Nonprofit · EIN 95-7078666
ANNA L MORGAN FAMILY TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $86,739 | $35,404 | $51,335 | $606,150 | $0 | $606,150 |
| March 31, 2025 | 990-PF | $50,895 | $38,404 | $12,491 | $538,455 | $0 | $538,455 |
| March 31, 2024 | 990-PF | $20,841 | $30,130 | -$9,289 | $524,591 | $0 | $524,591 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $15,115
- Net gain from sales of assets
- $70,404
- Other income
- $1,220
Expenses
- Grants and similar amounts paid
- $22,958
- Compensation of officers, directors and key employees
- $9,612
- Disbursements for charitable purposes
- $28,078
- Excise tax on investment income
- $1,095
Balance sheet and other
- Total assets, start of year
- $538,455
- Total assets, end of year
- $606,150
- Total liabilities, end of year
- $0
- Net assets, end of year
- $606,150
- Fair market value of assets
- $690,914
- Qualifying distributions
- $28,078
- Net investment income
- $86,503
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $9,612 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $9,350 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,087 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-7078666
- 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
- 2000
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $606,150
- Income (IRS master file)
- $175,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $86,739 | $35,404 | $606,150 | XML |
| 990-PF | March 2025 | $50,895 | $38,404 | $538,455 | XML |
| 990-PF | March 2024 | $20,841 | $30,130 | $524,591 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 95-7078666).
Questions about ANNA L MORGAN FAMILY TRUST
- What is the EIN of ANNA L MORGAN FAMILY TRUST?
- The employer identification number (EIN) of ANNA L MORGAN FAMILY TRUST is 95-7078666.
- Is ANNA L MORGAN FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ANNA L MORGAN FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNA L MORGAN FAMILY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNA L MORGAN FAMILY TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNA L MORGAN FAMILY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of ANNA L MORGAN FAMILY TRUST?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $9,612 (BANK OF AMERICA, TRUSTEE).
- How much revenue does ANNA L MORGAN FAMILY TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $86,739, expenses of $35,404 and total assets of $606,150 at year end.
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