Nonprofit · EIN 74-2076642
WILLIAM J & SHIRLEY G MORGAN FOUNDATION
Tax-exempt · HOUSTON, TX 77098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $55,295 | $4,456 | $50,839 | $964,078 | $28,498 | $935,580 |
| November 30, 2023 | 990-PF | $45,420 | $22,300 | $23,120 | $904,497 | $19,756 | $884,741 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $41,868
- Net gain from sales of assets
- $3,265
- Other income
- $10,162
Expenses
- Grants and similar amounts paid
- $472
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $472
- Excise tax on investment income
- $617
Balance sheet and other
- Total assets, start of year
- $904,497
- Total assets, end of year
- $964,078
- Total liabilities, end of year
- $28,498
- Net assets, end of year
- $935,580
- Fair market value of assets
- $1,082,032
- Qualifying distributions
- $472
- Net investment income
- $45,133
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY G MORGAN 3000 RICHMOND AVENUE, HOUSTON, TX 77098 | VICE PRESIDENT | 0.1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J MORGAN 3000 RICHMOND AVENUE, HOUSTON, TX 77098 | PRESIDENT | 0.1 | $0 |
| SHIRLEY G MORGAN 3000 RICHMOND AVENUE, HOUSTON, TX 77098 | VICE PRESIDENT | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 3000 RICHMOND AVE, HOUSTON, TX 77098-3102
- In care of
- % WILLIAM J MORGAN
- Signed the 990-PF
- WILLIAM J MORGAN, OFFICER
- Phone
- (713) 956-4114
- Return prepared by
- RSM US 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 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 | Not 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
- 74-2076642
- 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
- 1980
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $964,078
- Income (IRS master file)
- $52,030
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $55,295 | $4,456 | $964,078 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $45,420 | $22,300 | $904,497 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | 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 74-2076642).
Questions about WILLIAM J & SHIRLEY G MORGAN FOUNDATION
- What is the EIN of WILLIAM J & SHIRLEY G MORGAN FOUNDATION?
- The employer identification number (EIN) of WILLIAM J & SHIRLEY G MORGAN FOUNDATION is 74-2076642.
- Is WILLIAM J & SHIRLEY G MORGAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to WILLIAM J & SHIRLEY G MORGAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM J & SHIRLEY G MORGAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM J & SHIRLEY G MORGAN FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM J & SHIRLEY G MORGAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of WILLIAM J & SHIRLEY G MORGAN FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does WILLIAM J & SHIRLEY G MORGAN FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $55,295, expenses of $4,456 and total assets of $964,078 at year end.
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