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Marietta M & Samuel Tate Morgan Jr Tr at a glance

· Private foundation

Marietta M & Samuel Tate Morgan Jr Tr

Its FY2025 filing reports that it accepted unsolicited grant applications.

$906k
Granted FY2025still arriving
18
Grants FY2025still arriving
1
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0198% 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
02FY2025 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k6 grants · $156k
  • $50k–250k12 grants · $750k
$50,000
Median grant
1
States reached
$19M
Total assets
Largest grants
RecipientAmount
MAGGIE WALKER COMMUNITY LAND TRUST$100,000
LEWIS GINTER BOTANICAL GARDEN INC$100,000
VIRGINIA INSTITUTE OF AUTISM$75,000
VIRGINIA HOME FOR BOYS AND GIRLS$65,000
IMPACT LIVING SERVICES$60,000
SPORTS BACKERS$50,000
YWCA RICHMOND$50,000
VIRGINIA MUSEUM OF CONTEMPORARY ART$50,000
WILLIAM KING MUSEUM OF ART$50,000
CHILDREN'S MUSEUM OF$50,000
RAPPAHANNOCK COMMUNITY COLLEGE$50,000
GREATER RICHMOND ARC$50,000
GOOD SHEPHERD ALLIANCE INC$35,000
ELDERSPIRIT COMMUNITY INC$32,000
SHELTERING ARMS FOUNDATION$30,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY21–25, $602k) land where the poverty rate runs at 9%, against an area that typically sits at 7%. 82% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%LANGLEY RESIDENTIAL SUPPORT SERVICES IN: $50k → 6%LATISHA'S HOUSE FOUNDATION: $50k → 7%RESCUE MISSION MINISTRIES: $50k → 20%NOVA SCRIPTSCENTRAL INC: $15k → 6%YWCA RICHMOND: $50k → 9%LUTHERAN FAMILY SERVICES OF VIRGINIA: $45k → 8%HUMANKIND: $30k → 8%NORTHERN VIRGINIA FAMILY SERVICES: $42k → 6%HUMANKIND: $30k → 8%YWCA RICHMOND: $25k → 9%ST JOSEPH'S VILLA: $50k → 9%VIRGINIA HOME FOR BOYS AND GIRLS: $65k → 9%VIRGINIA HOME FOR BOYS AND GIRLS: $50k → 9%PETER PAUL DEVELOPMENT CENTER INC: $50k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

37%of every dollar goes to organizations it has funded before.
$2.1M · 15 repeat orgs$3.7M to everyone else

Grantees it renews have grown median revenue +28% since the first grant, against +7% for those funded once.

15 repeat relationships: 7 still active in FY2025, 8 since wound down; 11 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
59

Total granted

$2.1M
$3.3M

Median revenue growth · since first grant

+28%
+7%

Still filing today

87%
66%

New vs renewed · share of each year

In FY2025, 50% of grant dollars renewed an existing relationship; $449k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
Arts & CultureHuman ServicesEducationHousing & ShelterEnvironmentHealthOther
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.

Backed again, and grew

  • LG
    LEWIS GINTER BOTANICAL GARDEN INC
    4× · 2020–2025 · $500k · revenue +28%
  • TM
    THE MAGGIE WALKER COMMUNITY LAND TRUST
    2× · 2021–2025 · $245k · revenue +65%
  • VH
    VIRGINIA HISTORICAL SOCIETY
    2× · 2020–2021 · $135k · revenue +14%

Funded once

  • IG
    Individual grant recipient
    one grant, 2021 · $150k
  • IG
    Individual grant recipient
    one grant, 2021 · $150k
  • JS
    J SARGEANT REYNOLDS COMMUNITY COLLEGE
    one grant, 2022 · $150k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Vpm Media Corporation

To use the power of media to educate, entertain and inspire, using public television and public radio to make a positive impact on the communities throughout central virginia, charlottesville, the shenandoah valley, the northern neck and…

Arts & Culture
2
Virginia Community Development Corp

VCDC delivers vital financial resources and support while collaborating with local organizations dedicated to social impact, ensuring the creation of affordable homes in vibrant neighborhoods where everyone can thrive.

