Civic Intelligence

Thomas Munson Foundation Scholarship Fund Inc.

990 • Fiscal year 2017 • EIN 11-3348506

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 30, 2018

Organization ProfileWWW.THOMASMUNSON.ORG
4049 N Boston RdEden, NY 14057

(508) 414-2769

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.16x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$1,267,605

Up $51,785 (+4.3%) from 2016

Net Assets

Up

$1,258,005

Up $46,985 (+3.9%) from 2016

Liabilities

Up

$9,600

Up $4,800 (+100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Down

$59,949

Down $988,310 (-94%) from 2016

Expenses

Down

$12,964

Down $402 (-3.0%) from 2016

Net Income

Down

$46,985

Down $987,908 (-95%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2016: $1,215,820Liabilities 2016: $4,800Net Assets 2016: $1,211,0202016Assets 2017: $1,267,605Liabilities 2017: $9,600Net Assets 2017: $1,258,0052017Assets 2018: $1,240,494Liabilities 2018: $4,252Net Assets 2018: $1,236,2422018Assets 2019: $1,368,240Liabilities 2019: $3,900Net Assets 2019: $1,364,3402019Assets 2020: $1,625,216Liabilities 2020: $4,000Net Assets 2020: $1,621,2162020Assets 2021: $1,672,053Liabilities 2021: $4,000Net Assets 2021: $1,668,0532021Assets 2022: $1,400,487Liabilities 2022: $5,000Net Assets 2022: $1,395,4872022Assets 2023: $1,355,757Liabilities 2023: $5,500Net Assets 2023: $1,350,2572023Assets 2024: $1,277,020Liabilities 2024: $5,500Net Assets 2024: $1,271,5202024Assets 2025: $1,280,909Liabilities 2025: $6,000Net Assets 2025: $1,274,9092025

Highlighted filing

2017

Assets$1,267,605
Liabilities$9,600
Net Assets$1,258,005
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,048,259Expenses 2016: $13,366Net Income 2016: $1,034,8932016Revenue 2017: $59,949Expenses 2017: $12,964Net Income 2017: $46,9852017Revenue 2018: $61,334Expenses 2018: $10,456Net Income 2018: $50,8782018Revenue 2019: $39,373Expenses 2019: $36,222Net Income 2019: $3,1512019Revenue 2020: $310,993Expenses 2020: $100,048Net Income 2020: $210,9452020Revenue 2021: $121,065Expenses 2021: $75,512Net Income 2021: $45,5532021Revenue 2022: $78,092Expenses 2022: $107,487Net Income 2022: -$29,3952022Revenue 2023: -$1,448Expenses 2023: $166,646Net Income 2023: -$168,0942023Revenue 2024: $78,466Expenses 2024: $159,045Net Income 2024: -$80,5792024Revenue 2025: $140,424Expenses 2025: $129,030Net Income 2025: $11,3942025

Highlighted filing

2017

Revenue$59,949
Expenses$12,964
Net Income$46,985
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 30, 2018
Return Version
2017v2.3
Gross Receipts
$59,949
Mission and Program Overview

Mission

The organization's mission is to encourage and promote education through scholarships to qualifying students who are lineal decendents of a signatory of the fundamental agreement (1933) of new haven colony.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$706,495$1,231,193▲ $524,698
Cash and Non-Interest-Bearing Accounts$37,704$34,987▼ $2,717
Accounts Receivable$471,621$1,425▼ $470,196
Total Assets$1,215,820$1,267,605▲ $51,785
Liabilities
Accounts Payable and Accrued Expenses$4,800$9,600▲ $4,800
Total Liabilities$4,800$9,600▲ $4,800
Net Assets / Fund Balance
Temporarily Rstr Net Assets$471,621$1,042,318▲ $570,697
Permanently Rstr Net Assets$160,332$160,432▲ $100
Unrestricted Net Assets$579,067$55,255▼ $523,812
Total Net Assets Fund Balance$1,211,020$1,258,005▲ $46,985
Total Liabilities and Net Assets / Fund Balance$1,215,820$1,267,605▲ $51,785

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$156,050----
2015$155,950----
2014$154,950----
2013$154,370----
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Gillian HuntingAwards Chair
James R MarkelloPresident
Timothy BrownDirector
Karen E WeaverSecretary
Rick MarkelloTreasurer
Mark MunsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$13,205
Program Service Revenue
$0
Investment Income
$46,744
Other Revenue
$0
Change in Net Assets
$46,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,964
Total Fundraising Expense$844
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$5,110-$5,110
Office Expenses--$844$844
Other Expenses$10--$10
Total Functional Expenses$7,010$5,110$844$12,964
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
Yes
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“James markello president cousin mark munson v president cousin rick markello treasurer cousin”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by organization's treasurer and president, who present and dicuss with board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Financial statements and governing documents are made available to the public upon request. In addition, the organization's financial statements (including form 990) are filed annually with new york office of the attorney general and as such, a matter of public record.”

Filing and Contact Details

Filer

Filer Name
Thomas Munson Foundation
EIN
11-3348506
Phone
5084142769
Address
4049 N BOSTON RD, EDEN, NY 14057

Signing Officer

Name
Rick Markello
Title
Treasurer
Phone
5084142769
Signed
2018-09-30

Organization Details

Principal Officer
James R Markello
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Sanders Walsh & Eaton LLC
Address
PO BOX F, OSTERVILLE, MA 02655
Preparer
Michael J Walsh CPA
Phone
5084280790
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's mission is to encourage and promote education through scholarships to qualifying students who are lineal decendents of a signatory of the fundamental agreement (1933) of new haven colony.”

