Nonprofit · EIN 30-6437996
KATHERINE A MOREY CHARITABLE TR UA
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $136,051 | $65,402 | $70,649 | $1,473,759 | $0 | $1,473,759 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $39,961
- Net gain from sales of assets
- $96,090
Expenses
- Grants and similar amounts paid
- $60,368
- Compensation of officers, directors and key employees
- $2,176
- Disbursements for charitable purposes
- $61,273
- Excise tax on investment income
- $1,823
Balance sheet and other
- Total assets, start of year
- $1,402,652
- Total assets, end of year
- $1,473,759
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,473,759
- Fair market value of assets
- $1,870,147
- Qualifying distributions
- $61,273
- Net investment income
- $134,580
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,176 |
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 30-6437996
- 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
- 2018
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,473,759
- Income (IRS master file)
- $278,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | – | – | – | IRS |
| 990-PF | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about KATHERINE A MOREY CHARITABLE TR UA
- What is the EIN of KATHERINE A MOREY CHARITABLE TR UA?
- The employer identification number (EIN) of KATHERINE A MOREY CHARITABLE TR UA is 30-6437996.
- Is KATHERINE A MOREY CHARITABLE TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to KATHERINE A MOREY CHARITABLE TR UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHERINE A MOREY CHARITABLE TR UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHERINE A MOREY CHARITABLE TR UA due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHERINE A MOREY CHARITABLE TR UA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of KATHERINE A MOREY CHARITABLE TR UA?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,176 (BANK OF AMERICA, TRUSTEE).
- How much revenue does KATHERINE A MOREY CHARITABLE TR UA have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $136,051, expenses of $65,402 and total assets of $1,473,759 at year end.
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