Nonprofit · EIN 48-6131050
LEWIS C & ALSEY L MORTON MEMORIAL TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $28,610 | $19,755 | $8,855 | $245,704 | $0 | $245,704 |
| October 31, 2024 | 990-PF | $10,163 | $15,853 | -$5,690 | $238,866 | $0 | $238,866 |
| October 31, 2023 | 990-PF | -$1,419 | $17,307 | -$18,726 | $234,746 | $0 | $234,746 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $6,969
- Net gain from sales of assets
- $21,641
Expenses
- Grants and similar amounts paid
- $12,742
- Compensation of officers, directors and key employees
- $5,257
- Disbursements for charitable purposes
- $15,345
- Excise tax on investment income
- $335
Balance sheet and other
- Total assets, start of year
- $238,866
- Total assets, end of year
- $245,704
- Total liabilities, end of year
- $0
- Net assets, end of year
- $245,704
- Fair market value of assets
- $316,528
- Qualifying distributions
- $15,345
- Net investment income
- $28,361
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $5,257 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $4,899 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $4,665 |
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 48-6131050
- Exempt since
- 1984
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $245,704
- Income (IRS master file)
- $59,755
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $28,610 | $19,755 | $245,704 | XML |
| 990-PF | October 2024 | $10,163 | $15,853 | $238,866 | XML |
| 990-PF | October 2023 | -$1,419 | $17,307 | $234,746 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 48-6131050).
Questions about LEWIS C & ALSEY L MORTON MEMORIAL TRUST
- What is the EIN of LEWIS C & ALSEY L MORTON MEMORIAL TRUST?
- The employer identification number (EIN) of LEWIS C & ALSEY L MORTON MEMORIAL TRUST is 48-6131050.
- Is LEWIS C & ALSEY L MORTON MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1984.
- Which annual return does LEWIS C & ALSEY L MORTON MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEWIS C & ALSEY L MORTON MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEWIS C & ALSEY L MORTON MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of LEWIS C & ALSEY L MORTON MEMORIAL TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,257 (BANK OF AMERICA, TRUSTEE).
- How much revenue does LEWIS C & ALSEY L MORTON MEMORIAL TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $28,610, expenses of $19,755 and total assets of $245,704 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- AT&T VEBA TRUST EIN 43-1491162 · last filed 990 for 2024
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025