Tua Katherine a Morey Charitable
Tua Katherine a Morey Charitable is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 2 grants totaling $60K. Net investment income was $131K.
Tua Katherine a Morey Charitable at a glance
In short: Tua Katherine a Morey Charitable gave $60K across 2 grants in 2025 (avg $30K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,368
- +14.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $30,184
- +14.5% vs 2024
- Median grant
- $30,184
- Total assets
- $1,473,759
- +5.1% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Tua Katherine a Morey Charitable funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was MSPCA-Angell ($30K). Together the top 2 received $60K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 8 grants of 10 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Tua Katherine a Morey Charitable gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 72% 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 2019 to 2025, annual grant giving ranged from $51K (2019) to $106K (2021). In 2025 it made 2 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MSPCA-Angell Jamaica Plain, MA | Unrestricted General | $30,184 |
| Animal Rescue League of Boston Boston, MA | Unrestricted General | $30,184 |
Ready to take the next step with Tua Katherine a Morey Charitable?
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 | $1,473,759 | $136,051 | $65,402 | $60,368 | 2 | $61,273 | $131,136 | $85,189 |
| 2024 | $1,402,652 | $44,936 | $56,692 | $52,704 | 2 | $53,579 | $38,365 | $78,043 |
| 2023 | $1,373,056 | $-18,012 | $101,751 | $92,166 | 2 | $92,943 | $27,660 | $72,452 |
| 2022 | $1,464,226 | $266,663 | $68,045 | $63,516 | 2 | $64,208 | $262,040 | $77,804 |
| 2021 | $1,481,077 | $102,844 | $111,438 | $105,690 | 2 | — | $100,464 | $81,829 |
| 2019 | $1,272,580 | $66,494 | $53,954 | $50,512 | 2 | — | $56,423 | $66,335 |
Under IRS private-foundation payout rules, Tua Katherine a Morey Charitable reported a distributable amount of $85K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tua Katherine a Morey Charitable's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$2K (2022) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2021) — Trustee
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 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Bank of America (Trustee).
Frequently asked questions about Tua Katherine a Morey Charitable
How much does Tua Katherine a Morey Charitable give each year?
Tua Katherine a Morey Charitable gave $60K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $53K across 2 grants.
How large is Tua Katherine a Morey Charitable?
Tua Katherine a Morey Charitable reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $85K (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.
Where does Tua Katherine a Morey Charitable operate?
Tua Katherine a Morey Charitable has awarded grants in Massachusetts.
What is Tua Katherine a Morey Charitable's EIN?
Tua Katherine a Morey Charitable's EIN (Employer Identification Number) is 30-6437996. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS December 17, 2019)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Tua Katherine a Morey Charitable funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Tua Katherine a Morey Charitable's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Marxe Family Foundation Inc
New York, NY
Assets
$25.1M
Grants
1
Total Given
$10K
Hausman Foundation
Shaker Heights, OH
Assets
—
Grants
1
Total Given
$4K
The Christopher and Lucille Ewen Family Foundation Inc
Orleans, MA
Assets
—
Grants
2
Total Given
$3K
Gladys F Wilde Tui
Dallas, TX
Assets
$2.5M
Grants
4
Total Given
$99K
Carlee Charitable Trust
Boston, MA
Assets
$2.9M
Grants
6
Total Given
$338K
Leonard & Barbara Rosen
Worcester, MA
Assets
$95K
Grants
9
Total Given
$37K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Tua Katherine a Morey Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Tua Katherine a Morey Charitable down — hundreds of funders to go?