Marietta M & Samuel Tate Morgan Jr Tr
EIN 546069447Total Given 2021–2025
$3.3M
57 grants · $654K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$50K
typical mid grants · $42K–$60K
grant size
6%
transactional · 3/54 multi-year
repeat
$28.0M
Assets (2025)
54
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ELIZABETH SEAMAN CO BANK OF AMERIC
Phone
(877) 446-1410
Deadlines
SEE ATTACHMENT
How to Apply
SEE ATTACHMENT
Restrictions
SEE ATTACHMENT
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $20.9M | $933K | N/A |
| 2021 | $712K | $26.9M | $1.2M | 6 |
| 2023 | $905K | $23.3M | $261K | 20 |
| 2024 | $745K | $25.9M | $976K | 13 |
| 2025 | $906K | $28.0M | $1.6M | 18 |
Grant Size Distribution
Based on 57 grants on record
Minimum
$15K
25th Pctl
$42K
Median
$50K
Average
$57K
75th Pctl
$60K
Maximum
$150K
Geographic Distribution
Officers & Directors
BA
Bank of America
5+ yrs
Trustee
LB
Linda Barrett
5+ yrs
Administrative
ES
Elizabeth Seaman
5+ yrs
Advisor
BA
Bank of America
5+ yrs
Trustee
LB
Linda Barrett
5+ yrs
Administrative
ES
Elizabeth Seaman
5+ yrs
Advisor
BA
Bank of America
5+ yrs
Trustee
ES
Elizabeth Seaman
5+ yrs
Advisor
LB
Linda Barrett
5+ yrs
Administrative
BA
Bank of America
5+ yrs
Trustee
LB
Linda Barrett
5+ yrs
Administrative
ES
Elizabeth Seaman
5+ yrs
Advisor
BA
Bank of America
5+ yrs
Trustee
LB
Linda Barrett
5+ yrs
Administrative
ES
Elizabeth Seaman
5+ yrs
Advisor
Grants Awarded (57 total)
| Purpose | ||||
|---|---|---|---|---|
| Lewis Ginter Botanical | Richmond, VA | $150,000 | LIBRARY CONSTRUCTION | 2021 |
| J Sargeant Reynolds Community | Richmond, VA | $150,000 | CONSTRUCT NURSING | 2021 |
| Child Saversmemorial Child | Richmond, VA | $150,000 | RENOVATION CHILD GUIDANCE | 2021 |
| Maggie Walker Community Land Trust | Richmond, VA | $145,000 | UNRESTRICTED GENERAL | 2021 |
| The Maggie Walker Community | Richmond, VA | $100,000 | UNRESTRICTED GENERAL | 2024 |
| Lewis Ginter Botanical Garden Inc | Richmond, VA | $100,000 | UNRESTRICTED GENERAL | 2024 |
| Maggie Walker Community Land Trust | Richmond, VA | $100,000 | UNRESTRICTED GENERAL | 2025 |
| Lewis Ginter Botanical Garden Inc | Richmond, VA | $100,000 | UNRESTRICTED GENERAL | 2025 |
| United Way of Southwest Virginia | Abingdon, VA | $75,000 | UNRESTRICTED GENERAL | 2023 |
| Science Museum of Virginia | Richmond, VA | $75,000 | UNRESTRICTED GENERAL | 2024 |
| Caritas | Richmond, VA | $75,000 | UNRESTRICTED GENERAL | 2024 |
| Virginia Institute of Autism | Charlottesvle, VA | $75,000 | UNRESTRICTED GENERAL | 2025 |
| Virginia Historical Society | Richmond, VA | $67,500 | UNRESTRICTED GENERAL | 2021 |
| Virginia Home for Boys and Girls | Henrico, VA | $65,000 | UNRESTRICTED GENERAL | 2025 |
| Impact Living Services | Forest, VA | $60,000 | UNRESTRICTED GENERAL | 2025 |
| Impact Living Services | Forest, VA | $58,644 | UNRESTRICTED GENERAL | 2023 |
| Maymount Foundation | Richmond, VA | $50,000 | DOOLEY MANSION RESTORATION | 2023 |
| Sweet Briar College | Sweet Briar, VA | $50,000 | FINANCIAL SUPPORT | 2023 |
| Rescue Mission Ministries | Roanoke, VA | $50,000 | FINANCIAL SUPPORT | 2023 |
| Norfolk Botanical Garden | Norfolk, VA | $50,000 | FINANCIAL SUPPORT | 2023 |
| Elk Hill Farm | Goochland, VA | $50,000 | RENOVATE ADMINISTRATION | 2023 |
| Peter Paul Development Center Inc | Richmond, VA | $50,000 | UNRESTRICTED GENERAL | 2023 |
| Mariners Museum | Newport News, VA | $50,000 | UNRESTRITCTED GENERAL | 2023 |
| Healthy Harvest Food Bank | Warsaw, VA | $50,000 | UNRESTRICTED GENERAL | 2023 |
| Wesley Housing Development Corp | Alexandria, VA | $50,000 | UNRESTRICTED GENERAL | 2023 |