Morgan WR UA FBO CNTRL Bapt Etal
Morgan WR UA FBO CNTRL Bapt Etal is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 3 grants totaling $127K. Net investment income was $238K.
Key facts about Morgan WR UA FBO CNTRL Bapt Etal
In short: Morgan WR UA FBO CNTRL Bapt Etal gave $127K across 3 grants in 2025 (avg $42K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6026681
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $126,752
- Grants made (2025)
- 3
- Average grant
- $42,251
- Median grant
- $50,701
- Total assets
- $2,454,627
- 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
$2.5M
+3.8% YoY
Annual Giving
$127K
+6.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$42K
+6.0% YoY
Under IRS private-foundation payout rules, Morgan WR UA FBO CNTRL Bapt Etal reported a distributable amount of $142K for 2025 — the minimum it must pay out in qualifying distributions.
How Morgan WR UA FBO CNTRL Bapt Etal gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 99% 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.
Ready to take the next step with Morgan WR UA FBO CNTRL Bapt Etal?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $88K (2023) to $136K (2022). In 2025 it made 3 grants totaling $127K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Hartford Hospital - Jefferson House ($51K). Together the top 3 received $127K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 11 grants of 15 (73%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hartford Hospital - Jefferson House Hartford, CT | Unrestricted General | $50,701 |
| Central Baptist Church Hartford, CT | Unrestricted General | $50,701 |
| Masonic Charity Foundation of CT Wallingford, CT | Unrestricted General | $25,350 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,454,627 | $2,364,923 | $2,278,004 |
| Revenue | $264,370 | $248,617 | $74,435 |
| Expenses | $175,443 | $159,252 | $122,651 |
| Qualifying Distributions | $141,577 | $133,610 | $100,655 |
| Net Investment Income | $238,062 | $221,510 | $45,090 |
| Distributable Amount | $142,370 | $134,246 | $122,575 |
Data update history
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 March 22, 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 24, 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
Leadership & Key People
Officers and directors from IRS filings
Morgan WR UA FBO CNTRL Bapt Etal'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
$29K (2019) → $36K (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 $36K, to Bank of America (Trustee).
Frequently asked questions about Morgan WR UA FBO CNTRL Bapt Etal
How much does Morgan WR UA FBO CNTRL Bapt Etal give each year?
Morgan WR UA FBO CNTRL Bapt Etal gave $127K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $120K across 3 grants.
What is Morgan WR UA FBO CNTRL Bapt Etal's typical grant size?
Morgan WR UA FBO CNTRL Bapt Etal's median grant in 2025 was $50,701, and its average grant was $42,251, across 3 grants on its 2025 IRS Form 990-PF.
Where does Morgan WR UA FBO CNTRL Bapt Etal give grants?
Morgan WR UA FBO CNTRL Bapt Etal 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 WR UA FBO CNTRL Bapt Etal give general operating support?
Yes: 100% of Morgan WR UA FBO CNTRL Bapt Etal'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 WR UA FBO CNTRL Bapt Etal?
Morgan WR UA FBO CNTRL Bapt Etal reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $142K in qualifying distributions that year, against a required minimum of $142K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Morgan WR UA FBO CNTRL Bapt Etal by hand.
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