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The Trust agreement provides that, not less than annually, the Trustees, at their sole discretion, may, (1) apply the income to offset the operating deficit (if any) experienced by the School, (2) reinvest the excess income in principle to increase the Trust Fund, (3) contribute income to the scholarship fund for students attending the School, (4) contribute to special projects or capital improvements for the School, or (5) a combination of the above."}]},"ScheduleI":{"grant_records_maintained":false,"reported_domestic_org_grants":320000,"reported_domestic_org_grants_program_services":320000,"total_501c3_and_government_organizations":1,"total_other_organizations":0,"grants":[{"ein":731000796,"irc_section":"501(c)3","cash":320000,"purpose":"provide scholarships and capital projects","address_line1":"2206 S Lewis Ave","city":"Tulsa","state":"OK","zip":"74114","name":"Monte Cassino School Inc","address":"2206 S Lewis Ave, Tulsa, OK, 74114"}],"total_domestic_grants":320000,"total_domestic_program_services":320000,"detail_org_grants_total":320000,"detail_domestic_grants_total":320000,"supplemental_information":[{"form_and_line_reference":"Part 1, Line 2","explanation":"Funds provided to the School are dispensed under the School's direction. The President of the School, Treasurer of the School, President of the Board of Directors of the School, Chair of the Finance Committee of the School, Head of School, and Director of Finance and Operations of the School monitor the distribution of funds and confirm scholarship proceeds are distributed as expected and that capital improvement projects and other uses of funds are properly vetted."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"Funds provided to the School are dispensed under the School's direction. The President of the School, Treasurer of the School, President of the Board of Directors of the School, Chair of the Finance Committee of the School, Head of School, and Director of Finance and Operations of the School monitor the distribution of funds and confirm scholarship proceeds are distributed as expected and that capital improvement projects and other uses of funds are properly vetted.","form_and_line_reference":"Part 1, Line 2"}},"ScheduleJ":{"compensation_arrangements":{"compensation_based_on_revenue_filing_org":false,"compensation_based_on_revenue_related_orgs":false,"compensation_based_on_net_earnings_filing_org":false,"compensation_based_on_net_earnings_related_orgs":false,"nonfixed_payments":false,"initial_contract_exception":false,"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"Kevin Smith","title":"EX Officio Trustee, Head of School, Monte Cassino","base_compensation_filing_org":213104,"bonus_filing_org":19894,"comp_report_prior_990_filing_org":0,"deferred_compensation_filing_org":7212,"nontaxable_benefits_filing_org":17055,"total_compensation_filing_org":257265,"name":"Kevin Smith"}],"supplemental_information":[{"form_and_line_reference":"Part VI, Section A, Line 8b","explanation":"The organization does not have any committees."},{"form_and_line_reference":"Part VI, Section B, Line 11b","explanation":"The CPA firm employed by the School for its annual financial statement audit reviews the Form 990 before filing."},{"form_and_line_reference":"Part VI, Section C, Line 19","explanation":"The organization will make its Form 990 and other governing documents available for public inspection upon request."}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":731000796,"business_name_line1":"Monte Cassino School Inc","primary_activities_text":"Religious School","exempt_code_section_text":"501(c)3","public_charity_status_text":"Line 1","controlled_organization_indicator":false,"legal_domicile_state":"OK","direct_controlling_business_name_line1":"NA","address_line1":"2206 S Lewis Ave","city":"Tulsa","state":"OK","zip":"74114","name":"Monte Cassino School Inc","address":"2206 S Lewis Ave, Tulsa, OK, 74114"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":true,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":true,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":true,"sharing_of_paid_employees":true,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"Monte Cassino School Inc 73-1000796","amount_involved":320000,"method_of_amount_determination":"Cash","transaction_type":"c","name":"Monte Cassino School Inc 73-1000796"}]},"source_xml":"202321309349305822_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To benefit Monte Cassino School, Inc. by providing a source of funds for operations and endowment, to benefit Monte Cassino School, Inc. in Tulsa, Oklahoma","primary_activities":"Monte Cassino Charitable Trust contributes funds each fiscal year to the scholarship fund for Monte Cassino School, Inc. This support is used to provide financial assistance to students attending Monte Cassino School, Inc. Monte Cassino Charitable Trust also contribute each fiscal year, funds to support capital projects and general operations. For the fiscal year ended June 30, 2024, tax year 2023, Monte Cassino Charitable Trust awarded $175,000 to the scholarship fund for the 2023-2024 school year, and $175,000 for capital projects, also for the 2023-2024 school year. The gross contribution was paid in May 2024.","year":2023,"name":"MONTE CASSINO CHARITABLE TRUST","phone":"9187423364","type":"990","principal_officer":"Sister Marie Therese Long","year_formation":1978,"state_legal_domicile":"OK","total_volunteers":5,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"2206 S LEWIS AVE, TULSA, OK, 741143117, USA","city":"TULSA","state":"OK","country":"USA","zip_code":"741143117"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":-28736,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":-28736,"Investment income total":298865,"Net investment gain":-327601},"Other revenues":{"value":0}},"Expenses":{"value":355301,"Grant expense":{"value":350000,"Grants to domestic orgs":350000},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":5301,"Investment management fees":5301},"Functional Expenses":{"Program Service Expenses":350000,"Management And General Expenses":5301,"Fundraising Expenses":0}},"Assets":{"value":9503299,"Investments publicly traded":9503299},"Liabilities":{"value":0},"Fund balance":{"value":9503299,"Net assets without donor restriction":7583891,"Net assets with donor restriction":1919408},"Form990Details":{"program_service_accomplishments":[{"description":"Monte Cassino Charitable Trust contributes funds each fiscal year to the scholarship fund for Monte Cassino School, Inc. 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The gross contribution was paid in May 2024.","expense":350000,"grants":350000}],"functional_expense_allocations":{"investment_management_fees":{"management_and_general":5301,"total":5301}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":true,"method_of_accounting_cash":true,"schedule_o_part_vi":true},"principal_officer_detail":{"person_name":"Sister Marie Therese Long"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"person_name":"Monte Cassino School Inc","phone":"9187423364","address_line1":"2206 S Lewis Ave","city":"Tulsa","state":"OK","zip":"74114"},"officers_directors_key_employees":[{"person_name":"Chris Burke","title":"Ex-Officio Trustee","average_hours_per_week":0.1,"average_hours_per_week_related_org":40.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":175217,"other_compensation":18743,"officer":true,"name":"Chris Burke"},{"person_name":"Sister Christine Ereiser OSB","title":"Trustee","average_hours_per_week":0.1,"average_hours_per_week_related_org":3.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"Sister Christine Ereiser OSB"},{"person_name":"Tracie Kutmas","title":"Ex-Officio Trustee","average_hours_per_week":0.2,"average_hours_per_week_related_org":40.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":125663,"other_compensation":18542,"key_employee":true,"name":"Tracie Kutmas"},{"person_name":"Sister Marie Therese Long OSB","title":"Trustee","average_hours_per_week":0.1,"average_hours_per_week_related_org":3.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"Sister Marie Therese Long OSB"},{"person_name":"Larry Rooney","title":"Trustee","average_hours_per_week":0.1,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"Larry Rooney"},{"person_name":"Trey Karlovich","title":"Trustee","average_hours_per_week":0.1,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"Trey Karlovich"},{"person_name":"Steve Austin","title":"Trustee","average_hours_per_week":0.1,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"Steve Austin"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type2":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":0,"sum_of_amounts":350000,"other_support_sum":0,"rows":[{"ein":731000796,"organization_type":"2","support_amount":350000,"other_support_amount":0,"governing_document_listed":true,"name":"MONTE CASSINO SCHOOL INC"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"majority_directors_trustees_supported_org":false},"supplemental_information":{"part_vi":[{"form_and_line_reference":"Part IV, Section C","explanation":"The trust document authorizes the Board of Directors at Monte Cassino School, Inc (73-1000796), supported organization, to appoint the Board of Trustees of Monte Cassino Charitable Trust (73-1041056). The document states that the President of the School, Treasurer of the School, President of the Board of Directors of the School, Chair of the Finance Committee of the Board of Directors of the School, and At Large appointment of the President of the School, shall serve as voting Trustees of the Monte Cassino Charitable Trust. The Trust document further appoints the Head of School and Director of Finance and Operations to serve as non-voting Trustees. These persons do not constitute a majority of the Board of Directors of Monte Cassino School, Inc. However, each hold key offices with respect to School governance."