Sue Morgan Charitable Trust
Sue Morgan Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in GUNTERSVILLE, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $404K in total assets. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$404K
+2.1% YoY
Revenue
$14K
+328.1% YoY
Net Investment Income
$14K
+208.3% YoY
Expenses
$5K
-4.0% YoY
About Sue Morgan Charitable Trust
Based on IRS filings
Sue Morgan Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in GUNTERSVILLE, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $404K in total assets. Net investment income was $14K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $404,212 | $395,874 | $398,099 |
| Revenue | $13,502 | $3,154 | $7,779 |
| Expenses | $5,164 | $5,379 | $607 |
| Qualifying Distributions | — | — | $607 |
| Net Investment Income | $13,502 | $4,379 | $7,952 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Norma M Wells | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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