Civic Intelligence

Trustees of the Morgan School Fund

EIN 06-0758193 • 501(c)3 • Clinton, CT

Profile

To support the morgan school in clinton, ct

98 Kelseytown RoadClinton, CT 06413

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

2.2%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,874,991

Up $105,581 (+6.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,874,991

Up $105,581 (+6.0%) from 2022

Operations
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Up

$125,457

Up $2,748 (+2.2%) from 2022

Expenses

Down

$19,876

Down $2,484 (-11%) from 2022

Net Income

Up

$105,581

Up $5,232 (+5.2%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,372,741Liabilities 2010: $0Net Assets 2010: $1,372,7412010Assets 2011: $1,371,672Liabilities 2011: $0Net Assets 2011: $1,371,6722011Assets 2012: $1,316,505Liabilities 2012: $0Net Assets 2012: $1,316,5052012Assets 2013: $1,402,077Liabilities 2013: $0Net Assets 2013: $1,402,0772013Assets 2014: $1,488,621Liabilities 2014: $0Net Assets 2014: $1,488,6212014Assets 2015: $1,541,104Liabilities 2015: $0Net Assets 2015: $1,541,1042015Assets 2016: $1,569,376Liabilities 2016: $0Net Assets 2016: $1,569,3762016Assets 2017: $1,576,187Liabilities 2017: $0Net Assets 2017: $1,576,1872017Assets 2018: $1,614,278Liabilities 2018: $0Net Assets 2018: $1,614,2782018Assets 2019: $1,634,277Liabilities 2019: $0Net Assets 2019: $1,634,2772019Assets 2020: $1,676,763Liabilities 2020: $0Net Assets 2020: $1,676,7632020Assets 2021: $1,669,061Liabilities 2021: $0Net Assets 2021: $1,669,0612021Assets 2022: $1,769,410Liabilities 2022: $0Net Assets 2022: $1,769,4102022Assets 2023: $1,874,991Liabilities 2023: $0Net Assets 2023: $1,874,9912023

Highlighted filing

2023

Assets$1,874,991
Liabilities$0
Net Assets$1,874,991
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2010: $11,1922010Expenses 2011: $39,9042011Revenue 2012: $14,197Expenses 2012: $69,364Net Income 2012: -$55,1672012Revenue 2013: $98,459Expenses 2013: $12,887Net Income 2013: $85,5722013Revenue 2014: $101,230Expenses 2014: $14,367Net Income 2014: $86,8632014Revenue 2015: $68,207Expenses 2015: $15,724Net Income 2015: $52,4832015Revenue 2016: $46,234Expenses 2016: $17,962Net Income 2016: $28,2722016Revenue 2017: $80,355Expenses 2017: $73,544Net Income 2017: $6,8112017Revenue 2018: $56,533Expenses 2018: $18,442Net Income 2018: $38,0912018Revenue 2019: $124,867Expenses 2019: $104,868Net Income 2019: $19,9992019Revenue 2020: $60,753Expenses 2020: $18,267Net Income 2020: $42,4862020Revenue 2021: $153,902Expenses 2021: $161,604Net Income 2021: -$7,7022021Revenue 2022: $122,709Expenses 2022: $22,360Net Income 2022: $100,3492022Revenue 2023: $125,457Expenses 2023: $19,876Net Income 2023: $105,5812023

Highlighted filing

2023

Revenue$125,457
Expenses$19,876
Net Income$105,581
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,874,991
Liabilities
$0
Net assets
$1,874,991
Revenue
$125,457
Expenses
$19,876
Net income
$105,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.13$0.02$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.12$0.02$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.15$0.16$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.02$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.06$0.02$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.08$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.05$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.07$0.02$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.10$0.01$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.01$0.09
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.01$0.07$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$303,289
Mission and Program Overview

Mission

To support the morgan school in clinton, ct

To provide support for the morgan school, clinton, ct

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,622,562$1,720,041▲ $97,479
Cap Stk Tr Prin Current Funds$1,449,178$1,449,178→ $0
Rtn Earn Endowment Incm Other Fnds$320,232$425,813▲ $105,581
Savings and Temporary Cash Investments$146,848$154,950▲ $8,102
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,769,410$1,874,991▲ $105,581
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,769,410$1,874,991▲ $105,581
Total Liabilities and Net Assets / Fund Balance$1,769,410$1,874,991▲ $105,581
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mario LuponeChairman
Gerald VeceVice President
Robin FrenchTrustee
David AdamsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$125,457
Other Revenue
$0
Change in Net Assets
$105,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$17,334-$17,334
Other Expenses-$2,542-$2,542
Total Functional Expenses$0$19,876$0$19,876
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is distributed to all directors at a meeting prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board requests that any conflicts be disclosed by directors at any meeting.”

