Warren & Evalyn Morgan Charitable Trust
- Assets
- $1.8m
- Revenue
- $88.3k
- Investments
- $101.5k
- Employees
- 0
- Location
- Rock Port, MO
- Founding
- 01/1900
- Data as of
- 12/2021
- EIN
- 43-6264568
Organization Overview
Warren & Evalyn Morgan Charitable Trust is located in Rock Port, MO. The organization was established in 1900. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2021, Warren & Evalyn Morgan Charitable Trust generated $88.3k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 10.8% each year . All expenses for the organization totaled $86.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS SEE ATTACHED SCHEDULE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | 0 | $1,000 | |
Shirley Ellison Trustee | 0 | $500 | |
Anna Wakefield Trustee | 0 | $500 | |
Kay Gibson Trustee | 0 | $500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,234 |
| Dividends & Interest | $85,106 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $174,763 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $88,340 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,500 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $26 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,476 |
| Contributions, gifts, grants paid | $83,427 |
| Total expenses and disbursements | $86,903 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $306,990 |
| Savings and temporary cash investments | $350,000 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,065,029 |
| Total assets | $1,823,501 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Src Benefit Programs Trust Springfield, MO | $118,089 | $9,937,850 |
Audrey E & Donald L Hutt Tr 283 Chicago, IL | $19,533,735 | $12,080,033 |
Willis And Reba Johnsons Foundation Franklin, TN | $17,058,167 | $2,077,347 |
Lawyers Trust Fund Of Illinois Chicago, IL | $23,693,587 | $13,676,265 |
William H Miner Foundation Chicago, IL | $135,785,081 | $12,025,973 |
J A & Leta M Chapman Tr 10267 Tulsa, OK | $125,788,673 | $4,652,723 |
Frederick Henry Prince Testamentary Trust Chicago, IL | $125,717,434 | $17,884,796 |
Steel & Pipe Supply Company Inc Voluntary Employees Beneficiary Tr Manhattan, KS | $1,575,827 | $5,668,085 |
Bluhm Family Charitable Foundation Chicago, IL | $0 | $104,878 |
Yung Family Foundation The Crestview Hills, KY | $4,438,622 | $34,262 |
Willard J And Alice C Corbett Char Tr Chicago, IL | $0 | $307,254 |
Ferdinand A & Agnes M Bower Charitable Trust Chicago, IL | $0 | $555,207 |