Nonprofit · EIN 54-6069447
MARIETTA M & SAMUEL TATE MORGAN JR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,570,805 | $1,226,696 | $344,109 | $18,906,714 | $0 | $18,906,714 |
| June 30, 2024 | 990-PF | $975,685 | $1,027,787 | -$52,102 | $18,551,859 | $0 | $18,551,859 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $562,021
- Net gain from sales of assets
- $1,008,784
Expenses
- Grants and similar amounts paid
- $905,500
- Compensation of officers, directors and key employees
- $187,550
- Disbursements for charitable purposes
- $1,060,269
- Excise tax on investment income
- $19,813
Balance sheet and other
- Total assets, start of year
- $18,551,859
- Total assets, end of year
- $18,906,714
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,906,714
- Fair market value of assets
- $27,978,387
- Qualifying distributions
- $1,060,269
- Net investment income
- $1,576,408
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $187,550 |
| ELIZABETH SEAMAN 1111 E MAIN ST, RICHMOND, VA 23219 | ADVISOR | 20 | $0 |
| LINDA BARRETT 1111 E MAIN ST, RICHMOND, VA 23219 | ADMINISTRATIVE | 20 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $173,575 |
| ELIZABETH SEAMAN 1111 E MAIN ST, RICHMOND, VA 23219 | ADVISOR | 20 | $0 |
| LINDA BARRETT 1111 E MAIN ST, RICHMOND, VA 23219 | ADMINISTRATIVE | 20 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA
- Signed the 990-PF
- BANK OF AMERICA NA, 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 54-6069447
- 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
- 1969
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,906,714
- Income (IRS master file)
- $2,650,039
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,570,805 | $1,226,696 | $18,906,714 | XML |
| 990-PF | June 2024 | $975,685 | $1,027,787 | $18,551,859 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 54-6069447).
Questions about MARIETTA M & SAMUEL TATE MORGAN JR
- What is the EIN of MARIETTA M & SAMUEL TATE MORGAN JR?
- The employer identification number (EIN) of MARIETTA M & SAMUEL TATE MORGAN JR is 54-6069447.
- Is MARIETTA M & SAMUEL TATE MORGAN JR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to MARIETTA M & SAMUEL TATE MORGAN JR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARIETTA M & SAMUEL TATE MORGAN JR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARIETTA M & SAMUEL TATE MORGAN JR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARIETTA M & SAMUEL TATE MORGAN JR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MARIETTA M & SAMUEL TATE MORGAN JR?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $187,550 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MARIETTA M & SAMUEL TATE MORGAN JR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,570,805, expenses of $1,226,696 and total assets of $18,906,714 at year end.
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