Charles Morgan Charitable Trust
Charles Morgan Charitable Trust is a private foundation, 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.
Charles Morgan Charitable Trust at a glance
In short: Charles Morgan Charitable Trust gave $16K across 3 grants in 2025 (avg $5K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,668
- +13.5% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $5,223
- -24.3% vs 2024
- Median grant
- $4,997
- Total assets
- $275,061
- -0.9% vs 2024
- Primary geography
- Pennsylvania (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 Charles Morgan Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was St Barnabas Nursing Home Inc ($8K). Together the top 3 received $16K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Charles Morgan Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $14K (2024) to $16K (2022). In 2025 it made 3 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Barnabas Nursing Home Inc Gibsonia, PA | General Support | $7,834 |
| Episcopal Elder Care Services Cheswick, PA | General Support | $4,997 |
| UPMC Canterbury Place Pittsburgh, PA | General Support | $2,837 |
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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 | $275,061 | $17,307 | $19,771 | $15,668 | 3 | $16,447 | $14,112 | $16,019 |
| 2024 | $277,646 | $9,641 | $17,586 | $13,800 | 2 | $14,550 | $6,492 | $16,646 |
| 2023 | $283,844 | $1,451 | $19,398 | $15,542 | 2 | $16,104 | $3,767 | $14,135 |
| 2022 | $301,991 | $16,877 | $21,036 | $16,052 | 2 | $16,710 | $13,083 | $16,200 |
| 2021 | $305,880 | $27,164 | $18,859 | $14,622 | 2 | — | $22,625 | $16,673 |
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.
Leadership & Key People
Officers and directors from IRS filings
Charles Morgan Charitable Trust's only listed officer is PNC Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2023
1 hr/week
$4K (2023) → $4K (2025)
Former officers (1)
- Former: PNC Bank NA (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $4K, to PNC Bank N a (Trustee).
Frequently asked questions about Charles Morgan Charitable Trust
How much does Charles Morgan Charitable Trust give each year?
Charles Morgan Charitable Trust gave $16K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 2 grants.
What is Charles Morgan Charitable Trust's typical grant size?
Charles Morgan Charitable Trust's median grant in 2025 was $4,997, and its average grant was $5,223, across 3 grants on its 2025 IRS Form 990-PF.
Where does Charles Morgan Charitable Trust give grants?
Charles Morgan Charitable Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Charles Morgan Charitable Trust give general operating support?
Yes: 100% of Charles Morgan Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Charles Morgan Charitable Trust?
Charles Morgan Charitable Trust reported $275K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Charles Morgan Charitable Trust funds
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