WT Morgan III Family Foundation Inc
WT Morgan III Family Foundation Inc is a private foundation based in Tampa, Florida. Its 2025 filing reports 24 grants totaling $584,500 to organizations in several states, including grants for health, behavioral health, religious, family, youth, and community purposes.
WT Morgan III Family Foundation Inc at a glance
In short: WT Morgan III Family Foundation Inc gave $585K across 24 grants in 2025 (avg $24K), top state Texas. 25% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $584,500
- -18.2% vs 2024
- Grants made (2025)
- 24
- -4.0% vs 2024
- Average grant
- $24,354
- -14.8% vs 2024
- Median grant
- $5,000
- Total assets
- $8,124,434
- +9.3% vs 2024
- New grantees (estimate)
- 25% first-time grantees (6 of 24, 2025; small sample)
- Primary geography
- Texas (46% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to WT Morgan III Family Foundation Inc
- How to Apply
-
The filing lists William T Morgan III as the contact. Forms and materials, deadlines, and award restrictions are listed as N/A. The foundation states that it does not restrict giving to preselected organizations.
- Contact
Application contact: William T Morgan Iii
Mailing address: 730 South Sterling Ave Ste 302, Tampa, FL 33609-4542
Phone: (813) 837-9777
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who WT Morgan III Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was American Heart Association ($262K). Together the top 10 received $547K.
Grant Size Distribution
121 grants across all recorded years
The most common grant size was under $50K: 100 grants of 121 (83%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in Texas (46%), Florida (45%), Illinois (4%), North Carolina (4%), and Arkansas (1%). The listed grants include support for organizations in Tampa and elsewhere in Florida, as well as recipients in Texas, Illinois, North Carolina, and Arkansas.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
Cities
Is WT Morgan III Family Foundation Inc open to new grantees?
25%
first-time grantees, 2025
In 2025, 6 of 24 grantees (25%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $3K; repeat grants $31K. How we count
Medians: $2K first-time, $5K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 126% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $185K (2019) to $715K (2024). In 2025 it made 24 grants totaling $585K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Heart Association Dallas, TX | To support education and programming that empower consumers to live healthier lives | $262,000 |
| Tampa General Hospital Foundation Tampa, FL | To Support the Hospitals Behavioral Health Fund | $100,000 |
| Palma Ceia Presbyterian Church Tampa, FL | To Support the Church | $55,000 |
| Special Operations Warrior Foundation Tampa, FL | To provide guidance counceling and mentoring to families of fallen special operation forces | $50,000 |
| Gift of Adoption Fund Northbrook, IL | Provide funds needed to complete adoptions to children in U.S. foster care system | $25,000 |
| The Community Foundation of Tampa Bay Tampa, FL | Provide funds for hurricane disaster relief to tampa bay community | $20,000 |
| Boys & Girls Club of the Plateau Cashiers, NC | To enable all young people to reach their full potential as productive, caring, and responsible citizens | $10,000 |
| Created Women Inc Tampa, FL | To help restore women to an understanding of their value, beauty, and destiny in jesus christ | $10,000 |
| Cashiers Historical Society Inc Cashiers, NC | To preserve the history and heritage of the cashiers valley through education, stewardship and advocacy | $10,000 |
| Arkansas Children's Foundation Little Rock, AR | To support healthcare delivery for children in Arkansas and beyond | $5,000 |
Ready to take the next step with WT Morgan III Family Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $8,124,434 | $1,345,691 | $653,328 | $584,500 | 24 | $593,740 | $1,884,326 | $472,875 |
| 2024 | $7,432,071 | $858,679 | $781,936 | $714,789 | 25 | $720,149 | $783,163 | $450,600 |
| 2023 | $7,355,328 | $1,709,340 | $602,746 | $568,000 | 22 | $573,126 | $2,346,788 | $380,582 |
| 2022 | $6,248,734 | $828,974 | $677,543 | $657,800 | 25 | $665,427 | $754,194 | $403,878 |
| 2021 | $6,097,303 | $1,160,797 | $300,860 | $292,000 | 25 | $294,224 | $335,077 | $386,914 |
| 2020 | $5,237,366 | $570,305 | $256,857 | $237,000 | 27 | — | $329,322 | $290,430 |
| 2019 | $4,923,918 | $1,045,303 | $195,416 | $185,000 | 25 | — | $290,279 | $237,095 |
Under IRS private-foundation payout rules, WT Morgan III Family Foundation Inc reported a distributable amount of $473K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants include support for health education and hospital behavioral health services, adoption assistance, disaster relief, youth programs, and other charitable activities. In its own mission statement, the American Heart Association describes its goal as “a world of longer, healthier lives”; Gift of Adoption Fund says it provides adoption assistance grants to help children in vulnerable situations find permanent families. These are grantee missions, not statements of the foundation’s own mission.