Raw XML Appendix318 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04800
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09600
IRS990/AccountsReceivableGrp/BOYAmt0471621
IRS990/AccountsReceivableGrp/EOYAmt01425
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S MISSION IS TO ENCOURAGE AND PROMOTE EDUCATION THROUGH SCHOLARSHIPS TO QUALIFYING STUDENTS WHO ARE LINEAL DECENDENTS OF A SIGNATORY OF THE FUNDAMENTAL AGREEMENT (1933) OF NEW HAVEN COLONY.
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0RICK MARKELLO
IRS990/BooksInCareOfDetail/PhoneNum05084142769
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 JAE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0FALMOUTH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002540
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt037704
IRS990/CashNonInterestBearingGrp/EOYAmt034987
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013205
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt046744
IRS990/CYOtherExpensesAmt012964
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt046985
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt012964
IRS990/CYTotalFundraisingExpenseAmt0844
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt059949
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO ENCOURAGE AND PROMOTE EDUCATION THROUGH SCHOLARSHIPS TO QUALIFYING STUDENTS WHO ARE LINEAL DESCENDANTS OF A SIGNATORY OF THE FUNDAMENTAL AGREEMENT (1939) OF NEW HAVEN COLONY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt07010
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05110
IRS990/FeesForServicesAccountingGrp/TotalAmt05110
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES R MARKELLO
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN E WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm2GILLIAN HUNTING
IRS990/Form990PartVIISectionAGrp/PersonNm3TIMOTHY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK MUNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5RICK MARKELLO
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/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2AWARDS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt013205
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt059949
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt046744
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046744
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0706495
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01231193
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO ENCOURAGE AND PROMOTE EDUCATION THROUGH SCHOLARSHIPS TO QUALIFYING STUDENTS WHO ARE LINEAL DECENDENTS OF A SIGNATORY OF THE FUNDAMENTAL AGREEMENT (1933) OF NEW HAVEN COLONY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01211020
IRS990/NetAssetsOrFundBalancesEOYAmt01258005
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0844
IRS990/OfficeExpensesGrp/TotalAmt0844
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt07000
IRS990/OtherExpensesGrp/ProgramServicesAmt110
IRS990/OtherExpensesGrp/TotalAmt07000
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0160332
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0160432
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES R MARKELLO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01045580
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02679
IRS990/PYOtherExpensesAmt013366
IRS990/PYRevenuesLessExpensesAmt01034893
IRS990/PYTotalExpensesAmt013366
IRS990/PYTotalRevenueAmt01048259
IRS990/ReconcilationRevenueExpnssAmt046985
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt046744
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02679
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01442
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01873
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02244
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054982
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt046744
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02679
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01442
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01873
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054982
IRS990ScheduleA/InvestmentIncomeCYPct00.56000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.44150
IRS990ScheduleA/PublicSupportPY509Pct00.99010
IRS990ScheduleA/PublicSupportTotal509Amt043470
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05880
IRS990ScheduleA/Total509Grp/TotalAmt043470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08124
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt098452
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0156050
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0155950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0154950
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0154370
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION IS TO ENCOURAGE AND PROMOTE EDUCATION THROUGH SCHOLARSHIPS TO QUALIFYING STUDENTS WHO ARE LINEAL DECENDENTS OF A SIGNATORY OF THE FUNDAMENTAL AGREEMENT (1933) OF NEW HAVEN COLONY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAMES MARKELLO PRESIDENT COUSIN MARK MUNSON V PRESIDENT COUSIN RICK MARKELLO TREASURER COUSIN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY ORGANIZATION'S TREASURER AND PRESIDENT, WHO PRESENT AND DICUSS WITH BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION'S FINANCIAL STATEMENTS (INCLUDING FORM 990) ARE FILED ANNUALLY WITH NEW YORK OFFICE OF THE ATTORNEY GENERAL AND AS SUCH, A MATTER OF PUBLIC RECORD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0471621
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01042318
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01215820
IRS990/TotalAssetsEOYAmt01267605
IRS990/TotalAssetsGrp/BOYAmt01215820
IRS990/TotalAssetsGrp/EOYAmt01267605
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt013205
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0844
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05110
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07010
IRS990/TotalFunctionalExpensesGrp/TotalAmt012964
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04800
IRS990/TotalLiabilitiesEOYAmt09600
IRS990/TotalLiabilitiesGrp/BOYAmt04800
IRS990/TotalLiabilitiesGrp/EOYAmt09600
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01211020
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01258005
IRS990/TotalProgramServiceExpensesAmt07010
IRS990/TotalRevenueGrp/ExclusionAmt046744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059949
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01215820
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01267605
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0579067
IRS990/UnrestrictedNetAssetsGrp/EOYAmt055255
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01740 MARSHALL STREET
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077098
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.THOMASMUNSON.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK MARKELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05084142769
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS MUNSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0113348506
ReturnHeader/Filer/PhoneNum05084142769
ReturnHeader/Filer/USAddress/AddressLine1Txt04049 N BOSTON RD
ReturnHeader/Filer/USAddress/CityNm0EDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014057
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB858BA31F04699E906BF4765556342F31FF276D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2BB5585633D9CEC42876CC1229D0C6C419A2363
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:54:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043128198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANDERS WALSH & EATON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSTERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002655
ReturnHeader/PreparerPersonGrp/PhoneNum05084280790
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J WALSH CPA
ReturnHeader/ReturnTs02018-11-07T13:54:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,267,605
Liabilities
$9,600
Net assets
$1,258,005
Revenue
$59,949
Expenses
$12,964
Net income
$46,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$0.14$0.13$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$0.08$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$0.00$0.17$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.40$0.08$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.62$0.31$0.10$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.36$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.06$0.01$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$0.06$0.01$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.21$1.05$0.01$1.03