Nonprofit · EIN 55-6124041
BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL TRUST
Tax-exempt · PARKERSBURG, WV 26101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $47,988 | $34,257 | $13,731 | $506,875 | $0 | $506,875 |
| December 31, 2024 | 990-PF | $58,524 | $33,782 | $24,742 | $492,996 | $0 | $492,996 |
| December 31, 2023 | 990-PF | $13,298 | $36,734 | -$23,436 | $467,679 | $0 | $467,679 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,459
- Interest
- $610
- Net gain from sales of assets
- $29,919
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $8,014
- Disbursements for charitable purposes
- $31,493
- Excise tax on investment income
- $630
Balance sheet and other
- Total assets, start of year
- $492,996
- Total assets, end of year
- $506,875
- Total liabilities, end of year
- $0
- Net assets, end of year
- $506,875
- Fair market value of assets
- $722,450
- Qualifying distributions
- $31,493
- Net investment income
- $47,988
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 |
|---|---|---|---|
| UNITED BANK 514 MARKET STREET, PARKERSBURG, WV 26101 | TRUSTEE | 0 | $8,014 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNITED BANK 514 MARKET STREET, PARKERSBURG, WV 26101 | TRUSTEE | 0 | $7,598 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNITED BANK 514 MARKET STREET, PARKERSBURG, WV 26101 | TRUSTEE | 0 | $6,858 |
Address and contacts
- Address (IRS master file)
- 514 MARKET ST, PARKERSBURG, WV 26101-5341
- In care of
- % UNITED NATIONAL BANK
- Signed the 990-PF
- UNITED BANK, TRUSTEE
- Phone
- (304) 424-8800
- Return prepared by
- COKELEY & ASSOC PLLC
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
- 55-6124041
- 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)
- $506,875
- Income (IRS master file)
- $137,343
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $47,988 | $34,257 | $506,875 | IRS |
| 990-PF | December 2024 | $58,524 | $33,782 | $492,996 | IRS |
| 990-PF | December 2023 | $13,298 | $36,734 | $467,679 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 55-6124041).
Questions about BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL TRUST
- What is the EIN of BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL TRUST?
- The employer identification number (EIN) of BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL TRUST is 55-6124041.
- Is BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL 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 BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL 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 BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,014 (UNITED BANK, TRUSTEE).
- How much revenue does BYRON NEAL MORRIS AND SARA JOSEPHINE MORRIS MEMORIAL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $47,988, expenses of $34,257 and total assets of $506,875 at year end.
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