William D Morgan Charitable Foundation

Chillicothe, MO
Tax-exempt since Feb. 1998
EIN: 43-6783275

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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.

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

Donations to this organization are tax deductible.

Revenue

$851k (2024)

Expenses

$178k (2024)

Total Assets

$2.24M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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

$850,907

Expenses

$178,429

Net Income

$672,478

Net Assets

$2,242,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$89,097	10.5%
Sales of Assets	$760,230	89.3%
Other Income	$1,572	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,628	87.8%
Compensation of Officers*	$21,134	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,242,312
Total Liabilities	$0
Net Assets	$2,242,312

Compensation

Key Employees and Officers	Compensation	Other
Southern Bank (Trustee)	$21,134	$0
R Edward Murphy (Advisory Com)	$0	$0
Gary L Myers (Advisory Com)	$0	$0

990-PF

Filed on May 6, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$256,677

Expenses

$182,673

Net Income

$74,004

Net Assets

$1,558,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,104	1.6%
Dividends	$47,413	18.5%
Sales of Assets	$200,746	78.2%
Other Income	$4,414	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,609	73.7%
Compensation of Officers*	$18,829	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,558,001
Total Liabilities	$0
Net Assets	$1,558,001

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank Trust (Trustee)	$18,829	$0
R Edward Murphy (Advisory Com)	$0	$0
Gary L Myers (Advisory Com)	$0	$0

990-PF

Filed on June 4, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$70,754

Expenses

$197,856

Net Income

-$127,102

Net Assets

$1,483,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$712	1.0%
Dividends	$50,179	70.9%
Sales of Assets	$18,910	26.7%
Other Income	$953	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,494	75.1%
Compensation of Officers*	$19,721	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,483,813
Total Liabilities	$0
Net Assets	$1,483,813

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank Trust (Trustee)	$19,721	$0
R Edward Murphy (Advisory Com)	$0	$0
Gary L Myers (Advisory Com)	$0	$0

990-PF

Filed on June 13, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$194,402

Expenses

$163,697

Net Income

$30,705

Net Assets

$1,603,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	0.0%
Dividends	$46,086	23.7%
Sales of Assets	$143,514	73.8%
Other Income	$4,750	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,556	68.1%
Compensation of Officers*	$20,870	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,603,383
Total Liabilities	$0
Net Assets	$1,603,383

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank Trust (Trustee)	$20,870	$0
R Edward Murphy (Advisory Com)	$0	$0
Gary L Myers (Advisory Com)	$0	$0

990-PF

Filed on June 2, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$105,619

Expenses

$169,282

Net Income

-$63,663

Net Assets

$1,573,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$320	0.3%
Dividends	$48,412	45.8%
Sales of Assets	$53,706	50.8%
Other Income	$3,181	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,061	75.1%
Compensation of Officers*	$17,436	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,573,436
Total Liabilities	$1
Net Assets	$1,573,435

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank Trust (Trustee)	$17,436	$0
R Edward Murphy (Advisory Com)	$0	$0
Gary L Myers (Advisory Com)	$0	$0

990-PF

Filed on Aug. 27, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$97,762

Expenses

$155,459

Net Income

-$57,697

Net Assets

$1,639,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$855	0.9%
Dividends	$54,315	55.6%
Sales of Assets	$31,648	32.4%
Other Income	$10,944	11.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,464	75.6%
Compensation of Officers*	$17,136	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,639,814
Total Liabilities	$1
Net Assets	$1,639,813

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank Trust (Trustee)	$17,136	$0
R Edward Murphy (Advisory Com)	$0	$0
Gary L Myers (Advisory Com)	$0	$0

990-PF

Filed on Sept. 18, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$100,734

Expenses

$255,061

Net Income

-$154,327

Net Assets

$1,693,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,652	1.6%
Dividends	$62,066	61.6%
Sales of Assets	$28,680	28.5%
Other Income	$8,336	8.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,921	84.7%
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	$1,693,188
Total Liabilities	$0
Net Assets	$1,693,188

