Nonprofit · EIN 38-3413062
BARBARA A MORGAN MEMORIAL CHARITABLE TR
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $9,409 | $5,310 | $4,099 | $85,232 | $0 | $85,232 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,279
- Net gain from sales of assets
- $6,130
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $4,000
- Disbursements for charitable purposes
- $4,850
- Excise tax on investment income
- $125
Balance sheet and other
- Total assets, start of year
- $81,129
- Total assets, end of year
- $85,232
- Total liabilities, end of year
- $0
- Net assets, end of year
- $85,232
- Fair market value of assets
- $155,248
- Qualifying distributions
- $4,850
- Net investment income
- $9,409
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $4,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- In care of
- % CITIZENS BANK WEALTH MGMT NA
- Signed the 990-PF
- HUNTINGTON NATIONAL BANK, VICE PRESIDENT
- Phone
- (989) 776-7358
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3413062
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $85,232
- Income (IRS master file)
- $51,447
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $7,543 | $9,511 | $81,730 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 BARBARA A MORGAN MEMORIAL CHARITABLE TR
- What is the EIN of BARBARA A MORGAN MEMORIAL CHARITABLE TR?
- The employer identification number (EIN) of BARBARA A MORGAN MEMORIAL CHARITABLE TR is 38-3413062.
- Is BARBARA A MORGAN MEMORIAL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to BARBARA A MORGAN MEMORIAL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBARA A MORGAN MEMORIAL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA A MORGAN MEMORIAL CHARITABLE TR 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 BARBARA A MORGAN MEMORIAL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BARBARA A MORGAN MEMORIAL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,000 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does BARBARA A MORGAN MEMORIAL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,409, expenses of $5,310 and total assets of $85,232 at year end.
Other nonprofits in COLUMBUS
- COLUMBUS FOUNDATION EIN 31-6044264 · last filed 990 for 2024
- SIEMER FAMILY FOUNDATION EIN 31-1550556 · last filed 990 for 2024
- COLUMBUS JEWISH FOUNDATION EIN 31-1384772 · last filed 990 for 2025
- UNITED WAY OF CENTRAL OHIO INC EIN 31-4393712 · last filed 990 for 2025
- MARGARET AND ROBERT WALTER FOUNDATION EIN 31-1491083 · last filed 990 for 2025
- JEWISH FEDERATION OF COLUMBUS EIN 31-0838745 · last filed 990 for 2025
- COLUMBUS STATE COMMUNITY COLLEGE DEVELOPMENT FOUNDATION INC EIN 31-1035280 · last filed 990 for 2025
- SIEMER INSTITUTE EIN 81-4859121 · last filed 990 for 2025
All nonprofits in COLUMBUS · Ohio · Philanthropy, voluntarism and grantmaking foundations