Marietta M & Samuel Tate Morgan JR Tr
Dallas, TX · EIN 54-6069447. Reported 80 grants totalling $3,960,104 to 72 recipients across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.
Does this foundation accept applications?
Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Marietta M & Samuel Tate Morgan JR Tr did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.
How big are its grants?
The median grant is $50,000. Half of everything it gave fell between $30,000 and $50,000; the smallest was $15,000 and the largest $150,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.
Every organization it funded
This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| Lewis Ginter Botanical Garden Inc | Richmond, VA | $200,000 | 2 | 2 | 2024 |
| Childsavers-Memorial Child Guidance Ctr | Richmond, VA | $150,000 | 1 | 1 | 2021 |
| J Sargeant Reynolds Community College | Richmond, VA | $150,000 | 1 | 1 | 2021 |
| Lewis Ginter Botanical Gardens | Richmond, VA | $150,000 | 1 | 1 | 2021 |
| Impact Living Services | Forest, VA | $118,644 | 2 | 2 | 2024 |
| Virginia Home for Boys and Girls | Henrico, VA | $115,000 | 2 | 2 | 2024 |
| Better Housing Coalition | Richmond, VA | $100,000 | 2 | 2 | 2022 |
| Maggie Walker Community Land Trust | Richmond, VA | $100,000 | 1 | 1 | 2024 |
| The Maggie Walker Community | Richmond, VA | $100,000 | 1 | 1 | 2023 |
| Elderspirit Community Inc | Abingdon, VA | $91,850 | 2 | 2 | 2024 |
| Caritas | Richmond, VA | $75,000 | 1 | 1 | 2023 |
| Science Museum of Virginia | Richmond, VA | $75,000 | 1 | 1 | 2023 |
| United Way of Southwest Virginia | Abingdon, VA | $75,000 | 1 | 1 | 2022 |
| Virginia Institute of Autism | Charlottesvle, VA | $75,000 | 1 | 1 | 2024 |
| YWCA Richmond | Richmond, VA | $75,000 | 2 | 2 | 2024 |
| Humankind | Lynchburg, VA | $60,000 | 2 | 2 | 2022 |
| Children's Museum of Richmond | Richmond, VA | $50,000 | 1 | 1 | 2024 |
| Cristo Rey Richmond High School Inc | Richmond, VA | $50,000 | 1 | 1 | 2023 |
| Elk Hill Farm | Goochland, VA | $50,000 | 1 | 1 | 2022 |
| Fisher House Foundation of Richmond | Rockville, MD | $50,000 | 1 | 1 | 2021 |
| Greater Richmond Arc | Richmond, VA | $50,000 | 1 | 1 | 2024 |
| Healthy Harvest Food Bank | Warsaw, VA | $50,000 | 1 | 1 | 2022 |
| Jefferson Center Foundation | Roanoke, VA | $50,000 | 1 | 1 | 2021 |
| Langley Residential Support Services in | Vienna, VA | $50,000 | 1 | 1 | 2023 |
| Latisha's House Foundation | Williamsburg, VA | $50,000 | 1 | 1 | 2021 |
| Mariners Museum | Newport News, VA | $50,000 | 1 | 1 | 2022 |
| Maymont Foundation | Richmond, VA | $50,000 | 1 | 1 | 2023 |
| Maymount Foundation | Richmond, VA | $50,000 | 1 | 1 | 2022 |
| Metropolitan Richmond Sports Backers | Richmond, VA | $50,000 | 1 | 1 | 2023 |
| New College Foundation | Martinsville, VA | $50,000 | 1 | 1 | 2021 |
| New Horizons Educational Foundation | Hampton, VA | $50,000 | 1 | 1 | 2021 |
| New River Community Action Inc | Radford, VA | $50,000 | 1 | 1 | 2021 |
| Norfolk Botanical Garden | Norfolk, VA | $50,000 | 1 | 1 | 2022 |
| Partnership for the Future | Glen Allen, VA | $50,000 | 1 | 1 | 2023 |
| Peter Paul Development Center Inc | Richmond, VA | $50,000 | 1 | 1 | 2022 |
| Rappahannock Community College | Warsaw, VA | $50,000 | 1 | 1 | 2024 |
| Rescue Mission Ministries | Roanoke, VA | $50,000 | 1 | 1 | 2022 |
| Roanoke Area Ministries | Roanoke, VA | $50,000 | 1 | 1 | 2023 |
| Saint Francis Home | Richmond, VA | $50,000 | 2 | 2 | 2022 |
| Sports Backers | Henrico, VA | $50,000 | 1 | 1 | 2024 |
| Sweet Briar College | Sweet Briar, VA | $50,000 | 1 | 1 | 2022 |
| Virginia Foundation for the Humanities | Charlottesvle, VA | $50,000 | 1 | 1 | 2021 |
| Virginia Museum of Contemporary Art | Virginia Beach, VA | $50,000 | 1 | 1 | 2024 |
| Wesley Housing Development Corp | Alexandria, VA | $50,000 | 1 | 1 | 2022 |
| William King Museum of Art | Abingdon, VA | $50,000 | 1 | 1 | 2024 |
