Marietta M & Samuel Tate Morgan Jr Tr | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Marietta M & Samuel Tate Morgan Jr Tr. Data shown is extracted from Form 990-PF filings.

EIN: 54-6069447

Foundation Overview

Based in Dallas, TX, Marietta M & Samuel Tate Morgan Jr Tr has awarded 139 grants totaling $7,226,812 to organizations in Virginia and Maryland. Individual grants range from $15,000 to $150,000, with a median award of $50,000.

Latest Tax Year
2024
Total Giving (all years)
$7,226,812
Total Assets
$27,978,387
Median Grant (all grants)
$50,000

Latest Form 990-PF Snapshot

Total Grants
18
Median Grant
$50,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Growth-Minded: 67%

12 of 18 recipients (67%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.

Geographic Focus
Virginia

99% of all grants are concentrated in Virginia, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Virginia, funding concentrates in Richmond (49%), Roanoke (7%), Abingdon (4%).

Funding Trajectory
+27%

Moderate 27% growth trend over 4 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
General Purposes + 4 others

Diversified giving across multiple program areas with primary emphasis on general purposes (69%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Marietta M & Samuel Tate Morgan Jr Tr's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Children's Museum Of $50,000 Richmond, VA, US Financial Support 2024
Greater Richmond Arc $50,000 Richmond, VA, US Financial Support 2024
Friends Of Hollywood $25,000 Richmond, VA, US Financial Support 2024
Maggie Walker Community Land Trust $100,000 Richmond, VA, US Unrestricted General 2024
Ywca Richmond $50,000 Richmond, VA, US Unrestricted General 2024
Virginia Home For Boys And Girls $65,000 Henrico, VA, US Unrestricted General 2024
Impact Living Services $60,000 Forest, VA, US Unrestricted General 2024
Lewis Ginter Botanical Garden Inc $100,000 Richmond, VA, US Unrestricted General 2024
Virginia Museum Of Contemporary Art $50,000 Virginia Beach, VA, US Unrestricted General 2024
Good Shepherd Alliance Inc $35,000 Ashburn, VA, US Unrestricted General 2024
Rappahannock Community College $50,000 Warsaw, VA, US Unrestricted General 2024
Sheltering Arms Foundation $30,000 Mechanicsville, VA, US Unrestricted General 2024
Depaul Community Resources $18,500 Roanoke, VA, US Unrestricted General 2024
Sports Backers $50,000 Henrico, VA, US Unrestricted General 2024
Virginia Institute Of Autism $75,000 Charlottesvle, VA, US Unrestricted General 2024
William King Museum Of Art $50,000 Abingdon, VA, US Unrestricted General 2024
Amazement Square $15,000 Lynchburg, VA, US Unrestricted General 2024
Elderspirit Community Inc $32,000 Abingdon, VA, US Unrestricted General 2024
Science Museum Of Virginia $75,000 Richmond, VA, US Unrestricted General 2023
Junior Achievement Of Central Virginia $25,000 Richmond, VA, US Unrestricted General 2023
Partnership For The Future $50,000 Glen Allen, VA, US Unrestricted General 2023
Caritas $75,000 Richmond, VA, US Unrestricted General 2023
Cristo Rey Richmond High School Inc $50,000 Richmond, VA, US Unrestricted General 2023
Langley Residential Support Services In $50,000 Vienna, VA, US Unrestricted General 2023
The Maggie Walker Community $100,000 Richmond, VA, US Unrestricted General 2023
United Methodist Family Services $25,000 Richmond, VA, US Unrestricted General 2023
Urban Hope $45,000 Richmond, VA, US Unrestricted General 2023
Lewis Ginter Botanical Garden Inc $100,000 Richmond, VA, US Unrestricted General 2023
Roanoke Area Ministries $50,000 Roanoke, VA, US Unrestricted General 2023
Metropolitan Richmond Sports Backers $50,000 Richmond, VA, US Unrestricted General 2023
Maymont Foundation $50,000 Richmond, VA, US Unrestricted General 2023
Science Museum Of Virginia $75,000 Richmond, VA, US Unrestricted General 2023
Junior Achievement Of Central Virginia $25,000 Richmond, VA, US Unrestricted General 2023
Partnership For The Future $50,000 Glen Allen, VA, US Unrestricted General 2023
Caritas $75,000 Richmond, VA, US Unrestricted General 2023
Cristo Rey Richmond High School Inc $50,000 Richmond, VA, US Unrestricted General 2023
Langley Residential Support Services In $50,000 Vienna, VA, US Unrestricted General 2023
The Maggie Walker Community $100,000 Richmond, VA, US Unrestricted General 2023
United Methodist Family Services $25,000 Richmond, VA, US Unrestricted General 2023
Urban Hope $45,000 Richmond, VA, US Unrestricted General 2023
Lewis Ginter Botanical Garden Inc $100,000 Richmond, VA, US Unrestricted General 2023
Roanoke Area Ministries $50,000 Roanoke, VA, US Unrestricted General 2023
Metropolitan Richmond Sports Backers $50,000 Richmond, VA, US Unrestricted General 2023
Maymont Foundation $50,000 Richmond, VA, US Unrestricted General 2023
Maymount Foundation $50,000 Richmond, VA, US Dooley Mansion Restoration 2022
Sweet Briar College $50,000 Sweet Briar, VA, US Financial Support 2022
Rescue Mission Ministries $50,000 Roanoke, VA, US Financial Support 2022
Norfolk Botanical Garden $50,000 Norfolk, VA, US Financial Support 2022
Richmond Ballet $40,000 Richmond, VA, US Expansion Of Studio Space 2022
Elk Hill Farm $50,000 Goochland, VA, US Renovate Administration 2022
St John's Church Fdn $45,000 Richmond, VA, US Replace Electrical & Fire 2022
Peter Paul Development Center Inc $50,000 Richmond, VA, US Unrestricted General 2022
Saint Francis Home $25,000 Richmond, VA, US Unrestricted General 2022
Humankind $30,000 Lynchburg, VA, US Unrestricted General 2022
Mariners Museum $50,000 Newport News, VA, US Unrestritcted General 2022
Northern Virginia Family Services $41,750 Oakton, VA, US Unrestricted General 2022
United Way Of Southwest Virginia $75,000 Abingdon, VA, US Unrestricted General 2022
Association For The Preservation Of $30,000 Richmond, VA, US Unrestricted General 2022
Synthetic Theatre $34,210 Arlington, VA, US Unrestricted General 2022
Healthy Harvest Food Bank $50,000 Warsaw, VA, US Unrestricted General 2022
Wesley Housing Development Corp $50,000 Alexandria, VA, US Unrestricted General 2022