Grantmaking
In filing year 2025, the foundation reported 24 grants totaling $584,500. Individual grants ranged from $500 to $262,000, with a median grant of $5,000. The largest reported grants included $262,000 to the American Heart Association for education and programming to empower consumers to live healthier lives; $100,000 to Tampa General Hospital Foundation for its behavioral health fund; $55,000 to Palma Ceia Presbyterian Church; and $50,000 to Special Operations Warrior Foundation.
Other 2025 grants included $25,000 to Gift of Adoption Fund to help complete adoptions of children in the U.S. foster care system, and $20,000 to The Community Foundation of Tampa Bay for hurricane disaster relief in the Tampa Bay community. The foundation also reported grants to organizations including Boys & Girls Club of the Plateau, Created Women Inc, Cashiers Historical Society, Arkansas Children’s Foundation, Christian Helplines International, and Coffee Uniting People.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists William T Morgan III as president and director, Thomas D Arthur as director, and Rebecca M Alexander as vice president and director.
WT Morgan III Family Foundation Inc is led by William T. Morgan III, President & Director on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
William T. Morgan III
President & Director
On filings since 2019
1 hr/week
No compensation reported
Rebecca M. Alexander
Vice President & Director
On filings since 2019
0.4 hrs/week
No compensation reported
Thomas D. Arthur
Director
On filings since 2019
0.1 hrs/week
No compensation reported
Former officers (1)
- Former: Berdina T. Morgan (2019–2020) — Secretary, Treasurer & Director
Data from IRS Form 990 filings, 2019–2025. "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 WT Morgan III Family Foundation Inc
How much does WT Morgan III Family Foundation Inc give each year?
WT Morgan III Family Foundation Inc gave $585K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $715K across 25 grants.
What is WT Morgan III Family Foundation Inc's typical grant size?
WT Morgan III Family Foundation Inc's median grant in 2025 was $5,000, and its average grant was $24,354, across 24 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from WT Morgan III Family Foundation Inc that year got $3K on average.
Where does WT Morgan III Family Foundation Inc give grants?
WT Morgan III Family Foundation Inc's top state is Texas, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest state was Florida (45%). The most frequent recipient cities were Tampa, FL (12 grants), Cashiers, NC (3 grants) and Boca Grande, FL (2 grants).
Does WT Morgan III Family Foundation Inc give general operating support?
Not in 2025: none of the 24 grants with a stated purpose on WT Morgan III Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Help End Animal Homelessness" (3 grants).
Who are WT Morgan III Family Foundation Inc's largest grantees?
WT Morgan III Family Foundation Inc's largest 2025 grantees include American Heart Association ($262,000), Tampa General Hospital Foundation ($100,000) and Palma Ceia Presbyterian Church ($55,000), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.
How large is WT Morgan III Family Foundation Inc?
WT Morgan III Family Foundation Inc reported $8.1M in total assets on its 2025 IRS Form 990-PF. It paid out $594K in qualifying distributions that year, against a required minimum of $473K (roughly 5% of its investment assets).
What does WT Morgan III Family Foundation Inc fund?
No mission statement for the foundation is provided. Its grants include support for health education and hospital behavioral health services, adoption assistance, disaster relief, youth programs, and other charitable activities. See mission & focus areas ↑
How do I apply for a grant from WT Morgan III Family Foundation Inc?
The filing lists William T Morgan III as the contact. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is WT Morgan III Family Foundation Inc's EIN?
WT Morgan III Family Foundation Inc's EIN (Employer Identification Number) is 59-3635268. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 1, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 23, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in WT Morgan III Family Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). WT Morgan III Family Foundation Inc funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/wt-morgan-iii-family-foundation-inc-morg_b8f190c38dd24ab58520c79de9351eaa
BibTeX
@misc{grantable_593635268_2026,
author = {{Grantable}},
title = {{WT Morgan III Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/wt-morgan-iii-family-foundation-inc-morg_b8f190c38dd24ab58520c79de9351eaa},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from WT Morgan III Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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