Marietta M & Samuel Tate Morgan Jr Tr

DALLAS, TX EIN: 54-6069447

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

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

Virginia $4.6M (98%)

Maryland $85K (2%)

States

Maryland Virginia

Cities

AbingdonAftonAlexandriaArlingtonAshburnBoones MillCharlottesvleFalls ChurchForestGlen AllenGlouchesterGoochlandHamptonHenricoLynchburgMartinsvilleMechanicsvilleNewport NewsNorfolkOakton

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Foundation

Marietta McNeill Morgan & Samuel Tate Morgan, Jr. Trust Grant

MARIETTA M & SAMUEL TATE MORGAN JR TR

Amount

Varies

Deadline

Rolling / Open

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.