Impact Living Services $58,644 Forest, VA, US Unrestricted General 2022
James River Assoc $25,000 Richmond, VA, US Construction Of Ecology 2022
Better Housing Coalition $50,000 Richmond, VA, US Unrestricted General 2022
Maymount Foundation $50,000 Richmond, VA, US Dooley Mansion Restoration 2022
Sweet Briar College $50,000 Sweet Briar, VA, US Financial Support 2022
Rescue Mission Ministries $50,000 Roanoke, VA, US Financial Support 2022
Norfolk Botanical Garden $50,000 Norfolk, VA, US Financial Support 2022
Richmond Ballet $40,000 Richmond, VA, US Expansion Of Studio Space 2022
Elk Hill Farm $50,000 Goochland, VA, US Renovate Administration 2022
St John's Church Fdn $45,000 Richmond, VA, US Replace Electrical & Fire 2022
Peter Paul Development Center Inc $50,000 Richmond, VA, US Unrestricted General 2022
Saint Francis Home $25,000 Richmond, VA, US Unrestricted General 2022
Humankind $30,000 Lynchburg, VA, US Unrestricted General 2022
Mariners Museum $50,000 Newport News, VA, US Unrestritcted General 2022
Northern Virginia Family Services $41,750 Oakton, VA, US Unrestricted General 2022
United Way Of Southwest Virginia $75,000 Abingdon, VA, US Unrestricted General 2022
Association For The Preservation Of $30,000 Richmond, VA, US Unrestricted General 2022
Synthetic Theatre $34,210 Arlington, VA, US Unrestricted General 2022
Healthy Harvest Food Bank $50,000 Warsaw, VA, US Unrestricted General 2022
Wesley Housing Development Corp $50,000 Alexandria, VA, US Unrestricted General 2022
Impact Living Services $58,644 Forest, VA, US Unrestricted General 2022
James River Assoc $25,000 Richmond, VA, US Construction Of Ecology 2022
Better Housing Coalition $50,000 Richmond, VA, US Unrestricted General 2022
Maymount Foundation $50,000 Richmond, VA, US Dooley Mansion Restoration 2022
Sweet Briar College $50,000 Sweet Briar, VA, US Financial Support 2022
Rescue Mission Ministries $50,000 Roanoke, VA, US Financial Support 2022
Norfolk Botanical Garden $50,000 Norfolk, VA, US Financial Support 2022
Richmond Ballet $40,000 Richmond, VA, US Expansion Of Studio Space 2022
Elk Hill Farm $50,000 Goochland, VA, US Renovate Administration 2022
St John's Church Fdn $45,000 Richmond, VA, US Replace Electrical & Fire 2022
Peter Paul Development Center Inc $50,000 Richmond, VA, US Unrestricted General 2022
Saint Francis Home $25,000 Richmond, VA, US Unrestricted General 2022
Humankind $30,000 Lynchburg, VA, US Unrestricted General 2022
Mariners Museum $50,000 Newport News, VA, US Unrestritcted General 2022
Northern Virginia Family Services $41,750 Oakton, VA, US Unrestricted General 2022
United Way Of Southwest Virginia $75,000 Abingdon, VA, US Unrestricted General 2022
Association For The Preservation Of $30,000 Richmond, VA, US Unrestricted General 2022
Synthetic Theatre $34,210 Arlington, VA, US Unrestricted General 2022
Healthy Harvest Food Bank $50,000 Warsaw, VA, US Unrestricted General 2022
Wesley Housing Development Corp $50,000 Alexandria, VA, US Unrestricted General 2022
Impact Living Services $58,644 Forest, VA, US Unrestricted General 2022
James River Assoc $25,000 Richmond, VA, US Construction Of Ecology 2022
Better Housing Coalition $50,000 Richmond, VA, US Unrestricted General 2022
Gateway Homes Of Greater $20,000 Richmond, VA, US Unrestricted General 2021
Valentine Museum $35,000 Richmond, VA, US Unrestricted General 2021
Better Housing Coalition $50,000 Richmond, VA, US Unrestricted General 2021
Glouchester Arts On Main Inc $15,000 Glouchester, VA, US Unrestricted General 2021
Hope Legacy Equine Rescue $15,000 Afton, VA, US Unrestricted General 2021
Jefferson Center Foundation $50,000 Roanoke, VA, US Unrestricted General 2021
Latisha's House Foundation $50,000 Williamsburg, VA, US Unrestricted General 2021
Nova Scriptscentral Inc $15,000 Falls Church, VA, US Unrestricted General 2021
Reading & Education For Adult Developmen $25,000 Richmond, VA, US Unrestricted General 2021
Saint Francis Home $25,000 Richmond, VA, US Unrestricted General 2021
Ywca Richmond $25,000 Richmond, VA, US Unrestricted General 2021
Free Foundation For Rehabitalitation $31,000 Roanoke, VA, US Unrestricted General 2021
Friends Of Richmond Community High Schoo $30,000 Richmond, VA, US Unrestricted General 2021
Healing Strides $49,150 Boones Mill, VA, US Unrestricted General 2021
Lutheran Family Services Of Virginia $45,000 Roanoke, VA, US Unrestricted General 2021
New College Foundation $50,000 Martinsville, VA, US Unrestricted General 2021
New Horizons Educational Foundation $50,000 Hampton, VA, US Unrestricted General 2021
New River Community Action Inc $50,000 Radford, VA, US Unrestricted General 2021
Virginia Foundation For The Humanities $50,000 Charlottesvle, VA, US Unrestricted General 2021
Virginia Home For Boys And Girls $50,000 Henrico, VA, US Unrestricted General 2021
Timber Ridge School $25,000 Winchester, VA, US Unrestricted General 2021
Richmond Metro Habitat For Humanity $25,000 Richmond, VA, US Unrestricted General 2021
Humankind $30,000 Lynchburg, VA, US Unrestricted General 2021
Fisher House Foundation Of Richmond $50,000 Rockville, MD, US Unrestricted General 2021
Elderspirit Community Inc $59,850 Abingdon, VA, US Unrestricted General 2021
The Als Assocation $35,000 Rockville, MD, US Unrestricted General 2021
Childsavers-memorial Child Guidance Ctr $150,000 Richmond, VA, US Unrestricted General 2021
J Sargeant Reynolds Community College $150,000 Richmond, VA, US Unrestricted General 2021
Lewis Ginter Botanical Gardens $150,000 Richmond, VA, US Unrestricted General 2021
Lewis Ginter Botanical $150,000 Richmond, VA, US Library Construction 2020
J Sargeant Reynolds Community $150,000 Richmond, VA, US Construct Nursing 2020
Child Saversmemorial Child $150,000 Richmond, VA, US Renovation Child Guidance 2020
St Joseph's Villa $50,000 Richmond, VA, US Construction Of New Road 2020
Virginia Historical Society $67,500 Richmond, VA, US Unrestricted General 2020
Maggie Walker Community Land Trust $145,000 Richmond, VA, US Unrestricted General 2020

