Civic Intelligence

E L & Katherine Morgan Charitable Trust

990PF • Fiscal year 2011 • EIN 25-6170924

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 11, 2012

Organization Profile
C/O Pnc Bank Na PO Box 9465144101
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

69th percentile

$495

Higher top officer pay than 69% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

36th percentile

-2.7%

Faster asset growth than 36% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$524,269

Down $14,734 (-2.7%) from 2010

Net Assets

Down

$524,269

Down $14,734 (-2.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$29,009

Up $1,863 (+6.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2010: $539,003Liabilities 2010: $0Net Assets 2010: $539,0032010Assets 2011: $524,269Liabilities 2011: $0Net Assets 2011: $524,2692011Assets 2012: $522,328Liabilities 2012: $0Net Assets 2012: $522,3282012Assets 2013: $553,430Liabilities 2013: $0Net Assets 2013: $553,4302013Assets 2014: $499,748Liabilities 2014: $0Net Assets 2014: $499,7482014Assets 2015: $504,000Liabilities 2015: $0Net Assets 2015: $504,0002015Assets 2016: $539,337Liabilities 2016: $0Net Assets 2016: $539,3372016Assets 2017: $539,598Liabilities 2017: $0Net Assets 2017: $539,5982017Assets 2018: $542,641Liabilities 2018: $0Net Assets 2018: $542,6412018Assets 2019: $638,449Liabilities 2019: $0Net Assets 2019: $638,4492019Assets 2020: $637,677Liabilities 2020: $0Net Assets 2020: $637,6772020Assets 2021: $674,169Liabilities 2021: $0Net Assets 2021: $674,1692021Assets 2022: $628,031Liabilities 2022: $0Net Assets 2022: $628,0312022Assets 2023: $600,280Liabilities 2023: $0Net Assets 2023: $600,2802023Assets 2024: $599,485Liabilities 2024: $0Net Assets 2024: $599,4852024

Highlighted filing

2011

Assets$524,269
Liabilities$0
Net Assets$524,269
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $27,1462010Expenses 2011: $29,0092011Expenses 2012: $32,4322012Revenue 2013: $57,572Expenses 2013: $26,470Net Income 2013: $31,1022013Revenue 2014: $51,219Expenses 2014: $36,255Net Income 2014: $14,9642014Revenue 2015: $40,367Expenses 2015: $36,114Net Income 2015: $4,2532015Revenue 2016: $61,231Expenses 2016: $25,896Net Income 2016: $35,3352016Revenue 2017: $30,480Expenses 2017: $30,217Net Income 2017: $2632017Revenue 2018: $34,800Expenses 2018: $31,759Net Income 2018: $3,0412018Revenue 2019: $128,115Expenses 2019: $32,307Net Income 2019: $95,8082019Revenue 2020: $34,879Expenses 2020: $34,399Net Income 2020: $4802020Revenue 2021: $68,695Expenses 2021: $32,341Net Income 2021: $36,3542021Revenue 2022: -$7,779Expenses 2022: $38,845Net Income 2022: -$46,6242022Revenue 2023: $5,222Expenses 2023: $32,944Net Income 2023: -$27,7222023Revenue 2024: $31,044Expenses 2024: $32,280Net Income 2024: -$1,2362024

Highlighted filing

2011

Revenue-
Expenses$29,009
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 11, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANKTrustee-$495-$495
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMT MORIAH BAPTIST CHURCHGENERAL SUPPORTPUBLICSMITHFIELD, PA, US$10,280
Paid GrantMT MORIAH TRUST FUNDGENERAL SUPPORTPUBLICSMITHFIELD, PA, US$8,567
Paid GrantAMERICAN BAPTIST CHURCHES (USA)GENERAL SUPPORTPUBLICVALLEY FORGE, PA, US$5,140
Paid GrantNATHAN LEWIS-FORT NECESSITY LODGEGENERAL SUPPORTPUBLICSMITHFIELD, PA, US$3,427
Filing and Contact Details

