MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR (EIN 25-6683715)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349103511
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T13:31:30-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE NW STE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015748 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256683715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MITCHELL AND HILARIE MORGAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MITC | BusinessNameControlTxt |
| Phone | 6109451510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WASHINGTON STREET | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL L MORGAN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 6109451510 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCAS G AMARAL | PreparerPersonNm |
| PTIN | P01241718 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,384,436 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,534,283 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,521,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,424,038 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,521,236 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,108,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,574,258 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,133 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,133 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,848 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,658,836 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,658,836 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,670,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,659,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,437,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,573,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $318,591 | CashBOYAmt |
| Cash EOY | $54,269 | CashEOYAmt |
| Cash EOYFMV | $54,269 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $4,324,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,324,044 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,260,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,123 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,123 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,579,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,384,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,384,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,579,554 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,384,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,579,554 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,384,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,579,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,384,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,579,554 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,437,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,017,146 | SubtotalAmt |
| Other Decreases | $3,632,710 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,384,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JPM - LONG TERM | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $4,424,038 | GrossSalesPriceAmt |
| Cost Or Other Basis | $902,802 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,521,236 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,521,236 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,521,236 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,666 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,666 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $56,087 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,087 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $12,417 | OverpaymentAmt |
| Applied To ES Tax | $12,417 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MITCHELL MORGAN | IndividualWithBooksNm |
| Phone | 6109451510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WASHINGTON STREET | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MITCHELL L MORGAN | ||||||||
| 227 WASHINGTON STREET | CONSHOHOCKEN | PA | 19428 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| HILARIE L MORGAN | ||||||||
| 227 WASHINGTON STREET | CONSHOHOCKEN | PA | 19428 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN MORGAN | ||||||||
| 227 WASHINGTON STREET | CONSHOHOCKEN | PA | 19428 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRITTANY MORGAN KURZ | ||||||||
| 227 WASHINGTON STREET | CONSHOHOCKEN | PA | 19428 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| JASON MORGAN | ||||||||
| 227 WASHINGTON STREET | CONSHOHOCKEN | PA | 19428 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,246,925 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,384,098 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,384,098 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,363,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,666 | TotalTaxAmt |
| Distributable Before Adj | $18,501 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,501 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,501 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,659,969 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,659,969 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,501 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $374,871 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,763 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,036,254 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,894,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,316,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,659,969 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,501 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,641,468 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,957,906 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $374,871 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,583,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,763 | ExcessFromYear4Amt |
| Excess From Year2 | $1,036,254 | ExcessFromYear2Amt |
| Excess From Year1 | $8,894,550 | ExcessFromYear1Amt |
| Excess From Current Year | $2,641,468 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MITCHELL L MORGAN | ContributingManagerNm |
