Wm Inglis Morse Trust U a 5 Par 3

SAINT LOUIS, MO EIN: 06-6020428

Wm Inglis Morse Trust U a 5 Par 3 is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $90K. Net investment income was $89K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

-0.5% YoY

Annual Giving

$90K

-11.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$90K

-11.8% YoY

Under IRS private-foundation payout rules, Wm Inglis Morse Trust U a 5 Par 3 reported a distributable amount of $99K for 2024 — the minimum it must pay out in qualifying distributions.

About Wm Inglis Morse Trust U a 5 Par 3

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $498K (100%)

States

Connecticut

Cities

New HavenWest Haven

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,588,511	$1,597,202	$1,637,545
Revenue	$109,553	$85,497	$47,997
Expenses	$117,303	$125,890	$127,759
Qualifying Distributions	$97,031	$108,675	$105,419
Net Investment Income	$88,876	$66,035	$30,158
Distributable Amount	$98,655	$91,683	$96,274

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The New Haven Symphony Orchestra ($90,000).

Recipient	Purpose	Amount
THE NEW HAVEN SYMPHONY ORCHESTRA NEW HAVEN, CT	GENERAL OPERATING	$90,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$23,254

Frequently Asked Questions

How large is Wm Inglis Morse Trust U a 5 Par 3?

As of 2024, Wm Inglis Morse Trust U a 5 Par 3 holds $1.6M in total assets with $110K in annual revenue. It awarded 1 grants totaling $90K in 2024.

Where does Wm Inglis Morse Trust U a 5 Par 3 operate?

Wm Inglis Morse Trust U a 5 Par 3 has awarded grants in Connecticut.

What size grants does Wm Inglis Morse Trust U a 5 Par 3 award?

In 2024, Wm Inglis Morse Trust U a 5 Par 3 awarded 1 grants totaling $90K — an average of about $90K per grant, based on its IRS Form 990 filings.

How much is Wm Inglis Morse Trust U a 5 Par 3 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Wm Inglis Morse Trust U a 5 Par 3 reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wm Inglis Morse Trust U a 5 Par 3's EIN?

Wm Inglis Morse Trust U a 5 Par 3's EIN (Employer Identification Number) is 06-6020428. IRS Form 990 filing data is available on this page for 2020–2024.