Elizabeth Q Morgan Tua
Elizabeth Q Morgan Tua is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $403K in total assets. In 2025, it awarded 4 grants totaling $20K. Net investment income was $39K.
Key facts about Elizabeth Q Morgan Tua
In short: Elizabeth Q Morgan Tua gave $20K across 4 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6530133
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $19,732
- Grants made (2025)
- 4
- Average grant
- $4,933
- Median grant
- $4,933
- Total assets
- $403,357
- Primary geography
- Massachusetts (75% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$403K
+3.8% YoY
Annual Giving
$20K
+5.3% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$5K
+5.3% YoY
Under IRS private-foundation payout rules, Elizabeth Q Morgan Tua reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
How Elizabeth Q Morgan Tua gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Elizabeth Q Morgan Tua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $14K (2023) to $22K (2021). In 2025 it made 4 grants totaling $20K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was South Congregational Church ($5K). Together the top 4 received $20K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| South Congregational Church Springfield, MA | Unrestricted General | $4,933 |
| Boys & Girls Club Family Center Inc Springfield, MA | Unrestricted General | $4,933 |
| Baystate Health Foundation Inc Springfield, MA | Unrestricted General | $4,933 |
| The Salvation Army West Nyack, NY | Unrestricted General | $4,933 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $403,357 | $388,636 | $376,102 |
| Revenue | $44,184 | $40,083 | $12,862 |
| Expenses | $29,582 | $27,134 | $21,095 |
| Qualifying Distributions | $22,953 | $21,827 | $16,425 |
| Net Investment Income | $38,750 | $34,498 | $5,832 |
| Distributable Amount | $23,266 | $22,036 | $20,075 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Elizabeth Q Morgan Tua's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$5K (2019) → $7K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Bank of America (Trustee).
Frequently asked questions about Elizabeth Q Morgan Tua
How much does Elizabeth Q Morgan Tua give each year?
Elizabeth Q Morgan Tua gave $20K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 4 grants.
What is Elizabeth Q Morgan Tua's typical grant size?
Elizabeth Q Morgan Tua's median grant in 2025 was $4,933, and its average grant was $4,933, across 4 grants on its 2025 IRS Form 990-PF.
Where does Elizabeth Q Morgan Tua give grants?
Elizabeth Q Morgan Tua gives mostly in Massachusetts: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (25%). The most frequent recipient cities were Springfield, MA (3 grants).
Does Elizabeth Q Morgan Tua give general operating support?
Yes: 100% of Elizabeth Q Morgan Tua's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Elizabeth Q Morgan Tua?
Elizabeth Q Morgan Tua reported $403K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Elizabeth Q Morgan Tua's EIN?
Elizabeth Q Morgan Tua's EIN (Employer Identification Number) is 04-6530133. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Elizabeth Q Morgan Tua by hand.
Explore Open Grants
Browse active grant opportunities in Elizabeth Q Morgan Tua's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
Easthampton Savings Bank
Easthampton, MA
Easthampton Savings Bank Foundation supports local nonprofits working in basic needs, financial literacy, health care, economic development, youth and education, and the arts, primarily in Massachusetts, with some funding in Connecticut. Its 2025 grants had a median of $1,000, though awards ranged from $50 to $68,927. Applications are available through the foundation, and it does not restrict giving to preselected organizations; the application lists varying deadlines.
Assets
$2.3M
Grants
188
Total Given
$522K
Grace C B Stebbins Tua
Dallas, TX
Assets
$2.5M
Grants
9
Total Given
$132K
Community Foundation of Western Massachusetts
Springfield, MA
The Community Foundation of Western Massachusetts funds nonprofits and students through grants and scholarships, with priorities including organizations led by people of color, early education, post-secondary pathways, and arts and creativity. Its 2025 grants had a median award of $25,000 and supported work benefiting residents of Franklin, Hampshire, and Hampden counties; the profile does not state whether it accepts unsolicited requests.
Assets
$292.1M
Grants
392
Total Given
$22.4M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
The Beveridge Family Foundation
West Newbury, MA
The Beveridge Family Foundation supports nonprofit organizations working to enhance quality of life in Hampden and Hampshire counties in Western Massachusetts. Its 2025 grants had a median of $5,000, though awards ranged from $500 to $782,160; the foundation says giving is not limited to preselected organizations and provides an application process.
Assets
$67.1M
Grants
144
Total Given
$2.6M
Calkins FBO Salvation Army Uw Bank of America
Dallas, TX
Assets
$1.7M
Grants
4
Total Given
$94K
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
BNSF Railway Foundation
Fort Worth, TX
The BNSF Railway Foundation funds civic, cultural, education, health and human services, environmental, and youth programs, including operating costs and specific projects. Its 2025 median grant was $2,500, though awards ranged from $100 to $500,000; it supports eligible organizations serving communities near BNSF rail lines across its 28 operating states. The foundation provides an online application process, but whether it accepts unsolicited requests is not stated.
Assets
$23.0M
Grants
993
Total Given
$7.0M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
Community Foundation of North Texas (Tax
Fort Worth, TX
The foundation supports nonprofits and community projects in areas including animal welfare, nonprofit capacity building, first responders, land conservation, neighborhood development, opportunity and access, and scholarships. In 2024, grants ranged from $5,100 to $1.5 million, with a median of $14,250; its service area covers 11 North Texas counties. It accepts applications for some competitive grant programs through its online portal, but donor-advised grants are not open to nonprofit applications.
Assets
$544.9M
Grants
872
Total Given
$41.3M
More Funders in Texas
Elizabeth Q Morgan Tua down — hundreds of funders to go?