Civic Intelligence

Andrew Morehouse Trust Assn Inc

EIN 35-2228640 • 501(c)3 • New Haven, CT

Profile

The primary exempt purpose of andrew morehouse trust assn inc is to further the education of undergraduate students at yale university by providing access to physical space, services, and other resources

1 Century Tower Wiggin B Dana PoboxNew Haven, CT 06508-1832

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 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

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 2024

Asset Growth

13th percentile

-15%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,091,628

Down $185,943 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,091,628

Down $185,943 (-15%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin4th percentile

Revenue

Down

$51,841

Down $241,465 (-82%) from 2023

Expenses

Up

$94,432

Up $20,541 (+28%) from 2023

Net Income

Down

-$42,591

Down $262,006 (-119%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $232,332Liabilities 2010: $60,000Net Assets 2010: $172,3322010Assets 2011: $285,902Liabilities 2011: $60,000Net Assets 2011: $225,9022011Assets 2012: $307,917Liabilities 2012: $0Net Assets 2012: $307,9172012Assets 2013: $371,135Liabilities 2013: $0Net Assets 2013: $371,1352013Assets 2014: $430,744Liabilities 2014: $0Net Assets 2014: $430,7442014Assets 2015: $483,099Liabilities 2015: $0Net Assets 2015: $483,0992015Assets 2016: $498,694Liabilities 2016: $0Net Assets 2016: $498,6942016Assets 2017: $578,194Liabilities 2017: $0Net Assets 2017: $578,1942017Assets 2018: $627,896Liabilities 2018: $0Net Assets 2018: $627,8962018Assets 2019: $751,224Liabilities 2019: $0Net Assets 2019: $751,2242019Assets 2020: $906,127Liabilities 2020: $0Net Assets 2020: $906,1272020Assets 2021: $1,093,241Liabilities 2021: $0Net Assets 2021: $1,093,2412021Assets 2022: $909,216Liabilities 2022: $0Net Assets 2022: $909,2162022Assets 2023: $1,277,571Liabilities 2023: $0Net Assets 2023: $1,277,5712023Assets 2024: $1,091,628Liabilities 2024: $0Net Assets 2024: $1,091,6282024

Highlighted filing

2024

Assets$1,091,628
Liabilities$0
Net Assets$1,091,628
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $59,960Expenses 2010: $19,295Net Income 2010: $40,6652010Revenue 2011: $75,338Expenses 2011: $20,142Net Income 2011: $55,1962011Revenue 2012: $104,483Expenses 2012: $22,468Net Income 2012: $82,0152012Revenue 2013: $84,327Expenses 2013: $30,115Net Income 2013: $54,2122013Revenue 2014: $71,863Expenses 2014: $32,398Net Income 2014: $39,4652014Revenue 2015: $82,382Expenses 2015: $29,802Net Income 2015: $52,5802015Revenue 2016: $62,365Expenses 2016: $35,235Net Income 2016: $27,1302016Revenue 2017: $62,902Expenses 2017: $42,716Net Income 2017: $20,1862017Revenue 2018: $100,608Expenses 2018: $35,066Net Income 2018: $65,5422018Revenue 2019: $115,414Expenses 2019: $66,674Net Income 2019: $48,7402019Revenue 2020: $61,501Expenses 2020: $36,996Net Income 2020: $24,5052020Revenue 2021: $61,865Expenses 2021: $48,910Net Income 2021: $12,9552021Revenue 2022: $59,814Expenses 2022: $80,086Net Income 2022: -$20,2722022Revenue 2023: $293,306Expenses 2023: $73,891Net Income 2023: $219,4152023Revenue 2024: $51,841Expenses 2024: $94,432Net Income 2024: -$42,5912024

Highlighted filing

2024

Revenue$51,841
Expenses$94,432
Net Income-$42,591
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,091,628
Liabilities
$0
Net assets
$1,091,628
Revenue
$51,841
Expenses
$94,432
Net income
-$42,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.09$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.29$0.07$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.12$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.10$0.04$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.06$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.06$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.08$0.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.07$0.03$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.08$0.03$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.10$0.02$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.06$0.23$0.08$0.02$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.06$0.17$0.06$0.02$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$151,300
Mission and Program Overview

