Charles A Morgan Tr Uw

Dallas, TX
Tax-exempt since March 1974
EIN: 16-6375400

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$456k (2025)

Expenses

$269k (2025)

Total Assets

$4.55M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 Sept.
2025

Revenue

$455,697

Expenses

$268,997

Net Income

$186,700

Net Assets

$4,546,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,428	26.4%
Sales of Assets	$335,269	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,003	83.6%
Compensation of Officers*	$57,232	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,546,978
Total Liabilities	$0
Net Assets	$4,546,978

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$57,232	$0

990-PF

Filed on Dec. 2, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$175,599

Expenses

$263,515

Net Income

-$87,916

Net Assets

$4,357,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,591	64.1%
Sales of Assets	$53,179	30.3%
Other Income	$9,829	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,831	85.7%
Compensation of Officers*	$52,731	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,357,462
Total Liabilities	$0
Net Assets	$4,357,462

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$52,731	$0

990-PF

Filed on Nov. 27, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

-$16,306

Expenses

$277,782

Net Income

-$294,088

Net Assets

$4,307,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,562
Sales of Assets	-$108,868
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,347	80.4%
Compensation of Officers*	$48,914	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,307,627
Total Liabilities	$0
Net Assets	$4,307,627

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$48,914	$0

990-PF

Filed on Dec. 21, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$864,855

Expenses

$254,575

Net Income

$610,280

Net Assets

$4,501,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,452	10.3%
Sales of Assets	$775,403	89.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,772	84.4%
Compensation of Officers*	$52,597	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,501,122
Total Liabilities	$0
Net Assets	$4,501,122

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$52,597	$0

990-PF

Filed on Dec. 21, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$311,424

Expenses

$249,595

Net Income

$61,829

Net Assets

$4,603,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,808	24.0%
Sales of Assets	$236,616	76.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,378	81.9%
Compensation of Officers*	$53,395	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,603,014
Total Liabilities	$1
Net Assets	$4,603,013

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$53,395	$0

990-PF

Filed on Dec. 8, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$341,692

Expenses

$228,748

Net Income

$112,944

Net Assets

$3,993,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,205	25.2%
Sales of Assets	$255,487	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,269	86.2%
Compensation of Officers*	$46,528	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,993,768
Total Liabilities	$1
Net Assets	$3,993,767

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$46,528	$0

990-PF

Filed on Nov. 10, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$239,735

Expenses

$233,259

Net Income

$6,476

Net Assets

$3,894,368

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,256	36.4%
Sales of Assets	$152,479	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,646	82.6%
Compensation of Officers*	$45,602	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,894,368
Total Liabilities	$0
Net Assets	$3,894,368

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$45,602	$0

990-PF

Filed on Dec. 9, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$385,569

Expenses

$229,771

Net Income

$155,798

Net Assets

$3,937,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,783	19.1%
Sales of Assets	$311,780	80.9%
Other Income	$6	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,959	82.7%
Compensation of Officers*	$47,246	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,937,489
Total Liabilities	$0
Net Assets	$3,937,489

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$47,246	$0

990-PF

Filed on Dec. 19, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

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 Sept.
2016

Revenue

$56,715

Expenses

$228,060

Net Income

-$171,345

Net Assets

$3,654,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,500	> 100%
Sales of Assets	-$31,785
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,597	83.1%
Compensation of Officers*	$42,725	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,654,327
Total Liabilities	$0
Net Assets	$3,654,327

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$42,725	$0

990-PF

Filed on Dec. 1, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$386,145

Expenses

$222,330

Net Income

$163,815

Net Assets

$3,911,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$99,168	25.7%
Sales of Assets	$286,977	74.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,643	85.3%
Compensation of Officers*	$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	$3,911,914
Total Liabilities	$0
Net Assets	$3,911,914

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$237,859

Expenses

$226,493

Net Income

$11,366

Net Assets

$3,682,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$106,375	44.7%
Sales of Assets	$131,484	55.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,864	82.5%
Compensation of Officers*	$48,190	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,682,539
Total Liabilities	$0
Net Assets	$3,682,539

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$48,190	$0

990-PF

Filed on Jan. 30, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2013

Revenue

$325,089

Expenses

$326,657

Net Income

-$1,568

Net Assets

$3,869,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,804	28.9%
Sales of Assets	$231,140	71.1%
Other Income	$145	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,108	91.9%
Compensation of Officers*	$42,044	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,869,910
Total Liabilities	$0
Net Assets	$3,869,910

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$168,551

Expenses

$361,744

Net Income

-$193,193

Net Assets

$3,598,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$128,265	76.1%
Sales of Assets	$40,286	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$329,043	91.0%
Compensation of Officers*	$35,065	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,598,715
Total Liabilities	$0
Net Assets	$3,598,715

990

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

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 »

Get the Data

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 January 26, 2026

Charles A Morgan Tr Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $456k (2025)

Expenses $269k (2025)

Total Assets $4.55M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Revenue

$456k (2025)

Expenses

$269k (2025)

Total Assets

$4.55M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002