Tuw a R & Edna Morgan Fund

Private foundation · Grantmaker Dallas, TX EIN: 91-6347931

Tuw a R & Edna Morgan Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2024. In 2024, it awarded 1 grant totaling $159K. Net investment income was $8K.

Tuw a R & Edna Morgan Fund at a glance

In short: Tuw a R & Edna Morgan Fund gave $159K across 1 grant in 2024 (avg $159K), mostly in West Virginia. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$158,935
+2804.5% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$158,935
+2804.5% vs 2023
Median grant
$158,935
Primary geography
West Virginia (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Tuw a R & Edna Morgan Fund funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Bethany College: $159KBethany College$159K

The largest 2024 recipient was Bethany College ($159K).

Grant Size Distribution

4 grants across all recorded years

3<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 4 (75%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

Cities

Bethany

How Tuw a R & Edna Morgan Fund gives

  • Giving grew 2708% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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$50K$100K$150K$200K1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2021 to 2024, annual grant giving ranged from $5K (2023) to $159K (2024). In 2024 it made 1 grant totaling $159K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Bethany College Bethany, WVCreate Named Scholarship$158,935
Your AI grants department

Ready to take the next step with Tuw a R & Edna Morgan Fund?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024—$9,392$162,863$158,9351$161,106$7,639$7,915
2023$146,006$-3,281$13,885$5,4721$10,387$127$7,704
2022$161,169$33,191$16,035$7,0651$12,545$29,660$8,866
2021$165,729$13,494$11,285$5,6611—$10,182$8,970

Under IRS private-foundation payout rules, Tuw a R & Edna Morgan Fund reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Tuw a R & Edna Morgan Fund's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2024 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $4K (2022) → $235 (2024)

Former officers (1)
  • Former: Bank Of America N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Bank of America — Trustee: $235Bank of AmericaTrustee$235

The highest reported compensation on the 2024 filing was $235, to Bank of America (Trustee).

Frequently asked questions about Tuw a R & Edna Morgan Fund

How much does Tuw a R & Edna Morgan Fund give each year?

Tuw a R & Edna Morgan Fund gave $159K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 1 grant.

Where does Tuw a R & Edna Morgan Fund operate?

Tuw a R & Edna Morgan Fund has awarded grants in West Virginia.

How much is Tuw a R & Edna Morgan Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tuw a R & Edna Morgan Fund reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tuw a R & Edna Morgan Fund's EIN?

Tuw a R & Edna Morgan Fund's EIN (Employer Identification Number) is 91-6347931. IRS Form 990 filing data is available on this page for 2021–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

Explore Open Grants

Browse active grant opportunities in Tuw a R & Edna Morgan Fund's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Albert a Christ Scholarship Fund 1403

Wheeling, WV

The Albert A Christ Scholarship Fund supports scholarships, with reported giving of about $244,000 in 2025; its grant went to a recipient in Wheeling, West Virginia. It does not accept unsolicited requests and gives only to preselected charitable organizations.

Assets

$3.1M

Grants

1

Total Given

$318K

The Thomas Phillips and Jane

Telluride, CO

The foundation supports environmental health, equality and social progress, education, and youth, with grantmaking focused on New York, Colorado, Vermont, and LGBTQ communities. Recent grants ranged from $100,000 to $250,000 in 2023, though its 2024 filing reported one grant of $3.58 million. It funds only preselected charitable organizations and does not accept unsolicited requests.

Assets

$55.3M

Grants

1

Total Given

$3.6M

Helen B and Robert H Russell Scholarship Fu

Wheeling, WV

Assets

$558K

Grants

1

Total Given

$21K

Mary Watson Trust Under Will

Columbus, OH

Assets

$165K

Grants

3

Total Given

$3K

Stamp Charitable Fund

Wheeling, WV

The fund supports a range of charitable organizations, including parks, education, health care, and community foundations, with a preference for groups connected to the donors or serving the greater Wheeling area. In 2024, it made 8 grants of $10,000 to $1 million, with a median grant of $257,500; all went to West Virginia organizations. It accepts requests by letter and has no stated deadline.

Assets

$593K

Grants

3

Total Given

$22K

The Reed Foundation

Houston, TX

Assets

$781K

Grants

4

Total Given

$60K

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 Tuw a R & Edna Morgan Fund'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.

Tuw a R & Edna Morgan Fund down — hundreds of funders to go?

Want AI to do this for you?