W & E Morgan Charitable Trust Share C
W & E Morgan Charitable Trust Share C is a private foundation, based in Rock Port, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 2 grants totaling $342K. Net investment income was $398K.
W & E Morgan Charitable Trust Share C at a glance
In short: W & E Morgan Charitable Trust Share C gave $342K across 2 grants in 2024 (avg $171K), mostly in Missouri. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $342,092
- +12.7% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $171,046
- +12.7% vs 2023
- Median grant
- $171,046
- Total assets
- $4,150,275
- +1.0% vs 2023
- Primary geography
- Missouri (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who W & E Morgan Charitable Trust Share C funds
How this funder distributes its grants
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How W & E Morgan Charitable Trust Share C gives
- Giving held roughly steady from 2021 to 2024 (+5%). Method
- In 2024 it paid out 94% 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 2024, annual grant giving ranged from $304K (2023) to $369K (2022). In 2024 it made 2 grants totaling $342K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached List Rockport, MO | Attached list | $308,967 |
| 1 grant to individuals Recipients not named | — | $33,125 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,150,275 | $427,428 | $554,723 | $342,092 | 2 | $351,381 | $397,807 | $375,218 |
| 2023 | $4,107,587 | $499,196 | $460,873 | $303,638 | 2 | $311,115 | $423,770 | $349,569 |
| 2022 | $4,000,305 | $547,117 | $575,769 | $369,011 | 2 | $377,041 | $399,270 | $353,562 |
| 2021 | $3,980,371 | $597,278 | $523,605 | $327,117 | 2 | $335,027 | $408,700 | $376,171 |
| 2020 | $3,906,698 | $123,054 | $485,553 | $318,496 | 2 | — | $85,598 | $343,097 |
Under IRS private-foundation payout rules, W & E Morgan Charitable Trust Share C reported a distributable amount of $375K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
W & E Morgan Charitable Trust Share C's 2024 filing lists 4 officers; all 4 officers listed in 2024 are compensated.
Officers on the 2024 filing
Citizens Bank & Trust
Trustee
On filings since 2020
8 hrs/week
$14K (2020) → $15K (2024)
Jody Ellison
Trustee
On filings since 2020
2 hrs/week
$1K (2020) → $1K (2024)
Kay Gibson
Trustee
On filings since 2020
2 hrs/week
$1K (2020) → $1K (2024)
Tim Whelan
Trustee
On filings since 2020
2 hrs/week
$1K (2020) → $1K (2024)
Former officers (1)
- Former: Sharon Gaines (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2024. "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
The highest reported compensation on the 2024 filing was $15K, to Citizens Bank & Trust (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about W & E Morgan Charitable Trust Share C
How much does W & E Morgan Charitable Trust Share C give each year?
W & E Morgan Charitable Trust Share C gave $342K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $304K across 2 grants.
How large is W & E Morgan Charitable Trust Share C?
W & E Morgan Charitable Trust Share C reported $4.2M in total assets on its 2024 IRS Form 990-PF. It paid out $351K in qualifying distributions that year, against a required minimum of $375K (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.
Where does W & E Morgan Charitable Trust Share C operate?
W & E Morgan Charitable Trust Share C has awarded grants in Missouri.
What is W & E Morgan Charitable Trust Share C's EIN?
W & E Morgan Charitable Trust Share C's EIN (Employer Identification Number) is 43-6347180. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 14, 2025)
- IRS filings on file for fiscal years 2020–2024
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