Morris Charitable Trust

WYNNEWOOD, PA EIN: 22-2798233

Morris Charitable Trust is a private foundation based in Wynnewood, Pennsylvania. Established in 1988, the organization operates as a 501(c)(3) tax-exempt entity and functions as a family foundation focused on charitable giving across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.0M

+14.2% YoY

Annual Giving

$165K

-34.8% YoY

Grant Count

38

-15.6% YoY

Avg Grant Size

$4K

-22.8% YoY

Under IRS private-foundation payout rules, Morris Charitable Trust reported a distributable amount of $119K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust was created to provide housing for the homeless and education of Spanish-speaking children. Its current funding priorities include:

  • Higher education
  • Tuition assistance
  • Emergency services
  • Community activities
  • Work in Africa
  • Spanish tuition assistance
  • Service organizations
  • Human services
  • Nursing home support
  • Reproductive health initiatives
  • Mental health services

The trust also supports the Hope Partnership for Education, an inter-city Philadelphia program serving grades 4-8 with approximately 80 children.

Grantmaking

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Geographic Focus

Where this funder awards grants

The trust primarily funds organizations in Pennsylvania, New York, and Indiana, with particular emphasis on Philadelphia-area initiatives.

Grant Distribution by State

18states
+10 more states

Cities

AbingtonAnn ArborArdmoreAshlandBala CynwoodBala CynwydBaltimoreBelmontBenet LakeBensalemBostonBrightonBromallBryn MawrCamdenChamberlainCherry HillChildsCollegevilleDarby

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $2,951,889 (2024)
  • Total Revenues: $532,381 (2024)
  • Total Expenses: $166,383 (2024)
  • Total Liabilities: $0 (2024)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$209K$418K$628K$837K20202021202220232024
Metric202420232022
Total Assets$2,951,889$2,585,891$2,409,270
Revenue$532,381$430,668$244,847
Expenses$166,383$254,047$262,525
Qualifying Distributions$165,280$760,800$261,425
Net Investment Income$142,381$75,668$19,847
Distributable Amount$118,684$109,761$103,149

Giving Over Time

Total grant dollars and number of grants per year

$0$65K$131K$196K$261K28 grants202039 grants202148 grants202245 grants202338 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

independence mission sch…$25Kmercycareer and technica…$25Ksaint margatets church$20Kspanish students foundat…$10Klankenau medicial research$10KWalsingham Academy$10Kbiking for babies$8KJesuits USA East$7Ksisters of mercy of merion$6Khope partnership for edu…$5K

Grant Size Distribution

198 grants across all recorded years

197<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include independence mission schools st ros ($25,000), mercycareer and technical school ($25,000), saint margatets church ($20,370).

RecipientPurposeAmount
american red cross lansdale, PAcomunity charities$2,000
oblate sisters of St Franis frederick, MDcommunity charities$1,000
benedietine monks benet lake, WIhospice work$1,000
biking for babies saint charles, MOhuman life undertaking$7,500
franciscan miss sisters for africa belmont, MAafrica education$500
philabundance phila, PAcommunity charity$1,500
macular degeneration association sarasota, FLmedical research$1,000
independence mission schools st ros phila, PAeducation$25,000
servants of mary omaha, NEreligious activity$2,000
sisters of St Benedict ferdinand, INparish ministers and teachers$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
michael j morristrustee10
rose morristrustee6

Contact Information

  • Address: 440 Parkview Drive, Wynnewood, PA 19096-1640
  • Telephone: 267-283-8006
  • EIN: 22-2798233
  • Tax-Exempt Status: Since May 1987

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Morris Charitable Trust fund?

The trust was created to provide housing for the homeless and education of Spanish-speaking children. Its current funding priorities include: • Higher education • Tuition assistance • Emergency services • Community activities • Work in Africa • Spanish tuition assistance • Service organizations • Human services • Nursing home support • Reproductive health initiatives • Mental health services The trust also supports the Hope Partnership for Education, an inter-city Philadelphia program serving g…

How do I apply for a grant from Morris Charitable Trust?

**Grant Activity:** • Made 28 grants in the most recent reporting year • Typical grant awards range from $160 to $51,560 • Recent grantees include: • Lankenau Institute for Medical Research ($10,000 for hospital research) • Biking for Babies ($7,500 for human life undertaking) • Inglis House ($5,000 for housing handicapped) • Saint Joseph's University **Total Giving:** $165,280 (2024)

Where does Morris Charitable Trust make grants?

The trust primarily funds organizations in Pennsylvania, New York, and Indiana, with particular emphasis on Philadelphia-area initiatives.

What size grants does Morris Charitable Trust award?

In 2024, Morris Charitable Trust awarded 38 grants totaling $165K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Morris Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Morris Charitable Trust reported a distributable amount of $119K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Morris Charitable Trust's EIN?

Morris Charitable Trust's EIN (Employer Identification Number) is 22-2798233. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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