The Morgan McClain Family Trust
The Morgan McClain Family Trust is a private foundation, based in Turner, OR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 8 grants totaling $41K. Net investment income was $38K.
The Morgan McClain Family Trust at a glance
In short: The Morgan McClain Family Trust gave $41K across 8 grants in 2025 (avg $5K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $40,801
- -20.0% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $5,100
- -20.0% vs 2024
- Median grant
- $5,000
- Total assets
- $1,125,176
- -0.7% vs 2024
- Primary geography
- Oregon (65% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Morgan McClain Family Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Southern Methodist University ($9K). Together the top 8 received $41K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 51 grants of 51 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How The Morgan McClain Family Trust gives
- Giving fell 24% from 2022 to 2025. Method
- In 2025 it paid out 68% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $41K (2025) to $68K (2023). In 2025 it made 8 grants totaling $41K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southern Methodist University Dallas, TX | Donation | $9,301 |
| Doernbecher Portland, OR | Donation | $7,500 |
| Boys & Girls Club Salem, OR | Donation | $5,000 |
| Nations Foundation Salem, OR | Donation | $5,000 |
| Salem Leadership Salem, OR | Donation | $5,000 |
| Hazelden Betty Ford Foundation St. Paul, MN | Donation | $5,000 |
| Project Chamber Music Salem, OR | Donation | $3,000 |
| Salem Dream Center Salem, OR | Donation | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,125,176 | $38,381 | $46,623 | $40,801 | 8 | $40,801 | $38,381 | $60,192 |
| 2024 | $1,133,418 | $39,044 | $52,529 | $51,000 | 8 | $51,000 | $39,044 | $55,679 |
| 2023 | $1,146,903 | $35,867 | $68,705 | $67,500 | 13 | $67,500 | $35,867 | $50,259 |
| 2022 | $1,179,741 | $20,822 | $54,884 | $54,000 | 10 | $54,000 | $20,658 | $59,869 |
| 2021 | $1,213,803 | $1,274 | $61,793 | $61,000 | 12 | $61,000 | $1,274 | $62,666 |
| 2020 | $1,274,322 | $3,288 | $58,776 | $58,000 | 14 | — | $3,288 | $65,543 |
Under IRS private-foundation payout rules, The Morgan McClain Family Trust reported a distributable amount of $60K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Morgan McClain Family Trust is led by Pamela McClain, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Pamela McClain
President
On filings since 2020
No compensation reported
William McClain
Vice President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Morgan McClain Family Trust
How much does The Morgan McClain Family Trust give each year?
The Morgan McClain Family Trust gave $41K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 8 grants.
What is The Morgan McClain Family Trust's typical grant size?
The Morgan McClain Family Trust's median grant in 2025 was $5,000, and its average grant was $5,100, across 8 grants on its 2025 IRS Form 990-PF.
Where does The Morgan McClain Family Trust give grants?
The Morgan McClain Family Trust gives mostly in Oregon: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Texas (23%) and Minnesota (12%). The most frequent recipient cities were Salem, OR (5 grants).
Does The Morgan McClain Family Trust give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on The Morgan McClain Family Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (8 grants).
Who are The Morgan McClain Family Trust's largest grantees?
The Morgan McClain Family Trust's largest 2025 grantees include Southern Methodist University ($9,301), Doernbecher ($7,500) and Boys & Girls Club ($5,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is The Morgan McClain Family Trust?
The Morgan McClain Family Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $60K (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 The Morgan McClain Family Trust's EIN?
The Morgan McClain Family Trust's EIN (Employer Identification Number) is 46-3651634. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in The Morgan McClain Family Trust's focus areas in our free grants database
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