Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund
Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund is a private foundation, based in Parkersburg, WV. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $507K in total assets. In 2025, it awarded 2 grants totaling $25K. Net investment income was $45K.
Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund at a glance
In short: Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund gave $25K across 2 grants in 2025 (avg $13K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $12,500
- +0.0% vs 2024
- Median grant
- $12,500
- Total assets
- $506,875
- +2.8% vs 2024
- Primary geography
- Florida (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Shriners Hospital ($13K). Together the top 2 received $25K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund gives
- Giving fell 49% from 2022 to 2025. Method
- In 2025 it paid out 93% 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 2021 to 2025, annual grant giving ranged from $7K (2021) to $49K (2022). In 2025 it made 2 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospital Tampa, FL | Charitable | $12,500 |
| University of Charleston Charleston, WV | Educational | $12,500 |
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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 | $506,875 | $47,988 | $34,257 | $25,000 | 2 | $31,493 | $45,317 | $33,708 |
| 2024 | $492,996 | $58,524 | $33,782 | $25,000 | 2 | $31,215 | $17,461 | $32,168 |
| 2023 | $467,679 | $13,298 | $36,734 | $28,614 | 2 | $34,336 | $11,817 | $28,981 |
| 2022 | $490,912 | $21,939 | $59,437 | $49,166 | 2 | $56,461 | $19,541 | $25,241 |
| 2021 | $528,410 | $32,686 | $15,419 | $7,146 | 2 | $12,506 | $30,046 | $34,386 |
Under IRS private-foundation payout rules, Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund's only listed officer is United Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
United Bank
Trustee
On filings since 2021
$8K (2021) → $8K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $8K, to United Bank (Trustee).
Frequently asked questions about Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund
How much does Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund give each year?
Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund gave $25K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 2 grants.
How large is Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund?
Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund reported $507K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $34K (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 Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund operate?
Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund has awarded grants in Florida, West Virginia.
What is Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund's EIN?
Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund's EIN (Employer Identification Number) is 55-6124041. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund funds
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