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
2
+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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
What is J R & E Morgan Dec'd Fbo Uoms's EIN?
J R & E Morgan Dec'd Fbo Uoms's EIN (Employer Identification Number) is 51-0192477. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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