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Nonprofit · EIN 38-7267158

JOSHUA R MORGAN CHARITABLE TR

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$1.1M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of JOSHUA R MORGAN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,142,975$1,488,699-$345,724$20,549,581$0$20,549,581
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$606,164
Net gain from sales of assets
$536,811

Expenses

Grants and similar amounts paid
$1,350,000
Compensation of officers, directors and key employees
$103,192
Disbursements for charitable purposes
$1,361,421
Excise tax on investment income
$14,266

Balance sheet and other

Total assets, start of year
$20,897,308
Total assets, end of year
$20,549,581
Total liabilities, end of year
$0
Net assets, end of year
$20,549,581
Fair market value of assets
$30,558,586
Qualifying distributions
$1,361,421
Net investment income
$1,140,417

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$103,192

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WELLS FARGO BANK NA TTEE
Signed the 990-PF
-, TRUSTEE
Phone
(888) 730-4933
Return prepared by
PWC US 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
38-7267158
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$20,549,581
Income (IRS master file)
$3,274,451

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,142,975$1,488,699$20,549,581XML
990-PFDecember 2021–––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 38-7267158).

Questions about JOSHUA R MORGAN CHARITABLE TR

What is the EIN of JOSHUA R MORGAN CHARITABLE TR?
The employer identification number (EIN) of JOSHUA R MORGAN CHARITABLE TR is 38-7267158.
Is JOSHUA R MORGAN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JOSHUA R MORGAN CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSHUA R MORGAN CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSHUA R MORGAN CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOSHUA R MORGAN CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $103,192 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does JOSHUA R MORGAN CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,142,975, expenses of $1,488,699 and total assets of $20,549,581 at year end.

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