Morgan Sarah Trust Ua
Morgan Sarah Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $568K in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$568K
+0.4% YoY
Annual Giving
$28K
+32.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$28K
+32.8% YoY
About Morgan Sarah Trust Ua
Based on IRS filings
Morgan Sarah Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $568K in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $14K.
Ready to take the next step with Morgan Sarah Trust Ua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $567,887 | $565,730 | $593,341 |
| Revenue | $22,349 | $-4,698 | $116,683 |
| Expenses | $39,051 | $33,982 | $46,003 |
| Qualifying Distributions | $31,860 | $24,765 | $38,567 |
| Net Investment Income | $13,752 | $6,209 | $108,674 |
| Distributable Amount | $32,481 | $30,068 | $31,551 |
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 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $9,157 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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