Charles Morgan Charitable Trust

PITTSBURGH, PA EIN: 25-6229064

Charles Morgan Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $275K in total assets. In 2025, it awarded 3 grants totaling $16K. Net investment income was $14K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$275K

-0.9% YoY

Annual Giving

$16K

+13.5% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$5K

-24.3% YoY

Under IRS private-foundation payout rules, Charles Morgan Charitable Trust reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles Morgan Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $76K (100%)

States

Pennsylvania

Cities

CheswickGibsoniaPittsburgh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$275,061	$277,646	$283,844
Revenue	$17,307	$9,641	$1,451
Expenses	$19,771	$17,586	$19,398
Qualifying Distributions	$16,447	$14,550	$16,104
Net Investment Income	$14,112	$6,492	$3,767
Distributable Amount	$16,019	$16,646	$14,135

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include St Barnabas Nursing Home Inc ($7,834), Episcopal Elder Care Services ($4,997), Upmc Canterbury Place ($2,837).

Recipient	Purpose	Amount
UPMC CANTERBURY PLACE PITTSBURGH, PA	GENERAL SUPPORT	$2,837
ST BARNABAS NURSING HOME INC GIBSONIA, PA	GENERAL SUPPORT	$7,834
EPISCOPAL ELDER CARE SERVICES CHESWICK, PA	GENERAL SUPPORT	$4,997

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
PNC BANK N A	TRUSTEE	1	$3,896

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charles Morgan Charitable Trust?

Charles Morgan Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds $275K in total assets as of 2025.

How large is Charles Morgan Charitable Trust?

As of 2025, Charles Morgan Charitable Trust holds $275K in total assets with $17K in annual revenue. It awarded 3 grants totaling $16K in 2025.

Where does Charles Morgan Charitable Trust operate?

Charles Morgan Charitable Trust has awarded grants in Pennsylvania.

What size grants does Charles Morgan Charitable Trust award?

In 2025, Charles Morgan Charitable Trust awarded 3 grants totaling $16K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Charles Morgan Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles Morgan Charitable Trust reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles Morgan Charitable Trust's EIN?

Charles Morgan Charitable Trust's EIN (Employer Identification Number) is 25-6229064. IRS Form 990 filing data is available on this page for 2021–2025.