Declaration of Trust for the Morgan &
Declaration of Trust for the Morgan & is a private foundation, based in Bethesda, MD. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $109K in total assets. In 2025, it awarded 1 grant totaling $1K. Net investment income was $913.
Declaration of Trust for the Morgan & at a glance
In short: Declaration of Trust for the Morgan & gave $1K across 1 grant in 2025 (avg $1K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,000
- -97.1% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $1,000
- -94.3% vs 2024
- Median grant
- $1,000
- Total assets
- $108,877
- -0.1% vs 2024
- Primary geography
- District of Columbia (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 Declaration of Trust for the Morgan & funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Festival Center Inc ($1K).
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Declaration of Trust for the Morgan & gives
- Giving fell 98% from 2022 to 2025. Method
- In 2025 it paid out 118% 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 $1K (2025) to $63K (2022). In 2025 it made 1 grant totaling $1K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Festival Center Inc Washington, DC | General Support | $1,000 |
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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 | $108,877 | $5,939 | $6,026 | $1,000 | 1 | $6,026 | $913 | $5,110 |
| 2024 | $108,964 | $17,565 | $37,898 | $35,000 | 2 | $36,967 | $17,565 | $4,908 |
| 2023 | $129,517 | $161 | $10,250 | $6,250 | 4 | $10,250 | $161 | $6,091 |
| 2022 | $139,606 | $165,477 | $66,885 | $62,825 | 3 | $62,825 | $77,764 | $7,185 |
| 2021 | $72,150 | $80,501 | $13,288 | $9,551 | 3 | — | $2,701 | $4,117 |
Under IRS private-foundation payout rules, Declaration of Trust for the Morgan & reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Declaration of Trust for the Morgan &'s 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Belle O'Brien
Trustee
On filings since 2021
1 hr/week
No compensation reported
Morgan O'Brien
Trustee
On filings since 2021
1 hr/week
No compensation reported
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.
Frequently asked questions about Declaration of Trust for the Morgan &
How much does Declaration of Trust for the Morgan & give each year?
Declaration of Trust for the Morgan & gave $1K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 2 grants.
How large is Declaration of Trust for the Morgan &?
Declaration of Trust for the Morgan & reported $109K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
Where does Declaration of Trust for the Morgan & operate?
Declaration of Trust for the Morgan & has awarded grants in District of Columbia, Maryland, Vermont.
What is Declaration of Trust for the Morgan &'s EIN?
Declaration of Trust for the Morgan &'s EIN (Employer Identification Number) is 52-1867904. 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
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