Nonprofit · EIN 84-1799906
SUE MORGAN CHARITABLE TRUST
Tax-exempt · GUNTERSVILLE, AL 35976
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $21,409 | $5,538 | $15,871 | $420,083 | $0 | $420,083 |
| December 31, 2024 | 990-PF | $13,502 | $5,164 | $8,338 | $404,212 | $0 | $404,212 |
| December 31, 2023 | 990-PF | $3,154 | $5,379 | -$2,225 | $395,874 | $0 | $395,874 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,863
- Interest
- $149
- Net gain from sales of assets
- $17,397
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $298
Balance sheet and other
- Total assets, start of year
- $404,212
- Total assets, end of year
- $420,083
- Total liabilities, end of year
- $0
- Net assets, end of year
- $420,083
- Net investment income
- $21,409
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Norma M Wells 1640 Blount Ave, Guntersville, AL 35976 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Norma M Wells 1640 Blount Ave, Guntersville, AL 35976 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Norma M Wells 1640 Blount Ave, Guntersville, AL 35976 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 309, GUNTERSVILLE, AL 35976-0310
- In care of
- % NORMA WELLS
- Signed the 990-PF
- Norma Wells, Trustee
- Phone
- (256) 558-1125
- Return prepared by
- Cook and Co Tax Advisors
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-1799906
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $420,083
- Income (IRS master file)
- $74,460
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $21,409 | $5,538 | $420,083 | IRS |
| 990-PF | December 2024 | $13,502 | $5,164 | $404,212 | IRS |
| 990-PF | December 2023 | $3,154 | $5,379 | $395,874 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 84-1799906).
Questions about SUE MORGAN CHARITABLE TRUST
- What is the EIN of SUE MORGAN CHARITABLE TRUST?
- The employer identification number (EIN) of SUE MORGAN CHARITABLE TRUST is 84-1799906.
- Is SUE MORGAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SUE MORGAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUE MORGAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUE MORGAN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUE MORGAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SUE MORGAN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SUE MORGAN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,409, expenses of $5,538 and total assets of $420,083 at year end.
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