Civic Intelligence

Saint Thomas More Endowment and Development Fund Inc

EIN 06-1549772 • 501(c)3 • Oakdale, CT

Profile

Saint Thomas More Endowment and Development Fund, Inc., a non-profit organization, organized to hold and maintain the fixed assets and investments for the benefit of Saint Thomas More School, Inc., or one or more other organizations described in Section 509(a)(1) or 509(a)(2) of the Internal Revenue Code. The mission and purposes of the corporation are as follows: to protect and preserve the assets entrusted to its keeping for the St. Thomas More School; to investigate, choose and employ investment advisors and counselors and financial planners to provide for the conservation, orderly growth, and accumulation of the Endowment Fund; to investigate, devise and develop, fund and promote scholarships for students of St. Thomas More School as it deems appropriate; to foster and promote development activities; and to preserve and protect St. Thomas More School and to transfer funds as it deems necessary and advisable to promote the mission, goals, and operation of St. Thomas More School.

45 Cottage RoadOakdale, CT 06370

www.stmct.org/endowment.html

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

1st percentile

-1316900%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-23%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Down

$5,534,716

Down $659,970 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,534,716

Down $659,970 (-11%) from 2023

Revenue

Down

$0

Down $100 (-100%) from 2023

Expenses

Down

$659,970

Down $657,030 (-50%) from 2023

Net Income

Up

-$659,970

Up $656,930 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $16,454,943Liabilities 2011: $3,144,854Net Assets 2011: $13,310,0892011Assets 2012: $15,261,112Liabilities 2012: $2,143,960Net Assets 2012: $13,117,1522012Assets 2013: $14,692,800Liabilities 2013: $1,389,757Net Assets 2013: $13,303,0432013Assets 2014: $14,284,083Liabilities 2014: $748,331Net Assets 2014: $13,535,7522014Assets 2015: $13,215,025Liabilities 2015: $669,988Net Assets 2015: $12,545,0372015Assets 2016: $11,629,064Liabilities 2016: $474,928Net Assets 2016: $11,154,1362016Assets 2017: $10,418,945Liabilities 2017: $676,621Net Assets 2017: $9,742,3242017Assets 2018: $8,128,733Liabilities 2018: $309,738Net Assets 2018: $7,818,9952018Assets 2019: $7,798,985Liabilities 2019: $2,000,000Net Assets 2019: $5,798,9852019Assets 2020: $7,229,798Liabilities 2020: $2,000,000Net Assets 2020: $5,229,7982020Assets 2021: $8,430,814Liabilities 2021: $550,000Net Assets 2021: $7,880,8142021Assets 2022: $8,061,586Liabilities 2022: $550,000Net Assets 2022: $7,511,5862022Assets 2023: $6,194,686Liabilities 2023: $0Net Assets 2023: $6,194,6862023Assets 2024: $5,534,716Liabilities 2024: $0Net Assets 2024: $5,534,7162024

Highlighted filing

2024

Assets$5,534,716
Liabilities$0
Net Assets$5,534,716

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1,260,688Expenses 2011: $1,386,438Net Income 2011: -$125,7502011Revenue 2012: $848,787Expenses 2012: $1,311,978Net Income 2012: -$463,1912012Revenue 2013: $1,055,080Expenses 2013: $1,214,935Net Income 2013: -$159,8552013Revenue 2014: $938,643Expenses 2014: $1,232,362Net Income 2014: -$293,7192014Revenue 2015: $888,113Expenses 2015: $1,588,011Net Income 2015: -$699,8982015Revenue 2016: $987,324Expenses 2016: $2,597,646Net Income 2016: -$1,610,3222016Revenue 2017: $990,032Expenses 2017: $2,519,633Net Income 2017: -$1,529,6012017Revenue 2018: $316,742Expenses 2018: $2,240,071Net Income 2018: -$1,923,3292018Revenue 2019: $60,671Expenses 2019: $2,080,681Net Income 2019: -$2,020,0102019Revenue 2020: $60,348Expenses 2020: $629,535Net Income 2020: -$569,1872020Revenue 2021: $4,550,033Expenses 2021: $1,899,017Net Income 2021: $2,651,0162021Revenue 2022: $176Expenses 2022: $369,404Net Income 2022: -$369,2282022Revenue 2023: $100Expenses 2023: $1,317,000Net Income 2023: -$1,316,9002023Revenue 2024: $0Expenses 2024: $659,970Net Income 2024: -$659,9702024

