Marietta M & Samuel Tate Morgan Jr Tr
Marietta M & Samuel Tate Morgan Jr Tr is a private foundation based in Dallas, Texas. Its grant program describes a focus on supporting quality educational and human services programming in Virginia.
Key facts about Marietta M & Samuel Tate Morgan Jr Tr
In short: Marietta M & Samuel Tate Morgan Jr Tr gave $906K across 18 grants in 2025 (avg $50K), mostly in Virginia. 67% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 54-6069447
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $905,500
- Grants made (2025)
- 18
- Average grant
- $50,306
- Median grant
- $50,000
- New grantees (estimate)
- 67% first-time grantees (12 of 18, 2025; small sample)
- Total assets
- $18,906,714
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- How to apply
- The 2024 filing directs applicants to contact Elizabeth Seaman at Bank of America. Full details ↓
- Deadline
- See attachment.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
Is Marietta M & Samuel Tate Morgan Jr Tr open to new grantees?
67%
first-time grantees, 2025
In 2025, 12 of 18 grantees (67%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $42K; repeat grants $68K. How we count
Medians: $50K first-time, $63K repeat.
- 6% of 2025 grantees were also funded in 2024. Method
- Giving fell 36% from 2022 to 2025. Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Trust’s stated mission is to support and promote quality educational and human services programming in the Commonwealth of Virginia. Its grant program lists arts, culture and humanities; education; and human services.
The range of 2025 grantees included organizations with varied missions. Lewis Ginter Botanical Garden says it connects people to plants and encourages communities to explore and conserve nature. The Virginia Institute of Autism describes its work as providing evidence-based education, outreach and adult services. Rappahannock Community College’s foundation says it helps residents in the college’s 12-county region access higher education through scholarships, endowments and outreach programs. YWCA Richmond says it works to eliminate racism, empower women, and promote peace, justice, freedom and dignity for all.
Grantmaking
In 2025, the Trust reported 18 grants totaling $905,500. Grant amounts ranged from $15,000 to $100,000, with a median of $50,000. The largest awards included $100,000 each to Maggie Walker Community Land Trust and Lewis Ginter Botanical Garden; $75,000 to Virginia Institute of Autism; $65,000 to Virginia Home for Boys and Girls; and $60,000 to Impact Living Services. The listed purposes for these awards were unrestricted general support.
The Trust also awarded $50,000 to each of several organizations, including Rappahannock Community College and William King Museum of Art. Its program excludes requests for debt reduction, loans, endowment or development campaigns, plans or studies, research, scholarship funds, and production of films, television or radio programs. The program states that grants are not available to individuals or government agencies primarily funded by tax revenue.
Review Cycle
See attachment.
How to Apply
The 2024 filing directs applicants to contact Elizabeth Seaman at Bank of America. It refers applicants to an attachment for the required form and materials and for award restrictions.
Open Grants
1 open opportunity from Marietta M & Samuel Tate Morgan Jr Tr
Ready to take the next step with Marietta M & Samuel Tate Morgan Jr Tr?
Geographic Focus
Where this funder awards grants
The Trust’s grant program lists Virginia as its service area. All reported 2025 grant dollars went to recipients in Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $713K (2021) to $1.4M (2022). In 2025 it made 18 grants totaling $906K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Maggie Walker Community Land Trust ($100K). Together the top 10 received $650K.
Grant Size Distribution
86 grants across all recorded years
The most common grant size was in the $50–100K range: 42 grants of 86 (49%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Maggie Walker Community Land Trust Richmond, VA | Unrestricted General | $100,000 |
| Lewis Ginter Botanical Garden Inc Richmond, VA | Unrestricted General | $100,000 |
| Virginia Institute of Autism Charlottesvle, VA | Unrestricted General | $75,000 |
| Virginia Home for Boys and Girls Henrico, VA | Unrestricted General | $65,000 |
| Impact Living Services Forest, VA | Unrestricted General | $60,000 |
| Children's Museum of Richmond, VA | Financial Support | $50,000 |
| Greater Richmond Arc Richmond, VA | Financial Support | $50,000 |
| YWCA Richmond Richmond, VA | Unrestricted General | $50,000 |
| Virginia Museum of Contemporary Art Virginia Beach, VA | Unrestricted General | $50,000 |
| Rappahannock Community College Warsaw, VA | Unrestricted General | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $18,906,714 | $1,570,805 | $1,226,696 | $905,500 |
| 2024 | $18,551,859 | $975,685 | $1,027,787 | $745,000 |
| 2023 | $18,416,321 | $260,629 | $1,161,548 | $904,604 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee, Elizabeth Seaman as advisor, and Linda Barrett as administrative.
Marietta M & Samuel Tate Morgan Jr Tr's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$166K (2021) → $188K (2025)
Elizabeth Seaman
Advisor
On filings since 2021
20 hrs/week
No compensation reported
Linda Barrett
Administrative
On filings since 2021
20 hrs/week
No compensation reported
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 $188K, to Bank of America (Trustee).
Contact
Application contact: Elizabeth Seaman Co Bank Of Americ
Mailing address: 1111 E Main St Va2-300-12-99, Richmond, VA 23219
Phone: (804) 788-2963
Frequently asked questions about Marietta M & Samuel Tate Morgan Jr Tr
How much does Marietta M & Samuel Tate Morgan Jr Tr give each year?
Marietta M & Samuel Tate Morgan Jr Tr gave $906K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $745K across 13 grants.
What is Marietta M & Samuel Tate Morgan Jr Tr's typical grant size?
Marietta M & Samuel Tate Morgan Jr Tr's median grant in 2025 was $50,000, and its average grant was $50,306, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Marietta M & Samuel Tate Morgan Jr Tr that year got $42K on average.
Where does Marietta M & Samuel Tate Morgan Jr Tr give grants?
Marietta M & Samuel Tate Morgan Jr Tr gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Richmond, VA (6 grants), Henrico, VA (2 grants) and Abingdon, VA (2 grants).
Does Marietta M & Samuel Tate Morgan Jr Tr give general operating support?
Yes: 83% of Marietta M & Samuel Tate Morgan Jr Tr's 2025 grants with a stated purpose (15 of 18) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Financial Support" (3 grants).
Who are Marietta M & Samuel Tate Morgan Jr Tr's largest grantees?
Marietta M & Samuel Tate Morgan Jr Tr's largest 2025 grantees include Maggie Walker Community Land Trust ($100,000), Lewis Ginter Botanical Garden Inc ($100,000) and Virginia Institute of Autism ($75,000), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is Marietta M & Samuel Tate Morgan Jr Tr?
Marietta M & Samuel Tate Morgan Jr Tr reported $18.9M in total assets on its 2025 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.3M (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 does Marietta M & Samuel Tate Morgan Jr Tr fund?
The Trust’s stated mission is to support and promote quality educational and human services programming in the Commonwealth of Virginia. Its grant program lists arts, culture and humanities; education; and human services. See mission & focus areas ↑
How do I apply for a grant from Marietta M & Samuel Tate Morgan Jr Tr?
The 2024 filing directs applicants to contact Elizabeth Seaman at Bank of America. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Marietta M & Samuel Tate Morgan Jr Tr by hand.
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