Anna L Morgan Family Trust

Dallas, TX
Tax-exempt since Aug. 2000
EIN: 95-7078666

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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

$50.9k (2025)

Expenses

$38.4k (2025)

Total Assets

$538k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 March
2025

Revenue

$50,895

Expenses

$38,404

Net Income

$12,491

Net Assets

$538,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,478	30.4%
Sales of Assets	$35,417	69.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,560	82.2%
Compensation of Officers*	$9,364	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	$538,455
Total Liabilities	$0
Net Assets	$538,455

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,350	$0

990-PF

Filed on Aug. 5, 2025

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

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Fiscal Year Ending March
2024

Revenue

$20,841

Expenses

$30,130

Net Income

-$9,289

Net Assets

$524,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,776	66.1%
Sales of Assets	$4,128	19.8%
Other Income	$2,937	14.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,567	81.5%
Compensation of Officers*	$8,087	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$524,591
Total Liabilities	$0
Net Assets	$524,591

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,087	$0

990-PF

Filed on July 18, 2024

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

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XML

Fiscal Year Ending March
2023

Revenue

-$11,267

Expenses

$40,752

Net Income

-$52,019

Net Assets

$531,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,149
Sales of Assets	-$22,416
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,919	75.9%
Compensation of Officers*	$8,291	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	$531,214
Total Liabilities	$0
Net Assets	$531,214

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,291	$0

990-PF

Filed on June 29, 2023

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

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Fiscal Year Ending March
2022

Revenue

$118,311

Expenses

$43,544

Net Income

$74,767

Net Assets

$582,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,556	9.8%
Sales of Assets	$106,755	90.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,551	83.9%
Compensation of Officers*	$9,921	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$582,360
Total Liabilities	$0
Net Assets	$582,360

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,921	$0

990-PF

Filed on May 23, 2022

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

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XML

Fiscal Year Ending March
2021

Revenue

$39,221

Expenses

$30,886

Net Income

$8,335

Net Assets

$562,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,458	24.1%
Sales of Assets	$29,763	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,260	78.5%
Compensation of Officers*	$8,487	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$562,003
Total Liabilities	$1
Net Assets	$562,002

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,487	$0

990-PF

Filed on June 21, 2021

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

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Fiscal Year Ending March
2020

Revenue

$41,263

Expenses

$31,180

Net Income

$10,083

Net Assets

$492,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,628	30.6%
Sales of Assets	$28,449	68.9%
Other Income	$186	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,925	83.1%
Compensation of Officers*	$8,074	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	$492,394
Total Liabilities	$1
Net Assets	$492,393

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,074	$0

990-PF

Filed on July 2, 2020

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

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Fiscal Year Ending March
2019

Revenue

$27,167

Expenses

$34,026

Net Income

-$6,859

Net Assets

$492,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,780	39.7%
Sales of Assets	$16,387	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,512	80.9%
Compensation of Officers*	$7,641	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$492,767
Total Liabilities	$0
Net Assets	$492,767

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,641	$0

990-PF

Filed on June 10, 2019

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

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Fiscal Year Ending March
2018

Revenue

$50,801

Expenses

$32,463

Net Income

$18,338

Net Assets

$505,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,631	20.9%
Sales of Assets	$40,170	79.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,955	83.0%
Compensation of Officers*	$7,701	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	$505,963
Total Liabilities	$0
Net Assets	$505,963

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,701	$0

990-PF

Filed on June 27, 2018

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

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Fiscal Year Ending March
2017

Revenue

$20,326

Expenses

$28,545

Net Income

-$8,219

Net Assets

$488,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,459	51.5%
Sales of Assets	$9,867	48.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,631	82.8%
Compensation of Officers*	$7,126	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$488,726
Total Liabilities	$0
Net Assets	$488,726

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,126	$0

990-PF

Filed on June 1, 2017

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

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Fiscal Year Ending March
2016

Revenue

$6,444

Expenses

$31,412

Net Income

-$24,968

Net Assets

$489,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,278	> 100%
Sales of Assets	-$6,155
Other Income	$321	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,571	84.6%
Compensation of Officers*	$7,276	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$489,777
Total Liabilities	$0
Net Assets	$489,777

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,276	$0

990-PF

Filed on June 9, 2016

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

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Fiscal Year Ending March
2015

Revenue

$20,972

Expenses

$48,748

Net Income

-$27,776

Net Assets

$511,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,296	53.9%
Sales of Assets	$9,676	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,208	88.6%
Compensation of Officers*	$8,052	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$511,963
Total Liabilities	$0
Net Assets	$511,963

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,052	$0

990-PF

Filed on July 2, 2015

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

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Fiscal Year Ending March
2014

Revenue

$36,803

Expenses

$33,457

Net Income

$3,346

Net Assets

$537,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,783	29.3%
Sales of Assets	$26,106	70.9%
Other Income	-$86

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,879	80.3%
Compensation of Officers*	$7,819	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	$537,457
Total Liabilities	$0
Net Assets	$537,457

990-PF

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

PDF

Fiscal Year Ending March
2013

Revenue

$50,041

Expenses

$16,575

Net Income

$33,466

Net Assets

$525,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,449	26.9%
Sales of Assets	$36,592	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,800	77.2%
Compensation of Officers*	$5,593	33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$525,208
Total Liabilities	$0
Net Assets	$525,208

990-PF

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

PDF

Fiscal Year Ending March
2012

Revenue

$33,407

Expenses

$47,936

Net Income

-$14,529

Net Assets

$494,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,543	55.5%
Sales of Assets	$14,864	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,283	92.4%
Compensation of Officers*	$5,040	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$494,923
Total Liabilities	$0
Net Assets	$494,923

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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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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Updated March 23, 2026

Anna L Morgan Family Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $50.9k (2025)

Expenses $38.4k (2025)

Total Assets $538k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$50.9k (2025)

Expenses

$38.4k (2025)

Total Assets

$538k (2025)

Total Liabilities

$0 (2025)

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2025

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