William J & Shirley G Morgan Foundation

Foundation · Grantmaker 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

-50.0% YoY

Avg Grant Size

$157.333

-91.1% YoY

Under IRS private-foundation payout rules, William J & Shirley G Morgan Foundation reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.

About William J & Shirley G Morgan Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $459K (100%)

New York $500 (0%)

States

New York Texas

Cities

DallasHoustonNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

19 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Congregation Beth Yeshurun ($236), Houston Symphony ($118), Temple Shalom ($118).

Recipient	Purpose	Amount
HOUSTON SYMPHONY HOUSTON, TX	CHARITABLE	$118
CONGREGATION BETH YESHURUN HOUSTON, TX	CHARITABLE	$236
TEMPLE SHALOM DALLAS, TX	CHARITABLE	$118

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SHIRLEY G MORGAN	VICE PRESIDENT	0.1	—

Frequently Asked Questions

How large is William J & Shirley G Morgan Foundation?

As of 2024, William J & Shirley G Morgan Foundation holds $964K in total assets with $55K in annual revenue. It awarded 3 grants totaling $472 in 2024.

Where does William J & Shirley G Morgan Foundation operate?

William J & Shirley G Morgan Foundation has awarded grants in New York, Texas.

What size grants does William J & Shirley G Morgan Foundation award?

In 2024, William J & Shirley G Morgan Foundation awarded 3 grants totaling $472 — an average of about $157.333 per grant, based on its IRS Form 990 filings.

How much is William J & Shirley G Morgan Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William J & Shirley G Morgan Foundation reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William J & Shirley G Morgan Foundation's EIN?

William J & Shirley G Morgan Foundation's EIN (Employer Identification Number) is 74-2076642. IRS Form 990 filing data is available on this page for 2020–2024.