Mission

The primary exempt purpose of andrew morehouse trust assn inc is to further the education of undergraduate students at yale university by providing access to physical space, services, and other resources

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,277,571$1,091,628▼ $185,943
Investments in Publicly Traded Securities$1,082,542$894,077▼ $188,465
Land, Buildings, and Equipment, Net$181,891$171,087▼ $10,804
Cash and Non-Interest-Bearing Accounts$13,138$19,325▲ $6,187
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,277,571$1,091,628▼ $185,943
Other Assets Total-$7,139-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,277,571$1,091,628▼ $185,943
Total Liabilities and Net Assets / Fund Balance$1,277,571$1,091,628▼ $185,943

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$171,087$126,019$297,106
Other Land Buildings$0$5,731$5,731
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Roger VincentChairman Emeritus
Alexander PotterBoard Member
Andrew HomanBoard Member
Celia StockwellBoard Member
Charles ScudderBoard Member
Daniel DiamondBoard Member
Donald VelseyBoard Member
Gary Howard BurgardBoard Member
Jillian WilliamsBoard Member
Jonathan R SmithBoard Member
Madeline AdamsBoard Member
Marisol RyuBoard Member
Van WolfBoard Member
R Thomas HermanCo Secretary
Robin C LandisCo Secretary
James WyperCo Treasurer
Ashton WackymCo-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,473
Program Service Revenue
$0
Investment Income
$30,368
Other Revenue
$0
Change in Net Assets
$-42,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,432
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
Depreciation Depletion$10,804--$10,804
Office Expenses$4,685--$4,685
Fees for Services Other$726--$726
Other Expenses$500--$500
Occupancy$16--$16
Total Functional Expenses$94,432$0$0$94,432
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 board recieved a copy of the 990 to reveiw before filing”

Form 990, Part VI, Section C, Line 19

“Forms 990 are available upon request”

Filing and Contact Details

Filer

Filer Name
Andrew Morehouse Trust Assn Inc
EIN
35-2228640
Phone
2034984307
Address
1 CENTURY TOWER WIGGIN B DANA POBOX, NEW HAVEN, CT 06508-1832

