William J & Shirley G Morgan Foundation

HOUSTON, TX EIN: 74-2076642

William J & Shirley G Morgan Foundation is a private foundation, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $964K in total assets. In 2024, it awarded 3 grants totaling $472. Net investment income was $44K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$964K

+6.6% YoY

Annual Giving

$472

-95.5% YoY

Grant Count

3

-50.0% YoY

Avg Grant Size

$157.333

-91.1% YoY

About William J & Shirley G Morgan Foundation

Based on IRS filings

William J & Shirley G Morgan Foundation is a private foundation, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $964K in total assets. In 2024, it awarded 3 grants totaling $472. Net investment income was $44K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

DallasHoustonNew York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$88K$176K$264K$352K20202021202220232024
Metric202420232022
Total Assets$964,078$904,497$872,297
Revenue$55,295$45,420$28,646
Expenses$4,456$22,300$26,666
Qualifying Distributions$472$10,585$18,831
Net Investment Income$44,389$32,906$19,702
Distributable Amount$58,746$51,699$49,715

Giving Over Time

Total grant dollars and number of grants per year

$0$79K$157K$236K$314K4 grants20202 grants20214 grants20226 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

CONGREGATION BETH YESHURUN$236HOUSTON SYMPHONY$118TEMPLE SHALOM$118

Grant Size Distribution

19 grants across all recorded years

17<$50K$50–100K1$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SHIRLEY G MORGANVICE PRESIDENT0.1

Related Funders

Similar funders by location and focus area

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

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