William D Morgan Charitable Foundation 005827

Private foundation · Grantmaker Chillicothe, MO EIN: 43-6783275

The William D Morgan Charitable Foundation is a private foundation based in Chillicothe, Missouri. It makes grants to preselected charitable organizations; its 2025 filing states that it does not accept unsolicited requests for funds.

Key facts about William D Morgan Charitable Foundation 005827

In short: William D Morgan Charitable Foundation 005827 gave $114K across 12 grants in 2025 (avg $9K), mostly in Missouri. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
43-6783275
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$113,731
Grants made (2025)
12
Average grant
$9,478
Median grant
$10,000
New grantees (estimate)
33% first-time grantees (4 of 12, 2025)
Total assets
$2,994,461
Primary geography
Missouri (52% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.0M

+33.5% YoY

Annual Giving

$114K

-14.8% YoY

Grant Count

12

+71.4% YoY

Avg Grant Size

$9K

-50.3% YoY

Under IRS private-foundation payout rules, William D Morgan Charitable Foundation 005827 reported a distributable amount of $149K for 2025 — the minimum it must pay out in qualifying distributions.

Is William D Morgan Charitable Foundation 005827 open to new grantees?

33%

first-time grantees, 2025

In 2025, 4 of 12 grantees (33%) were first-time recipients. First grants averaged $13K; repeat grants $8K. How we count

Medians: $15K first-time, $8K repeat.

  • 42% of 2025 grantees were also funded in 2024. Method
  • Giving fell 23% from 2022 to 2025. Method
  • In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 giving included support for student activities, affordable housing, relief and evangelism, and program support.

Among the recipients, Samaritan’s Purse describes its own mission as providing spiritual and physical aid to people affected by war, poverty, natural disasters, disease, and famine. Habitat for Humanity describes its mission as bringing people together to build homes, communities, and hope, including helping people own, preserve, and repair homes.

Grantmaking

In filing year 2025, the foundation awarded 12 grants totaling $113,731. Grant amounts ranged from $2,500 to $18,731, with a median grant of $10,000.

Your AI grants department

Ready to take the next step with William D Morgan Charitable Foundation 005827?

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

Geographic Focus

Where this funder awards grants

The 2025 grant dollars went primarily to recipients in Missouri (52%), followed by New York (13%), Tennessee (13%), North Carolina (9%), and Virginia (4%). The listed grants also included recipients in Illinois and Washington, DC.

Grant Distribution by State

7states

Share of 2025 grant dollars across all 12 itemized grants.

Cities

Saint JosephSavannahBooneCosbyAlexandriaGlenviewMemphisSavabbahStaten IslandWashington DC

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K11 grants2020 10 grants2021 13 grants2022 7 grants2023 7 grants2024 12 grants2025

From 2020 to 2025, annual grant giving ranged from $112K (2021) to $148K (2022). In 2025 it made 12 grants totaling $114K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Mosaic Life Care: $19KMosaic Life Care$19KTunnels to Towers: $15KTunnels to Towers$15KSt Jude Children's Hospital: $15KSt Jude Children's Hospital$15KSavannah School District: $13KSavannah School District$13KSamaritan's Purse: $10KSamaritan's Purse$10KHabitat for Humanity: $10KHabitat for Humanity$10KSt Joseph School District: $10KSt Joseph School District$10KSalvation Army: $5KSalvation Army$5KFamily Guidance Center: $5KFamily Guidance Center$5KAmerican Red Cross: $5KAmerican Red Cross$5K

The largest 2025 recipient was Mosaic Life Care ($19K). Together the top 10 received $106K.

Grant Size Distribution

49 grants across all recorded years

47<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 47 grants of 49 (96%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mosaic Life Care Saint Joseph, MOProgram Support$18,731
Tunnels to Towers Staten Island, NYProgram Support$15,000
St Jude Children's Hospital Memphis, TNProgram Support$15,000
Savannah School District Savannah, MOStudent Activities$12,500
Samaritan's Purse Boone, NCRelief and Evangelism$10,000
Habitat for Humanity St Joseph, MOAffordable Housing for Low$10,000
St Joseph School District St Joseph, MOStudent Activities$10,000
Salvation Army Alexandria, VAProgram Support$5,000
Family Guidance Center Glenview, ILProgram Support$5,000
American Red Cross Washington DC, DCProgram Support$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $2,994,461 $933,786 $181,636 $113,731
2024 $2,242,312 $850,907 $178,429 $133,423
2023 $1,558,001 $256,677 $182,673 $134,609
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,994,461$2,242,312$1,558,001
Revenue$933,786$850,907$256,677
Expenses$181,636$178,429$182,673
Qualifying Distributions$135,386$156,628$134,609
Net Investment Income$882,422$829,336$28,948
Distributable Amount$148,882$136,936$133,423

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 2, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 13, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 4, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Southern Bank as trustee and R Edward Murphy and Gary L Myers on the advisory committee.

William D Morgan Charitable Foundation 005827's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Southern Bank

    Trustee

    On filings since 2024

    1 hr/week

    $21K (2024) → $22K (2025)

  • Gary L. Myers

    Advisory Com

    On filings since 2020

    No compensation reported

  • R. Edward Murphy

    Advisory Com

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Citizens Bank Trust (2020–2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Southern Bank — Trustee: $22KSouthern BankTrustee$22K

The highest reported compensation on the 2025 filing was $22K, to Southern Bank (Trustee).

