Nonprofit · EIN 43-6783275
WILLIAM D MORGAN CHARITABLE FOUNDATION
Tax-exempt · CHILLICOTHE, MO 64601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $933,786 | $181,636 | $752,150 | $2,994,461 | $0 | $2,994,461 |
| December 31, 2024 | 990-PF | $850,907 | $178,429 | $672,478 | $2,242,312 | $0 | $2,242,312 |
| December 31, 2023 | 990-PF | $256,677 | $182,673 | $74,004 | $1,558,001 | $0 | $1,558,001 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $110,888
- Net gain from sales of assets
- $822,898
Expenses
- Grants and similar amounts paid
- $113,731
- Compensation of officers, directors and key employees
- $21,655
- Disbursements for charitable purposes
- $135,386
- Excise tax on investment income
- $12,266
Balance sheet and other
- Total assets, start of year
- $2,242,312
- Total assets, end of year
- $2,994,461
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,994,461
- Fair market value of assets
- $3,454,207
- Qualifying distributions
- $135,386
- Net investment income
- $933,465
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOUTHERN BANK 515 WASHINGTON STREET, CHILLICOTHE, MO 64601 | TRUSTEE | 1 | $21,655 |
| R EDWARD MURPHY 3007 FREDERICK AVENUE, ST JOSEPH, MO 64506 | ADVISORY COM | 0 | $0 |
| GARY L MYERS 4810 LAKEWOOD DRIVE, ST JOSEPH, MO 64506 | ADVISORY COM | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOUTHERN BANK 515 WASHINGTON STREET, CHILLICOTHE, MO 64601 | TRUSTEE | 0 | $21,134 |
| R EDWARD MURPHY 3007 FREDERICK AVENUE, ST JOSEPH, MO 64506 | ADVISORY COM | 0 | $0 |
| GARY L MYERS 4810 LAKEWOOD DRIVE, ST JOSEPH, MO 64506 | ADVISORY COM | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK TRUST 515 WASHINGTON STREET, CHILLICOTHE, MO 64601 | TRUSTEE | 0 | $18,829 |
| R EDWARD MURPHY 3007 FREDERICK AVENUE, ST JOSEPH, MO 64506 | ADVISORY COM | 0 | $0 |
| GARY L MYERS 4810 LAKEWOOD DRIVE, ST JOSEPH, MO 64506 | ADVISORY COM | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 515 WASHINGTON STREET, CHILLICOTHE, MO 64601-2569
- In care of
- % CITIZENS BANK AND TRUST CO TTEE
- Signed the 990-PF
- TRUSTEE, TRUSTEE
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6783275
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,994,461
- Income (IRS master file)
- $2,394,171
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $933,786 | $181,636 | $2,994,461 | IRS |
| 990-PF | December 2024 | $850,907 | $178,429 | $2,242,312 | IRS |
| 990-PF | December 2023 | $256,677 | $182,673 | $1,558,001 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 43-6783275).
Questions about WILLIAM D MORGAN CHARITABLE FOUNDATION
- What is the EIN of WILLIAM D MORGAN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILLIAM D MORGAN CHARITABLE FOUNDATION is 43-6783275.
- Is WILLIAM D MORGAN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WILLIAM D MORGAN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM D MORGAN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM D MORGAN CHARITABLE FOUNDATION 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 WILLIAM D MORGAN CHARITABLE FOUNDATION 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 WILLIAM D MORGAN CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $21,655 (SOUTHERN BANK, TRUSTEE).
- How much revenue does WILLIAM D MORGAN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $933,786, expenses of $181,636 and total assets of $2,994,461 at year end.
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