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← MORRIS W STROUD 3RD TR U-W PENNSWOOD 2

Form 990 for tax year 2023

Filed by MORRIS W STROUD 3RD TR U-W PENNSWOOD 2.

Totals

Total revenue
$1,661,045
Total expenses
$471,459
Contributions and grants received
$0
Grants paid
$406,897
Program service revenue
$0
Investment income
$1,260,145
Other revenue
$400,900
Total assets, end of year
$10,169,044
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,169,044
Program services expenses (Part IX)
$423,025
Management and general expenses
$48,434
Fundraising expenses
$0
Program service expenses (Part III)
$423,025

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $269,804 · excluded $269,804

  • 4 · Income from investment of tax-exempt bond proceeds

    total $2,427 · excluded $2,427

  • 7a · Gross sales of assets other than inventory

    securities $5,353,659

  • 7b · Less cost or other basis and sales expenses

    securities $4,365,745

  • 7c · Gain or loss

    securities $987,914

  • 7d · Net gain or loss

    total $987,914 · related or exempt $987,914

  • 11a · Other revenue: PARTNERSHIP INCOME

    total $400,900 · related or exempt $399,143 · unrelated business $1,757

  • 11e · Other revenue, total

    $400,900

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $406,897 · program services $406,897

  • 5 · Compensation of officers, directors and key employees

    total $32,256 · program services $16,128 · management and general $16,128

  • 11f · Fees: investment management

    total $32,256 · management and general $32,256

  • 11g · Fees: other

    total $50 · management and general $50

  • 24a · Other expenses: SECURITIES LITIGATION FEES

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $57,969 · end of year $236,728

  • 11 · Investments: publicly traded securities

    beginning of year $6,872,611 · end of year $7,854,819

  • 12 · Investments: other securities

    beginning of year $2,048,878 · end of year $2,077,497

  • 29 · Capital stock, trust principal or current funds

    beginning of year $8,979,458 · end of year $9,746,860

  • 31 · Retained earnings, endowment or other funds

    end of year $422,184

Mission and programs · 2023

Mission

TO SUPPORT THE SCHOLARLY ACTIVITIES BEING CARRIED OUT AT THE STROUD WATER RESEARCH CENTER, AVONDALE, PA WHICH IS A STREAM & RIVER RESEARCH LABORATORY

  • STROUD WATER RESEARCH CENTER

    Expenses $423,025 · Grants $406,897

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • The Glenmede Trust Co N A

    TRUSTEE

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
27 January 2025
IRS schema version
2023v6.0
Source object
202500299349301560

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