| Healing Strides | Boones Mill, VA | $49,150 | 1 | 1 | 2021 |
| Lutheran Family Services of Virginia | Roanoke, VA | $45,000 | 1 | 1 | 2021 |
| St John's Church Fdn | Richmond, VA | $45,000 | 1 | 1 | 2022 |
| Urban Hope | Richmond, VA | $45,000 | 1 | 1 | 2023 |
| Northern Virginia Family Services | Oakton, VA | $41,750 | 1 | 1 | 2022 |
| Richmond Ballet | Richmond, VA | $40,000 | 1 | 1 | 2022 |
| Good Shepherd Alliance Inc | Ashburn, VA | $35,000 | 1 | 1 | 2024 |
| The Als Assocation | Rockville, MD | $35,000 | 1 | 1 | 2021 |
| Valentine Museum | Richmond, VA | $35,000 | 1 | 1 | 2021 |
| Synthetic Theatre | Arlington, VA | $34,210 | 1 | 1 | 2022 |
| Free Foundation for Rehabitalitation | Roanoke, VA | $31,000 | 1 | 1 | 2021 |
| Association for the Preservation of Virginia Antiquities | Richmond, VA | $30,000 | 1 | 1 | 2022 |
| Friends of Richmond Community High Schoo | Richmond, VA | $30,000 | 1 | 1 | 2021 |
| Sheltering Arms Foundation | Mechanicsville, VA | $30,000 | 1 | 1 | 2024 |
| Friends of Hollywood Cemetery | Richmond, VA | $25,000 | 1 | 1 | 2024 |
| James River Assoc | Richmond, VA | $25,000 | 1 | 1 | 2022 |
| Junior Achievement of Central Virginia | Richmond, VA | $25,000 | 1 | 1 | 2023 |
| Reading & Education for Adult Developmen | Richmond, VA | $25,000 | 1 | 1 | 2021 |
| Richmond Metro Habitat for Humanity | Richmond, VA | $25,000 | 1 | 1 | 2021 |
| Timber Ridge School | Winchester, VA | $25,000 | 1 | 1 | 2021 |
| United Methodist Family Services | Richmond, VA | $25,000 | 1 | 1 | 2023 |
| Gateway Homes of Greater Richmond | Richmond, VA | $20,000 | 1 | 1 | 2021 |
| Depaul Community Resources | Roanoke, VA | $18,500 | 1 | 1 | 2024 |
| Amazement Square | Lynchburg, VA | $15,000 | 1 | 1 | 2024 |
| Glouchester Arts on Main Inc | Glouchester, VA | $15,000 | 1 | 1 | 2021 |
| Hope Legacy Equine Rescue | Afton, VA | $15,000 | 1 | 1 | 2021 |
| Nova Scriptscentral Inc | Falls Church, VA | $15,000 | 1 | 1 | 2021 |
8 of 72 (11%) received money in more than one year over the 4 years we hold.
Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 8%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.
What the money was for
Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.
- Maymount Foundation
DOOLEY MANSION RESTORATION - St John's Church Fdn
REPLACE ELECTRICAL & FIRE - Richmond Ballet
EXPANSION OF STUDIO SPACE
What kind of organizations it funds
By the activity category the IRS assigns each recipient, for the 49 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.
Giving by year
| Tax year | Grants | Total | Median grant |
|---|---|---|---|
| 2021 | 29 | $1,405,000 | $45,000 |
| 2022 | 20 | $904,604 | $50,000 |
| 2023 | 13 | $745,000 | $50,000 |
| 2024 | 18 | $905,500 | $50,000 |
Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.
Where its money goes
98% of its giving went to organizations in Virginia. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.
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Funders that support the same organizations
These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.
How to approach this foundation
- Check you are its size. The median grant is $50,000. A request many times that size asks for something it has rarely or never given.
- Check you are in its geography. Its giving is concentrated in Virginia.
- Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
- Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.
Related guides
Where these numbers come from
Everything above is taken from Marietta M & Samuel Tate Morgan JR Tr's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.
Address of record on the latest return: Po Box 653067, Dallas, TX, 75265. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.
EIN 54-6069447 · See the original filings on ProPublica · How we build this
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