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.
Key facts about Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund
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.
- EIN
- 55-6124041
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $25,000
- Grants made (2025)
- 2
- Average grant
- $12,500
- Median grant
- $12,500
- Total assets
- $506,875
- Primary geography
- Florida (50% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$507K
+2.8% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$13K
+0.0% YoY
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.
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.
Ready to take the next step with Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospital Tampa, FL | Charitable | $12,500 |
| University of Charleston Charleston, WV | Educational | $12,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $506,875 | $492,996 | $467,679 |
| Revenue | $47,988 | $58,524 | $13,298 |
| Expenses | $34,257 | $33,782 | $36,734 |
| Qualifying Distributions | $31,493 | $31,215 | $34,336 |
| Net Investment Income | $45,317 | $17,461 | $11,817 |
| Distributable Amount | $33,708 | $32,168 | $28,981 |
Data update history
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
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.
Here's the math on researching Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund by hand.
Explore Open Grants
Browse active grant opportunities in Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in West Virginia
W E Stone Foundation
Wheeling, WV
Assets
$813K
Grants
9
Total Given
$85K
Pumpkin Foundation
Cape Coral, FL
The foundation supports arts and music, education, children’s services, and humanitarian organizations, with 2025 grants ranging from $1,000 to $250,000 and a median of $25,000. Based in Florida, it gave mostly to organizations in Florida and New York, with additional grants in other states; it funds only preselected charities and does not accept unsolicited requests.
Assets
$3.3M
Grants
14
Total Given
$516K
Bernard H and Blanche E Jacobson Foundation
Charleston, WV
The foundation funds education, arts and culture, animal welfare, relief, health, civic improvement, and youth programs, with a preference for organizations in West Virginia or the Kanawha Valley. Its 2025 grants ranged from $5,000 to $50,000, with a median of $15,000. Grant-seekers can contact Trustee Christopher J. Winton; no specific application form is required, and trustees generally consider requests quarterly.
Assets
$4.6M
Grants
25
Total Given
$435K
Albert a Christ Scholarship Fund 1403
Wheeling, WV
The Albert A Christ Scholarship Fund supports scholarships, with reported giving of about $244,000 in 2025; its grant went to a recipient in Wheeling, West Virginia. It does not accept unsolicited requests and gives only to preselected charitable organizations.
Assets
$3.3M
Grants
1
Total Given
$243K
Munawwar Jehan Education Foundation Inc
Ashburn, VA
Assets
$309K
Grants
1
Total Given
$5K
McJunkin Family Foundation Truist Foundations and Endowment Spec Pract Tr
Orlando, FL
The foundation’s past grants supported charitable organizations, including food and hunger relief, emergency assistance, and community philanthropy, primarily in West Virginia, with some funding in New York and Iowa. Most regular grants were small (median $2,000 in 2023), but it has wound down and transferred its remaining assets, so it is no longer making grants. The final filing did not list application requirements or deadlines, but these are not current guidance.
Assets
—
Grants
15
Total Given
$350K
Beckley Area Foundation Inc
Beckley, WV
The foundation supports nonprofits and public organizations working in education, health and human services, arts, recreation, animal services, beautification and other community needs. Its 2025 grants ranged from about $5,000 to $142,000, with a median near $10,000, and Community Grant Program projects must directly benefit Raleigh County, West Virginia; applications are submitted through its grant portal, but whether it accepts unsolicited requests is not stated.
Assets
$79.2M
Grants
81
Total Given
$1.8M
Charleston Area Medical Center Inc
Charleston, WV
Striving to provide the best health care to every patient, every day.
Assets
$1.8B
Grants
4
Total Given
$264K
West Virginia University Research Corporation
Morgantown, WV
West Virginia University Research Corporation primarily supports research, public service, instruction, and capital projects connected to WVU, including work in health, engineering, energy, sustainability, and aerospace. In 2025 it made 150 grants, with a median of about $63,000 and amounts ranging from about $5,500 to $7.5 million; nearly half of grant dollars went to West Virginia recipients. The profile does not state whether it accepts unsolicited requests.
Assets
$179.7M
Grants
150
Total Given
$30.3M
Roy Chambers Foundation
Wheeling, WV
Assets
$713K
Grants
336
Total Given
$62K
Ethel N Bowen Foundation
Bluefield, WV
The foundation funds scholarships, education, and community programs, with most grants going to West Virginia and Virginia and smaller amounts to nearby states. Its 2024 grants ranged from $350 to $25,000, with a median of $2,000. Organizations do not need a particular application, and there is no deadline for organizational requests.
Assets
$14.6M
Grants
321
Total Given
$795K
The Greater Kanawha Valley Foundation
Charleston, WV
The Greater Kanawha Valley Foundation funds community needs through priorities including economic development, education, health, arts and culture, and basic needs. Its 2024 grants ranged from $5,075 to $828,533, with a median of $30,000, and generally serve Boone, Clay, Fayette, Kanawha, Lincoln, and Putnam counties in West Virginia. Discretionary applications are by invitation after contacting a Program Officer, though some annual opportunities are open calls.
Assets
$348.4M
Grants
239
Total Given
$13.8M
More Funders in West Virginia
Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund down — hundreds of funders to go?