Warren & Evalyn Morgan Charitable Trust
- Assets
- $1.8m
- Revenue
- $35.3k
- Investments
- $101.5k
- Employees
- 0
- Location
- Rock Port, MO
- Founding
- 01/1900
- Data as of
- 12/2022
- 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 12/2022, Warren & Evalyn Morgan Charitable Trust generated $35.3k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (0.7%) each year. All expenses for the organization totaled $97.6k during the year ending 12/2022. 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
2022
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 | |
Kay Gibson Trustee | 0 | $500 | |
Anna Wakefield Trustee | 0 | $500 | |
Shirley Ellison Trustee | 0 | $500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,521 |
| Dividends & Interest | $33,795 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $2,349 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $35,316 |
| 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 | $150 |
| Total operating and administrative expenses | $3,626 |
| Contributions, gifts, grants paid | $93,930 |
| Total expenses and disbursements | $97,556 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $141,157 |
| 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 | $1,165,029 |
| Total assets | $1,757,668 |
| 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 |