Signing Officer

Name
Ashton Wackym
Title
Treasurer
Phone
2122442720
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashton Wackym
Formed
2003
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Dsj Advisory Group LLC
Address
260 MADISON AVE 16TH FLOOR, NEW YORK, NY 10016
Preparer
Terence Coppinger
Phone
2123998969
Raw XML AppendixShowing 400 of 416 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/ActivityOrMissionDesc0THE PRIMARY EXEMPT PURPOSE OF ANDREW MOREHOUSE TRUST ASSN INC IS TO FURTHER THE EDUCATION OF UNDERGRADUATE STUDENTS AT YALE UNIVERSITY BY PROVIDING ACCESS TO PHYSICAL SPACE, SERVICES, AND OTHER RESOURCES
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES WYPER
IRS990/BooksInCareOfDetail/PhoneNum02034984307
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 CENTRY TOWER WIGGIN B DANA PO BOX
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006508
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt013138
IRS990/CashNonInterestBearingGrp/EOYAmt019325
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021473
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030368
IRS990/CYOtherExpensesAmt094432
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-42591
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt094432
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt051841
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010804
IRS990/DepreciationDepletionGrp/TotalAmt010804
IRS990/Desc0THE PRIMARY EXEMPT PURPOSE OF ANDREW MOREHOUSE TRUST ASSN INC IS TO FURTHER THE EDUCATION OF UNDERGRADUATE STUDENTS AT YALE UNIVERSITY BY PROVIDING ACCESS TO PHYSICAL SPACE, SERVICES, AND OTHER RESOURCES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt094432
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0726
IRS990/FeesForServicesOtherGrp/TotalAmt0726
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW HOMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1R THOMAS HERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBIN C LANDIS
IRS990/Form990PartVIISectionAGrp/PersonNm3ROGER VINCENT
IRS990/Form990PartVIISectionAGrp/PersonNm4ALEXANDER POTTER
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES WYPER
IRS990/Form990PartVIISectionAGrp/PersonNm6MARISOL RYU
IRS990/Form990PartVIISectionAGrp/PersonNm7GARY HOWARD BURGARD
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD VELSEY
IRS990/Form990PartVIISectionAGrp/PersonNm9DANIEL DIAMOND
IRS990/Form990PartVIISectionAGrp/PersonNm10CHARLES SCUDDER
IRS990/Form990PartVIISectionAGrp/PersonNm11JONATHAN R SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm12ASHTON WACKYM
IRS990/Form990PartVIISectionAGrp/PersonNm13MADELINE ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm14CELIA STOCKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm15JILLIAN WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm16VAN WOLF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CO TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt018858
IRS990/GainOrLossGrp/SecuritiesAmt015116
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0114575
IRS990/GrossReceiptsAmt0151300
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt015252
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015252
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01082542
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0894077
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0131750
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0181891
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0171087
IRS990/LandBldgEquipCostOrOtherBssAmt0302837
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt099459
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt02615
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY EXEMPT PURPOSE OF ANDREW MOREHOUSE TRUST ASSN INC IS TO FURTHER THE EDUCATION OF UNDERGRADUATE STUDENTS AT YALE UNIVERSITY BY PROVIDING ACCESS TO PHYSICAL SPACE, SERVICES, AND OTHER RESOURCES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01277571
IRS990/NetAssetsOrFundBalancesEOYAmt01091628
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt015116
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015116
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt016
IRS990/OccupancyGrp/TotalAmt016
IRS990/OfficeExpensesGrp/ProgramServicesAmt04685
IRS990/OfficeExpensesGrp/TotalAmt04685
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt07139
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0HOUSE EXPENSES
IRS990/OtherExpensesGrp/Desc1ANNUAL DINNER EXPENSES
IRS990/OtherExpensesGrp/Desc2YALE UNIVERSITY GIFT
IRS990/OtherExpensesGrp/ProgramServicesAmt073230
IRS990/OtherExpensesGrp/ProgramServicesAmt14471
IRS990/OtherExpensesGrp/ProgramServicesAmt2500
IRS990/OtherExpensesGrp/TotalAmt073230
IRS990/OtherExpensesGrp/TotalAmt14471
IRS990/OtherExpensesGrp/TotalAmt2500
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ASHTON WACKYM
IRS990/PriorPeriodAdjustmentsAmt0-143352
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0293306
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt073891
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0219415
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt073891
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0293306
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-42591
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01277571
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01091628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0293306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt061865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0522379
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030368
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08849
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039217
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93020
IRS990ScheduleA/PublicSupportPY170Pct00.97130
IRS990ScheduleA/PublicSupportTotal170Amt0522379
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt054769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0293306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt061865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052625
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0522379
IRS990ScheduleA/TotalSupportAmt0561596
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0171087
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0126019
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0297106
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05731
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05731
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0171087
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD RECIEVED A COPY OF THE 990 TO REVEIW BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORMS 990 ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/TotalAssetsBOYAmt01277571
IRS990/TotalAssetsEOYAmt01091628
IRS990/TotalAssetsGrp/BOYAmt01277571
IRS990/TotalAssetsGrp/EOYAmt01091628
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt021473
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094432
IRS990/TotalFunctionalExpensesGrp/TotalAmt094432
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01277571
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01091628
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt094432
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030368
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051841
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01277571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01091628
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 CENTURY TOWER WIGGIN B DANA POBOX
IRS990/USAddress/CityNm0NEW HAVEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd0065081832
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHTON WACKYM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02122442720
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDREW MOREHOUSE TRUST ASSN INC
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0352228640
ReturnHeader/Filer/PhoneNum02034984307
ReturnHeader/Filer/USAddress/AddressLine1Txt01 CENTURY TOWER WIGGIN B DANA POBOX
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.