J R Decd & E D Morgan Mem Tr FD
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.
J R Decd & E D Morgan Mem Tr FD at a glance
In short: J R Decd & E D Morgan Mem Tr FD gave $14K across 3 grants in 2025 (avg $5K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,512
- +25.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $4,504
- +25.6% vs 2024
- Median grant
- $3,378
- Total assets
- $246,531
- +6.7% vs 2024
- Primary geography
- Oregon (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who J R Decd & E D Morgan Mem Tr FD funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Shriners Hospitals for Children ($7K). Together the top 3 received $14K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How J R Decd & E D Morgan Mem Tr FD gives
- Giving grew 43% from 2022 to 2025. Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $9K (2022) to $20K (2021). In 2025 it made 3 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospitals for Children Atlanta, GA | General Operating | $6,756 |
| Linfield College McMinnville, OR | General Operating | $3,378 |
| Boys and Girls Aid Society Portland, OR | General Operating | $3,378 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $246,531 | $35,138 | $19,586 | $13,512 | 3 | $15,501 | $31,064 | $13,601 |
| 2024 | $230,976 | $6,524 | $16,655 | $10,756 | 3 | $12,724 | $3,237 | $13,271 |
| 2023 | $241,106 | $9,419 | $19,318 | $12,695 | 1 | $14,690 | $5,544 | $12,751 |
| 2022 | $251,006 | $37,949 | $16,569 | $9,432 | 4 | $11,512 | $33,068 | $14,775 |
| 2021 | $229,625 | $13,385 | $26,627 | $19,884 | 3 | — | $8,146 | $14,699 |
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.
Leadership & Key People
Officers and directors from IRS filings
J R Decd & E D Morgan Mem Tr FD's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$4K (2023) → $4K (2025)
Former officers (1)
- Former: U S Bank (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $4K, to US Bank N a (Trustee).
Frequently asked questions about J R Decd & E D Morgan Mem Tr FD
How much does J R Decd & E D Morgan Mem Tr FD give each year?
J R Decd & E D Morgan Mem Tr FD gave $14K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 3 grants.
What is J R Decd & E D Morgan Mem Tr FD's typical grant size?
J R Decd & E D Morgan Mem Tr FD's median grant in 2025 was $3,378, and its average grant was $4,504, across 3 grants on its 2025 IRS Form 990-PF.
Where does J R Decd & E D Morgan Mem Tr FD give grants?
J R Decd & E D Morgan Mem Tr FD gives mostly in Oregon: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (50%).
Does J R Decd & E D Morgan Mem Tr FD give general operating support?
Yes: 100% of J R Decd & E D Morgan Mem Tr FD's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is J R Decd & E D Morgan Mem Tr FD?
J R Decd & E D Morgan Mem Tr FD reported $247K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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