Byron Neal Morris & Sara Josephine Morris Memorial Trust Fund

Private foundation · Grantmaker Parkersburg, WV EIN: 55-6124041

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

CharlestonTampa

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

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

Shriners Hospital: $13KShriners Hospital$13KUniversity of Charleston: $13KUniversity of Charleston$13K

The largest 2025 recipient was Shriners Hospital ($13K). Together the top 2 received $25K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Shriners Hospital Tampa, FLCharitable$12,500
University of Charleston Charleston, WVEducational$12,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  5. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  6. 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

United Bank — Trustee: $8KUnited BankTrustee$8K

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.

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