Nonprofit · EIN 23-6210940
EST LYDIA MORRIS DECD TW F 13689
Tax-exempt · PHILADELPHIA, PA 19104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $187,076 | $292,963 | -$105,887 | $6,649,699 | $0 | $6,649,699 |
| June 30, 2024 | 990 | $283,312 | $290,834 | -$7,522 | $6,287,797 | $0 | $6,287,797 |
| June 30, 2023 | 990 | $94,227 | $140,730 | -$46,503 | $6,194,959 | $0 | $6,194,959 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $187,076
- Net gain from sales of assets
- $187,076
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $289,279
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $290,200
- Management and general (functional)
- $2,763
Balance sheet and other
- Total assets, start of year
- $6,287,797
- Total assets, end of year
- $6,649,699
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,649,699
- Land, buildings and equipment
- $487,450
- Publicly traded securities
- $6,162,249
- Gross receipts
- $187,076
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1934
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3451 WALNUT ST RM 310, PHILADELPHIA, PA 19104-6205
- In care of
- % MARGARET A HEER
- Principal officer (990 for 2024)
- UNIVERSITY OF PENNSYLVANIA, 3451 WALNUT STREET ROOM 310, PHILADELPHIA, PA 191046205
- Signed the 990
- MICHAEL SCALES, VP BUSINESS SERVICES
- Phone
- (215) 898-8967
- Return prepared by
- PwC US Tax LLP
Mission
THE ORGANIZATION WAS CREATED PURSUANT TO THE LAST WILL AND TESTAMENT OF LYDIA T. MORRIS AND EXISTS TO PROVIDE SUPPORT TO 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. 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.
Program accomplishments
- AS A SUPPORTING ORGANIZATION TO THE MORRIS ARBORETUM OF THE UNIVERSITY OF PENNSYLVANIA, THE ORGANIZATION PROVIDES GRANTS IN FURTHERANCE OF IT'S PRIMARY TAX-EXEMPT PURPOSE.Expenses $290,200 · grants $289,279
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-6210940
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,649,699
- Income (IRS master file)
- $187,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $187,076 | $292,963 | $6,649,699 | IRS |
| 990 | June 2024 | $283,312 | $290,834 | $6,287,797 | IRS |
| 990 | June 2023 | $94,227 | $140,730 | $6,194,959 | XML |
| 990 | December 2022 | $50,718 | $200,900 | $6,271,018 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6210940).
Questions about EST LYDIA MORRIS DECD TW F 13689
- What is the EIN of EST LYDIA MORRIS DECD TW F 13689?
- The employer identification number (EIN) of EST LYDIA MORRIS DECD TW F 13689 is 23-6210940.
- Is EST LYDIA MORRIS DECD TW F 13689 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to EST LYDIA MORRIS DECD TW F 13689 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does EST LYDIA MORRIS DECD TW F 13689 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EST LYDIA MORRIS DECD TW F 13689 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EST LYDIA MORRIS DECD TW F 13689 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EST LYDIA MORRIS DECD TW F 13689?
- The 990 for the year ended June 30, 2025 names UNIVERSITY OF PENNSYLVANIA.
- Who are the officers and directors of EST LYDIA MORRIS DECD TW F 13689?
- The 990 for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does EST LYDIA MORRIS DECD TW F 13689 have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $187,076, expenses of $292,963 and total assets of $6,649,699 at year end.
Other nonprofits in PHILADELPHIA
- GLAXOSMITHKLINE PATIENT ACCESS PROGRAMS FOUNDATION EIN 20-0031992 · last filed 990-PF for 2025
- J HOWARD PEW FREEDOM TR EIN 23-6234671 · last filed 990 for 2024
- PHILADELPHIA FOUNDATION EIN 23-1581832 · last filed 990 for 2024
- JEWISH FEDERATION OF GREATER PHILADELPHIA EIN 23-1500085 · last filed 990 for 2025
- THE COMCAST NBCUNIVERSAL FOUNDATION EIN 51-0390132 · last filed 990-PF for 2024
- CHUBB CHARITABLE FOUNDATION EIN 26-2456949 · last filed 990-PF for 2024
- WYNCOTE FOUNDATION EIN 26-3535044 · last filed 990-PF for 2024
- THE LENFEST INST FOR JOURNALISM SPE ASSET FUND OF THE PHL FOUNDATION EIN 04-3731829 · last filed 990 for 2024
All nonprofits in PHILADELPHIA · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations