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Nonprofit · EIN 01-6080946

CHARLES C MORRIS CHARITABLE TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$8K$14K2023$21K$16K2024$35K$17K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES C MORRIS CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$34,587$16,950$17,637$237,846$0$237,846
April 30, 2025990-PF$20,744$15,542$5,202$212,146$0$212,146
April 30, 2024990-PF$8,248$13,786-$5,538$207,980$0$207,980
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$6,095
Net gain from sales of assets
$28,492

Expenses

Grants and similar amounts paid
$10,940
Compensation of officers, directors and key employees
$4,310
Disbursements for charitable purposes
$12,984
Excise tax on investment income
$433

Balance sheet and other

Total assets, start of year
$212,146
Total assets, end of year
$237,846
Total liabilities, end of year
$0
Net assets, end of year
$237,846
Fair market value of assets
$293,756
Qualifying distributions
$12,984
Net investment income
$34,490

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-PF for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$4,310
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,996
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,633

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
01-6080946
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2015
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$237,846
Income (IRS master file)
$76,681

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$34,587$16,950$237,846XML
990-PFApril 2025$20,744$15,542$212,146XML
990-PFApril 2024$8,248$13,786$207,980XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2020–––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 01-6080946).

Questions about CHARLES C MORRIS CHARITABLE TRUST

What is the EIN of CHARLES C MORRIS CHARITABLE TRUST?
The employer identification number (EIN) of CHARLES C MORRIS CHARITABLE TRUST is 01-6080946.
Is CHARLES C MORRIS CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to CHARLES C MORRIS CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES C MORRIS CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES C MORRIS CHARITABLE TRUST due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES C MORRIS CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of CHARLES C MORRIS CHARITABLE TRUST?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,310 (BANK OF AMERICA, TRUSTEE).
How much revenue does CHARLES C MORRIS CHARITABLE TRUST have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $34,587, expenses of $16,950 and total assets of $237,846 at year end.

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