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Texas · Private foundation

Marietta M & Samuel Tate Morgan Jr Tr

Its FY2025 filing reports that it accepted unsolicited grant applications.

$906k
Granted FY2025(still arriving)
18
Grants FY2025
13
Organizations funded FY2024
77%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$50,000
Largest grant, FY2025
$100,000
Organizations funded a year
6 to 29
FY2020 to FY2024
States reached, FY2025
1
Total assets, FY2025
$19M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 77% of the organizations Marietta M & Samuel Tate Morgan Jr Tr funded were first-time grantees, receiving 77% of its grant dollars.

New vs renewed · share of each year

In FY2024, 23% of grant dollars renewed an existing relationship; $570k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
Human ServicesArts & CultureHousing & ShelterEducationEnvironmentYouth DevelopmentOther
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
FY2025still arriving18$906k61%
FY202413$745k77%
FY202320$905k80%
FY202229$1.4M97%
FY20216$713k67%
FY202016$1.2Mn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Human Services$1.3MEducation$1.2MArts & Culture$1.2MEnvironment$624kHousing & Shelter$560kHealth$425kReligion$142kFood & Nutrition$100kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 63 grantees
All grantees of Marietta M & Samuel Tate Morgan Jr Tr by total granted
GranteeTotal grantedYearsShare of their budget
Lewis Ginter Botanical Garden Inc$500,00041%
Jsargeant Reynolds Community College Educational Foundation Inc$300,00024%
The Maggie Walker Community Land Trust$245,00024%
Virginia Historical Society$135,00021%
Impact Living Services$118,64421%
Virginia Home for Boys and Girls$115,00021%
Maymont Foundation$100,00021%
Metropolitan Richmond Sports Backers$100,00021%
Better Housing Coalition$100,00021%
Elderspirit Community Inc$91,8502n/a
Caritas$75,00011%
YWCA Richmond$75,00020%
Virginia Institute of Autism Inc$75,00010%
Synetic Theater Inc$63,18722%
Presbyterian Homes & Family Svcs$60,00020%
Rappahannock Community College$50,0001n/a
Wesley Housing Development Corporation of Northern Virginia$50,00010%
Saint Francis Home Inc$50,00021%
Langley Residential Support Services Inc$50,00012%
Roanoke Area Ministries$50,00012%
Peter Paul Development Center Inc$50,00012%
Soar 365$50,0001n/a
Latishas House Foundation$50,00019%
Jefferson Center Foundation Ltd$50,00012%
The Mariners' Museum$50,00011%
Partnership for the Future$50,00013%
Children's Museum of Richmond$50,00011%
Norfolk Botanical Garden Inc$50,00010%
Sweet Briar Institute$50,00010%
New Horizons Educational Foundation$50,00014%
The Rescue Mission of Roanoke Inc$50,00011%
William King Museum of Art$50,00011%
Cristo Rey Richmond High School Inc$50,00011%
New River Community Action Inc$50,00011%
Mhc Academic Foundation$50,00014%
Healthy Harvest Food Bank Inc$50,00011%
Elk Hill Farm Inc$50,00010%
Virginia Museum of Contemporary Art$50,00011%
St Joseph's Villa$50,00010%
Blue Ridge Discovery Center Inc$49,30017%
Healing Strides of Virginia$49,15015%
Urban Hope Inc$45,00012%
Lutheran Family Services of Virginia Inc Dba Encircle$45,00010%
St John's Church Foundation$45,00013%
Northern Virginia Family Services Inc$41,75010%
The Richmond Ballet$40,00011%
The Virginia Arts Festival Inc$40,00011%
The Valentine Museum$35,00011%
The Good Shepherd Alliance Inc$35,0001n/a
Friends of Richmond Community High School$30,000118%
Association for the Preservation of Va Antiquities$30,00010%
Sheltering Arms Foundation$30,00011%
James River Association$25,00010%
Leary Educational Foundation Inc$25,00010%
Reading and Education for Adult Development$25,00015%
Richmond Metro Habitat for Humanity$25,00010%
Junior Achievement of Central Va Inc$25,00012%
Hope House Foundation$25,00010%
Depaul Community Resources$18,50010%
Hope's Legacy Equine Rescue Inc$15,00012%
NOVA ScriptsCentral$15,00010%
Gloucester Arts on Main Inc$15,00012%
Amazement Square$15,0001n/a