Contact

Mailing address: 515 Washington Street, Chillicothe, MO 64601

Frequently asked questions about William D Morgan Charitable Foundation 005827

How much does William D Morgan Charitable Foundation 005827 give each year?

William D Morgan Charitable Foundation 005827 gave $114K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $133K across 7 grants.

What is William D Morgan Charitable Foundation 005827's typical grant size?

William D Morgan Charitable Foundation 005827's median grant in 2025 was $10,000, and its average grant was $9,478, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from William D Morgan Charitable Foundation 005827 that year got $13K on average.

Where does William D Morgan Charitable Foundation 005827 give grants?

William D Morgan Charitable Foundation 005827 gives mostly in Missouri: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (13%) and Tennessee (13%). The most frequent recipient cities were St Joseph, MO (5 grants).

Does William D Morgan Charitable Foundation 005827 give general operating support?

Not in 2025: none of the 12 grants with a stated purpose on William D Morgan Charitable Foundation 005827's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (7 grants).

Who are William D Morgan Charitable Foundation 005827's largest grantees?

William D Morgan Charitable Foundation 005827's largest 2025 grantees include Mosaic Life Care ($18,731), Tunnels to Towers ($15,000) and St Jude Children's Hospital ($15,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.

How large is William D Morgan Charitable Foundation 005827?

William D Morgan Charitable Foundation 005827 reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $135K in qualifying distributions that year, against a required minimum of $149K (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 does William D Morgan Charitable Foundation 005827 fund?

No mission statement for the foundation is provided. Its 2025 giving included support for student activities, affordable housing, relief and evangelism, and program support. See mission & focus areas ↑

How do I apply for a grant from William D Morgan Charitable Foundation 005827?

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is William D Morgan Charitable Foundation 005827's EIN?

William D Morgan Charitable Foundation 005827's EIN (Employer Identification Number) is 43-6783275. IRS Form 990 filing data is available on this page for 2020–2025.

Does William D Morgan Charitable Foundation 005827 accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

Your AI grants department

Here's the math on researching William D Morgan Charitable Foundation 005827 by hand.

Explore Open Grants

Browse active grant opportunities in William D Morgan Charitable Foundation 005827's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Enterprise Holdings Foundation

Saint Louis, MO

Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.

Assets

$594.3M

Grants

1

Total Given

$101.4M

Mehle Family Foundation Inc

Naples, FL

The Mehle Family Foundation supports charities working in food assistance, housing and homelessness, health, religion, and the arts, with recent grants primarily benefiting organizations in Florida and Missouri as well as several other states. In 2024, grants ranged from $100 to $5,000, with a median of $1,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$34K

Grants

17

Total Given

$24K

Duke Energy Foundation

Charlotte, NC

The Duke Energy Foundation funds workforce development, local economic development and recovery, disaster resilience, conservation, and economic opportunity in communities across North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. It reports more than $30 million in annual charitable grants; awards vary widely, with a 2024 median of $25,000, and applications of $20,000 or less are accepted on a rolling basis. Applicants should contact their local Foundation representative before applying.

Assets

$1.9M

Grants

41

Total Given

$25.6M

The S Adam Schloss Foundation Inc

Pike Road, AL

The S Adam Schloss Foundation supports charitable organizations in the arts, community services, food assistance, health, and homelessness services, with most grants going to Alabama organizations. Recent grants ranged from $55 to $25,000, with a median of $2,000 in 2025. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$4.2M

Grants

50

Total Given

$248K

Wm and Margaret Schreiber Char Tr

Pennington, NJ

The foundation gives to charitable organizations, with 2025 grants supporting services for children, education, community needs, hunger relief, domestic-violence services, transitional housing, and live arts. Its 61 grants ranged from $1,000 to $285,000, with a median of $10,000; most funding went to Missouri and Kansas. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$27.3M

Grants

61

Total Given

$1.5M

Charles Morgan Carraway and Joanne M

Baton Rouge, LA

Philanthropy, Voluntarism & Grantmaking

Assets

$577K

Grants

3

Total Given

$12K

The Share Foundation

Southfield, MI

Philanthropy, Voluntarism & Grantmaking

Assets

$56K

Grants

3

Total Given

$51K

Alfa Foundation

Montgomery, AL

ALFA Foundation funds a varied mix of Alabama organizations, including work in agriculture, arts and education, health, and community services; it also runs scholarships for eligible Alabama students. Its 2025 grants ranged from $250 to $944,500, with a median of $5,000, and 91% of grant dollars went to Alabama recipients. The available information does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$30.7M

Grants

93

Total Given

$1.7M

Ralph and Jeanne Jennings Family

Winthrop, WA

Philanthropy, Voluntarism & Grantmaking

Assets

$580K

Grants

7

Total Given

$16K

Huemme Family Foundation Inc

Westlake Village, CA

Philanthropy, Voluntarism & Grantmaking

Assets

$541K

Grants

8

Total Given

$32K

The Dillman Family for the Least of These Foundation

Nokomis, FL

Philanthropy, Voluntarism & Grantmaking

Assets

$1.2M

Grants

9

Total Given

$125K

Wold Family Foundation

Seattle, WA

The Wold Family Foundation supports a range of charitable organizations, including animal-welfare, disaster-relief, veterans’, and homelessness-related groups. In 2025, it awarded 17 grants of $5,000 to $30,000, with a median of $7,500; recipients were based in several states, with the largest share of funding going to Washington. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.3M

Grants

17

Total Given

$165K

More Funders in Missouri

William D Morgan Charitable Foundation 005827 down — hundreds of funders to go?

Want AI to do this for you?