W D Morgan Trust Harleston National Bank Trustee
- Assets
- $2.9m
- Revenue
- -$89.8k
- Investments
- $2.8m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 00/0000
- Data as of
- 12/2022
- EIN
- 37-6026817
Organization Overview
W D Morgan Trust Harleston National Bank Trustee is located in Dallas, TX. The organization was established in 0000. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. W D Morgan Trust Harleston National Bank Trustee is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2020, W D Morgan Trust Harleston National Bank Trustee has awarded 28 individual grants totaling $587,454. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $57,790 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$147,620 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$89,830 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $37,782 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $16,359 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,643 |
| Total operating and administrative expenses | $58,284 |
| Contributions, gifts, grants paid | $162,225 |
| Total expenses and disbursements | $220,509 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $44,197 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,858,683 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, W D Morgan Trust Harleston National Bank Trustee has awarded $162,225 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
CHARLESTON PRESBYTERIAN CHURCH PURPOSE: HOME MISSIONS | $23,175 |
Mattoon, IL PURPOSE: UNRESTRICTED GENERAL | $23,175 |
CHARLESTON PRESBYTERIAN CHURCH PURPOSE: INCIDENTAL PURPOSES | $23,175 |
PRESBYTERY OF SOUTHEASTERN IL PURPOSE: UNRESTRICTED GENERAL | $23,175 |
EIU FOUNDATION PURPOSE: UNRESTRICTED GENERAL | $23,175 |
EAST CENTRAL ILLINOIS CHAPTER - PURPOSE: UNRESTRICTED GENERAL | $23,175 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Independent Opportunities Inc Of Oklahoma Tulsa, OK | $20,718,127 | $36,214,630 |
Sid W Richardson Foundation Fort Worth, TX | $543,405,327 | $35,826,736 |
Genesys Works Group Return Houston, TX | $10,607,341 | $22,553,959 |
Families & Children Together Inc El Dorado, AR | $3,440,326 | $10,725,537 |
Vilcap Inc Houston, TX | $5,374,554 | $9,179,521 |
Kleinheinz Family Foundation For The Arts And Education Fort Worth, TX | $0 | $13,876,382 |
My Possibilities Plano, TX | $35,881,798 | $10,188,118 |
Hardesty Family Foundation Inc Tulsa, OK | $132,895,698 | $5,904,373 |
Brent House Corporation New Orleans, LA | $2,513,163 | $4,974,916 |
Alternative Building Concepts Group Garland, TX | $15,770,911 | $6,819,117 |
Sheltering Harbour Houston, TX | $3,221,749 | $5,825,428 |
Pwa Coalition Of Dallas Inc Dallas, TX | $14,827,763 | $6,751,009 |