Morgan Dorothy L UA NL
Morgan Dorothy L UA NL is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $4.1M in total assets. In 2026, it awarded 1 grant totaling $160K. Net investment income was $805K.
Morgan Dorothy L UA NL at a glance
In short: Morgan Dorothy L UA NL gave $160K across 1 grant in 2026 (avg $160K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $159,739
- -14.8% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $159,739
- -14.8% vs 2025
- Median grant
- $159,739
- Total assets
- $4,128,419
- +19.4% vs 2025
- Primary geography
- Connecticut (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Morgan Dorothy L UA NL funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was The Community Foundation of Southeast CT ($160K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Morgan Dorothy L UA NL gives
- Giving fell 26% from 2023 to 2026. Method
- In 2026 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $160K (2026) to $216K (2023). In 2026 it made 1 grant totaling $160K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Community Foundation of Southeast CT New London, CT | Unrestricted General | $159,739 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,128,419 | $831,381 | $202,052 | $159,739 | 1 | $173,101 | $804,926 | $222,008 |
| 2025 | $3,458,827 | $245,362 | $225,687 | $187,547 | 1 | $200,056 | $218,440 | $214,519 |
| 2024 | $3,438,347 | $91,372 | $198,314 | $165,762 | 1 | $177,056 | $73,088 | $193,921 |
| 2023 | $3,545,664 | $-55,475 | $262,178 | $216,006 | 1 | $226,664 | $70,727 | $194,149 |
| 2022 | $3,867,897 | $499,855 | $228,003 | $187,840 | 1 | $200,057 | $472,834 | $221,221 |
| 2021 | $3,621,961 | $248,051 | $220,424 | $188,445 | 1 | — | $217,673 | $188,185 |
Under IRS private-foundation payout rules, Morgan Dorothy L UA NL reported a distributable amount of $222K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Morgan Dorothy L UA NL's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$29K (2022) → $32K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $32K, to Bank of America (Trustee).
Frequently asked questions about Morgan Dorothy L UA NL
How much does Morgan Dorothy L UA NL give each year?
Morgan Dorothy L UA NL gave $160K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $188K across 1 grant.
How large is Morgan Dorothy L UA NL?
Morgan Dorothy L UA NL reported $4.1M in total assets on its 2026 IRS Form 990-PF. It paid out $173K in qualifying distributions that year, against a required minimum of $222K (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.
Where does Morgan Dorothy L UA NL operate?
Morgan Dorothy L UA NL has awarded grants in Connecticut.
What is Morgan Dorothy L UA NL's EIN?
Morgan Dorothy L UA NL's EIN (Employer Identification Number) is 06-6297473. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2021–2025
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