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Nonprofit · EIN 94-6244806

MORRIS STULSAFT TEST TR

Tax-exempt · DALLAS, TX 75265

Financials

$1.2M$2.3M2023$2.6M$2.3M2024$2.7M$2.2M2025
Revenue Expenses · by fiscal year end
Financials of MORRIS STULSAFT TEST TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$2,711,733$2,211,248$500,485$21,412,253$0$21,412,253
June 30, 2025990-PF$2,613,421$2,288,246$325,175$21,054,568$0$21,054,568
June 30, 2024990-PF$1,244,213$2,308,751-$1,064,538$20,729,746$0$20,729,746
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$643,549
Net gain from sales of assets
$2,068,184

Expenses

Grants and similar amounts paid
$2,018,750
Compensation of officers, directors and key employees
$155,500
Disbursements for charitable purposes
$2,081,950
Excise tax on investment income
$36,080

Balance sheet and other

Total assets, start of year
$21,054,568
Total assets, end of year
$21,412,253
Total liabilities, end of year
$0
Net assets, end of year
$21,412,253
Fair market value of assets
$29,290,093
Qualifying distributions
$2,081,950
Net investment income
$2,711,729

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$155,500
990-PF for the year ended June 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$148,209
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$142,751

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA NA TTEE
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
94-6244806
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
1971
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$21,054,568
Income (IRS master file)
$7,297,078

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$2,711,733$2,211,248$21,412,253XML
990-PFJune 2025$2,613,421$2,288,246$21,054,568XML
990-PFJune 2024$1,244,213$2,308,751$20,729,746XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––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 94-6244806).

Questions about MORRIS STULSAFT TEST TR

What is the EIN of MORRIS STULSAFT TEST TR?
The employer identification number (EIN) of MORRIS STULSAFT TEST TR is 94-6244806.
Is MORRIS STULSAFT TEST TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to MORRIS STULSAFT TEST TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MORRIS STULSAFT TEST TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MORRIS STULSAFT TEST TR due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MORRIS STULSAFT TEST TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of MORRIS STULSAFT TEST TR?
The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $155,500 (BANK OF AMERICA, TRUSTEE).
How much revenue does MORRIS STULSAFT TEST TR have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $2,711,733, expenses of $2,211,248 and total assets of $21,412,253 at year end.

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