Tua Morse Sorowitz

Private foundation · Grantmaker Dallas, TX EIN: 95-6820140

Tua Morse Sorowitz is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $800K in total assets. In 2025, it awarded 1 grant totaling $32K. Net investment income was $75K.

Tua Morse Sorowitz at a glance

In short: Tua Morse Sorowitz gave $32K across 1 grant in 2025 (avg $32K), mostly in California. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$31,786
-15.2% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$31,786
-15.2% vs 2024
Median grant
$31,786
Total assets
$799,883
+4.8% vs 2024
Primary geography
California (100% 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 Tua Morse Sorowitz funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Long Beach Day Nursery: $32KLong Beach Day Nursery$32K

The largest 2025 recipient was Long Beach Day Nursery ($32K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Long Beach

How Tua Morse Sorowitz gives

  • Giving fell 25% from 2022 to 2025. Method
  • In 2025 it paid out 82% 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

$0$20K$40K$60K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $27K (2023) to $42K (2022). In 2025 it made 1 grant totaling $32K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Long Beach Day Nursery Long Beach, CADay Care for Children$31,786
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$799,883$85,239$48,940$31,7861$37,572$75,267$45,831
2024$763,361$78,471$52,707$37,4861$42,984$68,247$43,247
2023$738,387$24,268$40,852$27,4321$32,395$13,438$39,422
2022$755,287$-18,058$60,029$42,2151$47,425$6,605$40,572
2021$833,353$173,504$53,721$37,1421$42,982$162,728$45,380
2020$705,291$63,674$50,683$37,0981—$55,396$38,785
2019$697,106$45,770$42,181$28,8491—$40,046$37,665

Under IRS private-foundation payout rules, Tua Morse Sorowitz reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Tua Morse Sorowitz's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $13K (2021) → $13K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — 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

Bank of America — Trustee: $13KBank of AmericaTrustee$13K

The highest reported compensation on the 2025 filing was $13K, to Bank of America (Trustee).

Frequently asked questions about Tua Morse Sorowitz

How much does Tua Morse Sorowitz give each year?

Tua Morse Sorowitz gave $32K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 1 grant.

How large is Tua Morse Sorowitz?

Tua Morse Sorowitz reported $800K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $46K (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 Tua Morse Sorowitz?

Tua Morse Sorowitz is a private foundation focused on Education, based in Dallas, TX. It holds $800K in total assets as of 2025.

Where does Tua Morse Sorowitz operate?

Tua Morse Sorowitz has awarded grants in California.

What is Tua Morse Sorowitz's EIN?

Tua Morse Sorowitz's EIN (Employer Identification Number) is 95-6820140. 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.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Tua Morse Sorowitz'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.

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