}]}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":8921272,"investment_earnings_or_losses":232027,"grants_or_scholarships":-350000,"end_year_balance":9503299},"current_year_minus1":{"beginning_year_balance":8246875,"investment_earnings_or_losses":674397,"grants_or_scholarships":0,"end_year_balance":8921272},"current_year_minus2":{"beginning_year_balance":9856519,"investment_earnings_or_losses":-1289644,"grants_or_scholarships":320000,"end_year_balance":8246875},"current_year_minus3":{"beginning_year_balance":8132987,"contributions":0,"investment_earnings_or_losses":2023532,"grants_or_scholarships":300000,"administrative_expenses":0,"end_year_balance":9856519},"current_year_minus4":{"beginning_year_balance":8266328,"contributions":0,"investment_earnings_or_losses":161659,"grants_or_scholarships":295000,"administrative_expenses":0,"end_year_balance":8132987},"board_designated_eoy_percentage":0.798,"permanent_endowment_eoy_percentage":0.202,"term_endowment_eoy_percentage":0.0,"held_by_unrelated_organizations":false,"held_by_related_organizations":false,"related_organizations_listed_schedule_r":true},"supplemental_information":[{"form_and_line_reference":"Part V, Line 4","explanation":"art V, Line 4, Endowment Funds- The Monte Cassino Charitable Trust holds endowment funds for Monte Cassino School, Inc. 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The Trust agreement provides that, not less than annually, (1) apply the income to offset the operating deficit (if any) experienced by the School, (2) reinvest the excess income in principle to increase the Trust Fund, (3) contribute income to the scholarship fund for students attending the School, (4) contribute to special projects or capital improvements for the School, or (5) a combination of the above."}]},"ScheduleI":{"grant_records_maintained":false,"reported_domestic_org_grants":350000,"reported_domestic_org_grants_program_services":350000,"total_501c3_and_government_organizations":1,"total_other_organizations":0,"grants":[{"ein":731000796,"irc_section":"501(c)3","cash":350000,"purpose":"provide scholarships & capital projects","address_line1":"2206 S Lewis Ave","city":"Tulsa","state":"OK","zip":"74114","name":"Monte Cassino School Inc","address":"2206 S Lewis Ave, Tulsa, OK, 74114"}],"total_domestic_grants":350000,"total_domestic_program_services":350000,"detail_org_grants_total":350000,"detail_domestic_grants_total":350000,"supplemental_information":[{"form_and_line_reference":"Part I, Line 2","explanation":"Funds provided to the School are dispensed under the School's direction. 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The President of the School, Treasurer of the School, President of the Board of of the School, Chair of the Finance Committee of the School, Head of School, and Director of Finance and Operations of the School monitor the distribution of funds and confirm scholarship proceeds are distributed as expected and that capital improvement projects and other uses of funds are properly vetted."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"Funds provided to the School are dispensed under the School's direction. The President of the School, Treasurer of the School, President of the Board of of the School, Chair of the Finance Committee of the School, Head of School, and Director of Finance and Operations of the School monitor the distribution of funds and confirm scholarship proceeds are distributed as expected and that capital improvement projects and other uses of funds are properly vetted.","form_and_line_reference":"Part I, Line 2"}},"ScheduleJ":{"compensation_arrangements":{"compensation_based_on_revenue_filing_org":false,"compensation_based_on_revenue_related_orgs":false,"compensation_based_on_net_earnings_filing_org":false,"compensation_based_on_net_earnings_related_orgs":false,"nonfixed_payments":false,"initial_contract_exception":false,"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"Chris Burke","title":"EX Officio Trustee, Head of School, Monte 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