Dudley & Walter Morgan Foundation
Dudley & Walter Morgan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $534K in total assets. In 2024, it awarded 7 grants totaling $30K. Net investment income was $25K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$534K
-0.9% YoY
Annual Giving
$30K
Grant Count
7
Avg Grant Size
$4K
Under IRS private-foundation payout rules, Dudley & Walter Morgan Foundation reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.
About Dudley & Walter Morgan Foundation
Based on IRS filings
Dudley & Walter Morgan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $534K in total assets. In 2024, it awarded 7 grants totaling $30K. Net investment income was $25K.
Focus Areas
Ready to take the next step with Dudley & Walter Morgan Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $533,555 | $538,297 | $510,979 |
| Revenue | $31,252 | $28,189 | $27,932 |
| Expenses | $36,129 | $5,890 | $20,451 |
| Qualifying Distributions | $30,000 | — | $14,000 |
| Net Investment Income | $25,123 | $22,299 | $21,481 |
| Distributable Amount | $28,989 | $25,923 | $26,165 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
52 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Friends of Lick Creek ($5,500), All Saints Episcopal Church ($5,000), Wee Kirk Presbyterian Church ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALL SAINTS EPISCOPAL CHURCH LINVILLE, NC | ANNUAL FUND | $5,000 |
| WEE KIRK PRESBYTERIAN CHURCH LINVILLE, NC | OPERATING FUND | $5,000 |
| THE CROSSMORE SCHOOL NEWLAND, NC | OPERATING | $3,500 |
| THE LINVILLE FOUNDATION LINVILLE, NC | FLOOD RELIEF | $3,500 |
| MONTGOMERY BELL ACADEMY NASHVILLE, TN | ANNUAL FUND | $2,500 |
| FRIENDS OF LICK CREEK NASHVILLE, TN | ANNUAL FUND | $5,500 |
| VARIOUS SMALL CONTRIBUTIONS NASHVILLE, TN | OPERATING FUND | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DUDLEY MORGAN | PRESIDENT | — | — |
| WILLIAM G MORGAN | SECRETARY | — | — |
| WALTER M MORGAN III | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Dudley & Walter Morgan Foundation?
Dudley & Walter Morgan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. It holds $534K in total assets as of 2024.
How large is Dudley & Walter Morgan Foundation?
As of 2024, Dudley & Walter Morgan Foundation holds $534K in total assets with $31K in annual revenue. It awarded 7 grants totaling $30K in 2024.
Where does Dudley & Walter Morgan Foundation operate?
Dudley & Walter Morgan Foundation has awarded grants in District of Columbia, North Carolina, New Jersey, Tennessee.
What size grants does Dudley & Walter Morgan Foundation award?
In 2024, Dudley & Walter Morgan Foundation awarded 7 grants totaling $30K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Dudley & Walter Morgan Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dudley & Walter Morgan Foundation reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dudley & Walter Morgan Foundation's EIN?
Dudley & Walter Morgan Foundation's EIN (Employer Identification Number) is 62-1585196. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dudley & Walter Morgan Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Natl Christian Charitable Fdn Inc
ALPHARETTA, GA
Assets
$6.1B
Grants
16,327
Total Given
$2.6B
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
Duke Energy Foundation
CHARLOTTE, NC
Assets
$1.9M
Grants
41
Total Given
$25.6M
The Community Foundation of Middle
NASHVILLE, TN
Assets
$832.0M
Grants
2,450
Total Given
$107.1M
Servant Foundation
OVERLAND PARK, KS
Assets
$1.0B
Grants
2,093
Total Given
$575.1M
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
More Funders in Tennessee
Data last updated April 2026. Sourced from IRS Form 990-PF filings.