What it could do for these grantees

Plus 22 recipients with no EIN on record ($1.7M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Marietta M & Samuel Tate Morgan Jr Tr supplied at peak.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetLewis Ginter Botanical Garden Inc: $500,000 over 4y, 1.4% of budgetJsargeant Reynolds Community College Educational Foundation Inc: $300,000 over 2y, 4.0% of budgetThe Maggie Walker Community Land Trust: $245,000 over 2y, 4.1% of budgetVirginia Historical Society: $135,000 over 2y, 0.5% of budgetImpact Living Services: $118,644 over 2y, 0.5% of budgetVirginia Home for Boys and Girls: $115,000 over 2y, 0.9% of budgetMaymont Foundation: $100,000 over 2y, 0.8% of budgetMetropolitan Richmond Sports Backers: $100,000 over 2y, 0.6% of budgetBetter Housing Coalition: $100,000 over 2y, 0.7% of budgetCaritas: $75,000 over 1y, 1.1% of budgetYWCA Richmond: $75,000 over 2y, 0.4% of budgetVirginia Institute of Autism Inc: $75,000 over 1y, 0.2% of budgetSynetic Theater Inc: $63,187 over 2y, 2.2% of budgetPresbyterian Homes & Family Svcs: $60,000 over 2y, 0.2% of budgetWesley Housing Development Corporation of Northern Virginia: $50,000 over 1y, 0.4% of budgetSaint Francis Home Inc: $50,000 over 2y, 0.6% of budgetLangley Residential Support Services Inc: $50,000 over 1y, 2.2% of budgetRoanoke Area Ministries: $50,000 over 1y, 2.0% of budgetPeter Paul Development Center Inc: $50,000 over 1y, 2.0% of budgetLatishas House Foundation: $50,000 over 1y, 8.7% of budgetJefferson Center Foundation Ltd: $50,000 over 1y, 2.0% of budgetThe Mariners' Museum: $50,000 over 1y, 0.5% of budgetPartnership for the Future: $50,000 over 1y, 2.8% of budgetChildren's Museum of Richmond: $50,000 over 1y, 0.7% of budgetNorfolk Botanical Garden Inc: $50,000 over 1y, 0.3% of budgetSweet Briar Institute: $50,000 over 1y, 0.1% of budgetNew Horizons Educational Foundation: $50,000 over 1y, 4.2% of budgetThe Rescue Mission of Roanoke Inc: $50,000 over 1y, 0.8% of budgetWilliam King Museum of Art: $50,000 over 1y, 0.7% of budgetCristo Rey Richmond High School Inc: $50,000 over 1y, 0.5% of budgetNew River Community Action Inc: $50,000 over 1y, 0.7% of budgetMhc Academic Foundation: $50,000 over 1y, 4.5% of budgetHealthy Harvest Food Bank Inc: $50,000 over 1y, 0.9% of budgetElk Hill Farm Inc: $50,000 over 1y, 0.4% of budgetVirginia Museum of Contemporary Art: $50,000 over 1y, 0.7% of budgetSt Joseph's Villa: $50,000 over 1y, 0.2% of budgetBlue Ridge Discovery Center Inc: $49,300 over 1y, 7.2% of budgetHealing Strides of Virginia: $49,150 over 1y, 5.4% of budgetUrban Hope Inc: $45,000 over 1y, 2.3% of budgetLutheran Family Services of Virginia Inc Dba Encircle: $45,000 over 1y, 0.1% of budgetSt John's Church Foundation: $45,000 over 1y, 3.2% of budgetNorthern Virginia Family Services Inc: $41,750 over 1y, 0.1% of budgetThe Richmond Ballet: $40,000 over 1y, 0.6% of budgetThe Virginia Arts Festival Inc: $40,000 over 1y, 0.8% of budgetThe Valentine Museum: $35,000 over 1y, 0.8% of budgetFriends of Richmond Community High School: $30,000 over 1y, 18% of budgetAssociation for the Preservation of Va Antiquities: $30,000 over 1y, 0.5% of budgetSheltering Arms Foundation: $30,000 over 1y, 0.6% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 58.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Dominion Energy Charitable FoundationVA65.1× affinity37 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Dominion Energy Charitable Foundation · The Mary Morton Parsons Foundation · The Community Foundation Inc · Robert G Cabell III and Maude Morgan Cabell Foundation · Tr R & Ct Gwathmey Mem Uw Egj · Herndon Foundation · The Titmus Foundation · The Pauley Family Foundation · Virginia Nonprofit Housing Coalition · Shelton H Short Jr Trust · Robins Foundation · Tesco Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Marietta M & Samuel Tate Morgan Jr Tr with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Marietta M & Samuel Tate Morgan Jr Tr?

Find your warmest path to Marietta M & Samuel Tate Morgan Jr Tr through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Marietta M & Samuel Tate Morgan Jr Tr

How much does Marietta M & Samuel Tate Morgan Jr Tr give?
Marietta M & Samuel Tate Morgan Jr Tr reported 18 grants totaling $905,500 in its FY2025 IRS filing. It funded between 6 and 29 organizations a year over FY2020 to FY2024.
What does Marietta M & Samuel Tate Morgan Jr Tr fund?
By grant dollars over FY2020 to FY2025, its largest causes are Human Services (21%), Education (19%), Arts & Culture (19%).
Who are Marietta M & Samuel Tate Morgan Jr Tr's largest grantees?
By total granted over FY2020 to FY2025: Lewis Ginter Botanical Garden Inc ($500k), Jsargeant Reynolds Community College Educational Foundation Inc ($300k), The Maggie Walker Community Land Trust ($245k).
Does Marietta M & Samuel Tate Morgan Jr Tr fund new organizations?
In FY2024, 77% of the organizations it funded were first-time grantees.
Does Marietta M & Samuel Tate Morgan Jr Tr accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Marietta M & Samuel Tate Morgan Jr Tr?
Its strongest co-funders, measured against what their size predicts, include Dominion Energy Charitable Foundation, The Mary Morton Parsons Foundation, The Community Foundation Inc.
Where is Marietta M & Samuel Tate Morgan Jr Tr based?
Marietta M & Samuel Tate Morgan Jr Tr is based in TX.

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 86 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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