Morgan W R Tr B Uw Cntrl Bap Etl

DALLAS, TX EIN: 06-6031011

Morgan W R Tr B Uw Cntrl Bap Etl is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $237K in total assets. In 2023, it awarded 3 grants totaling $9K. Net investment income was $4K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$237K

-2.5% YoY

Annual Giving

$9K

-36.0% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$3K

-14.7% YoY

Under IRS private-foundation payout rules, Morgan W R Tr B Uw Cntrl Bap Etl reported a distributable amount of $13K for 2023 — the minimum it must pay out in qualifying distributions.

About Morgan W R Tr B Uw Cntrl Bap Etl

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $45K (100%)

States

Connecticut

Cities

HartfordWallingford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	$237,248	$243,227	$270,002
Revenue	$8,499	$-5,641	$58,058
Expenses	$14,385	$21,148	$18,049
Qualifying Distributions	$10,815	$15,673	$14,018
Net Investment Income	$4,123	$1,499	$54,012
Distributable Amount	$12,880	$13,307	$14,931

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Hartford Hospital- Jefferson House ($3,491), Central Baptist Church ($3,491), Masonic Charity Foundation of Ct ($1,674).

Recipient	Purpose	Amount
HARTFORD HOSPITAL- JEFFERSON HOUSE HARTFORD, CT	UNRESTRICTED GENERAL	$3,491
CENTRAL BAPTIST CHURCH HARTFORD, CT	UNRESTRICTED GENERAL	$3,491
MASONIC CHARITY FOUNDATION OF CT WALLINGFORD, CT	UNRESTRICTED GENERAL	$1,674

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$4,148

Frequently Asked Questions

How large is Morgan W R Tr B Uw Cntrl Bap Etl?

As of 2023, Morgan W R Tr B Uw Cntrl Bap Etl holds $237K in total assets with $8K in annual revenue. It awarded 3 grants totaling $9K in 2023.

Where does Morgan W R Tr B Uw Cntrl Bap Etl operate?

Morgan W R Tr B Uw Cntrl Bap Etl has awarded grants in Connecticut.

What size grants does Morgan W R Tr B Uw Cntrl Bap Etl award?

In 2023, Morgan W R Tr B Uw Cntrl Bap Etl awarded 3 grants totaling $9K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Morgan W R Tr B Uw Cntrl Bap Etl required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Morgan W R Tr B Uw Cntrl Bap Etl reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Morgan W R Tr B Uw Cntrl Bap Etl's EIN?

Morgan W R Tr B Uw Cntrl Bap Etl's EIN (Employer Identification Number) is 06-6031011. IRS Form 990 filing data is available on this page for 2020–2023.