Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-6057798

MARGARET T MORRIS FOUNDATION

Tax-exempt · PRESCOTT, AZ 86302

Financials

$1.3M$1.6M2023$1.6M$1.7M2024$1.8M$1.8M2025
Revenue Expenses · by fiscal year end
Financials of MARGARET T MORRIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,782,423$1,847,471-$65,048$2,658,908$0$2,658,908
December 31, 2024990-PF$1,627,636$1,663,564-$35,928$2,214,374$0$2,214,374
December 31, 2023990-PF$1,292,909$1,550,745-$257,836$1,927,925$0$1,927,925
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$980,911
Interest
$22,655
Net gain from sales of assets
$778,857

Expenses

Grants and similar amounts paid
$1,747,465
Compensation of officers, directors and key employees
$92,985
Disbursements for charitable purposes
$1,814,381
Excise tax on investment income
$24,413

Balance sheet and other

Total assets, start of year
$2,214,374
Total assets, end of year
$2,658,908
Total liabilities, end of year
$0
Net assets, end of year
$2,658,908
Fair market value of assets
$38,241,259
Qualifying distributions
$1,814,381
Net investment income
$1,782,423

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.

NameTitleHours / weekCompensation
Thomas E Polk
PO Box 592, Prescott, AZ 86302
Trustee20$50,995
John T Polk
PO Box 592, Prescott, AZ 86302
Trustee10$20,995
Stephen W Polk
PO Box 592, Prescott, AZ 86302
Trustee10$20,995
Sheila Polk
PO Box 592, Prescott, AZ 86302
Office Manager10$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Thomas E Polk
PO Box 592, Prescott, AZ 86302
Trustee20$49,747
John T Polk
PO Box 592, Prescott, AZ 86302
Trustee10$19,748
Stephen W Polk
PO Box 592, Prescott, AZ 86302
Trustee10$19,748
Sheila Polk
PO Box 592, Prescott, AZ 86302
Office Manager10$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Thomas E Polk
PO Box 592, Prescott, AZ 86302
Trustee20$54,402
John T Polk
PO Box 592, Prescott, AZ 86302
Trustee10$24,402
Stephen W Polk
PO Box 592, Prescott, AZ 86302
Trustee10$24,402
Eugene P Polk
PO Box 592, Prescott, AZ 86302
Executive Director5$0

Address and contacts

Address (IRS master file)
PO BOX 592, PRESCOTT, AZ 86302-0592
Signed the 990-PF
THOMAS E POLK, TRUSTEE
Phone
(480) 630-5489
Return prepared by
Polk Law Firm PLLC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-6057798
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
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,658,908
Income (IRS master file)
$1,785,566

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,782,423$1,847,471$2,658,908IRS
990-PFDecember 2024$1,627,636$1,663,564$2,214,374XML
990-PFDecember 2023$1,292,909$1,550,745$1,927,925XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 86-6057798).

Questions about MARGARET T MORRIS FOUNDATION

What is the EIN of MARGARET T MORRIS FOUNDATION?
The employer identification number (EIN) of MARGARET T MORRIS FOUNDATION is 86-6057798.
Is MARGARET T MORRIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to MARGARET T MORRIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARGARET T MORRIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGARET T MORRIS FOUNDATION 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 MARGARET T MORRIS FOUNDATION 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 MARGARET T MORRIS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $50,995 (Thomas E Polk, Trustee).
How much revenue does MARGARET T MORRIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,782,423, expenses of $1,847,471 and total assets of $2,658,908 at year end.

Other nonprofits in PRESCOTT

All nonprofits in PRESCOTT · Arizona