J R & E Morgan Dec'd Fbo Uoms

Foundation · Grantmaker MILWAUKEE, WI EIN: 51-0192477

J R & E Morgan Dec'd Fbo Uoms is a private foundation focused on Education, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 2 grants totaling $318K. Net investment income was $251K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.0M

-3.9% YoY

Annual Giving

$318K

+184.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$159K

+184.9% YoY

Under IRS private-foundation payout rules, J R & E Morgan Dec'd Fbo Uoms reported a distributable amount of $191K for 2025 — the minimum it must pay out in qualifying distributions.

About J R & E Morgan Dec'd Fbo Uoms

Based on IRS filings

Focus Areas

Education Human services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $862K (100%)

States

Oregon

Cities

PortlandSandy

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,961,660	$2,040,434	$1,957,834
Revenue	$311,961	$259,046	$194,000
Expenses	$390,733	$176,443	$214,998
Qualifying Distributions	$326,293	$116,467	$149,706
Net Investment Income	$251,115	$197,723	$135,981
Distributable Amount	$191,283	$190,261	$181,945

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 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Hull Foundation and Learning Center ($175,268), Oregon Health Sciences University ($142,973).

Recipient	Purpose	Amount
OREGON HEALTH SCIENCES UNIVERSITY PORTLAND, OR	GENERAL OPERATING	$142,973
HULL FOUNDATION AND LEARNING CENTER SANDY, OR	GENERAL OPERATIONS	$175,268

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$46,476

Subject Areas

Focus areas based on grantmaking activity

Education Human services

Frequently Asked Questions

What is J R & E Morgan Dec'd Fbo Uoms?

J R & E Morgan Dec'd Fbo Uoms is a private foundation focused on Education, based in MILWAUKEE, WI. It holds $2.0M in total assets as of 2025.

How large is J R & E Morgan Dec'd Fbo Uoms?

As of 2025, J R & E Morgan Dec'd Fbo Uoms holds $2.0M in total assets with $312K in annual revenue. It awarded 2 grants totaling $318K in 2025.

Where does J R & E Morgan Dec'd Fbo Uoms operate?

J R & E Morgan Dec'd Fbo Uoms has awarded grants in Oregon.

What size grants does J R & E Morgan Dec'd Fbo Uoms award?

In 2025, J R & E Morgan Dec'd Fbo Uoms awarded 2 grants totaling $318K — an average of about $159K per grant, based on its IRS Form 990 filings.

How much is J R & E Morgan Dec'd Fbo Uoms required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, J R & E Morgan Dec'd Fbo Uoms reported a distributable amount of $191K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.