William J & Shirley G Morgan Foundation

Houston, TX
Tax-exempt since March 1980
EIN: 74-2076642

Receive an email when new data is available for this organization.

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

$55.3k (2024)

Expenses

$4.46k (2024)

Total Assets

$964k (2024)

Total Liabilities

$28.5k (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 Nov.
2024

Revenue

$55,295

Expenses

$4,456

Net Income

$50,839

Net Assets

$935,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,868	75.7%
Sales of Assets	$3,265	5.9%
Other Income	$10,162	18.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$472	10.6%
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	$964,078
Total Liabilities	$28,498
Net Assets	$935,580

Compensation

Key Employees and Officers	Compensation	Other
Shirley G Morgan (Vice President)	$0	$0

990-PF

Filed on Oct. 16, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$45,420

Expenses

$22,300

Net Income

$23,120

Net Assets

$884,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,462	80.3%
Sales of Assets	-$820
Other Income	$9,778	21.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,585	47.5%
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	$904,497
Total Liabilities	$19,756
Net Assets	$884,741

Compensation

Key Employees and Officers	Compensation	Other
William J Morgan (President)	$0	$0
Shirley G Morgan (Vice President)	$0	$0

990-PF

Filed on Feb. 3, 2025

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2022

Revenue

$28,646

Expenses

$26,666

Net Income

$1,980

Net Assets

$861,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$685	2.4%
Interest Revenue	$0
Dividends	$24,276	84.7%
Sales of Assets	-$12,109
Other Income	$15,794	55.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,831	70.6%
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	$872,297
Total Liabilities	$10,676
Net Assets	$861,621

Compensation

Key Employees and Officers	Compensation	Other
William J Morgan (President)	$0	$0
Shirley G Morgan (Vice President)	$0	$0

990-PF

Filed on Oct. 16, 2023

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

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2021

Revenue

$24,982

Expenses

$319,815

Net Income

-$294,833

Net Assets

$859,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,139	> 100%
Sales of Assets	$2,109	8.4%
Other Income	-$3,266

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,340	98.3%
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	$870,009
Total Liabilities	$10,368
Net Assets	$859,641

Compensation

Key Employees and Officers	Compensation	Other
William J Morgan (President)	$0	$0
Shirley G Morgan (Vice President)	$0	$0

990-PF

Filed on Oct. 17, 2022

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2020

Revenue

$88,994

Expenses

$120,746

Net Income

-$31,752

Net Assets

$1,154,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$88,768	99.7%
Interest Revenue	$0
Dividends	$37,187	41.8%
Sales of Assets	$0
Other Income	$37,410	42.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,422	95.6%
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	$1,160,597
Total Liabilities	$6,123
Net Assets	$1,154,474

Compensation

Key Employees and Officers	Compensation	Other
William J Morgan (President)	$0	$0
Shirley G Morgan (Vice President)	$0	$0

990-PF

Filed on Oct. 15, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$46,274

Expenses

$421,522

Net Income

-$375,248

Net Assets

$1,186,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,691	3.7%
Interest Revenue	$0
Dividends	$55,217	> 100%
Sales of Assets	$5,001	10.8%
Other Income	-$15,635

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,832	98.2%
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	$1,187,662
Total Liabilities	$1,436
Net Assets	$1,186,226

990-PF

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

PDF

Fiscal Year Ending Nov.
2018

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 Nov.
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 Nov.
2015

Revenue

$274,148

Expenses

$130,873

Net Income

$143,275

Net Assets

$2,101,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$23,551	8.6%
Interest Revenue	$0
Dividends	$44,709	16.3%
Sales of Assets	$111,825	40.8%
Other Income	$94,063	34.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,868	83.2%
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	$2,107,964
Total Liabilities	$6,736
Net Assets	$2,101,228

990-PF

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

PDF

Fiscal Year Ending Nov.
2014

Revenue

$77,749

Expenses

$184,024

Net Income

-$106,275

Net Assets

$1,957,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,573	25.2%
Interest Revenue	$0
Dividends	$48,687	62.6%
Sales of Assets	$17,916	23.0%
Other Income	-$8,427

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,784	89.5%
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	$2,032,403
Total Liabilities	$74,450
Net Assets	$1,957,953

990-PF

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

PDF

Fiscal Year Ending Nov.
2013

Revenue

-$55,017

Expenses

$154,953

Net Income

-$209,970

Net Assets

$2,064,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,274
Interest Revenue	$0
Dividends	$55,691
Sales of Assets	$0
Other Income	-$126,519

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,515	97.1%
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	$2,064,228
Total Liabilities	$1
Net Assets	$2,064,227

990-PF

Filed on Dec. 30, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$44,094

Expenses

$72,721

Net Income

-$28,627

Net Assets

$2,274,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,048	13.7%
Interest Revenue	$0
Dividends	$54,987	> 100%
Sales of Assets	$0
Other Income	-$8,895

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,650	77.9%
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	$2,274,198
Total Liabilities	$0
Net Assets	$2,274,198

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2011

Revenue

$89,970

Expenses

$135,731

Net Income

-$45,761

Net Assets

$2,302,825

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,974	4.4%
Interest Revenue	$0
Dividends	$87,897	97.7%
Sales of Assets	$1,544	1.7%
Other Income	-$3,445

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,901	99.4%
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	$2,302,825
Total Liabilities	$0
Net Assets	$2,302,825

990-PF

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

PDF

Fiscal Year Ending Nov.
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 Nov.
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 Nov.
2008

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 Nov.
2007

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 Nov.
2006

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 Nov.
2005

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 Nov.
2004

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 Nov.
2003

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 Nov.
2002

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 Nov.
2001

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

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

William J & Shirley G Morgan Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $55.3k (2024)

Expenses $4.46k (2024)

Total Assets $964k (2024)

Total Liabilities $28.5k (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$55.3k (2024)

Expenses

$4.46k (2024)

Total Assets

$964k (2024)

Total Liabilities

$28.5k (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001