Filer

EIN
25-6170924
Raw XML Appendix323 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/AccountingFees/Amount0700
AccountingFeesSchedule/AccountingFees/Category0PNC BANK, NA
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0700
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0ALTERNATIVE INVESTMENTS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount010569
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount03568
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount014137
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA014137
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0700
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm03568
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0248
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm0248
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0495
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss027414
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm010569
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss010569
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-14872
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice016660
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03568
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome013789
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps028362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss029009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome014137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses014137
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0948
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0348
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01595
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0539003
IRS990PF/BalanceSheets/CapitalStockEOY0524269
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0203463
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0294028
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0346781
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0297058
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0193401
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0202256
IRS990PF/BalanceSheets/InvestmentsOtherBOY036560
IRS990PF/BalanceSheets/InvestmentsOtherEOY036560
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV031549
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01922
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0280
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0280
IRS990PF/BalanceSheets/TotalAssetsBOY0539003
IRS990PF/BalanceSheets/TotalAssetsEOY0524269
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0580866
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0539003
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0524269
IRS990PF/BalanceSheets/TotalNetAssetsBOY0539003
IRS990PF/BalanceSheets/TotalNetAssetsEOY0524269
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03568
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis062
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis110000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis23030
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-10-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-03-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset012.886 T ROWE PRICE SHORTTERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12066.116 T ROWE PRICE SHORTTERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2105.952 T ROWE PRICE GROWTH STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-62
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1370
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-62
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1370
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice062
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice19938
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice23400
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-14872
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0241
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0379
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0524510
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0539003
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0524269
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted028964
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj028964
IRS990PF/DistributableAmount/DistributableAmountBeforeDed028964
IRS990PF/DistributableAmount/MinimumInvestmentReturn029240
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0276
IRS990PF/DistributableAmount/TotalTax0276
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear036
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0312
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0276
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment036
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0276
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0276
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0312
IRS990PF/FMVAssetsEOY0580866
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0593709
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0593709
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08906
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn029240
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0584803
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0593709
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation0495
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10P O BOX 94651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CLEVELAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0441014651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions028362
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions028362
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions028362
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08006228036
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10P O BOX 94651
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CLEVELAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0441014651
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm10410X
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03427
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount18567
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25140
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310280
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NATHAN LEWIS-FORT NECESSITY LODGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MT MORIAH TRUST FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12AMERICAN BAPTIST CHURCHES (USA)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MT MORIAH BAPTIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20IOOF LODGE 254 RONALD J HAVNER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21TREASURER JAMES M DEAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22OFFICE OF GENERAL SECRETARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine23JAMES M DEAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10140 BLACK HILL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11120 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 851
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13120 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SMITHFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SMITHFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2VALLEY FORGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SMITHFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode015478
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode115478
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2194820851
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode315478
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear027414
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear02559
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1025803
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028964
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions028362
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY026405
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear025803
OtherDecreasesSchedule/OtherDecreases/Amount0241
OtherDecreasesSchedule/OtherDecreases/Description0POSTED SUBSEQ YR FOR CURR YR
OtherIncreasesSchedule/OtherIncreases/Amount0379
OtherIncreasesSchedule/OtherIncreases/Description0POSTED CURR YR FOR PR YR
TaxesSchedule/Taxes/Amount0300
TaxesSchedule/Taxes/Amount188
TaxesSchedule/Taxes/Amount212
TaxesSchedule/Taxes/Category0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome188
TaxesSchedule/Taxes/NetInvestmentIncome212
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0256170924
ReturnHeader/Filer/Name/BusinessNameLine10E L & KATHERINE MORGAN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MORG
ReturnHeader/Filer/Phone08006228036
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK NA PO BOX 94651
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044101
ReturnHeader/Officer/DateSigned02012-04-11
ReturnHeader/Officer/Name0JACKLYNN ANN BARRAS
ReturnHeader/Officer/Phone08006228036
ReturnHeader/Officer/Title0TAX DIRECTOR
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-20T10:40:22-06:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$524,269
Liabilities
$0
Net assets
$524,269
Revenue
-
Expenses
$29,009
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.31$0.32$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.05$0.33$0.28
2022Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.08$0.39$0.47
2021Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.69$0.32$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.35$0.34$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$1.28$0.32$0.96
2018Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.35$0.32$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.30$0.30$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.61$0.26$0.35
2015Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.40$0.36$0.04
2014Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.51$0.36$0.15
2013Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.58$0.26$0.31
2012Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.32
2011Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.29
2010Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.27