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Foundation Dossiers

Ohio · Private foundation

Barbara Morgan Memorial Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$4k
Granted FY2023
3
Grants FY2023
3
Organizations funded FY2023
33%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$1,500
Largest grant, FY2023
$1,790
Organizations funded a year
2 to 7
FY2017 to FY2023
States reached, FY2023
2
Total assets, FY2023
$85k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 33% of the organizations Barbara Morgan Memorial Trust funded were first-time grantees, receiving 21% of its grant dollars.

New vs renewed · share of each year

In FY2023, 79% of grant dollars renewed an existing relationship; $895 went to new ones.

50%100%’18’19’20’22’23
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20233$4k33%
FY20222$3k50%
FY20206$7k17%
FY20194$4k75%
FY20182$3k0%
FY20177$7kn/a
92% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Education$17kArts & Culture$8kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Hemmeter Parent Teacher Council$4,93653%
Swan Valley High School$2,1992n/a

Plus 11 recipients with no EIN on record ($22k), not named here.

Compare Barbara Morgan Memorial Trust with peer funders

About Barbara Morgan Memorial Trust

How much does Barbara Morgan Memorial Trust give?
Barbara Morgan Memorial Trust reported 3 grants totaling $4,185 in its FY2023 IRS filing. It funded between 2 and 7 organizations a year over FY2017 to FY2023.
What does Barbara Morgan Memorial Trust fund?
By grant dollars over FY2017 to FY2023, its largest causes are Education (59%), Arts & Culture (29%).
Who are Barbara Morgan Memorial Trust's largest grantees?
By total granted over FY2017 to FY2023: Hemmeter Parent Teacher Council ($5k), Swan Valley High School ($2k).
Does Barbara Morgan Memorial Trust fund new organizations?
In FY2023, 33% of the organizations it funded were first-time grantees.
Does Barbara Morgan Memorial Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Where is Barbara Morgan Memorial Trust based?
Barbara Morgan Memorial Trust is based in OH.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 13 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record but names no grant recipient in the published copy, so the figures above are from FY2023, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home