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Nonprofit · EIN 82-2468580

SUSAN MORROW LEGACY FOUNDATION

Tax-exempt · OKATIE, SC 29909

Financials

$1.5M$367K2023$313K$467K2024
Revenue Expenses · by fiscal year end
Financials of SUSAN MORROW LEGACY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$313,397$466,500-$153,103$3,075,074$0$3,075,074
December 31, 2023990-PF$1,484,855$366,907$1,117,948$3,228,177$0$3,228,177
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$53,199
Dividends
$60,591
Net gain from sales of assets
$199,573
Other income
$34

Expenses

Grants and similar amounts paid
$338,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$370,268
Excise tax on investment income
$2,679

Balance sheet and other

Total assets, start of year
$3,228,177
Total assets, end of year
$3,075,074
Total liabilities, end of year
$0
Net assets, end of year
$3,075,074
Fair market value of assets
$4,102,891
Qualifying distributions
$370,268
Net investment income
$260,198

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
RONALD B MORROW
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
PRESIDENT2$0
DIANA MORROW
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
VICE PRESIDENT2$0
TOM MCFARLIN
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
TREASURER2$0
KAREN MORROW RUNKE
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
SECRETARY2$0
GERALD WILLIAM RUNKE
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
BOARD MEMBER1$0
JENNIFER MCFARLIN
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
BOARD MEMBER1$0
CAM VARNER
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
BOARD MEMBER1$0
TODD ELLIOTT
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
BOARD MEMBER1$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
RONALD B MORROW
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
PRESIDENT2$0
DIANA MORROW
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
VICE PRESIDENT2$0
TOM MCFARLIN
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
TREASURER2$0
KAREN MORROW RUNKE
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
SECRETARY2$0
GERALD WILLIAM RUNKE
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
BOARD MEMBER1$0
JENNIFER MCFARLIN
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
BOARD MEMBER1$0
CAM VARNER
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
BOARD MEMBER1$0
TODD ELLIOTT
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
4445 SPRING IS 9 OLD BOATHOUSE LN, OKATIE, SC 29909-0000
In care of
% RONALD B MORROW
Signed the 990-PF
RONALD B MORROW, PRESIDENT
Phone
(843) 593-0147
Return prepared by
GOEHNER ACCOUNTANCY CORPORATION

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-2468580
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,075,074
Income (IRS master file)
$2,436,326

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$313,397$466,500$3,075,074XML
990-PFDecember 2023$1,484,855$366,907$3,228,177XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 82-2468580).

Questions about SUSAN MORROW LEGACY FOUNDATION

What is the EIN of SUSAN MORROW LEGACY FOUNDATION?
The employer identification number (EIN) of SUSAN MORROW LEGACY FOUNDATION is 82-2468580.
Is SUSAN MORROW LEGACY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to SUSAN MORROW LEGACY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUSAN MORROW LEGACY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SUSAN MORROW LEGACY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUSAN MORROW LEGACY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SUSAN MORROW LEGACY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does SUSAN MORROW LEGACY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $313,397, expenses of $466,500 and total assets of $3,075,074 at year end.

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