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Nonprofit · EIN 04-6390868

MORRISON TRUST UNDER 4B

Tax-exempt · DALLAS, TX 75265

Financials

$144K$94K2024
Revenue Expenses · by fiscal year end
Financials of MORRISON TRUST UNDER 4B by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$144,208$93,631$50,577$1,256,453$0$1,256,453
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$24,708
Dividends
$35,077
Net gain from sales of assets
$84,423

Expenses

Grants and similar amounts paid
$68,790
Compensation of officers, directors and key employees
$21,084
Disbursements for charitable purposes
$77,759
Excise tax on investment income
$1,430

Balance sheet and other

Total assets, start of year
$1,202,318
Total assets, end of year
$1,256,453
Total liabilities, end of year
$0
Net assets, end of year
$1,256,453
Fair market value of assets
$1,620,063
Qualifying distributions
$77,759
Net investment income
$118,244

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$21,084

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BAYBANK NORFOLK COUNTY TRUST CO
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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
04-6390868
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
1977
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$1,256,453
Income (IRS master file)
$301,514

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$144,208$93,631$1,256,453XML
990-PFSeptember 2024–––IRS
990-PFSeptember 2023$17,757$67,388$1,177,771IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 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 04-6390868).

Questions about MORRISON TRUST UNDER 4B

What is the EIN of MORRISON TRUST UNDER 4B?
The employer identification number (EIN) of MORRISON TRUST UNDER 4B is 04-6390868.
Is MORRISON TRUST UNDER 4B tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to MORRISON TRUST UNDER 4B tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MORRISON TRUST UNDER 4B file?
Form 990-PF. Private foundations file every year.
When is the next return of MORRISON TRUST UNDER 4B due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MORRISON TRUST UNDER 4B last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of MORRISON TRUST UNDER 4B?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,084 (BANK OF AMERICA, TRUSTEE).
How much revenue does MORRISON TRUST UNDER 4B have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $144,208, expenses of $93,631 and total assets of $1,256,453 at year end.

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