William J & Shirley G Morgan Foundation
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.
Key facts about William J & Shirley G Morgan Foundation
In short: William J & Shirley G Morgan Foundation gave $472 across 3 grants in 2024 (avg $157.333), mostly in Texas. Source: 2024 IRS Form 990-PF.
- EIN
- 74-2076642
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $472
- Grants made (2024)
- 3
- Average grant
- $157
- Median grant
- $118
- Total assets
- $964,078
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
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
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.
How William J & Shirley G Morgan Foundation gives
- Giving fell 100% from 2021 to 2024. Method
- In 2024 it paid out 1% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $472 (2024) to $314K (2021). In 2024 it made 3 grants totaling $472.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Congregation Beth Yeshurun ($236). Together the top 3 received $472.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 17 grants of 19 (89%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregation Beth Yeshurun Houston, TX | Charitable | $236 |
| Houston Symphony Houston, TX | Charitable | $118 |
| Temple Shalom Dallas, TX | Charitable | $118 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
William J & Shirley G Morgan Foundation's only listed officer is Shirley G. Morgan, Vice President on every filing since 2020 (uncompensated).
Officers on the 2024 filing
Shirley G. Morgan
Vice President
On filings since 2020
0.1 hrs/week
No compensation reported
Former officers (1)
- Former: William J. Morgan (2020–2023) — President
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.
Frequently asked questions about William J & Shirley G Morgan Foundation
How much does William J & Shirley G Morgan Foundation give each year?
William J & Shirley G Morgan Foundation gave $472 across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $11K across 6 grants.
What is William J & Shirley G Morgan Foundation's typical grant size?
William J & Shirley G Morgan Foundation's median grant in 2024 was $118, and its average grant was $157, across 3 grants on its 2024 IRS Form 990-PF.
Where does William J & Shirley G Morgan Foundation give grants?
William J & Shirley G Morgan Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Houston, TX (2 grants).
Does William J & Shirley G Morgan Foundation give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on William J & Shirley G Morgan Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (3 grants).
How large is William J & Shirley G Morgan Foundation?
William J & Shirley G Morgan Foundation reported $964K in total assets on its 2024 IRS Form 990-PF. It paid out $472 in qualifying distributions that year, against a required minimum of $59K (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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching William J & Shirley G Morgan Foundation by hand.
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