Morman Mary D Tr UA

Private foundation · Grantmaker Cincinnati, OH EIN: 38-6535128

Morman Mary D Tr UA is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $187K in total assets. In 2026, it awarded 1 grant totaling $13K. Net investment income was $10K.

Morman Mary D Tr UA at a glance

In short: Morman Mary D Tr UA gave $13K across 1 grant in 2026 (avg $13K), mostly in Michigan. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$13,000
+18.2% vs 2025
Grants made (2026)
1
+0.0% vs 2025
Average grant
$13,000
+18.2% vs 2025
Median grant
$13,000
Total assets
$186,645
-4.6% vs 2025
Primary geography
Michigan (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated October 2026.

Who Morman Mary D Tr UA funds

How this funder distributes its grants

Top Recipients

Top recipient in 2026

Grand Rapids Community Foundation: $13KGrand Rapids CommunityFoundation$13K

The largest 2026 recipient was Grand Rapids Community Foundation ($13K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

States

Cities

Grand Rapids

How Morman Mary D Tr UA gives

  • Giving held roughly steady from 2023 to 2026 (+13%). Method
  • In 2026 it paid out 104% 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

$0$5K$10K$15K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2020 to 2026, annual grant giving ranged from $10K (2021) to $13K (2026). In 2026 it made 1 grant totaling $13K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Grand Rapids Community Foundation Grand Rapids, MIDaily Operational Support$13,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$186,645$15,215$19,453$13,0001$13,624$9,601$13,043
2025$195,697$13,111$16,920$11,0001$11,592$7,784$13,289
2024$197,391$9,378$16,405$11,0001$11,541$4,389$11,969
2023$201,933$8,881$17,043$11,5001$12,027$4,136$11,293
2022$210,088$16,019$15,810$10,0001$10,581$10,790$12,885
2021$209,874$7,020$15,105$10,0001—$2,232$10,526
2020$218,034$11,670$17,743$11,0001—$7,488$10,722

Under IRS private-foundation payout rules, Morman Mary D Tr UA reported a distributable amount of $13K for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Morman Mary D Tr UA's only listed officer is Fifth Third Bank N A, Trustee on the 2026 filing (compensated).

Officers on the 2026 filing

  • Fifth Third Bank N A

    Trustee

    New on the 2026 filing

    2 hrs/week

    $6K (2026)

Former officers (2)
  • Former: Comerica Bank Trust NA (2023–2025) — Trustee
  • Former: Comerica Bank & Trust (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Fifth Third Bank N a — Trustee: $6KFifth Third Bank N aTrustee$6K

The highest reported compensation on the 2026 filing was $6K, to Fifth Third Bank N a (Trustee).

Frequently asked questions about Morman Mary D Tr UA

How much does Morman Mary D Tr UA give each year?

Morman Mary D Tr UA gave $13K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $11K across 1 grant.

How large is Morman Mary D Tr UA?

Morman Mary D Tr UA reported $187K in total assets on its 2026 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).

Where does Morman Mary D Tr UA operate?

Morman Mary D Tr UA has awarded grants in Michigan.

What is Morman Mary D Tr UA's EIN?

Morman Mary D Tr UA's EIN (Employer Identification Number) is 38-6535128. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 12, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 18, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 27, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 28, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 15, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2025)
  7. Added Form 990-PF for fiscal year 2026 (received by the IRS July 9, 2026)
  8. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Morman Mary D Tr UA's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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