Tuw a R & Edna Morgan Fund

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 grants totaling $159K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$159K

+2804.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$159K

+2804.5% YoY

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.

About Tuw a R & Edna Morgan Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

West Virginia $177K (100%)

States

West Virginia

Cities

Bethany

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	—	$146,006	$161,169
Revenue	$9,392	$-3,281	$33,191
Expenses	$162,863	$13,885	$16,035
Qualifying Distributions	$161,106	$10,387	$12,545
Net Investment Income	$7,639	$127	$29,660
Distributable Amount	$7,915	$7,704	$8,866

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bethany College ($158,935).

Recipient	Purpose	Amount
BETHANY COLLEGE BETHANY, WV	CREATE NAMED SCHOLARSHIP	$158,935

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$235

Frequently Asked Questions

Where does Tuw a R & Edna Morgan Fund operate?

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

What size grants does Tuw a R & Edna Morgan Fund award?

In 2024, Tuw a R & Edna Morgan Fund awarded 1 grants totaling $159K — an average of about $159K per grant, based on its IRS Form 990 filings.

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.