Private Foundation

MARIETTA M & SAMUEL TATE MORGAN JR TR

MARIETTA M & SAMUEL TATE MORGAN JR TR is a private foundation categorized as Private Foundation based in DALLAS, TX. Its most recent IRS filing (2025) reports revenue of $1.6M, expenses of $1.2M, total assets of $18.9M. Imperigo tracks 57 reported grants from this foundation totaling approximately $5.0M.

EIN: 546069447 DALLAS, TX Latest filing: 2025
Total Revenue$1.6M
Total Expenses$1.2M
Total Assets$18.9M
Grants Given57
Grant Total$5.0M
Filing Years2020–2025

Before you apply to Marietta M & Samuel Tate Morgan Jr Tr

Accepts applications Published application instructions on its 2025 Form 990-PF.

Often funds new orgs 94% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

MAGGIE WALKER COMMUNITY LAND TRUST
RICHMOND, VA · 2024
UNRESTRICTED GENERAL
$100,000
LEWIS GINTER BOTANICAL GARDEN INC
RICHMOND, VA · 2024
UNRESTRICTED GENERAL
$100,000
VIRGINIA INSTITUTE OF AUTISM
CHARLOTTESVLE, VA · 2024
UNRESTRICTED GENERAL
$75,000
VIRGINIA HOME FOR BOYS AND GIRLS
HENRICO, VA · 2024
UNRESTRICTED GENERAL
$65,000
IMPACT LIVING SERVICES
FOREST, VA · 2024
UNRESTRICTED GENERAL
$60,000

Showing up to 5 of 57 total records — full history available with membership.

Officers & Directors

TRUSTEE Bank Of America
ADVISOR Elizabeth Seaman
ADMINISTRATIVE Linda Barrett

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$2,557,604 48 grants
Education
$150,000 1 grant
Health & Medicine
$150,000 1 grant
Unspecified
$410,000 7 grants

Financial Trends

Year Revenue Expenses Assets
2025 $1.6M $1.2M $18.9M
2024 $976K $1.0M $18.6M
2023 $261K $1.2M $18.4M
2021 $1.2M $984K $19.7M
2020 $933K $2.0M $18.5M

Between 2020 and 2025, reported annual revenue grew from $933K to $1.6M (+68%), with total assets most recently reported at $18.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in VA.

VA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for MARIETTA M & SAMUEL TATE MORGAN JR TR

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