| Contributing Manager | HILARIE L MORGAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| 1 BATTERY PARK PLAZA STE 401 | NEW YORK | NY | 10004 | NONE | PC | GENERAL USE | $10,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||
| 500 5TH AVE STE 2540 | NEW YORK | NY | 10110 | NONE | PC | GENERAL USE | $15,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 60 E 56TH ST FL 8 | NEW YORK | NY | 10022 | NONE | PC | GENERAL USE | $23,125 | |
| BRIDGE CHARITABLE FOUNDATION INC | ||||||||
| PO BOX 766 | PHOENIXVILLE | PA | 19460 | NONE | PC | GENERAL USE | $2,000 | |
| BRYN MAWR FIRE COMPANY | ||||||||
| 901 W LANCASTER AVE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL USE | $300 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL USE | $200 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL USE | $1,867,060 | |
| CHILDREN'S MUSEUM OF MANHATTAN | ||||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL USE | $25,000 | |
| CHILDREN'S MUSEUM OF MANHATTAN | ||||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL USE | $25,000 | |
| DO-GOODERS | ||||||||
| PO BOX 727 | CONSHOHOCKEN | PA | 19428 | NONE | PC | GENERAL USE | $500 | |
| DO-GOODERS | ||||||||
| PO BOX 727 | CONSHOHOCKEN | PA | 19428 | NONE | PC | GENERAL USE | $200 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 60 EAST 42ND STREET SUITE 1820 | NEW YORK | NY | 10165 | NONE | PC | GENERAL USE | $550 | |
| GUILD HALL | ||||||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL USE | $4,466 | |
| GUILD HALL | ||||||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL USE | $25,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVICE | ||||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL USE | $5,000 | |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL USE | $50,000 | |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL USE | $12,500 | |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||||
| TWO COMMERCE SQUARE 2001 MARKET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL USE | $1,035 | STREET SUITE 2300 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 1 HARVARD CIR STE 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL USE | $500 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DR | PALM BEACH GARDENS | FL | 33410 | NONE | PC | GENERAL USE | $50,000 | |
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL USE | $10,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL USE | $100,000 | |
| NORTON MUSEUM OF ART | ||||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL USE | $50,000 | |
| NORTON MUSEUM OF ART | ||||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL USE | $100,000 | |
| PALM BEACH COUNTRY CLUB FOUNDATION INC | ||||||||
| 301 BRADLEY PL | PALM BEACH | FL | 33480 | NONE | PC | GENERAL USE | $8,000 | |
| PALM BEACH SYNAGOGUE | ||||||||
| 120 N COUNTY RD | PALM BEACH | FL | 33480 | NONE | PC | GENERAL USE | $800 | |
| PHILADELPHIA MUSEUM OF ART | ||||||||
| 2600 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL USE | $75,000 | |
| SOUTHAMPTON TOWN POLICE DEPARTMENT | ||||||||
| 36 POND LN | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL USE | $100 | |
| TEMPLE UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HIGHER EDUC | ||||||||
| 1805 NORTH BROAD WACHMAN HALL 1108 | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL USE | $25,000 | |
| THE BALDWIN SCHOOL | ||||||||
| 701 MONTGOMERY AVE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL USE | $5,000 | |
| THE BARNES FOUNDATION | ||||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL USE | $23,125 | |
| THE BARNES FOUNDATION | ||||||||
| 2026 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL USE | $45,000 | |
| THE GATEWAY SCHOOL | ||||||||
| 211 W 61ST ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL USE | $5,000 | |
| THE GOLDEN SLIPPER CLUB & CHARITIES | ||||||||
| 8000 LIMEKILN PIKE | WYNCOTE | PA | 19095 | NONE | PC | GENERAL USE | $275 | |
| THE HAVERFORD SCHOOL | ||||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | NONE | PC | GENERAL USE | $3,000 | |
| THE HORACE MANN SCHOOL | ||||||||
| 231 W 246TH ST | BRONX | NY | 10471 | NONE | PC | GENERAL USE | $25,000 | |
| THE INNOVATE | ||||||||
| 70 ROYAL POINCIANA WAY P70 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL USE | $15,000 | |
| THE MORSE FAMILY FOUNDATION | ||||||||
| 1400 N SHORE DR NE | ST PETERSBURG | FL | 33704 | NONE | PC | GENERAL USE | $25,000 | |
| THE NATIONAL MULTIPLE SCLEROSIS SCOEITY | ||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL USE | $100 | |
| THE SOCIETY OF THE FOUR ARTS | ||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | GENERAL USE | $5,000 | |
| THE WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL USE | $10,000 | |
| UJA-FEDERATION OF NEW YORK | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL USE | $10,000 | |
| WOMEN OF TOMORROW MENTOR & SCHOLARSHIP PROGRAM INC | ||||||||
| 4400 BISCAYNE BLVD STE 580 | MIAMI | FL | 33137 | NONE | PC | GENERAL USE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,658,836 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,521,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,574,258 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,574,258 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MITCHELL MORGAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WASHINGTON STREET | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,534,283 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $4,534,283 | FairMarketValueAmt |
| Received | 2025-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,265 | Amt |
| Net Investment Income | $1,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,133 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $6,123 | EOYBookValueAmt |
| EOYFMV | $6,123 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN / LOSS - JPM | $3,631,482 |
| PRIOR PERIOD ADJUSTMENT | $1,228 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL MORGAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WASHINGTON STREET | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WSFS - PA TAX | $15 | $15 | $0 | $0 |
| WSFS - EXCISE TAX | $9,833 | $0 | $0 | $0 |