Morgan-robertson - Memorial Scholarship Fund
Morgan-robertson - Memorial Scholarship Fund is a private foundation, based in BLUEFIELD, WV. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $89K in total assets. In 2025, it awarded 1 grants totaling $5K. Net investment income was $2K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$89K
-3.6% YoY
Annual Giving
$5K
+2.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$5K
+2.5% YoY
Under IRS private-foundation payout rules, Morgan-robertson - Memorial Scholarship Fund reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
About Morgan-robertson - Memorial Scholarship Fund
Based on IRS filings
Morgan-robertson - Memorial Scholarship Fund is a private foundation, based in BLUEFIELD, WV. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $89K in total assets. In 2025, it awarded 1 grants totaling $5K. Net investment income was $2K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $88,972 | $92,264 | $92,282 |
| Revenue | $2,921 | $6,175 | $-490 |
| Expenses | $6,251 | $6,154 | $6,762 |
| Qualifying Distributions | $5,427 | $5,336 | $5,951 |
| Net Investment Income | $2,215 | $5,348 | $2,248 |
| Distributable Amount | $5,947 | $5,465 | $5,319 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Jordan Hickman ($5,192).
| Recipient | Purpose | Amount |
|---|---|---|
| JORDAN HICKMAN ELIZABETH, WV | SCHOLARSHIP | $5,192 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
No officer/director data available.
Frequently Asked Questions
How large is Morgan-robertson - Memorial Scholarship Fund?
As of 2025, Morgan-robertson - Memorial Scholarship Fund holds $89K in total assets with $3K in annual revenue. It awarded 1 grants totaling $5K in 2025.
Where does Morgan-robertson - Memorial Scholarship Fund operate?
Morgan-robertson - Memorial Scholarship Fund has awarded grants in Pennsylvania, West Virginia.
What size grants does Morgan-robertson - Memorial Scholarship Fund award?
In 2025, Morgan-robertson - Memorial Scholarship Fund awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Morgan-robertson - Memorial Scholarship Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Morgan-robertson - Memorial Scholarship Fund reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Morgan-robertson - Memorial Scholarship Fund's EIN?
Morgan-robertson - Memorial Scholarship Fund's EIN (Employer Identification Number) is 55-6092124. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.