Morgan Wr Ua Fbo Cntrl Bapt Etal

DALLAS, TX EIN: 06-6026681

Morgan Wr Ua Fbo Cntrl Bapt Etal is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 3 grants totaling $120K. Net investment income was $222K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+3.8% YoY

Annual Giving

$120K

+35.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$40K

+35.8% YoY

Under IRS private-foundation payout rules, Morgan Wr Ua Fbo Cntrl Bapt Etal reported a distributable amount of $134K for 2024 — the minimum it must pay out in qualifying distributions.

About Morgan Wr Ua Fbo Cntrl Bapt Etal

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $581K (100%)

States

Connecticut

Cities

HartfordWallingford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,364,923	$2,278,004	$2,327,174
Revenue	$248,617	$74,435	$-55,718
Expenses	$159,252	$122,651	$183,234
Qualifying Distributions	$133,610	$100,655	$148,748
Net Investment Income	$221,510	$45,090	$25,770
Distributable Amount	$134,246	$122,575	$126,014

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 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hartford Hospital - Jefferson House ($47,831), Central Baptist Church ($47,831), Masonic Charity Foundation of Ct ($23,917).

Recipient	Purpose	Amount
HARTFORD HOSPITAL - JEFFERSON HOUSE HARTFORD, CT	UNRESTRICTED GENERAL	$47,831
CENTRAL BAPTIST CHURCH HARTFORD, CT	UNRESTRICTED GENERAL	$47,831
MASONIC CHARITY FOUNDATION OF CT WALLINGFORD, CT	UNRESTRICTED GENERAL	$23,917

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	$33,828

Frequently Asked Questions

How large is Morgan Wr Ua Fbo Cntrl Bapt Etal?

As of 2024, Morgan Wr Ua Fbo Cntrl Bapt Etal holds $2.4M in total assets with $249K in annual revenue. It awarded 3 grants totaling $120K in 2024.

Where does Morgan Wr Ua Fbo Cntrl Bapt Etal operate?

Morgan Wr Ua Fbo Cntrl Bapt Etal has awarded grants in Connecticut.

What size grants does Morgan Wr Ua Fbo Cntrl Bapt Etal award?

In 2024, Morgan Wr Ua Fbo Cntrl Bapt Etal awarded 3 grants totaling $120K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Morgan Wr Ua Fbo Cntrl Bapt Etal required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Morgan Wr Ua Fbo Cntrl Bapt Etal reported a distributable amount of $134K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Morgan Wr Ua Fbo Cntrl Bapt Etal's EIN?

Morgan Wr Ua Fbo Cntrl Bapt Etal's EIN (Employer Identification Number) is 06-6026681. IRS Form 990 filing data is available on this page for 2020–2024.