Morris Stulsaft Testamentary Trust

Foundation · Grantmaker DALLAS, TX EIN: 94-6244806

Morris Stulsaft Testamentary Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $21.1M in total assets. In 2025, it awarded 1 grants totaling $2.1M. Net investment income was $2.5M.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$21.1M

+1.6% YoY

Annual Giving

$2.1M

-2.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2.1M

-2.8% YoY

Under IRS private-foundation payout rules, Morris Stulsaft Testamentary Trust reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.

About Morris Stulsaft Testamentary Trust

Based on IRS filings

Morris Stulsaft Testamentary Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $21.1M in total assets. In 2025, it awarded 1 grants totaling $2.1M. Net investment income was $2.5M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

San Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$826K$2M$2M$3M20212022202320242025
Metric202520242023
Total Assets$21,054,568$20,729,746$21,794,628
Revenue$2,613,421$1,244,213$360,243
Expenses$2,288,246$2,308,751$2,306,410
Qualifying Distributions$2,138,433$2,197,100$2,204,828
Net Investment Income$2,505,758$1,139,124$713,245
Distributable Amount$1,288,024$1,261,791$1,270,266

Giving Over Time

Total grant dollars and number of grants per year

$0$537K$1M$2M$2M1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

THE MORRIS STULSAFT FOUN…$2.1M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include The Morris Stulsaft Foundation ($2,078,150).

RecipientPurposeAmount
THE MORRIS STULSAFT FOUNDATION SAN FRANCISCO, CAUNRESTRICTED GENERAL$2,078,150

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$148K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$148,209

Frequently Asked Questions

How large is Morris Stulsaft Testamentary Trust?

As of 2025, Morris Stulsaft Testamentary Trust holds $21.1M in total assets with $2.6M in annual revenue. It awarded 1 grants totaling $2.1M in 2025.

Where does Morris Stulsaft Testamentary Trust operate?

Morris Stulsaft Testamentary Trust has awarded grants in California.

What size grants does Morris Stulsaft Testamentary Trust award?

In 2025, Morris Stulsaft Testamentary Trust awarded 1 grants totaling $2.1M — an average of about $2.1M per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2025, Morris Stulsaft Testamentary Trust reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Morris Stulsaft Testamentary Trust's EIN?

Morris Stulsaft Testamentary Trust's EIN (Employer Identification Number) is 94-6244806. IRS Form 990 filing data is available on this page for 2021–2025.

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

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