Tuw a L Morgan Charitable Trust
Tuw a L Morgan Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $606K in total assets. In 2026, it awarded 3 grants totaling $23K. Net investment income was $79K.
Tuw a L Morgan Charitable Trust at a glance
In short: Tuw a L Morgan Charitable Trust gave $23K across 3 grants in 2026 (avg $8K), mostly in Washington. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $22,958
- -13.5% vs 2025
- Grants made (2026)
- 3
- +0.0% vs 2025
- Average grant
- $7,653
- -13.5% vs 2025
- Median grant
- $9,183
- Total assets
- $606,150
- +12.6% vs 2025
- Primary geography
- Washington (60% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Tuw a L Morgan Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was ASPCA ($9K). Together the top 3 received $23K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
States
Cities
How Tuw a L Morgan Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−13%). Method
- In 2026 it paid out 83% 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 2026, annual grant giving ranged from $20K (2021) to $31K (2022). In 2026 it made 3 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ASPCA New York, NY | Unrestricted General | $9,183 |
| Seattle Times Fund for the Needy Seattle, WA | Unrestricted General | $9,183 |
| Seattle Post Intelligencer Charities Seattle, WA | Unrestricted General | $4,592 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $606,150 | $86,739 | $35,404 | $22,958 | 3 | $28,078 | $78,812 | $33,808 |
| 2025 | $538,455 | $50,895 | $38,404 | $26,539 | 3 | $31,560 | $42,647 | $31,085 |
| 2024 | $524,591 | $20,841 | $30,130 | $20,057 | 3 | $24,567 | $10,882 | $28,588 |
| 2023 | $531,214 | $-11,267 | $40,752 | $26,328 | 3 | $30,919 | $4,237 | $27,711 |
| 2022 | $582,360 | $118,311 | $43,544 | $31,308 | 3 | $36,551 | $109,693 | $32,284 |
| 2021 | $562,003 | $39,221 | $30,886 | $19,590 | 3 | — | $32,288 | $29,191 |
| 2020 | $492,394 | $41,263 | $31,180 | $21,420 | 3 | — | $36,023 | $26,518 |
Under IRS private-foundation payout rules, Tuw a L Morgan Charitable Trust reported a distributable amount of $34K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tuw a L Morgan Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$10K (2022) → $10K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $10K, to Bank of America (Trustee).
Frequently asked questions about Tuw a L Morgan Charitable Trust
How much does Tuw a L Morgan Charitable Trust give each year?
Tuw a L Morgan Charitable Trust gave $23K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $27K across 3 grants.
What is Tuw a L Morgan Charitable Trust's typical grant size?
Tuw a L Morgan Charitable Trust's median grant in 2026 was $9,183, and its average grant was $7,653, across 3 grants on its 2026 IRS Form 990-PF.
Where does Tuw a L Morgan Charitable Trust give grants?
Tuw a L Morgan Charitable Trust gives mostly in Washington: 60% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was New York (40%). The most frequent recipient cities were Seattle, WA (2 grants).
Does Tuw a L Morgan Charitable Trust give general operating support?
Yes: 100% of Tuw a L Morgan Charitable Trust's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Tuw a L Morgan Charitable Trust?
Tuw a L Morgan Charitable Trust reported $606K in total assets on its 2026 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $34K (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 Tuw a L Morgan Charitable Trust's EIN?
Tuw a L Morgan Charitable Trust's EIN (Employer Identification Number) is 95-7078666. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Tuw a L Morgan Charitable Trust funds
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