Totals
- Total revenue
- $138,522
- Total expenses
- $224,190
- Contributions and grants received
- $0
- Grants paid
- $194,190
- Program service revenue
- $0
- Investment income
- $138,522
- Other revenue
- $0
- Total assets, end of year
- $3,745,450
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,745,450
- Program services expenses (Part IX)
- $194,190
- Management and general expenses
- $30,000
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $194,190
Program services were 86.6% 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 $81,863 · excluded $81,863
-
7a · Gross sales of assets other than inventory
securities $224,193
-
7b · Less cost or other basis and sales expenses
securities $167,534
-
7c · Gain or loss
securities $56,659
-
7d · Net gain or loss
total $56,659 · related or exempt $56,659
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $194,190 · program services $194,190
-
24a · Other expenses: CUSTODIAL/INVESTMENT FEES
total $30,000 · management and general $30,000
Balance sheet
Part X, book values.
-
11 · Investments: publicly traded securities
beginning of year $3,522,804 · end of year $3,745,450
-
28 · Net assets with donor restrictions
beginning of year $3,522,804 · end of year $3,745,450
Mission and programs · 2022
Mission
ENDOWMENT FUND TO SUPPORT THE GENERAL OPERATIONS OF THE MORRIS ARBORETUM.
-
THE FUND COLLECTS AND DISTRIBUTES FUNDS TO ASSIST WITH THE GENERAL OPERATIONS OF THE MORRIS ARBORETUM.
Expenses $194,190 · Grants $194,190
As filed on the 2022 return.
Listed in Part VII
-
Elie-Antoine AttalahELIE-ANTOINE ATTALAH
BOARD MEMBER
- Total calculated
- $0
-
William CullinaWILLIAM CULLINA
EXECUTIVE DI
- Total calculated
- $0
-
Alexa EdsallALEXA EDSALL
BOARD MEMBER
- Total calculated
- $0
-
Wendy FoulkeWENDY FOULKE
BOARD MEMBER
- Total calculated
- $0
-
Christine GehmanCHRISTINE GEHMAN
FINANCE DIRE
- Total calculated
- $0
-
Steve WielgusSTEVE WIELGUS
BOARD MEMBER
- 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
-
MORRIS ARBORETUM OF THE U OF PENN
$194,190
SUPPORT OPERATIONS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
MORRIS ARBORETUM OF THE UNIV OF PA
501C 5 · HORTICULTU · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431279349301308
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