Declaration of Trust for the Morgan &
BETHESDA, MD EIN: 52-1867904
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$109K
-0.1% YoY
Annual Giving
$1K
-97.1% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$1K
-94.3% YoY
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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
No grants recorded for .
Who else does Declaration of Trust for the Morgan & fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Vermont $78K (68%)
District of Columbia $34K (30%)
Maryland $2K (2%)
Cities
BaltimoreNorth BethesdaPutneyWashington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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