Steffi L Morris Charitable Trust

Private foundation · Grantmaker Tarzana, CA EIN: 65-6467580

Steffi L Morris Charitable Trust is a private foundation, based in Tarzana, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $233K in total assets. In 2025, it awarded 6 grants totaling $13K. Net investment income was $22K.

Key facts about Steffi L Morris Charitable Trust

In short: Steffi L Morris Charitable Trust gave $13K across 6 grants in 2025 (avg $2K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
65-6467580
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$12,750
Grants made (2025)
6
Average grant
$2,125
Median grant
$1,750
Total assets
$233,102
Primary geography
California (80% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$233K

+2.9% YoY

Annual Giving

$13K

+4.5% YoY

Grant Count

6

+20.0% YoY

Avg Grant Size

$2K

-12.9% YoY

Under IRS private-foundation payout rules, Steffi L Morris Charitable Trust reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.

How Steffi L Morris Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−9%). Method
  • In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

DecaturWoodland HillsLos AngelesHonoluluTarzanaDuarteSherman Oaks

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K2 grants2019 1 grant2020 2 grants2021 3 grants2022 1 grant2023 5 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $10K (2019) to $14K (2022). In 2025 it made 6 grants totaling $13K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Lapd Booster Club: $5KLapd Booster Club$5KIgby International Ministries: $3KIgby International Ministries$3KFriends of Encino-Tarzana Library: $3KFriends of Encino-TarzanaLibrary$3KSisters of St Louis: $1KSisters of St Louis$1KTarzana Community Center: $1KTarzana Community Center$1KLafd Foundation: $750Lafd Foundation$750

The largest 2025 recipient was Lapd Booster Club ($5K). Together the top 6 received $13K.

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 17 grants of 17 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lapd Booster Club Los Angeles, CAGeneral Financial Aid$5,000
Igby International Ministries Decatur, ILGeneral Financial Aid$2,500
Friends of Encino-Tarzana Library Tarzana, CAFor General Aid$2,500
Sisters of St Louis Woodland Hills, CAGeneral Financial Aid$1,000
Tarzana Community Center Tarzana, CAFor General Aid$1,000
Lafd Foundation Los Angeles, CAFor General Aid$750

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$233,102$226,538$223,407
Revenue$22,014$17,904$9,849
Expenses$15,450$14,773$14,001
Qualifying Distributions$12,750$12,202$11,520
Net Investment Income$21,885$17,683$9,711
Distributable Amount$14,265$11,112$11,548

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 7, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS August 28, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 3, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 3, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 16, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)

Leadership & Key People

Officers and directors from IRS filings

Steffi L Morris Charitable Trust is led by Mark Eskander Esq., Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Mark Eskander Esq.

    Trustee

    On filings since 2019

    10 hrs/week

    $4K (2019) → $0 (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2021 IRS filing

Mark Eskander Esq — Trustee: $6KMark Eskander EsqTrustee$6K

The highest reported compensation on the 2021 filing was $6K, to Mark Eskander Esq (Trustee).

Frequently asked questions about Steffi L Morris Charitable Trust

How much does Steffi L Morris Charitable Trust give each year?

Steffi L Morris Charitable Trust gave $13K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 5 grants.

What is Steffi L Morris Charitable Trust's typical grant size?

Steffi L Morris Charitable Trust's median grant in 2025 was $1,750, and its average grant was $2,125, across 6 grants on its 2025 IRS Form 990-PF.

Where does Steffi L Morris Charitable Trust give grants?

Steffi L Morris Charitable Trust gives mostly in California: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (20%). The most frequent recipient cities were Los Angeles, CA (2 grants) and Tarzana, CA (2 grants).

Does Steffi L Morris Charitable Trust give general operating support?

Yes: 100% of Steffi L Morris Charitable Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Steffi L Morris Charitable Trust's largest grantees?

Steffi L Morris Charitable Trust's largest 2025 grantees include Lapd Booster Club ($5,000), Igby International Ministries ($2,500) and Friends of Encino-Tarzana Library ($2,500), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.

How large is Steffi L Morris Charitable Trust?

Steffi L Morris Charitable Trust reported $233K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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 2019–2025.

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

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