Form 990, Part VI, Section C, Line 19

“Copies are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Trustees of the Morgan School Fund
EIN
06-0758193
Phone
8603042950
Address
98 KELSEYTOWN ROAD, CLINTON, CT 06413

Signing Officer

Name
Mario Lupone
Title
Chairman
Phone
8603042950
Signed
2024-11-06

Organization Details

Principal Officer
Mario Lupone
Formed
1870
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0
Raw XML Appendix292 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT FOR THE MORGAN SCHOOL, CLINTON, CT
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARIO LUPONE
IRS990/BooksInCareOfDetail/PhoneNum08603042950
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt098 KELSEYTOWN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLINTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006413
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01449178
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01449178
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0125457
IRS990/CYOtherExpensesAmt019876
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0105581
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt019876
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0125457
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT OF THE MORGAN SCHOOL, CLINTON, CT
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt017334
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017334
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIO LUPONE
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2GERALD VECE
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBIN FRENCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01870
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt049262
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0227094
IRS990/GrossReceiptsAmt0303289
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt076195
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076195
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01622562
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01720041
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0177832
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE MORGAN SCHOOL IN CLINTON, CT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01769410
IRS990/NetAssetsOrFundBalancesEOYAmt01874991
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt049262
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt049262
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02542
IRS990/OtherExpensesGrp/TotalAmt02542
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARIO LUPONE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01300
IRS990/PYInvestmentIncomeAmt0122709
IRS990/PYOtherExpensesAmt021060
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0100349
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt022360
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0122709
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0105581
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0320232
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0425813
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0146848
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0154950
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S FOUR TRUSTEES APPROVE THE INVESTMENT POLICY OF THE TRUST. ONE OF THE TRUSTEES IS IN REGULAR CONTACT WITH THE REPRESENTATIVES OF THE SCHOOL AND THE TRUSTEES MEET ANNUALLY WITH THESE REPRESENTATIVES TO DISCUSS THE PROGRAMS TO BE SUPPORTED AND THE TIMING AND MAKING OF THE GRANTS TO FUND THE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S ONLY SUPPORTED ORGANIZATION IS THE MORGAN SCHOOL. ONE OF THE TRUSTEES IS IN REGULAR CONTACT WITH THE REPRESENTATIVES OF THE SCHOOL AND THE TRUSTEES MEET ANNUALLY WITH THESE REPRESENTATIVES TO DISCUSS THE PROGRAMS TO BE SUPPORTED AND THE TIMING AND MAKING OF THE GRANTS TO FUND THE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION'S ONLY SUPPORTED ORGANIZATION IS THE MORGAN SCHOOL. ONE OF THE TRUSTEES IS IN REGULAR CONTACT WITH THE REPRESENTATIVES OF THE SCHOOL AND THE TRUSTEES MEET ANNUALLY WITH THESE REPRESENTATIVES TO DISCUSS THE PROGRAMS TO BE SUPPORTED AND THE TIMING AND MAKING OF THE GRANTS TO FUND THE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE ORGANIZATION'S ONLY SUPPORTED ORGANIZATION IS THE MORGAN SCHOOL. ONE OF THE TRUSTEES IS IN REGULAR CONTACT WITH THE REPRESENTATIVES OF THE SCHOOL AND THE TRUSTEES MEET ANNUALLY WITH THESE REPRESENTATIVES TO DISCUSS THE PROGRAMS TO BE SUPPORTED AND THE TIMING AND MAKING OF THE GRANTS TO FUND THE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION D, LINE 2 AND LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 7, PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PAGE 8, PART IV
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A, PAGE 8, PART IV
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066001597
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MORGAN SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST MEETS WITH THE SCHOOL ANNUALLY TO REVIEW THE USE OF THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED TO ALL DIRECTORS AT A MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REQUESTS THAT ANY CONFLICTS BE DISCLOSED BY DIRECTORS AT ANY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01769410
IRS990/TotalAssetsEOYAmt01874991
IRS990/TotalAssetsGrp/BOYAmt01769410
IRS990/TotalAssetsGrp/EOYAmt01874991
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019876
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt019876
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01769410
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01874991
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt076195
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049262
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125457
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01769410
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01874991
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt098 KELSEYTOWN ROAD
IRS990/USAddress/CityNm0CLINTON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006413
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIO LUPONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08603042950
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES OF THE MORGAN SCHOOL FUND
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0060758193
ReturnHeader/Filer/PhoneNum08603042950
ReturnHeader/Filer/USAddress/AddressLine1Txt098 KELSEYTOWN ROAD
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006413
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02024-11-14T08:49:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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