Morman Mary D Tr UA
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
The largest 2026 recipient was Grand Rapids Community Foundation ($13K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
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
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
| Recipient | Purpose | Amount |
|---|---|---|
| Grand Rapids Community Foundation Grand Rapids, MI | Daily Operational Support | $13,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $186,645 | $15,215 | $19,453 | $13,000 | 1 | $13,624 | $9,601 | $13,043 |
| 2025 | $195,697 | $13,111 | $16,920 | $11,000 | 1 | $11,592 | $7,784 | $13,289 |
| 2024 | $197,391 | $9,378 | $16,405 | $11,000 | 1 | $11,541 | $4,389 | $11,969 |
| 2023 | $201,933 | $8,881 | $17,043 | $11,500 | 1 | $12,027 | $4,136 | $11,293 |
| 2022 | $210,088 | $16,019 | $15,810 | $10,000 | 1 | $10,581 | $10,790 | $12,885 |
| 2021 | $209,874 | $7,020 | $15,105 | $10,000 | 1 | — | $2,232 | $10,526 |
| 2020 | $218,034 | $11,670 | $17,743 | $11,000 | 1 | — | $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
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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 12, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 18, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 27, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 28, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 15, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 9, 2026)
- IRS filings on file for fiscal years 2020–2025
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