STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CHARLES A MORGAN TR UW

Cite this

Plain text CHARLES A MORGAN TR UW. Strategy Studio, nonprofit organization profile, tax years 2013–2024. https://strategystudio.org/org/166375400. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). CHARLES A MORGAN TR UW [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/166375400

MLA “CHARLES A MORGAN TR UW.” Strategy Studio, tax years 2013–2024, https://strategystudio.org/org/166375400. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2013–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $456K · expenses $269K · assets $4.5M

EIN
16-6375400
Address
PO BOX 653067, DALLAS, TX 75265-3067
NTEE code
-
Subsection
501(c)(3)
Ruling year
1974
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Bank Of America Institution TRUSTEE2013-2024 $57,232$495,160 4368

People by year

2024 · 1 person listed · 1 paid, $57K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $57,232-- $57,2324368
2023 · 1 person listed · 1 paid, $53K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $52,731-- $52,7314368
2022 · 1 person listed · 1 paid, $49K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $48,914-- $48,9144368
2021 · 1 person listed · 1 paid, $53K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $52,597-- $52,5974368
2020 · 1 person listed · 1 paid, $53K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $53,395-- $53,3954368
2019 · 1 person listed · 1 paid, $47K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $46,528-- $46,5284368
2018 · 1 person listed · 1 paid, $46K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $45,602-- $45,6024368
2017 · 1 person listed · 1 paid, $47K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $47,246-- $47,2464368
2015 · 1 person listed · 1 paid, $43K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $42,725-- $42,7254368
2013 · 1 person listed · 1 paid, $48K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $48,190-- $48,1904368

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $202K
2023 · 1 grant to organizations · $204K
2022 · 1 grant to organizations · $203K
2021 · 1 grant to organizations · $193K
2020 · 1 grant to organizations · $182K
2019 · 1 grant to organizations · $178K
2018 · 1 grant to organizations · $174K
2017 · 1 grant to organizations · $171K
2015 · 1 grant to organizations · $171K
2013 · 1 grant to organizations · $166K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-09-30 · view filing · original 990 ↗
$455,697$268,997 $4,546,978$4,546,978 -- $57,232--
2023 · Form 990PF period ending 2024-09-30 · view filing · original 990 ↗
$175,599$263,515 $4,357,462$4,357,462 -- $52,731--
2022 · Form 990PF period ending 2023-09-30 · view filing · original 990 ↗
-$16,306$277,782 $4,307,627$4,307,627 -- $48,914--
2021 · Form 990PF period ending 2022-09-30 · view filing · original 990 ↗
$864,855$254,575 $4,501,122$4,501,122 -- $52,597--
2020 · Form 990PF period ending 2021-09-30 · view filing · original 990 ↗
$311,424$249,595 $4,603,014$4,603,014 -- $53,395--
2019 · Form 990PF period ending 2020-09-30 · view filing · original 990 ↗
$341,692$228,748 $3,993,768$3,993,768 -- $46,528--
2018 · Form 990PF period ending 2019-09-30 · view filing · original 990 ↗
$239,735$233,259 $3,894,368$3,894,368 -- $45,602--
2017 · Form 990PF period ending 2018-09-30 · view filing · original 990 ↗
$385,569$229,771 $3,937,489$3,937,489 -- $47,246--
2015 · Form 990PF period ending 2016-09-30 · view filing · original 990 ↗
$56,715$228,060 $3,654,327$3,654,327 -- $42,725--
2013 · Form 990PF period ending 2014-09-30 · view filing · original 990 ↗
$237,859$226,493 $3,682,539$3,682,539 -- $48,190--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

No similar organizations found.

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $268,997 spent · pay $57,232 · grants $201,560 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $201,560 74.9%
Pay: officers, directors, trustees $57,232 21.3%
Taxes $6,258 2.3%
Other expenses $2,697 1.0%
Fees: accounting $1,250 0.5%
Total$268,997100%

View the filing

2023 · Form 990PF · $263,515 spent · pay $52,731 · grants $204,189 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $204,189 77.5%
Pay: officers, directors, trustees $52,731 20.0%
Taxes $2,937 1.1%
Other expenses $2,408 0.9%
Fees: accounting $1,250 0.5%
Total$263,515100%

View the filing

2022 · Form 990PF · $277,782 spent · pay $48,914 · grants $203,231 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $203,231 73.2%
Pay: officers, directors, trustees $48,914 17.6%
Taxes $21,921 7.9%
Other expenses $2,466 0.9%
Fees: accounting $1,250 0.4%
Total$277,782100%

View the filing

2021 · Form 990PF · $254,575 spent · pay $52,597 · grants $193,183 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $193,183 75.9%
Pay: officers, directors, trustees $52,597 20.7%
Taxes $4,981 2.0%
Other expenses $2,564 1.0%
Fees: accounting $1,250 0.5%
Total$254,575100%

View the filing

2020 · Form 990PF · $249,595 spent · pay $53,395 · grants $182,470 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $182,470 73.1%
Pay: officers, directors, trustees $53,395 21.4%
Taxes $10,838 4.3%
Other expenses $1,642 0.7%
Fees: accounting $1,250 0.5%
Total$249,595100%

View the filing

2019 · Form 990PF · $228,748 spent · pay $46,528 · grants $178,108 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $178,108 77.9%
Pay: officers, directors, trustees $46,528 20.3%
Taxes $1,814 0.8%
Fees: accounting $1,250 0.5%
Other expenses $1,048 0.5%
Total$228,748100%

View the filing

2018 · Form 990PF · $233,259 spent · pay $45,602 · grants $173,855 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $173,855 74.5%
Pay: officers, directors, trustees $45,602 19.5%
Taxes $11,570 5.0%
Fees: accounting $1,250 0.5%
Other expenses $982 0.4%
Total$233,259100%

View the filing

2017 · Form 990PF · $229,771 spent · pay $47,246 · grants $170,510 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $170,510 74.2%
Pay: officers, directors, trustees $47,246 20.6%
Taxes $9,819 4.3%
Fees: accounting $1,250 0.5%
Other expenses $946 0.4%
Total$229,771100%

View the filing

2015 · Form 990PF · $228,060 spent · pay $42,725 · grants $171,207 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $171,207 75.1%
Pay: officers, directors, trustees $42,725 18.7%
Taxes $11,910 5.2%
Fees: accounting $1,250 0.5%
Other expenses $968 0.4%
Total$228,060100%

View the filing

2013 · Form 990PF · $226,493 spent · pay $48,190 · grants $166,288 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $166,288 73.4%
Pay: officers, directors, trustees $48,190 21.3%
Taxes $10,715 4.7%
Fees: accounting $1,250 0.6%
Other expenses $50 0.0%
Total$226,493100%

View the filing