Morgan Joshua R Charitable Tr Main
Morgan Joshua R Charitable Tr Main is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $20.5M in total assets. In 2024, it awarded 1 grant totaling $1.4M. Net investment income was $1.0M.
Morgan Joshua R Charitable Tr Main at a glance
In short: Morgan Joshua R Charitable Tr Main gave $1.4M across 1 grant in 2024 (avg $1.4M), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,350,000
- Grants made (2024)
- 1
- Average grant
- $1,350,000
- Median grant
- $1,350,000
- Total assets
- $20,549,581
- Primary geography
- Pennsylvania (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Morgan Joshua R Charitable Tr Main funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Lankenau Medical Center Foundation ($1.4M).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $500K–1M range: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Morgan Joshua R Charitable Tr Main gives
- Giving grew 41% from 2021 to 2024. Method
- In 2024 it paid out 94% 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 2024, annual grant giving ranged from $960K (2021) to $1.4M (2024). In 2024 it made 1 grant totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lankenau Medical Center Foundation Newtown Square, PA | General Operating | $1,350,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $20,549,581 | $1,142,975 | $1,488,699 | $1,350,000 | 1 | $1,361,421 | $1,026,331 | $1,453,620 |
| 2021 | $22,620,713 | $2,003,970 | $1,108,268 | $960,000 | 1 | $988,825 | $1,909,344 | $1,145,423 |
Under IRS private-foundation payout rules, Morgan Joshua R Charitable Tr Main reported a distributable amount of $1.5M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Morgan Joshua R Charitable Tr Main's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2024 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$109K (2021) → $103K (2024)
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $103K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Morgan Joshua R Charitable Tr Main
How much does Morgan Joshua R Charitable Tr Main give each year?
Morgan Joshua R Charitable Tr Main gave $1.4M across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
How large is Morgan Joshua R Charitable Tr Main?
Morgan Joshua R Charitable Tr Main reported $20.5M in total assets on its 2024 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $1.5M (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 Joshua R Charitable Tr Main operate?
Morgan Joshua R Charitable Tr Main has awarded grants in Pennsylvania.
What is Morgan Joshua R Charitable Tr Main's EIN?
Morgan Joshua R Charitable Tr Main's EIN (Employer Identification Number) is 38-7267158. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 21, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 15, 2025)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in Morgan Joshua R Charitable Tr Main's focus areas in our free grants database
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