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J R Decd & E D Morgan Memorial Trust Fund 97306320 is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1970. The principal officer is Us Bank National Assoc Trust Tax. It holds total assets of $247K. Annual income is reported at $109K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in Oregon, Florida and Georgia. According to available records, J R Decd & E D Morgan Memorial Trust Fund 97306320 has made 9 grants totaling $46K, with a median grant of $3K. The foundation has distributed between $9K and $25K annually from 2022 to 2024. Grantmaking activity was highest in 2023 with $25K distributed across 2 grants. Individual grants have ranged from $1K to $13K, with an average award of $5K. The foundation has supported 4 unique organizations. Grants have been distributed to organizations in Georgia and Oregon and Florida. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$2K
Average Grant
$2K
Largest Grant
$3K
Based on 4 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.
J R Decd & E D Morgan Memorial Trust Fund 97306320 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 9 grants. Its grantmaking reaches organizations primarily in GA, OR, FL.
J R Decd & E D Morgan Memorial Trust Fund 97306320 has distributed a total of $46K across 9 grants. The median grant size is $3K, with an average of $5K. Individual grants have ranged from $1K to $13K.
J R Decd & E D Morgan Memorial Trust Fund 97306320 typically selects its grantees rather than accepting unsolicited proposals.
J R Decd & E D Morgan Memorial Trust Fund 97306320 is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $4K | $0 | $4K |
Total Giving
N/A
Total Assets
$247K
Fair Market Value
N/A
Net Worth
$247K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
9
Total Giving
$46K
Average Grant
$5K
Median Grant
$3K
Unique Recipients
4
Most Common Grant
$3K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys And Girls Aid SocietyGENERAL OPERATING | Portland, OR | $3K | 2024 |
| Shriners Hospitals For ChildrenGENERAL OPERATING | Tampa, FL | $5K | 2024 |
| Linfield CollegeSCHOLARSHIPS | Mcminnville, OR | $3K | 2024 |
| Shriners Hosp Children TrustGENERAL OPERATING | Atlanta, GA | $13K | 2023 |