MEETINGS ARE RECORDED AND REVIEWED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MINUTES OF ALL MEETINGS OF COMMITTEES ARE RECORDED AND REVIEWED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Sole Trustee prepares and reviews Form 990 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | WELLS FARGO EMPLOYEES HAVE AN OBLIGATION TO READ AND COMPLY WITH THE CODE OF ETHICS AND BUSINESS CONDUCT AND ANY REQUIRED DISCLOSURES ARE MADE TO THE APPROPRIATE CODE ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | There is no paid CEO, Executive Director, or top management official. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | There is no paid key employees of the organization |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | VIA GUIDESTAR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | AVAILABLE ON WWW.GUIDESTAR.COM AND UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Mutual Fund Tax Effective Date Before TYE $6,258.48, Mutual Fund Posting Date After TYE less ($22,655.72), les ROC Adj ($392.60), prior adjustments $840.00. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | DESCRIPTION FOR MAKING DOCUMENTS PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | DESCRIPTION FOR MAKING DOCUMENTS PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | EXPLANATION FOR FORM 990, PART XI, LINE 9 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 6369685 |
| IRS990/TotalAssetsEOYAmt | 0 | 6397675 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 6369685 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 6397675 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 37626 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 308927 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 346553 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 6369685 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 6397675 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt | 0 | 2070 |
| IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt | 0 | 2070 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 308927 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2070 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 32556 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 390493 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 390493 |
| IRS990/TotalVolunteersCnt | 0 | 25 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 6369685 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 6397675 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1 W 4TH STREET D4000-062 |
| IRS990/USAddress/CityNm | 0 | WINSTONSALEM |
| IRS990/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/USAddress/ZIPCd | 0 | 271013818 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | - |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8557392920 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-11-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MORRIS EST LYDIA T DECD TW |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MORR |
| ReturnHeader/Filer/EIN | 0 | 236210940 |
| ReturnHeader/Filer/PhoneNum | 0 | 8557392920 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1525 W WT HARRIS BLVD D1114-044 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28262 |
| ReturnHeader/ReturnTs | 0 | 2015-11-16T09:00:44-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.