Tuw a L Morgan Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 95-7078666

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.

Key facts about Tuw a L Morgan Charitable Trust

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.

EIN
95-7078666
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$22,958
Grants made (2026)
3
Average grant
$7,653
Median grant
$9,183
Total assets
$606,150
Primary geography
Washington (60% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$606K

+12.6% YoY

Annual Giving

$23K

-13.5% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$8K

-13.5% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 3 itemized 2026 grant dollars.

Cities

SeattleNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants20203 grants20213 grants20223 grants20233 grants20243 grants20253 grants2026

From 2020 to 2026, annual grant giving ranged from $20K (2021) to $31K (2022). In 2026 it made 3 grants totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2026

ASPCA: $9KASPCA$9KSeattle Times Fund for the Needy: $9KSeattle Times Fund for theNeedy$9KSeattle Post Intelligencer Charities: $5KSeattle Post IntelligencerCharities$5K

The largest 2026 recipient was ASPCA ($9K). Together the top 3 received $23K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ASPCA New York, NYUnrestricted General$9,183
Seattle Times Fund for the Needy Seattle, WAUnrestricted General$9,183
Seattle Post Intelligencer Charities Seattle, WAUnrestricted General$4,592

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020202120222023202420252026
Metric202620252024
Total Assets$606,150$538,455$524,591
Revenue$86,739$50,895$20,841
Expenses$35,404$38,404$30,130
Qualifying Distributions$28,078$31,560$24,567
Net Investment Income$78,812$42,647$10,882
Distributable Amount$33,808$31,085$28,588

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
  2. IRS filings on file for fiscal years 2020–2025

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

Bank of America — Trustee: $10KBank of AmericaTrustee$10K

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).

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.

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