Private foundation (trust)EIN 546069447Est. 1969-07
MARIETTA M & SAMUEL TATE MORGAN JR TR
DALLAS, TX 752653067
Accepts unsolicited proposalsTotal Assets
$28.0M
FY 2024
Annual Giving
$906K
FY 2024
Grants Made
18
FY 2024
Avg Grant
$50K
FY 2024
Grant Range
$15K–$100K
Typical
Deadlines
Open / rolling
Applications
Financial Snapshot
2024 filing
Total Revenue
$1.6M
Total Expenses
$1.2M
Qualifying Distributions
$1.1M
Distributable Amount
$1.3M
Min. Investment Return
$1.3M
Undistributed Income
$388K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
18 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
57 grants
Grant Size Distribution
57 grants
Geographic Focus
1 states
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