Mary Morton Testamentary Tr Fbo Char

PITTSBURGH, PA EIN: 25-6019581

Mary Morton Testamentary Tr Fbo Char is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $172K in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$172K

-0.5% YoY

Annual Giving

$8K

-4.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

-4.3% YoY

Under IRS private-foundation payout rules, Mary Morton Testamentary Tr Fbo Char reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary Morton Testamentary Tr Fbo Char

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $41K (100%)

States

Pennsylvania

Cities

Pittsburgh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$172,101	$173,044	$179,739
Revenue	$9,576	$3,748	$-1,200
Expenses	$10,495	$10,540	$12,269
Qualifying Distributions	$8,425	$9,397	$10,667
Net Investment Income	$7,527	$3,389	$2,889
Distributable Amount	$9,915	$9,041	$9,465

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Upmc Shadyside Hospital ($3,969), West Penn Hospital Fdn ($3,969).

Recipient	Purpose	Amount
UPMC SHADYSIDE HOSPITAL PITTSBURGH, PA	GENERAL SUPPORT	$3,969
WEST PENN HOSPITAL FDN PITTSBURGH, PA	GENERAL SUPPORT	$3,969

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK N A	TRUSTEE	1	$2,436

Frequently Asked Questions

How large is Mary Morton Testamentary Tr Fbo Char?

As of 2024, Mary Morton Testamentary Tr Fbo Char holds $172K in total assets with $10K in annual revenue. It awarded 2 grants totaling $8K in 2024.

Where does Mary Morton Testamentary Tr Fbo Char operate?

Mary Morton Testamentary Tr Fbo Char has awarded grants in Pennsylvania.

What size grants does Mary Morton Testamentary Tr Fbo Char award?

In 2024, Mary Morton Testamentary Tr Fbo Char awarded 2 grants totaling $8K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Mary Morton Testamentary Tr Fbo Char required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Morton Testamentary Tr Fbo Char reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary Morton Testamentary Tr Fbo Char's EIN?

Mary Morton Testamentary Tr Fbo Char's EIN (Employer Identification Number) is 25-6019581. IRS Form 990 filing data is available on this page for 2020–2024.