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Nonprofit · EIN 31-1149905

MARVIN H MORGAN MEMORIAL FUND

Tax-exempt · MUNCIE, IN 47305

Financials

$22K$6K2023$18K$7K2024
Revenue Expenses · by fiscal year end
Financials of MARVIN H MORGAN MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$17,840$6,602$11,238$261,414$0$261,414
July 31, 2024990-PF$21,870$6,343$15,527$250,176$0$250,176
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$8,678
Net gain from sales of assets
$9,162

Expenses

Grants and similar amounts paid
$740
Disbursements for charitable purposes
$5,280
Excise tax on investment income
$234

Balance sheet and other

Total assets, start of year
$250,176
Total assets, end of year
$261,414
Total liabilities, end of year
$0
Net assets, end of year
$261,414
Fair market value of assets
$303,219
Qualifying distributions
$5,280
Net investment income
$17,840

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Jim Norris
819 W Church Street, Lynn, IN 47355
Trustee5$0
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
JIM NORRIS
819 W CHURCH STREET, LYNN, IN 47355
TRUSTEE5$0

Address and contacts

Address (IRS master file)
200 E JACKSON ST, MUNCIE, IN 47305-2835
In care of
% FIRST CHURCH OF CHRIST
Signed the 990-PF
JIM NORRIS, Trustee
Phone
(765) 747-1500
Return prepared by
KSM BUSINESS SERVICES INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
31-1149905
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
1985
Accounting year ends
July
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$261,414
Income (IRS master file)
$54,610

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$17,840$6,602$261,414XML
990-PFJuly 2024$21,870$6,343$250,176XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 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 31-1149905).

Questions about MARVIN H MORGAN MEMORIAL FUND

What is the EIN of MARVIN H MORGAN MEMORIAL FUND?
The employer identification number (EIN) of MARVIN H MORGAN MEMORIAL FUND is 31-1149905.
Is MARVIN H MORGAN MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to MARVIN H MORGAN MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARVIN H MORGAN MEMORIAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of MARVIN H MORGAN MEMORIAL FUND due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARVIN H MORGAN MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of MARVIN H MORGAN MEMORIAL FUND?
The 990-PF for the year ended July 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does MARVIN H MORGAN MEMORIAL FUND have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $17,840, expenses of $6,602 and total assets of $261,414 at year end.

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