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EIN 54-6069447

Marietta M and Samuel Tate Morgan JR Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Dallas
State
Texas
Year formed
1969
Most recent tax filings
2024-06-01
NTEE code, primary
T20: Private Foundations
Description
The Marietta M and Samuel Tate Morgan JR Trust is a private foundation that primarily funds unrestricted general grants. It is located in Jacksonville, FL and made one grant last year.
Also known as...
Marietta M and Samuel Tate Morgan JR TR Bank of America Na
Total revenues
$975,685
2024
Total expenses
$1,027,787
2024
Total assets
$18,551,859
2024
Num. employees
1
2024

Grants made by Marietta M and Samuel Tate Morgan JR Trust

GranteeGrant descriptionAmount
The Maggie Walker Community Land TrustUnrestricted General$100,000
Lewis Ginter Botanical GardenUnrestricted General$100,000
CaritasUnrestricted General$75,000
...and 7 more grants made

Personnel at Marietta M and Samuel Tate Morgan JR Trust

NameTitle
Bank of America NaManaging Director

Financials for Marietta M and Samuel Tate Morgan JR Trust

RevenuesFYE 06/2024
Total grants, contributions, etc.$0
Investment income and dividends$607,397
Net rental income$0
Net gain from sale of non-inventory assets$350,795
Gross sales of inventory$0
Miscellaneous revenues$17,493
Total revenues$975,685

Form 990s for Marietta M and Samuel Tate Morgan JR Trust

Fiscal year endingDate received by IRSFormPDF link
2024-062024-09-25990PFView PDF
2023-062023-10-27990PFView PDF
2022-062022-11-07990PFView PDF
2021-062021-10-19990PFView PDF
2020-062021-06-10990PFView PDF
...and 8 more Form 990s

Organizations like Marietta M and Samuel Tate Morgan JR Trust

OrganizationLocationRevenue
Kulas FoundationCleveland, OH$887,978
Co TR Dorothea Haus Ross FoundationDallas, TX$501,312
The Hershey FoundationConcord Township, OH$515,255
The Emily Harvey FoundationNew York, NY$429,253
Emil Buehler Perpetual TrustLas Vegas, NV$1,671,101
Elizabeth Morse Genius Charitable TrustDallas, TX$3,163,377
Faye and Lucille Stewart FoundationEugene, OR$528,353
K&L Hulburt Family TrustMilwaukee, WI$269,195
The Longbrake Family FoundationSeattle, WA$452,098
LeekayserLas Vegas, NV$465,994
Data update history
January 20, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 27, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 27, 2023
Updated personnel
Identified 1 new personnel
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
PO Box 653067
Dallas, TX 75265
County
Dallas County, TX
Phone
(888) 866-3275
IRS details
EIN
54-6069447
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1969
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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