Sarah Morgan Trust Ua 14 406281120

Dallas, TX
EIN: 06-6029097

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 Sept.
2025

Revenue

$57,178

Expenses

$37,337

Net Income

$19,841

Net Assets

$588,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,605	29.0%
Sales of Assets	$40,573	71.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,556	79.2%
Compensation of Officers*	$9,948	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$588,945
Total Liabilities	$0
Net Assets	$588,945

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,948	$0

990-PF

Filed on Jan. 31, 2026

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$22,349

Expenses

$39,051

Net Income

-$16,702

Net Assets

$567,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,457	69.2%
Sales of Assets	$5,554	24.9%
Other Income	$1,338	6.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,860	81.6%
Compensation of Officers*	$9,157	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$567,887
Total Liabilities	$0
Net Assets	$567,887

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,157	$0

990-PF

Filed on Jan. 23, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

-$4,698

Expenses

$33,982

Net Income

-$38,680

Net Assets

$565,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,812
Sales of Assets	-$17,510
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,765	72.9%
Compensation of Officers*	$8,518	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$565,730
Total Liabilities	$0
Net Assets	$565,730

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,518	$0

990-PF

Filed on Jan. 31, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$116,683

Expenses

$46,003

Net Income

$70,680

Net Assets

$593,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,314	10.6%
Sales of Assets	$104,369	89.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,567	83.8%
Compensation of Officers*	$9,555	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$593,341
Total Liabilities	$0
Net Assets	$593,341

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,555	$0

990-PF

Filed on Feb. 2, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$39,728

Expenses

$39,245

Net Income

$483

Net Assets

$618,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,394	26.2%
Sales of Assets	$29,334	73.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,612	78.0%
Compensation of Officers*	$9,863	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$618,228
Total Liabilities	$1
Net Assets	$618,227

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$9,863	$0

990-PF

Filed on Dec. 8, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$49,421

Expenses

$34,035

Net Income

$15,386

Net Assets

$542,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,054	24.4%
Sales of Assets	$36,884	74.6%
Other Income	$483	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,909	82.0%
Compensation of Officers*	$8,348	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$542,190
Total Liabilities	$1
Net Assets	$542,189

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,348	$0

990-PF

Filed on Nov. 30, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$35,395

Expenses

$37,576

Net Income

-$2,181

Net Assets

$528,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,355	34.9%
Sales of Assets	$23,040	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,023	79.9%
Compensation of Officers*	$8,180	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	$528,836
Total Liabilities	$0
Net Assets	$528,836

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,180	$0

990-PF

Filed on Dec. 9, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$53,363

Expenses

$36,726

Net Income

$16,637

Net Assets

$538,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,406	19.5%
Sales of Assets	$42,957	80.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,729	80.9%
Compensation of Officers*	$8,576	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$538,370
Total Liabilities	$0
Net Assets	$538,370

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,576	$0

990-PF

Filed on Dec. 10, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$27,467

Expenses

$33,390

Net Income

-$5,923

Net Assets

$520,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,622	42.3%
Sales of Assets	$15,845	57.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,173	81.4%
Compensation of Officers*	$7,952	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	$520,695
Total Liabilities	$0
Net Assets	$520,695

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,952	$0

990-PF

Filed on Dec. 4, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2016

Revenue

$7,462

Expenses

$31,365

Net Income

-$23,903

Net Assets

$515,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,658	> 100%
Sales of Assets	-$6,196
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,153	83.4%
Compensation of Officers*	$7,610	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$515,391
Total Liabilities	$0
Net Assets	$515,391

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,610	$0

990-PF

Filed on Nov. 2, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$19,644

Expenses

$35,645

Net Income

-$16,001

Net Assets

$542,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,237	62.3%
Sales of Assets	$6,971	35.5%
Other Income	$436	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,208	84.7%
Compensation of Officers*	$8,409	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$542,083
Total Liabilities	$0
Net Assets	$542,083

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,409	$0

990-PF

Filed on Nov. 2, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$18,995

Expenses

$35,466

Net Income

-$16,471

Net Assets

$555,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,050	63.4%
Sales of Assets	$6,945	36.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,040	81.9%
Compensation of Officers*	$8,613	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$555,229
Total Liabilities	$0
Net Assets	$555,229

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,613	$0

990-PF

Filed on Dec. 2, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2013

Revenue

$71,431

Expenses

$34,390

Net Income

$37,041

Net Assets

$560,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,638	27.5%
Sales of Assets	$51,806	72.5%
Other Income	-$13

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,209	84.9%
Compensation of Officers*	$8,088	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$560,875
Total Liabilities	$0
Net Assets	$560,875

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$45,835

Expenses

$35,676

Net Income

$10,159

Net Assets

$561,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,260	31.1%
Sales of Assets	$31,861	69.5%
Other Income	-$286

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,543	82.8%
Compensation of Officers*	$7,068	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$561,061
Total Liabilities	$0
Net Assets	$561,061

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$48,442

Expenses

$26,616

Net Income

$21,826

Net Assets

$548,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,267	27.4%
Sales of Assets	$34,894	72.0%
Other Income	$281	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,888	82.2%
Compensation of Officers*	$6,884	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	$548,680
Total Liabilities	$0
Net Assets	$548,680

990-PF

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

PDF

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
2008

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 Sept.
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 Sept.
2006

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 Sept.
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 Sept.
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 Sept.
2002

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.

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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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Raw filing data. Includes EINs and summary financials as structured data.
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Updated April 20, 2026

Sarah Morgan Trust Ua 14 406281120

Organization summary

Type of Nonprofit

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Compensation

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

Extracted Financial Data from Form 990-PF

Document Links

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.
2002