Morgan Sarah Trust UA

Private foundation · Grantmaker Dallas, TX EIN: 06-6029097
Human services

Morgan Sarah Trust UA is a private foundation focused on Human services, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $589K in total assets. In 2025, it awarded 1 grant totaling $25K. Net investment income was $49K.

Key facts about Morgan Sarah Trust UA

In short: Morgan Sarah Trust UA gave $25K across 1 grant in 2025 (avg $25K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6029097
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$25,077
Grants made (2025)
1
Average grant
$25,077
Median grant
$25,077
Total assets
$588,945
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$589K

+3.7% YoY

Annual Giving

$25K

-9.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$25K

-9.5% YoY

Under IRS private-foundation payout rules, Morgan Sarah Trust UA reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.

How Morgan Sarah Trust UA gives

  • Giving fell 27% from 2022 to 2025. Method
  • In 2025 it paid out 86% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Hartford

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2019 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $21K (2023) to $34K (2022). In 2025 it made 1 grant totaling $25K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Village for Families & Children: $25KVillage for Families &Children$25K

The largest 2025 recipient was Village for Families & Children ($25K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Village for Families & Children Hartford, CTUnrestricted General$25,077

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$588,945$567,887$565,730
Revenue$57,178$22,349$-4,698
Expenses$37,337$39,051$33,982
Qualifying Distributions$29,556$31,860$24,765
Net Investment Income$48,949$13,752$6,209
Distributable Amount$34,542$32,481$30,068

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS December 9, 2019)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS December 8, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
  7. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Morgan Sarah Trust UA's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $10K (2022) → $10K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

Bank of America — Trustee: $10KBank of AmericaTrustee$10K

The highest reported compensation on the 2025 filing was $10K, to Bank of America (Trustee).

Frequently asked questions about Morgan Sarah Trust UA

How much does Morgan Sarah Trust UA give each year?

Morgan Sarah Trust UA gave $25K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 1 grant.

How large is Morgan Sarah Trust UA?

Morgan Sarah Trust UA reported $589K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $35K (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 is Morgan Sarah Trust UA?

Morgan Sarah Trust UA is a private foundation focused on Human services, based in Dallas, TX. It holds $589K in total assets as of 2025.

Where does Morgan Sarah Trust UA operate?

Morgan Sarah Trust UA has awarded grants in Connecticut.

What is Morgan Sarah Trust UA's EIN?

Morgan Sarah Trust UA's EIN (Employer Identification Number) is 06-6029097. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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