Morgan W R Tr B Uw CNTRL Bap ETL
Morgan W R Tr B Uw CNTRL Bap ETL is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $252K in total assets. In 2025, it awarded 3 grants totaling $12K. Net investment income was $24K.
Morgan W R Tr B Uw CNTRL Bap ETL at a glance
In short: Morgan W R Tr B Uw CNTRL Bap ETL gave $12K across 3 grants in 2025 (avg $4K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $12,319
- +6.9% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $4,106
- +6.9% vs 2024
- Median grant
- $4,927
- Total assets
- $251,946
- +2.9% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Morgan W R Tr B Uw CNTRL Bap ETL funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Hartford Hospital- Jefferson House ($5K). Together the top 3 received $12K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Morgan W R Tr B Uw CNTRL Bap ETL gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $9K (2023) to $14K (2022). In 2025 it made 3 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hartford Hospital- Jefferson House Hartford, CT | Unrestricted General | $4,927 |
| Central Baptist Church Hartford, CT | Unrestricted General | $4,927 |
| Masonic Charity Foundation of CT Wallingford, CT | Unrestricted General | $2,465 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $251,946 | $27,804 | $20,668 | $12,319 | 3 | $16,142 | $23,712 | $14,786 |
| 2024 | $244,733 | $25,643 | $17,900 | $11,528 | 3 | $13,882 | $21,475 | $14,039 |
| 2023 | $237,248 | $8,499 | $14,385 | $8,656 | 3 | $10,815 | $4,123 | $12,880 |
| 2022 | $243,227 | $-5,641 | $21,148 | $13,535 | 4 | $15,673 | $1,499 | $13,307 |
| 2021 | $270,002 | $58,058 | $18,049 | $11,760 | 4 | $14,018 | $54,012 | $14,931 |
| 2020 | $229,683 | $20,398 | $16,684 | $10,947 | 3 | — | $16,972 | $12,794 |
| 2019 | $225,996 | $14,227 | $15,607 | $9,648 | 4 | — | $11,494 | $12,510 |
Under IRS private-foundation payout rules, Morgan W R Tr B Uw CNTRL Bap ETL reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Morgan W R Tr B Uw CNTRL Bap ETL's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$4K (2019) → $5K (2025)
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
The highest reported compensation on the 2025 filing was $5K, to Bank of America (Trustee).
Frequently asked questions about Morgan W R Tr B Uw CNTRL Bap ETL
How much does Morgan W R Tr B Uw CNTRL Bap ETL give each year?
Morgan W R Tr B Uw CNTRL Bap ETL gave $12K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 3 grants.
What is Morgan W R Tr B Uw CNTRL Bap ETL's typical grant size?
Morgan W R Tr B Uw CNTRL Bap ETL's median grant in 2025 was $4,927, and its average grant was $4,106, across 3 grants on its 2025 IRS Form 990-PF.
Where does Morgan W R Tr B Uw CNTRL Bap ETL give grants?
Morgan W R Tr B Uw CNTRL Bap ETL gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hartford, CT (2 grants).
Does Morgan W R Tr B Uw CNTRL Bap ETL give general operating support?
Yes: 100% of Morgan W R Tr B Uw CNTRL Bap ETL's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Morgan W R Tr B Uw CNTRL Bap ETL?
Morgan W R Tr B Uw CNTRL Bap ETL reported $252K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
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