Louise Bowen Morris Charitable Trus T Fund

Raleigh, NC
Tax-exempt since April 1993
EIN: 56-6349544

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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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$61.5k (2024)

Expenses

$64.3k (2024)

Total Assets

$925k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$61,537

Expenses

$64,255

Net Income

-$2,718

Net Assets

$924,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,390	42.9%
Sales of Assets	$34,953	56.8%
Other Income	$194	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,000	74.7%
Compensation of Officers*	$15,199	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$924,856
Total Liabilities	$0
Net Assets	$924,856

Compensation

Key Employees and Officers	Compensation	Other
First Citizens Bank (Trustee)	$15,199	$0

990-PF

Filed on May 8, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$11,831

Expenses

$63,858

Net Income

-$75,689

Net Assets

$927,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,529
Sales of Assets	-$37,696
Other Income	$336

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,002	76.7%
Compensation of Officers*	$13,992	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$927,188
Total Liabilities	$0
Net Assets	$927,188

Compensation

Key Employees and Officers	Compensation	Other
First Citizens Bank (Trustee)	$13,992	$0

990-PF

Filed on May 9, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$49,201

Expenses

$73,452

Net Income

-$24,251

Net Assets

$1,003,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,019	36.6%
Sales of Assets	$31,182	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,926	76.1%
Compensation of Officers*	$14,879	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	$1,003,239
Total Liabilities	$0
Net Assets	$1,003,239

Compensation

Key Employees and Officers	Compensation	Other
First Citizens Bank (Trustee)	$14,879	$0

990-PF

Filed on May 10, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$108,377

Expenses

$68,744

Net Income

$39,633

Net Assets

$1,027,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,598	30.1%
Sales of Assets	$75,779	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,083	72.9%
Compensation of Officers*	$16,773	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	$1,027,625
Total Liabilities	$0
Net Assets	$1,027,625

Compensation

Key Employees and Officers	Compensation	Other
First Citizens Bank (Trustee)	$16,773	$0

990-PF

Filed on May 9, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$72,955

Expenses

$65,907

Net Income

$7,048

Net Assets

$985,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,288	31.9%
Sales of Assets	$49,667	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,500	75.1%
Compensation of Officers*	$14,969	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$985,335
Total Liabilities	$1
Net Assets	$985,334

Compensation

Key Employees and Officers	Compensation	Other
First Citizens Bank (Trustee)	$14,969	$0

990-PF

Filed on May 4, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$43,126

Expenses

$53,293

Net Income

-$10,167

Net Assets

$981,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,902	57.7%
Sales of Assets	$18,086	41.9%
Other Income	$138	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,800	70.9%
Compensation of Officers*	$14,561	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$981,091
Total Liabilities	$1
Net Assets	$981,090

Compensation

Key Employees and Officers	Compensation	Other
First Citizens Bank (Trustee)	$14,561	$0

990-PF

Filed on July 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$69,747

Expenses

$68,623

Net Income

$1,124

Net Assets

$992,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,084	34.5%
Sales of Assets	$45,663	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,889	74.2%
Compensation of Officers*	$14,969	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$992,132
Total Liabilities	$0
Net Assets	$992,132

Compensation

Key Employees and Officers	Compensation	Other
First Citizens Bank (Trustee)	$14,969	$0

990-PF

Filed on May 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$73,948

Expenses

$57,691

Net Income

$16,257

Net Assets

$991,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,870	2.5%
Dividends	$22,399	30.3%
Sales of Assets	$49,552	67.0%
Other Income	$127	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,097	71.2%
Compensation of Officers*	$14,932	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	$991,963
Total Liabilities	$0
Net Assets	$991,963

Compensation

Key Employees and Officers	Compensation	Other
First Citizens Bank (Trustee)	$14,932	$0

990-PF

Filed on May 4, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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.
2015

Revenue

$67,990

Expenses

$73,942

Net Income

-$5,952

Net Assets

$971,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,233	6.2%
Dividends	$26,544	39.0%
Sales of Assets	$37,213	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,361	76.2%
Compensation of Officers*	$15,469	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$971,730
Total Liabilities	$0
Net Assets	$971,730

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$71,484

Expenses

$63,486

Net Income

$7,998

Net Assets

$978,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,773	6.7%
Dividends	$22,257	31.1%
Sales of Assets	$44,454	62.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,267	71.3%
Compensation of Officers*	$16,488	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$978,466
Total Liabilities	$0
Net Assets	$978,466

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$58,584

Expenses

$51,918

Net Income

$6,666

Net Assets

$971,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,889	10.1%
Dividends	$22,042	37.6%
Sales of Assets	$30,653	52.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,868	69.1%
Compensation of Officers*	$15,945	30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$971,343
Total Liabilities	$0
Net Assets	$971,343

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$48,896

Expenses

$78,382

Net Income

-$29,486

Net Assets

$963,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,826	16.0%
Dividends	$25,331	51.8%
Sales of Assets	$15,739	32.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,377	78.3%
Compensation of Officers*	$15,679	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	$963,833
Total Liabilities	$0
Net Assets	$963,833

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$49,883

Expenses

$58,625

Net Income

-$8,742

Net Assets

$992,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,164	14.4%
Dividends	$44,593	89.4%
Sales of Assets	$0
Other Income	$81	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,291	72.1%
Compensation of Officers*	$16,086	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$992,882
Total Liabilities	$0
Net Assets	$992,882

990

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

PDF

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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.

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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

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Updated March 23, 2026

Louise Bowen Morris Charitable Trus T Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $61.5k (2024)

Expenses $64.3k (2024)

Total Assets $925k (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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

Revenue

$61.5k (2024)

Expenses

$64.3k (2024)

Total Assets

$925k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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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.
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Fiscal Year Ending Dec.
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2001