Wm Inglis Morse Trust U a 5 Par 3
EIN 066020428 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2018–2023
$510K
5 grants · $85K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$102K
typical big bets · $102K–$102K
grant size
100%
deep partner · 2/2 multi-year
repeat
$2.0M
Assets (2023)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $102K | $1.9M | $134K | 1 |
| 2020 | $102K | $2.2M | $154K | 1 |
| 2021 | $102K | $2.3M | $141K | 1 |
| 2022 | $102K | $1.8M | $48K | 1 |
| 2023 | $102K | $2.0M | $85K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$102K
25th Pctl
$102K
Median
$102K
Average
$102K
75th Pctl
$102K
Maximum
$102K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WN
Wells Fargo Bank NA
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| The New Haven Symphony Orchestra | West Haven, CT | $102,000 | GENERAL OPERATING | 2020 |
| The New Haven Symphony Orchestra | West Haven, CT | $102,000 | GENERAL OPERATING | 2021 |
| The New Haven Symphony Orchestra | New Haven, CT | $102,000 | GENERAL OPERATING | 2023 |
| The New Haven Symphony Orchestra | West Haven, CT | $102,000 | GENERAL OPERATING | 2022 |
| The New Haven Symphony Orchestra | New Haven, CT | $102,000 | GENERAL OPERATING | 2018 |