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Anna L Morgan Family Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2000. The principal officer is Bank Of America Na. It holds total assets of $538K. Annual income is reported at $117K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2024. The foundation primarily funds organizations in Washington and New York. According to available records, Anna L Morgan Family Trust has made 15 grants totaling $124K, with a median grant of $9K. The foundation has distributed between $20K and $53K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $53K distributed across 6 grants. Individual grants have ranged from $5K to $10K, with an average award of $8K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Washington and New York. Contributions to this foundation are tax-deductible.
Smallest Grant
$7K
Median Grant
$7K
Average Grant
$7K
Largest Grant
$7K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Anna L Morgan Family Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in WA, NY.
Anna L Morgan Family Trust has distributed a total of $124K across 15 grants. The median grant size is $9K, with an average of $8K. Individual grants have ranged from $5K to $10K.
Anna L Morgan Family Trust typically selects its grantees rather than accepting unsolicited proposals.
Anna L Morgan Family Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $8K | $0 | $8K |
Total Giving
$30K
Total Assets
$525K
Fair Market Value
$632K
Net Worth
$525K
Grants Paid
$20K
Contributions
N/A
Net Investment Income
$11K
Distribution Amount
$29K
Total Grants
15
Total Giving
$124K
Average Grant
$8K
Median Grant
$9K
Unique Recipients
3
Most Common Grant
$9K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| AspcaUNRESTRICTED GENERAL | New York, NY | $8K | 2024 |
| Seattle Post IntelligencerUNRESTRICTED GENERAL | Seattle, WA | $7K | 2024 |
| Seattle Times Fund For The NeedyUNRESTRICTED GENERAL | Seattle, WA | $5K | 2024 |