Katherine A Morey Charitable Tr Ua

  • Dallas, TX
  • Tax exemption issued: Aug. 2018
  • EIN: 30-6437996

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$136,051
Expenses
$65,402
Net Income
$70,649
Net Assets
$1,473,759
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,961
29.4%
Sales of Assets $96,090
70.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,273
93.7%
Compensation of Officers* $2,176
3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,473,759
Total Liabilities $0
Net Assets $1,473,759
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,176 $0

Document Links

990-PF
Filed on Dec. 2, 2025

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,936
Expenses
$56,692
Net Income
-$11,756
Net Assets
$1,402,652
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,482
83.4%
Sales of Assets $4,572
10.2%
Other Income $2,882
6.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,579
94.5%
Compensation of Officers* $2,101
3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,402,652
Total Liabilities $0
Net Assets $1,402,652
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,101 $0

Document Links

990-PF
Filed on Dec. 17, 2024

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$18,012
Expenses
$101,751
Net Income
-$119,763
Net Assets
$1,373,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,469
Sales of Assets -$48,481
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $92,943
91.3%
Compensation of Officers* $1,855
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,373,056
Total Liabilities $0
Net Assets $1,373,056
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,855 $0

Document Links

990-PF
Filed on Dec. 1, 2023

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$266,663
Expenses
$68,045
Net Income
$198,618
Net Assets
$1,464,226
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,416
11.0%
Sales of Assets $237,247
89.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,208
94.4%
Compensation of Officers* $1,641
2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,464,226
Total Liabilities $0
Net Assets $1,464,226
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,641 $0

Document Links

990-PF
Filed on Feb. 2, 2023

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$102,844
Expenses
$111,438
Net Income
-$8,594
Net Assets
$1,481,076
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,777
24.1%
Sales of Assets $78,067
75.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $106,285
95.4%
Compensation of Officers* $1,401
1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,481,077
Total Liabilities $1
Net Assets $1,481,076
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,401 $0

Document Links

990-PF
Filed on Oct. 19, 2021

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,450
Expenses
$52,473
Net Income
$53,977
Net Assets
$1,278,914
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,199
27.4%
Sales of Assets $77,251
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,485
94.3%
Compensation of Officers* $1,675
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,278,915
Total Liabilities $1
Net Assets $1,278,914
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,675 $0

Document Links

990-PF
Filed on Dec. 10, 2020

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

View Filing
XML

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,494
Expenses
$53,954
Net Income
$12,540
Net Assets
$1,272,580
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,510
41.4%
Sales of Assets $38,984
58.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,209
94.9%
Compensation of Officers* $1,654
3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,272,580
Total Liabilities $0
Net Assets $1,272,580
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,654 $0

Document Links

990-PF
Filed on Dec. 17, 2019

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,905
Expenses
$95,489
Net Income
$26,416
Net Assets
$1,274,482
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,339
21.6%
Sales of Assets $95,566
78.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $91,417
95.7%
Compensation of Officers* $1,543
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,274,482
Total Liabilities $0
Net Assets $1,274,482
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,543 $0

Document Links

990-PF
Filed on Dec. 10, 2018

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

View Filing
PDF XML

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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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