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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 36-6024617

GEORGE W MORRIS TRUST

Also known as FIRST NAT BNK OF LAKE FOREST TR

Tax-exempt · KANSAS CITY, MO 64141

Financials

$24K$32K2023$39K$36K2024$28K$34K2025
Revenue Expenses · by fiscal year end
Financials of GEORGE W MORRIS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$28,303$34,464-$6,161$717,506$0$717,506
December 31, 2024990$38,685$36,014$2,671$723,729$0$723,729
December 31, 2023990$24,213$31,739-$7,526$720,976$0$720,976
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$28,303
Net gain from sales of assets
$1,214
Other revenue
$0

Expenses

Grants and similar amounts paid
$24,943
Compensation of officers, directors and key employees
$9,521
Salaries, compensation and benefits (total)
$9,521
Professional fundraising fees
$0
Program services (functional)
$24,943
Management and general (functional)
$9,521

Balance sheet and other

Total assets, start of year
$723,729
Total assets, end of year
$717,506
Total liabilities, end of year
$0
Net assets, end of year
$717,506
Publicly traded securities
$673,558
Gross receipts
$28,303
Employees
0
Year formed
1958
State of legal domicile
IL

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
UMB BANK COLORADOCO TRUSTEE
Institutional trustee
–$9,521
Craig FalesCO TRUSTEE
Trustee or director
–$0
John K MorrisCO TRUSTEE
Trustee or director
–$0
NORTHERN TRUST COMPANYTRUSTEE
Former
–$0
NORTHERN TRUSTCO TRUSTEE
Former
–$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
UMB BANK COLORADOCO TRUSTEE
Institutional trustee
–$7,281
Craig FalesCO TRUSTEE
Trustee or director
–$0
John K MorrisCO TRUSTEE
Trustee or director
–$0
NORTHERN TRUST COMPANYTRUSTEE
Former
–$0
NORTHERN TRUSTCO TRUSTEE
Former
–$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
UMB BANK COLORADOCO TRUSTEE
Institutional trustee
–$7,281
Craig FalesCO TRUSTEE
Trustee or director
–$0
John K MorrisCO TRUSTEE
Trustee or director
–$0
NORTHERN TRUST COMPANYTRUSTEE
Former
–$0
NORTHERN TRUSTCO TRUSTEE
Former
–$0

Address and contacts

Address (IRS master file)
PO BOX 415044, KANSAS CITY, MO 64141-5044
In care of
% UMB BANK COLORADO
Signed the 990
GEORGE FISCHER, Executive Offic
Phone
(303) 839-2272
Return prepared by
ERNST & YOUNG US LLP

Mission

SUPPORT ORGANIZATIONS LISTED IN SCHEDULE A PART I

990 for the year ended December 31, 2025

Program accomplishments

  • Memorial United Methodist Church
    Expenses $8,314 · grants $8,314
  • NE IL Council #129
    Expenses $8,314 · grants $8,314
  • Girl Scouts of Greater Chicago and NW IN
    Expenses $8,314 · grants $8,314

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2026 990-N for GEORGE W MORRIS TRUST

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
36-6024617
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$717,506
Income (IRS master file)
$28,303

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$28,303$34,464$717,506IRS
990December 2024$38,685$36,014$723,729IRS
990December 2023$24,213$31,739$720,976XML
990December 2022–––IRS
990December 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 36-6024617).

Questions about GEORGE W MORRIS TRUST

What is the EIN of GEORGE W MORRIS TRUST?
The employer identification number (EIN) of GEORGE W MORRIS TRUST is 36-6024617.
Is GEORGE W MORRIS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does GEORGE W MORRIS TRUST file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of GEORGE W MORRIS TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GEORGE W MORRIS TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of GEORGE W MORRIS TRUST?
The 990 for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $9,521 (UMB BANK COLORADO, CO TRUSTEE).
How much revenue does GEORGE W MORRIS TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $28,303, expenses of $34,464 and total assets of $717,506 at year end.

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