Nonprofit · EIN 06-6297473
DOROTHY L MORGAN CHARITABLE REMAINDER TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $831,381 | $202,052 | $629,329 | $4,128,419 | $0 | $4,128,419 |
| January 31, 2025 | 990-PF | $245,362 | $225,687 | $19,675 | $3,458,827 | $0 | $3,458,827 |
| January 31, 2024 | 990-PF | $91,372 | $198,314 | -$106,942 | $3,438,347 | $0 | $3,438,347 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $101,034
- Net gain from sales of assets
- $730,347
Expenses
- Grants and similar amounts paid
- $159,739
- Compensation of officers, directors and key employees
- $32,156
- Disbursements for charitable purposes
- $173,101
- Excise tax on investment income
- $11,188
Balance sheet and other
- Total assets, start of year
- $3,458,827
- Total assets, end of year
- $4,128,419
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,128,419
- Fair market value of assets
- $5,087,131
- Qualifying distributions
- $173,101
- Net investment income
- $829,641
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $32,156 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $30,022 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $26,985 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET PRIVATE CLIENTS GROUP
- 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6297473
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2001
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,128,419
- Income (IRS master file)
- $2,123,987
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $831,381 | $202,052 | $4,128,419 | XML |
| 990-PF | January 2025 | $245,362 | $225,687 | $3,458,827 | XML |
| 990-PF | January 2024 | $91,372 | $198,314 | $3,438,347 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | 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 06-6297473).
Questions about DOROTHY L MORGAN CHARITABLE REMAINDER TR
- What is the EIN of DOROTHY L MORGAN CHARITABLE REMAINDER TR?
- The employer identification number (EIN) of DOROTHY L MORGAN CHARITABLE REMAINDER TR is 06-6297473.
- Is DOROTHY L MORGAN CHARITABLE REMAINDER TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Which annual return does DOROTHY L MORGAN CHARITABLE REMAINDER TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DOROTHY L MORGAN CHARITABLE REMAINDER TR due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DOROTHY L MORGAN CHARITABLE REMAINDER TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of DOROTHY L MORGAN CHARITABLE REMAINDER TR?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $32,156 (BANK OF AMERICA, TRUSTEE).
- How much revenue does DOROTHY L MORGAN CHARITABLE REMAINDER TR have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $831,381, expenses of $202,052 and total assets of $4,128,419 at year end.
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