Nonprofit · EIN 06-6029097
SARAH MORGAN TRUST UA 14-406281120
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $57,178 | $37,337 | $19,841 | $588,945 | $0 | $588,945 |
| September 30, 2024 | 990-PF | $22,349 | $39,051 | -$16,702 | $567,887 | $0 | $567,887 |
| September 30, 2023 | 990-PF | -$4,698 | $33,982 | -$38,680 | $565,730 | $0 | $565,730 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $16,605
- Net gain from sales of assets
- $40,573
Expenses
- Grants and similar amounts paid
- $25,077
- Compensation of officers, directors and key employees
- $9,948
- Disbursements for charitable purposes
- $29,556
- Excise tax on investment income
- $680
Balance sheet and other
- Total assets, start of year
- $567,887
- Total assets, end of year
- $588,945
- Total liabilities, end of year
- $0
- Net assets, end of year
- $588,945
- Fair market value of assets
- $766,800
- Qualifying distributions
- $29,556
- Net investment income
- $56,593
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $9,948 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $9,157 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,518 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 06-6029097
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $588,945
- Income (IRS master file)
- $134,320
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $57,178 | $37,337 | $588,945 | XML |
| 990-PF | September 2024 | $22,349 | $39,051 | $567,887 | XML |
| 990-PF | September 2023 | -$4,698 | $33,982 | $565,730 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 06-6029097).
Questions about SARAH MORGAN TRUST UA 14-406281120
- What is the EIN of SARAH MORGAN TRUST UA 14-406281120?
- The employer identification number (EIN) of SARAH MORGAN TRUST UA 14-406281120 is 06-6029097.
- Is SARAH MORGAN TRUST UA 14-406281120 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does SARAH MORGAN TRUST UA 14-406281120 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SARAH MORGAN TRUST UA 14-406281120 due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SARAH MORGAN TRUST UA 14-406281120 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 SARAH MORGAN TRUST UA 14-406281120?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,948 (BANK OF AMERICA, TRUSTEE).
- How much revenue does SARAH MORGAN TRUST UA 14-406281120 have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $57,178, expenses of $37,337 and total assets of $588,945 at year end.
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