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
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
No grants recorded for .
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 | — |
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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