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 58 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 Given58

Grant Total$5.0M

Filing Years2020–2025

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 58 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

UNRESTRICTED GENERAL

$3,941,631 42 grants

FINANCIAL SUPPORT

$275,000 6 grants

CONSTRUCT NURSING

$150,000 1 grant

LIBRARY CONSTRUCTION

$150,000 1 grant

RENOVATION CHILD GUIDANCE

$150,000 1 grant

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 FL, VA.

FLVA

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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