Nonprofit · EIN 62-1585196
DUDLEY AND WALTER MORGAN FOUNDATION
Tax-exempt · NASHVILLE, TN 37205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $35,190 | $31,796 | $3,394 | $553,617 | $0 | $553,617 |
| November 30, 2024 | 990-PF | $31,252 | $36,129 | -$4,877 | $533,555 | $0 | $533,555 |
| November 30, 2023 | 990-PF | $28,189 | $5,890 | $22,299 | $538,297 | $0 | $538,297 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $16,097
- Interest
- $997
- Net gain from sales of assets
- $18,096
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $25,000
- Excise tax on investment income
- $395
Balance sheet and other
- Total assets, start of year
- $533,555
- Total assets, end of year
- $553,617
- Total liabilities, end of year
- $0
- Net assets, end of year
- $553,617
- Fair market value of assets
- $663,975
- Qualifying distributions
- $25,000
- Net investment income
- $35,190
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUDLEY BROWN WHITE 210 EVELYN AVENUE, NASHVILLE, TN 37205 | PRESIDENT | 0 | $0 |
| WALTER M MORGAN III 210 EVELYN AVENUE, NASHVILLE, TN 37205 | TREASURER | 0 | $0 |
| WILLIAM D MORGAN 210 EVELYN AVENUE, NASHVILLE, TN 37205 | SECRETARY | 0 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUDLEY MORGAN 210 EVELYN AVENUE, NASHVILLE, TN 37205 | PRESIDENT | 0 | $0 |
| WILLIAM G MORGAN 3110 DEL RIO PIKE, FRANKLIN, TN 37069 | SECRETARY | 0 | $0 |
| WALTER M MORGAN III 200 EVELYN AVENUE, NASHVILLE, TN 37205 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUDLEY MORGAN 210 EVELYN AVENUE, NASHVILLE, TN 37205 | PRESIDENT | 0.5 | $0 |
| WILLIAM G MORGAN 3110 DEL RIO PIKE, FRANKLIN, TN 37069 | SECRETARY | 0.25 | $0 |
| WALTER M MORGAN III 200 EVELYN AVENUE, NASHVILLE, TN 37205 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 210 EVELYN AVE, NASHVILLE, TN 37205-3308
- In care of
- % DUDLEY BROWN MORGAN
- Signed the 990-PF
- DUDLEY MORGAN, SECRETARY
- Phone
- (615) 383-8023
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-1585196
- 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
- 1996
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $553,617
- Income (IRS master file)
- $35,190
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $35,190 | $31,796 | $553,617 | XML |
| 990-PF | November 2024 | $31,252 | $36,129 | $533,555 | IRS |
| 990-PF | November 2023 | $28,189 | $5,890 | $538,297 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 62-1585196).
Questions about DUDLEY AND WALTER MORGAN FOUNDATION
- What is the EIN of DUDLEY AND WALTER MORGAN FOUNDATION?
- The employer identification number (EIN) of DUDLEY AND WALTER MORGAN FOUNDATION is 62-1585196.
- Is DUDLEY AND WALTER MORGAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to DUDLEY AND WALTER MORGAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DUDLEY AND WALTER MORGAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DUDLEY AND WALTER MORGAN FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DUDLEY AND WALTER MORGAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of DUDLEY AND WALTER MORGAN FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does DUDLEY AND WALTER MORGAN FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $35,190, expenses of $31,796 and total assets of $553,617 at year end.
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