Charles a Morgan Uw Fbo Westerly Hospital

DALLAS, TX EIN: 16-6375400

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

New London

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$238K$476K$714K$951K20212022202320242025
Metric202520242023
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

$0$51K$102K$153K$204K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

LMW HEALTHCARE INC$202K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

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

BANK OF AMERICATRUSTEE$57K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$57,232

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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