Nonprofit · EIN 35-2228640
ANDREW MOREHOUSE TRUST ASSOCIATION INC
Tax-exempt · NEW HAVEN, CT 06508
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $51,841 | $94,432 | -$42,591 | $1,091,628 | $0 | $1,091,628 |
| December 31, 2023 | 990 | $293,306 | $73,891 | $219,415 | $1,277,571 | $0 | $1,277,571 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $21,473
- Membership dues
- $2,615
- Program service revenue
- $0
- Investment income
- $30,368
- Net gain from sales of assets
- $15,116
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $16
- Depreciation
- $10,804
- Program services (functional)
- $94,432
Balance sheet and other
- Total assets, start of year
- $1,277,571
- Total assets, end of year
- $1,091,628
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,091,628
- Land, buildings and equipment
- $171,087
- Publicly traded securities
- $894,077
- Gross receipts
- $151,300
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW HOMAN | BOARD MEMBER Trustee or director, Officer | 3 | $0 |
| R THOMAS HERMAN | CO SECRETARY Trustee or director, Officer | 3 | $0 |
| ROBIN C LANDIS | CO SECRETARY Trustee or director, Officer | 3 | $0 |
| ROGER VINCENT | CHAIRMAN EMERITUS Trustee or director, Officer | 3 | $0 |
| ALEXANDER POTTER | BOARD MEMBER Trustee or director, Officer | 3 | $0 |
| JAMES WYPER | CO TREASURER Trustee or director, Officer | 3 | $0 |
| MARISOL RYU | BOARD MEMBER Trustee or director | 3 | $0 |
| GARY HOWARD BURGARD | BOARD MEMBER Trustee or director | 3 | $0 |
| DONALD VELSEY | BOARD MEMBER Trustee or director | 3 | $0 |
| DANIEL DIAMOND | BOARD MEMBER Trustee or director | 3 | $0 |
| CHARLES SCUDDER | BOARD MEMBER Trustee or director | 3 | $0 |
| JONATHAN R SMITH | BOARD MEMBER Trustee or director | 3 | $0 |
| ASHTON WACKYM | CO-TREASURER Trustee or director | 3 | $0 |
| MADELINE ADAMS | BOARD MEMBER Trustee or director | 3 | $0 |
| CELIA STOCKWELL | BOARD MEMBER Trustee or director | 3 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILLIAN WILLIAMS | BOARD MEMBER Trustee or director | 3 | $0 |
| VAN WOLF | BOARD MEMBER Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW HOMAN | BOARD MEMBER Trustee or director, Officer | 3 | $0 |
| R THOMAS HERMAN | CO SECRETARY Trustee or director, Officer | 3 | $0 |
| ROBIN C LANDIS | CO SECRETARY Trustee or director, Officer | 3 | $0 |
| ROGER VINCENT | CHAIRMAN EMERITUS Trustee or director, Officer | 3 | $0 |
| ALEXANDER POTTER | BOARD MEMBER Trustee or director, Officer | 3 | $0 |
| JAMES WYPER | CO TREASURER Trustee or director, Officer | 3 | $0 |
| MARISOL RYU | BOARD MEMBER Trustee or director | 3 | $0 |
| GARY HOWARD BURGARD | BOARD MEMBER Trustee or director | 3 | $0 |
| DONALD VELSEY | BOARD MEMBER Trustee or director | 3 | $0 |
| DANIEL DIAMOND | BOARD MEMBER Trustee or director | 3 | $0 |
| CHARLES SCUDDER | BOARD MEMBER Trustee or director | 3 | $0 |
| JONATHAN R SMITH | BOARD MEMBER Trustee or director | 3 | $0 |
| ASHTON WACKYM | CO-TREASURER Trustee or director | 3 | $0 |
| MADELINE ADAMS | BOARD MEMBER Trustee or director | 3 | $0 |
| CELIA STOCKWELL | BOARD MEMBER Trustee or director | 3 | $0 |
| JILLIAN WILLIAMS | BOARD MEMBER Trustee or director | 3 | $0 |
| VAN WOLF | BOARD MEMBER Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 1 CENTURY TOWER WIGGIN B DANA POBOX, NEW HAVEN, CT 06508-0000
- In care of
- % JAMES WYPER
- Principal officer (990 for 2024)
- ASHTON WACKYM, 1 CENTURY TOWER WIGGIN B DANA POBOX, NEW HAVEN, CT 065081832
- Signed the 990
- ASHTON WACKYM, TREASURER
- Phone
- (203) 498-4307
- Return prepared by
- DSJ ADVISORY GROUP LLC
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
Program accomplishments
- 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 RESOURCESExpenses $94,432
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-2228640
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,091,628
- Income (IRS master file)
- $151,300
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $51,841 | $94,432 | $1,091,628 | IRS |
| 990 | December 2023 | $293,306 | $73,891 | $1,277,571 | XML |
| 990 | December 2022 | $59,814 | $80,086 | $909,216 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2228640).
Questions about ANDREW MOREHOUSE TRUST ASSOCIATION INC
- What is the EIN of ANDREW MOREHOUSE TRUST ASSOCIATION INC?
- The employer identification number (EIN) of ANDREW MOREHOUSE TRUST ASSOCIATION INC is 35-2228640.
- Is ANDREW MOREHOUSE TRUST ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to ANDREW MOREHOUSE TRUST ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANDREW MOREHOUSE TRUST ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANDREW MOREHOUSE TRUST ASSOCIATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANDREW MOREHOUSE TRUST ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ANDREW MOREHOUSE TRUST ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 names ASHTON WACKYM.
- Who are the officers and directors of ANDREW MOREHOUSE TRUST ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does ANDREW MOREHOUSE TRUST ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $51,841, expenses of $94,432 and total assets of $1,091,628 at year end.
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