Ee and Mf Morgan Charitable Trust

THOMASVILLE, GA EIN: 26-6050140

Ee and Mf Morgan Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in THOMASVILLE, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 2 grants totaling $128K. Net investment income was $53K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

-3.6% YoY

Annual Giving

$128K

-13.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$64K

-13.6% YoY

Under IRS private-foundation payout rules, Ee and Mf Morgan Charitable Trust reported a distributable amount of $157K for 2024 — the minimum it must pay out in qualifying distributions.

About Ee and Mf Morgan Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $508K (62%)

South Carolina $306K (38%)

States

North Carolina South Carolina

Cities

GreenvilleLake Junaluska

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,349,719	$2,437,115	$2,574,283
Revenue	$60,253	$20,582	$28,734
Expenses	$147,650	$166,902	$204,457
Qualifying Distributions	$140,192	$154,725	$192,764
Net Investment Income	$52,795	$8,057	$17,606
Distributable Amount	$156,797	$149,346	$155,517

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Intentional Growth Center ($95,720), Buncombe St United Methodist Church ($31,907).

Recipient	Purpose	Amount
THE INTENTIONAL GROWTH CENTER LAKE JUNALUSKA, NC	GENERAL FINANCIAL SUPPORT	$95,720
BUNCOMBE ST UNITED METHODIST CHURCH GREENVILLE, SC	GENERAL FINANCIAL SUPPORT	$31,907

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ee and Mf Morgan Charitable Trust?

Ee and Mf Morgan Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in THOMASVILLE, GA. It holds $2.3M in total assets as of 2024.

How large is Ee and Mf Morgan Charitable Trust?

As of 2024, Ee and Mf Morgan Charitable Trust holds $2.3M in total assets with $60K in annual revenue. It awarded 2 grants totaling $128K in 2024.

Where does Ee and Mf Morgan Charitable Trust operate?

Ee and Mf Morgan Charitable Trust has awarded grants in North Carolina, South Carolina.

What size grants does Ee and Mf Morgan Charitable Trust award?

In 2024, Ee and Mf Morgan Charitable Trust awarded 2 grants totaling $128K — an average of about $64K per grant, based on its IRS Form 990 filings.

How much is Ee and Mf Morgan Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ee and Mf Morgan Charitable Trust reported a distributable amount of $157K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ee and Mf Morgan Charitable Trust's EIN?

Ee and Mf Morgan Charitable Trust's EIN (Employer Identification Number) is 26-6050140. IRS Form 990 filing data is available on this page for 2020–2024.