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Nonprofit · EIN 23-7700530

BETTY R MORRISON TRUST

Also known as MICHAELS JEAN M TTEE

Tax-exempt · BLOOMSBURG, PA 17815

Financials

$8K$11K2023$11K$10K2024$13K$11K2025
Revenue Expenses · by fiscal year end
Financials of BETTY R MORRISON TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$13,415$10,970$2,445$150,945$0$150,945
December 31, 2024990-PF$11,485$9,969$1,516$148,500$0$148,500
December 31, 2023990-PF$8,054$10,816-$2,762$146,983$0$146,983
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,938
Net gain from sales of assets
$7,477

Expenses

Grants and similar amounts paid
$7,982
Compensation of officers, directors and key employees
$1,933
Disbursements for charitable purposes
$9,324
Excise tax on investment income
$168

Balance sheet and other

Total assets, start of year
$148,500
Total assets, end of year
$150,945
Total liabilities, end of year
$0
Net assets, end of year
$150,945
Fair market value of assets
$199,608
Qualifying distributions
$9,324
Net investment income
$13,415

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOURNEY BANK
1199 LIGHTSTREET RD, BLOOMSBURG, PA 17815
CO-TRUSTEE5$1,933
JOHN BARTON
230 WEST 11TH ST, BLOOMSBURG, PA 17815
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JOURNEY BANK
1199 LIGHTSTREET RD, BLOOMSBURG, PA 17815
CO-TRUSTEE5$1,828
JOHN BARTON
230 WEST 11TH ST, BLOOMSBURG, PA 17815
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOURNEY BANK
1199 LIGHTSTREET RD, BLOOMSBURG, PA 17815
CO-TRUSTEE5$1,711
JOHN BARTON
230 WEST 11TH ST, BLOOMSBURG, PA 17815
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
1199 LIGHTSTREET RD, BLOOMSBURG, PA 17815-9575
In care of
% FCBT
Signed the 990-PF
ANGELA CROSSLEY, VICE PRESIDENT
Phone
(570) 387-7146
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-7700530
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$150,945
Income (IRS master file)
$13,415

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$13,415$10,970$150,945IRS
990-PFDecember 2024$11,485$9,969$148,500IRS
990-PFDecember 2023$8,054$10,816$146,983XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7700530).

Questions about BETTY R MORRISON TRUST

What is the EIN of BETTY R MORRISON TRUST?
The employer identification number (EIN) of BETTY R MORRISON TRUST is 23-7700530.
Is BETTY R MORRISON TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to BETTY R MORRISON TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BETTY R MORRISON TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of BETTY R MORRISON TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BETTY R MORRISON TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BETTY R MORRISON TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $1,933 (JOURNEY BANK, CO-TRUSTEE).
How much revenue does BETTY R MORRISON TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,415, expenses of $10,970 and total assets of $150,945 at year end.

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