Civic Intelligence

The Cotswold Foundation

990PF • Fiscal year 2020 • EIN 23-7767257

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
19 Pond LaneBryn Mawr, PA 19010

(610) 353-3022

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

46896%

Higher net margin than 100% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

3rd percentile

-20%

Faster asset growth than 3% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$18,453,629

Down $4,683,180 (-20%) from 2019

Net Assets

Down

$18,453,629

Down $4,683,180 (-20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$7,192

Up $620,780 (+99%) from 2019

Expenses

Up

$3,365,549

Up $887,928 (+36%) from 2019

Net Income

Down

-$3,372,741

Down $267,148 (-8.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2017: $28,778,451Liabilities 2017: $0Net Assets 2017: $28,778,4512017Assets 2018: $26,526,889Liabilities 2018: $0Net Assets 2018: $26,526,8892018Assets 2019: $23,136,809Liabilities 2019: $0Net Assets 2019: $23,136,8092019Assets 2020: $18,453,629Liabilities 2020: $0Net Assets 2020: $18,453,6292020Assets 2021: $21,601,329Liabilities 2021: $0Net Assets 2021: $21,601,3292021Assets 2022: $19,021,936Liabilities 2022: $0Net Assets 2022: $19,021,9362022Assets 2023: $17,757,378Liabilities 2023: $350,000Net Assets 2023: $17,407,3782023Assets 2024: $18,038,042Liabilities 2024: $0Net Assets 2024: $18,038,0422024

Highlighted filing

2020

Assets$18,453,629
Liabilities$0
Net Assets$18,453,629
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2017: $587,505Expenses 2017: $2,380,823Net Income 2017: -$1,793,3182017Revenue 2018: -$359,797Expenses 2018: $1,920,851Net Income 2018: -$2,280,6482018Revenue 2019: -$627,972Expenses 2019: $2,477,621Net Income 2019: -$3,105,5932019Revenue 2020: -$7,192Expenses 2020: $3,365,549Net Income 2020: -$3,372,7412020Revenue 2021: $11,903,995Expenses 2021: $3,607,872Net Income 2021: $8,296,1232021Revenue 2022: -$938,337Expenses 2022: $1,867,554Net Income 2022: -$2,805,8912022Revenue 2023: $1,362,498Expenses 2023: $3,065,468Net Income 2023: -$1,702,9702023Revenue 2024: $12,510,465Expenses 2024: $6,933,026Net Income 2024: $5,577,4392024

Highlighted filing

2020

Revenue-$7,192
Expenses$3,365,549
Net Income-$3,372,741
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
I WISTAR MORRIS IIITrustee-$0--
MARTHA H MORRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Cotswold Foundation
EIN
23-7767257
Phone
6103533022
Address
19 POND LANE, BRYN MAWR, PA 19010

Signing Officer

Name
I Wistar Morris Iii
Title
Trustee
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Beucler Kelly & Irwin Ltd
Address
125 STRAFFORD AVE STE 116, WAYNE, PA 19087
Preparer
Geoffrey D Beucler
Phone
6106883200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VALLEY FORGE CAPITAL LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VALLEY FORGE CAPITAL LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD EXTENDED MARKET INDEX INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD EXTENDED MARKET INDEX INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc469,040 SHS ASCENDANT GROUP LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5106,538 SHS ONE COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,000 SHS SENECA FOODS CORP CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73,500,000 POPE & TALBOT NOTE 8.375%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc863,078 TWO RIVERS PROMISSORY NOTE 18%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9303,474 SHS COMPLEXA INC SERIES B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101,254,875 SHS COMPLEXA INC SERIES C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SQN LP OFFSHORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12950 SHS SENECA FOODS CORP CLASS B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132,410 SHS SENECA FOODS CORP CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14265 SHS SENECA FOODS CORP CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1534,256 SHS SENECA FOODS CORP CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1650,000 SHS QUEST RARE MINERALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1721,346 SHS SPROTT GOLD EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1885,000 SHS SPROTT PHYSICAL GOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc196,000 SHS VANECK VECTORS GOLD MINERS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc202,500 SHS WARRIOR MET COAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc217,500 SHS WARRIOR MET COAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22253,095 SHS SHERRITT INTERNATIONAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt069716
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01635960
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3372741
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01352956
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt042517
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt019806585
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt023136809
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018453629
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01914131
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01914131
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01914131
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01914131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt055000
IRS990PF/FMVAssetsEOYAmt041247109
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt023136809
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt018453629
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0562097
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02331193
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02331193
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0389692
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0253669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0154669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014770204
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06085244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06135886
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0209710
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0209710
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07414816
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09573813
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt032415651
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt023136809
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018453629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt041247109
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt023136809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018453629
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt023136809
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018453629
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt038865605
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01212754
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt037652851
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0582984
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01914131
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt038282621
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt038865605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0I WISTAR MORRIS III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTHA H MORRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019 POND LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 POND LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BRYN MAWR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BRYN MAWR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119010
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03341150
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03341150
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03341150
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0BD
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 MATSONFORD ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RADNOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIDUCIARY TRUST INTERNATIONAL
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109770261
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0I WISTAR MORRIS III
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARTHA H MORRIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03323550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019085
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03323550
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/AppliedToCurrentYearAmt01914131
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01914131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0795809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0290281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0545792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0322770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0326448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0326448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03381671
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01427019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0795809

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,453,629
Liabilities
$0
Net assets
$18,453,629
Revenue
-$7,192
Expenses
$3,365,549
Net income
-$3,372,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$12.5$6.93$5.58
2023Detailed filing. Detailed filing data is available for this year.$17.8$0.35$17.4$1.36$3.07$1.70
2022Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.94$1.87$2.81
2021Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$11.9$3.61$8.30
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.01$3.37$3.37
2019Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.63$2.48$3.11
2018Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$0.36$1.92$2.28
2017Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$0.59$2.38$1.79