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Marietta M & Samuel Tate Morgan Jr is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1969. The principal officer is Bank Of America. It holds total assets of $18.9M. Annual income is reported at $2.7M. The foundation is governed by 3 officers and trustees. Tax records are available from 2021 to 2024. Grantmaking is concentrated in Virginia. According to available records, Marietta M & Samuel Tate Morgan Jr has made 59 grants totaling $3.3M, with a median grant of $50K. The foundation has distributed between $713K and $1.8M annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $1.8M distributed across 40 grants. Individual grants have ranged from $25K to $150K, with an average award of $55K. The foundation has supported 39 unique organizations. Grant recipients are concentrated in Virginia. Contributions to this foundation are tax-deductible.
Smallest Grant
$15K
Median Grant
$45K
Average Grant
$48K
Largest Grant
$150K
Based on 29 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.
Marietta M & Samuel Tate Morgan Jr is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 59 grants. Its grantmaking reaches organizations primarily in VA.
Marietta M & Samuel Tate Morgan Jr has distributed a total of $3.3M across 59 grants. The median grant size is $50K, with an average of $55K. Individual grants have ranged from $25K to $150K.
The application deadline is SEE ATTACHMENT. See attachment.
Marietta M & Samuel Tate Morgan Jr is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $174K | $0 | $174K |
| Elizabeth Seaman | ADVISOR | $0 | $0 | N/A |
| Linda Barrett | ADMINISTRATIVE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$18.9M
Fair Market Value
N/A
Net Worth
$18.9M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
59
Total Giving
$3.3M
Average Grant
$55K
Median Grant
$50K
Unique Recipients
39
Most Common Grant
$50K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lewis Ginter Botanical Garden IncUNRESTRICTED GENERAL | Richmond, VA | $100K | 2024 |
| The Maggie Walker CommunityUNRESTRICTED GENERAL | Richmond, VA | $100K | 2024 |
| Science Museum Of VirginiaUNRESTRICTED GENERAL | Richmond, VA | $75K | 2024 |
| CaritasUNRESTRICTED GENERAL | Richmond, VA | $75K | 2024 |
| Cristo Rey Richmond High School IncUNRESTRICTED GENERAL | Richmond, VA | $50K | 2024 |
| Metropolitan Richmond Sports BackersUNRESTRICTED GENERAL | Richmond, VA | $50K | 2024 |
| Roanoke Area MinistriesUNRESTRICTED GENERAL | Roanoke, VA | $50K | 2024 |
| Maymont FoundationUNRESTRICTED GENERAL | Richmond, VA | $50K | 2024 |
| Partnership For The FutureUNRESTRICTED GENERAL | Glen Allen, VA | $50K | 2024 |
| Langley Residential Support Services InUNRESTRICTED GENERAL | Vienna, VA | $50K | 2024 |
| Urban HopeUNRESTRICTED GENERAL | Richmond, VA | $45K | 2024 |
| United Methodist Family ServicesUNRESTRICTED GENERAL | Richmond, VA | $25K | 2024 |
| Junior Achievement Of Central VirginiaUNRESTRICTED GENERAL | Richmond, VA | $25K | 2024 |
| United Way Of Southwest VirginiaUNRESTRICTED GENERAL | Abingdon, VA | $75K | 2023 |
| Impact Living ServicesUNRESTRICTED GENERAL | Forest, VA | $59K | 2023 |
| Mariners MuseumUNRESTRITCTED GENERAL | Newport News, VA | $50K | 2023 |
| Norfolk Botanical GardenFINANCIAL SUPPORT | Norfolk, VA | $50K | 2023 |
| Wesley Housing Development CorpUNRESTRICTED GENERAL | Alexandria, VA | $50K | 2023 |
| Sweet Briar CollegeFINANCIAL SUPPORT | Sweet Briar, VA | $50K | 2023 |
| Elk Hill FarmRENOVATE ADMINISTRATION | Goochland, VA | $50K | 2023 |
| Healthy Harvest Food BankUNRESTRICTED GENERAL | Warsaw, VA | $50K | 2023 |
| Rescue Mission MinistriesFINANCIAL SUPPORT | Roanoke, VA | $50K | 2023 |
| Maymount FoundationDOOLEY MANSION RESTORATION | Richmond, VA | $50K | 2023 |
| Peter Paul Development Center IncUNRESTRICTED GENERAL | Richmond, VA | $50K | 2023 |
| Better Housing CoalitionUNRESTRICTED GENERAL | Richmond, VA | $50K | 2023 |
| St John'S Church FdnREPLACE ELECTRICAL & FIRE | Richmond, VA | $45K | 2023 |
| Northern Virginia Family ServicesUNRESTRICTED GENERAL | Oakton, VA | $42K | 2023 |
| Richmond BalletEXPANSION OF STUDIO SPACE | Richmond, VA | $40K | 2023 |
| Synthetic TheatreUNRESTRICTED GENERAL | Arlington, VA | $34K | 2023 |
| HumankindUNRESTRICTED GENERAL | Lynchburg, VA | $30K | 2023 |
| Association For The Preservation OfUNRESTRICTED GENERAL | Richmond, VA | $30K | 2023 |
| Saint Francis HomeUNRESTRICTED GENERAL | Richmond, VA | $25K | 2023 |