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank Trust (Trustee)	$0	$0
R Edward Murphy (Advisory Com)	$0	$0
Gary L Myers (Advisory Com)	$0	$0

990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$134,849

Expenses

$33,447

Net Income

$101,402

Net Assets

$1,772,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33	0.0%
Dividends	$68,178	50.6%
Sales of Assets	$55,077	40.8%
Other Income	$11,561	8.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$956	2.9%
Compensation of Officers*	$3,672	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,772,403
Total Liabilities	$0
Net Assets	$1,772,403

Compensation

Key Employees and Officers	Compensation	Other
Citizens Bank Trust (Trustee)	$3,672	$0
R Edward Murphy (Advisory Com)	$0	$0
Gary L Myers (Advisory Com)	$0	$0

990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$183,553

Expenses

$137,156

Net Income

$46,397

Net Assets

$1,871,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$68,625	37.4%
Sales of Assets	$27,061	14.7%
Other Income	$87,866	47.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,138	77.4%
Compensation of Officers*	$11,516	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,871,814
Total Liabilities	$0
Net Assets	$1,871,814

Compensation

Key Employees and Officers	Compensation	Other
Hnb Bank (Trustee)	$11,516	$0

990-PF

Filed on May 15, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$127,370

Expenses

$134,394

Net Income

-$7,024

Net Assets

$1,820,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,481	56.1%
Sales of Assets	$32,742	25.7%
Other Income	$23,147	18.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,602	78.6%
Compensation of Officers*	$9,303	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,820,468
Total Liabilities	$0
Net Assets	$1,820,468

Compensation

Key Employees and Officers	Compensation	Other
Hnb Bank (Trustee)	$9,303	$0

990-PF

Filed on May 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$125,148

Expenses

$128,509

Net Income

-$3,361

Net Assets

$1,828,639

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,522	55.6%
Sales of Assets	$50,808	40.6%
Other Income	$4,818	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,234	78.8%
Compensation of Officers*	$7,211	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,828,639
Total Liabilities	$0
Net Assets	$1,828,639

Compensation

Key Employees and Officers	Compensation	Other
Hnb Bank (Trustee)	$7,211	$0

990-PF

Filed on May 6, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$73,698

Expenses

$120,695

Net Income

-$46,997

Net Assets

$1,832,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$888	1.2%
Dividends	$73,687	100.0%
Sales of Assets	-$9,238
Other Income	$8,361	11.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,161	80.5%
Compensation of Officers*	$5,000	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,832,000
Total Liabilities	$0
Net Assets	$1,832,000

Compensation

Key Employees and Officers	Compensation	Other
Hnb Bank (Trustee)	$5,000	$0

990-PF

Filed on May 13, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$544,695

Expenses

$114,996

Net Income

$429,699

Net Assets

$1,878,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,439	0.8%
Dividends	$50,768	9.3%
Sales of Assets	$489,315	89.8%
Other Income	$173	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,991	82.6%
Compensation of Officers*	$3,965	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,878,999
Total Liabilities	$1
Net Assets	$1,878,998

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$112,479

Expenses

$107,176

Net Income

$5,303

Net Assets

$1,449,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,133	5.5%
Dividends	$43,493	38.7%
Sales of Assets	$62,853	55.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,877	79.2%
Compensation of Officers*	$2,751	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,449,300
Total Liabilities	$1
Net Assets	$1,449,299

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

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Updated September 25, 2025

William D Morgan Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $851k (2024)

Expenses $178k (2024)

Total Assets $2.24M (2024)

Total Liabilities $0 (2024)

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

Compensation

Document Links

Revenue

$851k (2024)

Expenses

$178k (2024)

Total Assets

$2.24M (2024)

Total Liabilities

$0 (2024)

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.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001