Barbara Morgan Memorial Trust
Barbara Morgan Memorial Trust is a private foundation, based in Columbus, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $85K in total assets. In 2025, it made $5K in qualifying distributions. Net investment income was $9K.
Barbara Morgan Memorial Trust at a glance
- Total assets
- $85,232
- +5.1% vs 2024
- Revenue (2025)
- $9,409
- +94.2% vs 2024
- Qualifying distributions (2025)
- $4,850
- +0.0% vs 2024
- Expenses (2025)
- $5,310
- -2.0% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Barbara Morgan Memorial Trust funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Barbara Morgan Memorial Trust gives
- Giving fell 44% from 2020 to 2023. Method
- In 2025 it paid out 68% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $3K (2022) to $7K (2020). In 2023 it made 3 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| North Elementary Birch Run, MI | General Operating | $1,790 |
| Hemmeter Parent Teacher Council Saginaw, MI | General Operating | $1,500 |
| Saginaw Arts & Science Adademy Columbus, OH | General Operating | $895 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $85,232 | $9,409 | $5,310 | — | — | $4,850 | $8,972 | $7,085 |
| 2024 | $81,129 | $4,845 | $5,417 | — | — | $4,850 | $4,415 | $6,682 |
| 2023 | $81,730 | $7,543 | $9,511 | $4,185 | 3 | $9,044 | $7,109 | $6,052 |
| 2022 | $83,660 | $4,817 | $8,125 | $2,690 | 2 | $7,558 | $4,384 | $6,316 |
| 2021 | $86,873 | $6,960 | $5,279 | — | — | $4,850 | $6,412 | $6,981 |
| 2020 | $85,256 | $3,404 | $12,676 | $7,477 | 6 | — | $2,869 | $6,005 |
| 2019 | $94,553 | $7,523 | $9,608 | $4,365 | 4 | — | $6,596 | $6,136 |
Under IRS private-foundation payout rules, Barbara Morgan Memorial Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Barbara Morgan Memorial Trust's only listed officer is Huntington National Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Huntington National Bank
Trustee
On filings since 2019
1 hr/week
$4K (2019) → $4K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Huntington National Bank (Trustee).
Frequently asked questions about Barbara Morgan Memorial Trust
How large is Barbara Morgan Memorial Trust?
Barbara Morgan Memorial Trust reported $85K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Barbara Morgan Memorial Trust operate?
Barbara Morgan Memorial Trust has awarded grants in Michigan, Ohio.
What is Barbara Morgan Memorial Trust's EIN?
Barbara Morgan Memorial Trust's EIN (Employer Identification Number) is 38-3413062. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Barbara Morgan Memorial Trust funds
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