Charles a Morgan Uw Fbo Westerly Hospital
Charles a Morgan Uw Fbo Westerly Hospital is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 1 grants totaling $202K. Net investment income was $410K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.5M
+4.3% YoY
Annual Giving
$202K
-1.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$202K
-1.3% YoY
About Charles a Morgan Uw Fbo Westerly Hospital
Based on IRS filings
Charles a Morgan Uw Fbo Westerly Hospital is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 1 grants totaling $202K. Net investment income was $410K.
Ready to take the next step with Charles a Morgan Uw Fbo Westerly Hospital?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,546,978 | $4,357,462 | $4,307,627 |
| Revenue | $455,697 | $175,599 | $-16,306 |
| Expenses | $268,997 | $263,515 | $277,782 |
| Qualifying Distributions | $225,003 | $225,831 | $223,347 |
| Net Investment Income | $410,046 | $126,416 | $57,460 |
| Distributable Amount | $252,183 | $237,796 | $220,365 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $57,232 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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