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