Marietta M & Samuel Tate Morgan Jr Tr
The Marietta McNeill Morgan & Samuel Tate Morgan, Jr. Trust is a private foundation established in 1967 in Virginia and based in Dallas, Texas. The trust operates as an independent, non-operating private foundation with tax-exempt status granted in July 1969. It functions as a grantmaking organization that distributes funds to charitable causes through a structured giving program.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$18.9M
+1.9% YoY
Annual Giving
$906K
+21.5% YoY
Grant Count
18
+38.5% YoY
Avg Grant Size
$50K
-12.2% YoY
Under IRS private-foundation payout rules, Marietta M & Samuel Tate Morgan Jr Tr reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust's primary purpose is making gifts, grants, and loans to other organizations. Its funding priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in Virginia, with a secondary presence in Texas where the foundation is administratively based.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $18,906,714 (most recent data)
Annual Giving: $905,500
Revenue (FY 2024):
- Investment income and dividends: $607,397
- Net gain from sale of non-inventory assets: $350,795
- Total revenues: $975,685
Expenses: $1,027,787 (FY 2024)
Liabilities: $0
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $18,906,714 | $18,551,859 | $18,416,321 |
| Revenue | $1,570,805 | $975,685 | $260,629 |
| Expenses | $1,226,696 | $1,027,787 | $1,161,548 |
| Qualifying Distributions | $1,060,269 | $886,934 | $1,034,070 |
| Net Investment Income | $1,425,372 | $766,679 | $417,117 |
| Distributable Amount | $1,322,537 | $931,933 | $1,116,756 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
86 grants across all recorded years
Open Grants
1 open opportunity from Marietta M & Samuel Tate Morgan Jr Tr
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Maggie Walker Community Land Trust ($100,000), Lewis Ginter Botanical Garden Inc ($100,000), Virginia Institute of Autism ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDREN'S MUSEUM OF RICHMOND, VA | FINANCIAL SUPPORT | $50,000 |
| GREATER RICHMOND ARC RICHMOND, VA | FINANCIAL SUPPORT | $50,000 |
| FRIENDS OF HOLLYWOOD RICHMOND, VA | FINANCIAL SUPPORT | $25,000 |
| MAGGIE WALKER COMMUNITY LAND TRUST RICHMOND, VA | UNRESTRICTED GENERAL | $100,000 |
| YWCA RICHMOND RICHMOND, VA | UNRESTRICTED GENERAL | $50,000 |
| VIRGINIA HOME FOR BOYS AND GIRLS HENRICO, VA | UNRESTRICTED GENERAL | $65,000 |
| IMPACT LIVING SERVICES FOREST, VA | UNRESTRICTED GENERAL | $60,000 |
| LEWIS GINTER BOTANICAL GARDEN INC RICHMOND, VA | UNRESTRICTED GENERAL | $100,000 |
| VIRGINIA MUSEUM OF CONTEMPORARY ART VIRGINIA BEACH, VA | UNRESTRICTED GENERAL | $50,000 |
| GOOD SHEPHERD ALLIANCE INC ASHBURN, VA | UNRESTRICTED GENERAL | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $187,550 |
| ELIZABETH SEAMAN | ADVISOR | 20 | — |
| LINDA BARRETT | ADMINISTRATIVE | 20 | — |
Frequently Asked Questions
What does Marietta M & Samuel Tate Morgan Jr Tr fund?
The trust's primary purpose is making gifts, grants, and loans to other organizations. Its funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Marietta M & Samuel Tate Morgan Jr Tr?
**Grant Characteristics:** • Typical award range: $15,000–$100,000 • Grant type: Unrestricted general grants **Recent Grant Activity (2024):** • The Maggie Walker Community Land Trust: $100,000 • Lewis Ginter Botanical Garden: $100,000 • Caritas: $75,000 • Additional grants made to other organizations **Total Giving:** $905,500 (most recent reporting period)
Where does Marietta M & Samuel Tate Morgan Jr Tr make grants?
The trust primarily funds organizations in Virginia, with a secondary presence in Texas where the foundation is administratively based.
What size grants does Marietta M & Samuel Tate Morgan Jr Tr award?
In 2025, Marietta M & Samuel Tate Morgan Jr Tr awarded 18 grants totaling $906K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Marietta M & Samuel Tate Morgan Jr Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Marietta M & Samuel Tate Morgan Jr Tr reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marietta M & Samuel Tate Morgan Jr Tr's EIN?
Marietta M & Samuel Tate Morgan Jr Tr's EIN (Employer Identification Number) is 54-6069447. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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