Byron Neal Morris & Sara Josephine
Byron Neal Morris & Sara Josephine is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARKERSBURG, WV. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $493K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$493K
+5.4% YoY
Annual Giving
$25K
-12.6% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$13K
-12.6% YoY
Under IRS private-foundation payout rules, Byron Neal Morris & Sara Josephine reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
About Byron Neal Morris & Sara Josephine
Based on IRS filings
Byron Neal Morris & Sara Josephine is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARKERSBURG, WV. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $493K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $17K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $492,996 | $467,679 | $490,912 |
| Revenue | $58,524 | $13,298 | $21,939 |
| Expenses | $33,782 | $36,734 | $59,437 |
| Qualifying Distributions | $31,215 | $34,336 | $56,461 |
| Net Investment Income | $17,461 | $11,817 | $19,541 |
| Distributable Amount | $32,168 | $28,981 | $25,241 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Shriners Hospital ($12,500), University of Charleston ($12,500).
| Recipient | Purpose | Amount |
|---|---|---|
| SHRINERS HOSPITAL TAMPA, FL | CHARITABLE | $12,500 |
| UNIVERSITY OF CHARLESTON CHARLESTON, WV | EDUCATIONAL | $12,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Byron Neal Morris & Sara Josephine?
Byron Neal Morris & Sara Josephine is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARKERSBURG, WV. It holds $493K in total assets as of 2024.
How large is Byron Neal Morris & Sara Josephine?
As of 2024, Byron Neal Morris & Sara Josephine holds $493K in total assets with $59K in annual revenue. It awarded 2 grants totaling $25K in 2024.
Where does Byron Neal Morris & Sara Josephine operate?
Byron Neal Morris & Sara Josephine has awarded grants in Florida, West Virginia.
What size grants does Byron Neal Morris & Sara Josephine award?
In 2024, Byron Neal Morris & Sara Josephine awarded 2 grants totaling $25K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Byron Neal Morris & Sara Josephine required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Byron Neal Morris & Sara Josephine reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Byron Neal Morris & Sara Josephine's EIN?
Byron Neal Morris & Sara Josephine's EIN (Employer Identification Number) is 55-6124041. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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