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Floy H Van Nuys Tr Uw 33 L004000

Morgan Charles G Ttee

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$118k (2023)

Expenses
$282k (2023)

Total Assets
$3.67M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$118,072
Expenses
$281,941
Net Income
-$163,869
Net Assets
$3,671,760
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $96,744
81.9%
Sales of Assets $5,004
4.2%
Other Income $16,324
13.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $228,437
81.0%
Compensation of Officers* $67,601
24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,671,760
Total Liabilities $0
Net Assets $3,671,760
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Co Trustee) $40,330 $0
Charles G Morgan (Co Trustee) $27,271 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$111,219
Expenses
$355,889
Net Income
-$244,670
Net Assets
$3,831,861
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $84,529
76.0%
Sales of Assets $26,690
24.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $266,005
74.7%
Compensation of Officers* $70,612
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 $3,831,861
Total Liabilities $0
Net Assets $3,831,861
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Co Trustee) $42,367 $0
Charles G Morgan (Co Trustee) $28,245 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,287,279
Expenses
$255,764
Net Income
$1,031,515
Net Assets
$4,076,223
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $89,146
6.9%
Sales of Assets $1,198,088
93.1%
Other Income $45
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $193,966
75.8%
Compensation of Officers* $79,517
31.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,076,223
Total Liabilities $0
Net Assets $4,076,223
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Co Trustee) $47,710 $0
Charles G Morgan (Co Trustee) $31,807 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,878
Expenses
$265,252
Net Income
-$201,374
Net Assets
$3,067,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $76,853
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $214,509
80.9%
Compensation of Officers* $64,714
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 $3,068,000
Total Liabilities $1
Net Assets $3,067,999
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Co Trustee) $38,828 $0
Charles G Morgan (Co Trustee) $25,886 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,716
Expenses
$269,166
Net Income
-$139,450
Net Assets
$3,248,471
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $99,747
76.9%
Sales of Assets $29,969
23.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $216,706
80.5%
Compensation of Officers* $65,599
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 $3,248,471
Total Liabilities $0
Net Assets $3,248,471

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$546,879
Expenses
$275,889
Net Income
$270,990
Net Assets
$3,747,425
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $103,139
18.9%
Sales of Assets $442,224
80.9%
Other Income $1,516
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,330
81.3%
Compensation of Officers* $66,810
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,747,425
Total Liabilities $0
Net Assets $3,747,425

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,996
Expenses
$251,941
Net Income
-$125,945
Net Assets
$3,477,401
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $111,029
88.1%
Sales of Assets $10,598
8.4%
Other Income $4,369
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,819
78.9%
Compensation of Officers* $68,464
27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,477,401
Total Liabilities $0
Net Assets $3,477,401

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$470,354
Expenses
$279,386
Net Income
$190,968
Net Assets
$3,604,974
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $108,622
23.1%
Sales of Assets $361,732
76.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $205,042
73.4%
Compensation of Officers* $64,006
22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,604,974
Total Liabilities $0
Net Assets $3,604,974

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$687,876
Expenses
$217,070
Net Income
$470,806
Net Assets
$3,414,689
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $108,922
15.8%
Sales of Assets $577,407
83.9%
Other Income $1,547
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,698
78.6%
Compensation of Officers* $60,780
28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,414,689
Total Liabilities $0
Net Assets $3,414,689

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,616
Expenses
$250,927
Net Income
-$134,311
Net Assets
$2,948,064
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $95,429
81.8%
Sales of Assets $0
Other Income $22,610
19.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $204,249
81.4%
Compensation of Officers* $60,552
24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,948,064
Total Liabilities $0
Net Assets $2,948,064

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About 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.

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