William R Morgan Trust B

Dallas, TX
EIN: 06-6031011

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$25,643

Expenses

$17,900

Net Income

$7,743

Net Assets

$244,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,109	27.7%
Sales of Assets	$18,534	72.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,882	77.6%
Compensation of Officers*	$4,634	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$244,733
Total Liabilities	$0
Net Assets	$244,733

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,634	$0

990-PF

Filed on March 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$8,499

Expenses

$14,385

Net Income

-$5,886

Net Assets

$237,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,351	74.7%
Sales of Assets	$1,441	17.0%
Other Income	$707	8.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,815	75.2%
Compensation of Officers*	$4,148	28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$237,248
Total Liabilities	$0
Net Assets	$237,248

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,148	$0

990-PF

Filed on April 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$5,641

Expenses

$21,148

Net Income

-$26,789

Net Assets

$243,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,030
Sales of Assets	-$10,671
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,673	74.1%
Compensation of Officers*	$4,096	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$243,227
Total Liabilities	$0
Net Assets	$243,227

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,096	$0

990-PF

Filed on April 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$58,058

Expenses

$18,049

Net Income

$40,009

Net Assets

$270,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,426	9.3%
Sales of Assets	$52,632	90.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,018	77.7%
Compensation of Officers*	$4,395	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$270,002
Total Liabilities	$0
Net Assets	$270,002

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,395	$0

990-PF

Filed on April 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$20,398

Expenses

$16,684

Net Income

$3,714

Net Assets

$229,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,474	21.9%
Sales of Assets	$15,924	78.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,037	78.1%
Compensation of Officers*	$3,976	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$229,683
Total Liabilities	$1
Net Assets	$229,682

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$3,976	$0

990-PF

Filed on March 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$14,227

Expenses

$15,607

Net Income

-$1,380

Net Assets

$225,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,951	41.8%
Sales of Assets	$8,199	57.6%
Other Income	$77	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,282	78.7%
Compensation of Officers*	$3,973	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$225,996
Total Liabilities	$1
Net Assets	$225,995

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$3,973	$0

990-PF

Filed on March 26, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$21,557

Expenses

$17,147

Net Income

$4,410

Net Assets

$229,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,046	23.4%
Sales of Assets	$16,511	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,021	75.9%
Compensation of Officers*	$3,942	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$229,405
Total Liabilities	$0
Net Assets	$229,405

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$3,942	$0

990-PF

Filed on April 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$23,997

Expenses

$13,798

Net Income

$10,199

Net Assets

$223,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,966	20.7%
Sales of Assets	$19,013	79.2%
Other Income	$18	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,463	75.8%
Compensation of Officers*	$3,933	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$223,853
Total Liabilities	$0
Net Assets	$223,853

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$3,933	$0

990-PF

Filed on April 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$3,237

Expenses

$15,033

Net Income

-$11,796

Net Assets

$217,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,950	> 100%
Sales of Assets	-$1,713
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,387	82.4%
Compensation of Officers*	$3,954	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$217,618
Total Liabilities	$0
Net Assets	$217,618

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (06108)	$3,954	$0

990-PF

Filed on March 31, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$9,170

Expenses

$15,359

Net Income

-$6,189

Net Assets

$232,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,677	61.9%
Sales of Assets	$3,493	38.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,687	82.6%
Compensation of Officers*	$3,961	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$232,488
Total Liabilities	$0
Net Assets	$232,488

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$3,961	$0

990-PF

Filed on April 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$7,440

Expenses

$14,604

Net Income

-$7,164

Net Assets

$239,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,075	68.2%
Sales of Assets	$1,974	26.5%
Other Income	$391	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,000	82.2%
Compensation of Officers*	$4,038	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,137
Total Liabilities	$0
Net Assets	$239,137

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,038	$0

990-PF

Filed on April 22, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$13,591

Expenses

$17,577

Net Income

-$3,986

Net Assets

$241,396

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,813	42.8%
Sales of Assets	$7,819	57.5%
Other Income	-$41

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,133	80.4%
Compensation of Officers*	$4,033	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$241,396
Total Liabilities	$0
Net Assets	$241,396

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$32,057

Expenses

$13,850

Net Income

$18,207

Net Assets

$245,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,302	16.5%
Sales of Assets	$26,751	83.4%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,544	83.4%
Compensation of Officers*	$2,760	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$245,374
Total Liabilities	$0
Net Assets	$245,374

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$19,429

Expenses

$13,085

Net Income

$6,344

Net Assets

$226,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,723	39.7%
Sales of Assets	$11,706	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,359	86.8%
Compensation of Officers*	$2,457	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$226,853
Total Liabilities	$0
Net Assets	$226,853

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated April 20, 2026

William R Morgan Trust B

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2001