Highlighted filing

2024

Revenue$0
Expenses$659,970
Net Income-$659,970

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.00$0.66$0.66
2023Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.00$1.32$1.32
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.06$0.55$7.51$0.00$0.37$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.55$7.88$4.55$1.90$2.65
2020Detailed filing. Detailed filing data is available for this year.$7.23$2.00$5.23$0.06$0.63$0.57
2019Detailed filing. Detailed filing data is available for this year.$7.80$2.00$5.80$0.06$2.08$2.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.31$7.82$0.32$2.24$1.92
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.68$9.74$0.99$2.52$1.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.47$11.2$0.99$2.60$1.61
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.67$12.5$0.89$1.59$0.70
2014Summary only. Only limited summary data is available for this year.$14.3$0.75$13.5$0.94$1.23$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$1.39$13.3$1.06$1.21$0.16
2012Summary only. Only limited summary data is available for this year.$15.3$2.14$13.1$0.85$1.31$0.46
2011Summary only. Only limited summary data is available for this year.$16.5$3.14$13.3$1.26$1.39$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$0
Mission and Program Overview

Mission

Saint Thomas More Endowment and Development Fund, Inc., a non-profit organization, organized to hold and maintain the fixed assets and investments for the benefit of Saint Thomas More School, Inc., or one or more other organizations described in Section 509(a)(1) or 509(a)(2) of the Internal Revenue Code. The mission and purposes of the corporation are as follows: to protect and preserve the assets entrusted to its keeping for the St. Thomas More School; to investigate, choose and employ investment advisors and counselors and financial planners to provide for the conservation, orderly growth, and accumulation of the Endowment Fund; to investigate, devise and develop, fund and promote scholarships for students of St. Thomas More School as it deems appropriate; to foster and promote development activities; and to preserve and protect St. Thomas More School and to transfer funds as it deems necessary and advisable to promote the mission, goals, and operation of St. Thomas More School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,695,465$5,386,266▼ $309,199
Accounts Receivable$480,000$90,000▼ $390,000
Cash and Non-Interest-Bearing Accounts$19,221$58,450▲ $39,229
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,194,686$5,534,716▼ $659,970
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,131,836$5,471,866▼ $659,970
Net Assets With Donor Restrictions$62,850$62,850→ $0
Total Net Assets Fund Balance$6,194,686$5,534,716▼ $659,970
Total Liabilities and Net Assets / Fund Balance$6,194,686$5,534,716▼ $659,970

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,636,294$5,617,555$9,253,849
Leasehold Improvements$1,032,106$1,558,586$2,590,692
Land$690,954-$690,954
Equipment-$71,974$71,974
Other Land Buildings$26,912$36,969$63,881
Compensation and Service Providers

Board Members and Trustees

NameTitle
Francis D RobinsonPresident
Dr Peter MolloyDirector
Mark E BlockDirector
Thomas DwyerDirector
Timothy AshburnerDirector
James Hanrahan JrSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-659,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$350,000
Other Expenses$309,970
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$350,000--$350,000
Depreciation Depletion$309,199--$309,199
Fees for Services Accounting-$725-$725
Office Expenses-$46-$46
Total Functional Expenses$659,199$771$0$659,970
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Thomas More SchoolOakdale, CT-Financial Aid for Students$350,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
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

Board of trustees reviews and aproves the form 990 prior to submission.

Form 990, Part VI, Section C, Line 18

D&B and Morning Star

Form 990, Part VI, Section C, Line 19

Board of Director's meetings minutes are retained by the Organization and available upon request. Form 990 is available on Guidestar.

Filing and Contact Details

Filer

Filer Name
Saint Thomas More Endowment
EIN
06-1549772
Phone
8608591900
Address
45 Cottage Road, Oakdale, CT 06370

Signing Officer

Name
James Hanrahan Jr
Title
Secretary/Treas
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Doherty Beals & Banks PC
Address
187 Williams St, New London, CT 06320
Preparer
Audrey A Leone CPA
Phone
8604432033
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The Board of Directors has established a policy that Endowment Funds shall be awarded in scholarships each year and designated as Board Designated.

