M Morgan Trust for Indpls Fdn XXXXX4003
M Morgan Trust for Indpls Fdn XXXXX4003 is a private foundation focused on N/A, based in Chicago, IL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $809K in total assets. In 2026, it awarded 1 grant totaling $44K. Net investment income was $131K.
M Morgan Trust for Indpls Fdn XXXXX4003 at a glance
In short: M Morgan Trust for Indpls Fdn XXXXX4003 gave $44K across 1 grant in 2026 (avg $44K), mostly in Indiana. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $43,924
- -0.1% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $43,924
- -0.1% vs 2025
- Median grant
- $43,924
- Total assets
- $808,663
- +11.0% vs 2025
- Primary geography
- Indiana (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who M Morgan Trust for Indpls Fdn XXXXX4003 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Indianapolis Foundation ($44K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How M Morgan Trust for Indpls Fdn XXXXX4003 gives
- Giving fell 36% from 2023 to 2026. Method
- In 2026 it paid out 87% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $39K (2022) to $69K (2023). In 2026 it made 1 grant totaling $44K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Indianapolis Foundation Indianapolis, IN | General | $43,924 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $808,663 | $135,694 | $55,652 | $43,924 | 1 | $50,505 | $131,300 | $58,061 |
| 2025 | $728,620 | $48,097 | $54,583 | $43,955 | 1 | $50,022 | $44,094 | $54,249 |
| 2024 | $734,853 | $39,788 | $65,776 | $56,376 | 1 | $61,700 | $34,111 | $48,047 |
| 2023 | $762,008 | $32,478 | $79,069 | $68,539 | 1 | $73,950 | $28,197 | $47,305 |
| 2022 | $808,603 | $78,306 | $53,420 | $39,004 | 1 | $45,144 | $70,383 | $54,499 |
| 2021 | $783,712 | $54,429 | $57,756 | $41,666 | 1 | — | $49,162 | $46,418 |
Under IRS private-foundation payout rules, M Morgan Trust for Indpls Fdn XXXXX4003 reported a distributable amount of $58K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
M Morgan Trust for Indpls Fdn XXXXX4003's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$8K (2021) → $11K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $11K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about M Morgan Trust for Indpls Fdn XXXXX4003
How much does M Morgan Trust for Indpls Fdn XXXXX4003 give each year?
M Morgan Trust for Indpls Fdn XXXXX4003 gave $44K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $44K across 1 grant.
How large is M Morgan Trust for Indpls Fdn XXXXX4003?
M Morgan Trust for Indpls Fdn XXXXX4003 reported $809K in total assets on its 2026 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $58K (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 M Morgan Trust for Indpls Fdn XXXXX4003?
M Morgan Trust for Indpls Fdn XXXXX4003 is a private foundation focused on N/A, based in Chicago, IL. It holds $809K in total assets as of 2026.
Where does M Morgan Trust for Indpls Fdn XXXXX4003 operate?
M Morgan Trust for Indpls Fdn XXXXX4003 has awarded grants in Indiana.
What is M Morgan Trust for Indpls Fdn XXXXX4003's EIN?
M Morgan Trust for Indpls Fdn XXXXX4003's EIN (Employer Identification Number) is 35-6699844. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 2021–2025
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