J R Decd & E D Morgan Mem Tr Fd

MILWAUKEE, WI EIN: 93-6041009

J R Decd & E D Morgan Mem Tr Fd is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $247K in total assets. In 2025, it awarded 3 grants totaling $14K. Net investment income was $31K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$247K

+6.7% YoY

Annual Giving

$14K

+25.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

+25.6% YoY

Under IRS private-foundation payout rules, J R Decd & E D Morgan Mem Tr Fd reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.

About J R Decd & E D Morgan Mem Tr Fd

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $27K (40%)

Georgia $21K (31%)

Florida $19K (28%)

States

Florida Georgia Oregon

Cities

AtlantaMcminnvilleOrlandoPortlandTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$246,531	$230,976	$241,106
Revenue	$35,138	$6,524	$9,419
Expenses	$19,586	$16,655	$19,318
Qualifying Distributions	$15,501	$12,724	$14,690
Net Investment Income	$31,064	$3,237	$5,544
Distributable Amount	$13,601	$13,271	$12,751

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Shriners Hospitals for Children ($6,756), Linfield College ($3,378), Boys and Girls Aid Society ($3,378).

Recipient	Purpose	Amount
LINFIELD COLLEGE MCMINNVILLE, OR	GENERAL OPERATING	$3,378
BOYS AND GIRLS AID SOCIETY PORTLAND, OR	GENERAL OPERATING	$3,378
SHRINERS HOSPITALS FOR CHILDREN ATLANTA, GA	GENERAL OPERATING	$6,756

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	$4,462

Frequently Asked Questions

How large is J R Decd & E D Morgan Mem Tr Fd?

As of 2025, J R Decd & E D Morgan Mem Tr Fd holds $247K in total assets with $35K in annual revenue. It awarded 3 grants totaling $14K in 2025.

Where does J R Decd & E D Morgan Mem Tr Fd operate?

J R Decd & E D Morgan Mem Tr Fd has awarded grants in Florida, Georgia, Oregon.

What size grants does J R Decd & E D Morgan Mem Tr Fd award?

In 2025, J R Decd & E D Morgan Mem Tr Fd awarded 3 grants totaling $14K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is J R Decd & E D Morgan Mem Tr Fd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, J R Decd & E D Morgan Mem Tr Fd reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is J R Decd & E D Morgan Mem Tr Fd's EIN?

J R Decd & E D Morgan Mem Tr Fd's EIN (Employer Identification Number) is 93-6041009. IRS Form 990 filing data is available on this page for 2021–2025.