Raw XML Appendix384 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt0480000
IRS990/AccountsReceivableGrp/EOYAmt090000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Saint Thomas More Endowment and Development Fund, Inc., a non-profit organization, organized to hold and maintain the fixed assets and investments for the benefit of Saint Thomas More School, Inc., or one or more other organizations described in Section 509(a)(1) or 509(a)(2) of the Internal Revenue Code. The mission and purposes of the corporation are as follows: to protect and preserve the assets entrusted to its keeping for the St. Thomas More School; to investigate, choose and employ investment advisors and counselors and financial planners to provide for the conservation, orderly growth, and accumulation of the Endowment Fund; to investigate, devise and develop, fund and promote scholarships for students of St. Thomas More School as it deems appropriate; to foster and promote development activities; and to preserve and protect St. Thomas More School and to transfer funds as it deems necessary and advisable to promote the mission, goals, and operation of St. Thomas More School.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0J Hull Manwaring Comptroller
IRS990/BooksInCareOfDetail/PhoneNum08608591900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt045 Cottage Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oakdale
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006370
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt019221
IRS990/CashNonInterestBearingGrp/EOYAmt058450
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0350000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0309970
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-659970
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0659970
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt00
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0309199
IRS990/DepreciationDepletionGrp/TotalAmt0309199
IRS990/Desc0Nonprofit organization formed to hold and maintain the fixed assets and investments for the benefit of St. Thomas More School, Inc., or one or more other organizations described in Section 509(a)(1) or 509(a)(2). The mission and purposes of the corporation are to protect and preserve the assets entrusted to its keeping for the St. Thomas More School; to investigate, choose and employ investment advisors and counselors and financial planners to provide for the conservation, orderly growth and accumulation of the Endowment fund; to investigate, devise and develop, fund and promote scholarships for students of St. Thomas More School as it deems appropriate; to foster and promote development activities; and to preserve and protect St. Thomas More School and to transfer funds as it deems necessary and advisable to promote the mission, goals, and operations of St. Thomas More School.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt062850
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt062850
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0659199
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0725
IRS990/FeesForServicesAccountingGrp/TotalAmt0725
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANCIS D ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK E BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES HANRAHAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS DWYER
IRS990/Form990PartVIISectionAGrp/PersonNm4TIMOTHY ASHBURNER
IRS990/Form990PartVIISectionAGrp/PersonNm5DR PETER MOLLOY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0350000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0350000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07285084
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05695465
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05386266
IRS990/LandBldgEquipCostOrOtherBssAmt012671350
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Saint Thomas More Endowment and Development Fund, Inc., a non-profit organization, organized to hold and maintain the fixed assets and investments for the benefit of Saint Thomas More School, Inc., or one or more other organizations described in Section 509(a)(1) or 509(a)(2) of the Internal Revenue Code. The mission and purposes of the corporation are as follows: to protect and preserve the assets entrusted to its keeping for the St. Thomas More School; to investigate, choose and employ investment advisors and counselors and financial planners to provide for the conservation, orderly growth, and accumulation of the Endowment Fund; to investigate, devise and develop, fund and promote scholarships for students of St. Thomas More School as it deems appropriate; to foster and promote development activities; and to preserve and protect St. Thomas More School and to transfer funds as it deems necessary and advisable to promote the mission, goals, and operation of St. Thomas More School.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06194686
IRS990/NetAssetsOrFundBalancesEOYAmt05534716
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06131836
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05471866
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt046
IRS990/OfficeExpensesGrp/TotalAmt046
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0100
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01317000
IRS990/PYRevenuesLessExpensesAmt0-1316900
IRS990/PYTotalExpensesAmt01317000
IRS990/PYTotalRevenueAmt0100
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-659970
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Saint Thomas More Endowment and Development Fund holds and maintains the fixed assets and investments for the benefit of the Saint Thomas More School, Inc. In the 2023-24 fiscal year, Saint Thomas More Endowment and Development fund contributed $350,000 to Saint Thomas More School, Inc.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060876084
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAINT THOMAS MORE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03636294
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05617555
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09253849
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071974
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt071974
IRS990ScheduleD/LandGrp/BookValueAmt0690954
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0690954
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01032106
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01558586
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02590692
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt026912
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036969
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt063881
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Board of Directors has established a policy that Endowment Funds shall be awarded in scholarships each year and designated as Board Designated.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05386266
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0350000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL AID FOR STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAINT THOMAS MORE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0060876084
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt045 COTTAGE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKDALE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006370
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF TRUSTEES REVIEWS AND APROVES THE FORM 990 PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1D&B and Morning Star
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of Director's meetings minutes are retained by the Organization and available upon request. Form 990 is available on Guidestar.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06194686
IRS990/TotalAssetsEOYAmt05534716
IRS990/TotalAssetsGrp/BOYAmt06194686
IRS990/TotalAssetsGrp/EOYAmt05534716
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0771
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0659199
IRS990/TotalFunctionalExpensesGrp/TotalAmt0659970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06194686
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05534716
IRS990/TotalProgramServiceExpensesAmt0659199
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06194686
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05534716
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt045 Cottage Road
IRS990/USAddress/CityNm0Oakdale
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006370
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.stmct.org/endowment.html
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HANRAHAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Saint Thomas More Endowment
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0and Development Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0061549772
ReturnHeader/Filer/PhoneNum08608591900
ReturnHeader/Filer/USAddress/AddressLine1Txt045 Cottage Road
ReturnHeader/Filer/USAddress/CityNm0Oakdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006370
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060872192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Doherty Beals & Banks PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0187 Williams St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New London
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006320
ReturnHeader/PreparerPersonGrp/PhoneNum08604432033
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Audrey A Leone CPA
ReturnHeader/ReturnTs02025-05-12T07:12:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $5M-$10M nonprofits