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Nonprofit · EIN 26-4050040

KELLEY & MORGAN FAMILIES FOUNDATION

Tax-exempt · TEXARKANA, TX 75503

Financials

$21K$101K2022$66K$133K2023$137K$172K2024$195K$225K2025
Revenue Expenses · by fiscal year end
Financials of KELLEY & MORGAN FAMILIES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$194,804$224,550-$29,746$1,611,776$0$1,611,776
April 30, 2025990-PF$137,409$172,314-$34,905$1,641,522$0$1,641,522
April 30, 2024990-PF$66,369$133,134-$66,765$1,673,927$0$1,673,927
April 30, 2023990-PF$20,501$101,133-$80,632$1,740,692$0$1,740,692
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$31,452
Interest
$322
Net gain from sales of assets
$163,030

Expenses

Grants and similar amounts paid
$217,350
Disbursements for charitable purposes
$219,586
Excise tax on investment income
$2,674

Balance sheet and other

Total assets, start of year
$1,641,522
Total assets, end of year
$1,611,776
Total liabilities, end of year
$0
Net assets, end of year
$1,611,776
Fair market value of assets
$1,972,047
Qualifying distributions
$219,586
Net investment income
$194,804

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
JUDY KELLEY MORGAN
1 OAKHOLLOW DR, TEXARKANA, TX 75503
PRESIDENT0$0
HAVEN MORGAN PEARCY
1 OAKHOLLOW DR, TEXARKANA, TX 75503
SECRETARY0$0
SHELBY MORGAN WANSTRATH
1 OAKHOLLOW DR, TEXARKANA, TX 75503
DIRECTOR0$0
RYAN PATRICK MORGAN
1 OAKHOLLOW DR, TEXARKANA, TX 75503
DIRECTOR0$0
990-PF for the year ended April 30, 2025: 4 people
NameTitleHours / weekCompensation
JUDY KELLEY MORGAN
1 OAKHOLLOW DR, TEXARKANA, TX 75503
PRESIDENT0$0
HAVEN MORGAN PEARCY
1 OAKHOLLOW DR, TEXARKANA, TX 75503
SECRETARY0$0
SHELBY MORGAN WANSTRATH
1 OAKHOLLOW DR, TEXARKANA, TX 75503
DIRECTOR0$0
RYAN PATRICK MORGAN
1 OAKHOLLOW DR, TEXARKANA, TX 75503
DIRECTOR0$0
990-PF for the year ended April 30, 2024: 3 people
NameTitleHours / weekCompensation
JUDY KELLEY MORGAN
1 OAKHOLLOW DRIVE, TEXARKANA, TX 75503
PRESIDENT0$0
SHELBY MORGAN WANSTRATH
1 OAKHOLLOW DRIVE, TEXARKANA, TX 75503
VICE PRESIDENT0$0
HAVEN MORGAN PEARCY
1 OAKHOLLOW DRIVE, TEXARKANA, TX 75503
SECRETARY/TREASURER0$0
990-PF for the year ended April 30, 2023: 3 people
NameTitleHours / weekCompensation
JUDY KELLEY MORGAN
1 OAKHOLLOW DRIVE, TEXARKANA, TX 75503
PRESIDENT0$0
SHELBY MORGAN WANSTRATH
1 OAKHOLLOW DRIVE, TEXARKANA, TX 75503
VICE PRESIDENT0$0
HAVEN MORGAN PEARCY
1 OAKHOLLOW DRIVE, TEXARKANA, TX 75503
SECRETARY/TREASURER0$0

Address and contacts

Address (IRS master file)
1 OAKHOLLOW DR, TEXARKANA, TX 75503-1727
In care of
% REGIONS TRUST
Signed the 990-PF
JUDY KELLEY MORGAN, PRESIDENT
Phone
(903) 792-0134
Return prepared by
GRIER REEVES & LAWLEY PC

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
26-4050040
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
2011
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$1,611,776
Income (IRS master file)
$332,280

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$194,804$224,550$1,611,776XML
990-PFApril 2025$137,409$172,314$1,641,522XML
990-PFApril 2024$66,369$133,134$1,673,927XML
990-PFApril 2023$20,501$101,133$1,740,692XML
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 26-4050040).

Questions about KELLEY & MORGAN FAMILIES FOUNDATION

What is the EIN of KELLEY & MORGAN FAMILIES FOUNDATION?
The employer identification number (EIN) of KELLEY & MORGAN FAMILIES FOUNDATION is 26-4050040.
Is KELLEY & MORGAN FAMILIES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to KELLEY & MORGAN FAMILIES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KELLEY & MORGAN FAMILIES FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KELLEY & MORGAN FAMILIES FOUNDATION 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 KELLEY & MORGAN FAMILIES FOUNDATION 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 KELLEY & MORGAN FAMILIES FOUNDATION?
The 990-PF for the year ended April 30, 2026 lists 4 people; 0 received compensation from the organization.
How much revenue does KELLEY & MORGAN FAMILIES FOUNDATION have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $194,804, expenses of $224,550 and total assets of $1,611,776 at year end.

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