Declaration of Trust for the Morgan &

BETHESDA, MD EIN: 52-1867904

Declaration of Trust for the Morgan & is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $1K. Net investment income was $913.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$109K

-0.1% YoY

Annual Giving

$1K

-97.1% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$1K

-94.3% YoY

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.

About Declaration of Trust for the Morgan &

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Declaration of Trust for the Morgan &?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $78K (68%)

District of Columbia $34K (30%)

Maryland $2K (2%)

States

District of Columbia Maryland Vermont

Cities

BaltimoreNorth BethesdaPutneyWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$108,877	$108,964	$129,517
Revenue	$5,939	$17,565	$161
Expenses	$6,026	$37,898	$10,250
Qualifying Distributions	$6,026	$36,967	$10,250
Net Investment Income	$913	$17,565	$161
Distributable Amount	$5,110	$4,908	$6,091

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

13 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Festival Center Inc ($1,000).

Recipient	Purpose	Amount
FESTIVAL CENTER INC WASHINGTON, DC	GENERAL SUPPORT	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
MORGAN O'BRIEN	TRUSTEE	1	—
BELLE O'BRIEN	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Declaration of Trust for the Morgan &?

Declaration of Trust for the Morgan & is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BETHESDA, MD. It holds $109K in total assets as of 2025.

How large is Declaration of Trust for the Morgan &?

As of 2025, Declaration of Trust for the Morgan & holds $109K in total assets with $6K in annual revenue. It awarded 1 grants totaling $1K in 2025.

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 size grants does Declaration of Trust for the Morgan & award?

In 2025, Declaration of Trust for the Morgan & awarded 1 grants totaling $1K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Declaration of Trust for the Morgan & required to give away each year?

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

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.