Steffi L Morris Charitable Trust
Steffi L Morris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY HILLS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $227K in total assets. In 2024, it awarded 5 grants totaling $12K. Net investment income was $18K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$227K
+1.4% YoY
Annual Giving
$12K
+5.9% YoY
Grant Count
5
+400.0% YoY
Avg Grant Size
$2K
-78.8% YoY
Under IRS private-foundation payout rules, Steffi L Morris Charitable Trust reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.
About Steffi L Morris Charitable Trust
Based on IRS filings
Steffi L Morris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY HILLS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $227K in total assets. In 2024, it awarded 5 grants totaling $12K. Net investment income was $18K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $226,538 | $223,407 | $227,406 |
| Revenue | $17,904 | $9,849 | $9,297 |
| Expenses | $14,773 | $14,001 | $16,407 |
| Qualifying Distributions | $12,202 | $11,520 | $14,000 |
| Net Investment Income | $17,683 | $9,711 | $9,177 |
| Distributable Amount | $11,112 | $11,548 | $12,371 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Wespark Cancer Support Center ($5,000), Woodland Hills Rotary Club Foundati ($3,000), Igby International Ministries ($2,202).
| Recipient | Purpose | Amount |
|---|---|---|
| IGBY INTERNATIONAL MINISTRIES DECATUR, IL | GENERAL FINANCIAL AID | $2,202 |
| LAPD BOOSTER CLUB LOS ANGELES, CA | GENERAL FINANCIAL AID | $1,000 |
| WOODLAND HILLS ROTARY CLUB FOUNDATI WOODLAND HILLS, CA | GENERAL FINANCIAL AID | $3,000 |
| WESPARK CANCER SUPPORT CENTER SHERMAN OAKS, CA | GENERAL FINANCIAL AID | $5,000 |
| SISTERS OF ST LOUIS WOODLAND HILLS, CA | GENERAL FINANCIAL AID | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK ESKANDER ESQ | Trustee | 10 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Steffi L Morris Charitable Trust?
Steffi L Morris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY HILLS, CA. It holds $227K in total assets as of 2024.
How large is Steffi L Morris Charitable Trust?
As of 2024, Steffi L Morris Charitable Trust holds $227K in total assets with $18K in annual revenue. It awarded 5 grants totaling $12K in 2024.
Where does Steffi L Morris Charitable Trust operate?
Steffi L Morris Charitable Trust has awarded grants in California, Hawaii, Illinois.
What size grants does Steffi L Morris Charitable Trust award?
In 2024, Steffi L Morris Charitable Trust awarded 5 grants totaling $12K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Steffi L Morris Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Steffi L Morris Charitable Trust reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Steffi L Morris Charitable Trust's EIN?
Steffi L Morris Charitable Trust's EIN (Employer Identification Number) is 65-6467580. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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