Caddiss Morriss FBO W Morriss
Caddiss Morriss FBO W Morriss is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 1 grant totaling $180K. Net investment income was $263K.
Caddiss Morriss FBO W Morriss at a glance
In short: Caddiss Morriss FBO W Morriss gave $180K across 1 grant in 2025 (avg $180K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $180,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $180,000
- +0.0% vs 2024
- Median grant
- $180,000
- Total assets
- $2,983,741
- +2.5% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Caddiss Morriss FBO W Morriss funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Richmond ($180K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Caddiss Morriss FBO W Morriss gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 99% 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 2025, annual grant giving ranged from $30K (2019) to $190K (2022). In 2025 it made 1 grant totaling $180K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Richmond Richmond, VA | Scholarship | $180,000 |
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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 | $2,983,741 | $313,502 | $237,461 | $180,000 | 1 | $186,308 | $263,482 | $187,715 |
| 2024 | $2,910,037 | $169,037 | $236,193 | $180,000 | 1 | $186,204 | $117,928 | $182,929 |
| 2023 | $2,975,422 | $170,246 | $230,960 | $180,000 | 1 | $185,702 | $122,215 | $168,337 |
| 2022 | $3,040,164 | $105,799 | $248,004 | $190,000 | 1 | $195,890 | $83,313 | $178,867 |
| 2021 | $3,182,623 | $390,858 | $176,687 | $120,000 | 1 | $126,259 | $341,893 | $196,233 |
| 2020 | $2,968,270 | $208,732 | $77,697 | $30,000 | 1 | — | $167,407 | $162,033 |
| 2019 | $2,838,132 | $159,251 | $62,822 | $30,000 | 1 | — | $134,676 | $152,980 |
Under IRS private-foundation payout rules, Caddiss Morriss FBO W Morriss reported a distributable amount of $188K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Caddiss Morriss FBO W Morriss's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$24K (2019) → $50K (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 $50K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Caddiss Morriss FBO W Morriss
How much does Caddiss Morriss FBO W Morriss give each year?
Caddiss Morriss FBO W Morriss gave $180K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $180K across 1 grant.
How large is Caddiss Morriss FBO W Morriss?
Caddiss Morriss FBO W Morriss reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $186K in qualifying distributions that year, against a required minimum of $188K (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 Caddiss Morriss FBO W Morriss operate?
Caddiss Morriss FBO W Morriss has awarded grants in Virginia.
What is Caddiss Morriss FBO W Morriss's EIN?
Caddiss Morriss FBO W Morriss's EIN (Employer Identification Number) is 56-6577907. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 9, 2024)
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