Charles a Morgan Uw Fbo Westerly Hospital

DALLAS, TX EIN: 16-6375400

Health In-patient medical care Hospital care

Charles a Morgan Uw Fbo Westerly Hospital is a private foundation focused on Health, 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

+0.0% YoY

Avg Grant Size

$202K

-1.3% YoY

Under IRS private-foundation payout rules, Charles a Morgan Uw Fbo Westerly Hospital reported a distributable amount of $252K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles a Morgan Uw Fbo Westerly Hospital

Based on IRS filings

Focus Areas

Health In-patient medical care Hospital care

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $985K (100%)

States

Connecticut

Cities

New London

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2025 grants, the largest include Lmw Healthcare Inc ($201,560).

Recipient	Purpose	Amount
LMW HEALTHCARE INC NEW LONDON, CT	UNRESTRICTED GENERAL	$201,560

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

Subject Areas

Focus areas based on grantmaking activity

Health In-patient medical care Hospital care

Frequently Asked Questions

What is Charles a Morgan Uw Fbo Westerly Hospital?

Charles a Morgan Uw Fbo Westerly Hospital is a private foundation focused on Health, based in DALLAS, TX. It holds $4.5M in total assets as of 2025.

How large is Charles a Morgan Uw Fbo Westerly Hospital?

As of 2025, Charles a Morgan Uw Fbo Westerly Hospital holds $4.5M in total assets with $456K in annual revenue. It awarded 1 grants totaling $202K in 2025.

Where does Charles a Morgan Uw Fbo Westerly Hospital operate?

Charles a Morgan Uw Fbo Westerly Hospital has awarded grants in Connecticut.

What size grants does Charles a Morgan Uw Fbo Westerly Hospital award?

In 2025, Charles a Morgan Uw Fbo Westerly Hospital awarded 1 grants totaling $202K — an average of about $202K per grant, based on its IRS Form 990 filings.

How much is Charles a Morgan Uw Fbo Westerly Hospital required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles a Morgan Uw Fbo Westerly Hospital reported a distributable amount of $252K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles a Morgan Uw Fbo Westerly Hospital's EIN?

Charles a Morgan Uw Fbo Westerly Hospital's EIN (Employer Identification Number) is 16-6375400. IRS Form 990 filing data is available on this page for 2021–2025.