Foundations Similar to Marietta M & Samuel Tate Morgan Jr Tr

Discover 5 foundations with comparable assets ($27,123,111-$28,785,827), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 74-6038681 | 54 grants awarded
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$50,000
median grant
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Same state
100%
Excellent match

EIN: 30-6461065 | 109 grants awarded
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$100,000
median grant
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Same state
99%
Excellent match

EIN: 45-3718011 | 151 grants awarded
$28,785,827
(≈ Similar)
$25,000
median grant
Austin, TX
Same state
99%
Excellent match

EIN: 20-2279585 | 422 grants awarded
$27,153,706
(≈ Similar)
$25,000
median grant
Dallas, TX
Same state
99%
Excellent match

EIN: 30-6311068 | 336 grants awarded
$27,123,111
(≈ Similar)
$40,343
median grant
Dallas, TX
Same state
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Contact Information

Official contact details for Marietta M & Samuel Tate Morgan Jr Tr as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 54-6069447
Website N/A
Address PO BOX 653067 Dallas, TX 75265-3067

Key People (3)

Board members, trustees, and key staff who oversee Marietta M & Samuel Tate Morgan Jr Tr's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Bank Of America
Advisor Elizabeth Seaman
Administrative Linda Barrett

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Marietta M & Samuel Tate Morgan Jr Tr is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.