Housing & Shelter
3
Washington Heritage Museums

The mission of washington heritage museums is to preserve, promote and maintain its five 18th century properties in fredericksburg, virginia and develop dynamic educational resources and programs to engage and inspire the intrest of…

Arts & Culture
4
Virginia Commonwealth University Intellectual Property Foundation

The foundation determines the patentability and obtains patents on virginia commonwealth university (vcu) inventions and markets and licenses such inventions to commerical entities. the foundation's activities promote research efforts at…

Health
5
Virginia Community Action Partnership Inc

Virginia community action partnership (vacap) is the statewide membership association for virginia's thirty-one non-profit and public community action agencies. vacaps mission is to build the capacity and competencies of virginias…

Human Services
6
Virginia Center for Inclusive Communities

VCIC works with schools, businesses, and communities to achieve success through inclusion.

Civil Rights
7
New Schools for Virginia

New schools for virginia works with parents, students, educators and the community to improve educational outcomes by designing new schools and by supporting existing schools to improve outcomes.

Education
8
Virginia Living Museum Inc

The museum connects people to nature by delivering educational classes, programs, exhibits, events and demonstrations. staff and volunteers engage learners of all ages on a 23 acre campus setting. indoor and outdoor learning opportunities…

Arts & Culture
9
Virginia Lutheran Homes Inc

Providing life-enriching services that promote well-being and build community.

—
10
The Richmond Symphony

The richmond symphony performs, teaches and champions music to inspire and unite our communities.

Arts & Culture
11
Vcu Investment Management Company

To provide investment and investment management and related services to the rector and the board of visitors of virginia commonwealth university (vcu), and/or to the private and independent foundations and other entities affiliated with…

Education
12
Virginia Association of Museums

The virginia association of museums is a statewide network serving the museum community. the association's mission statement is "the virginia association of museums helps our museum community succeed".

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Hope House Foundation; the most unlike its peers is Blue Ridge Discovery Center Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

62 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 62 of the 86 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
62/62
Grantees still filing
35/62
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $150,000 · OtherIndividual grant recipientIndividual grant recipient: $150,000 · OtherIndividual grant recipientJ SARGEANT REYNOLDS COMMUNITY COLLEGE: $150,000 · OtherJ SARGEANT REYNOLDS COMMUNITY COLLEGECHILDSAVERS-MEMORIAL CHILD GUIDANCE CTR: $150,000 · OtherCHILDSAVERS-MEMORIAL CHILD GUIDANCE CTRVIRGINIA STATE UNIVERSITY: $150,000 · OtherVIRGINIA STATE UNIVERSITYCHILDRENS HOSPITAL: $100,000 · OtherOLD DOMINION UNIVERSITY: $100,000 · OtherTHE MAGGIE WALKER COMMUNITY: $100,000 · OtherELDERSPIRIT COMMUNITY INC: $91,850 · OtherIMPACT LIVING SERVICES: $118,644 · OtherMETROPOLITAN RICHMOND SPORTS BACKERS: $100,000 · Other+33 more: $1,391,650 · Other+33 moreVIRGINIA HISTORICAL SOCIETY: $135,000 · Arts & CultureVIRGINIA HISTO…MAYMONT FOUNDATION: $100,000 · Arts & CultureMAYMONT FOUNDA…Synetic Theater Inc: $63,187 · Arts & CultureSynetic Theate…JEFFERSON CENTER FOUNDATION LTD: $50,000 · Arts & CultureJEFFERSON CENT…THE MARINERS' MUSEUM: $50,000 · Arts & CultureTHE MARINERS' …Children's Museum of Richmond: $50,000 · Arts & CultureChildren's Mus…WILLIAM KING MUSEUM OF ART: $50,000 · Arts & CultureWILLIAM KING M…VIRGINIA MUSEUM OF CONTEMPORARY ART: $50,000 · Arts & CultureVIRGINIA MUSEU…THE RICHMOND BALLET: $40,000 · Arts & CultureTHE RICHMOND B…THE VIRGINIA ARTS FESTIVAL INC: $40,000 · Arts & CultureTHE VIRGINIA A…THE VALENTINE MUSEUM: $35,000 · Arts & CultureASSOCIATION FOR THE PRESERVATION OF VA ANTIQUITIES: $30,000 · Arts & Culture+2 more: $30,000 · Arts & CultureLEWIS GINTER BOTANICAL GARDEN INC: $500,000 · EnvironmentLEWIS GINTER…NORFOLK BOTANICAL GARDEN INC: $50,000 · EnvironmentNORFOLK BOTA…BLUE RIDGE DISCOVERY CENTER INC: $49,300 · EnvironmentBLUE RIDGE D…JAMES RIVER ASSOCIATION: $25,000 · EnvironmentVIRGINIA HOME FOR BOYS AND GIRLS: $115,000 · Human ServicesVIRGINIA HO…YWCA RICHMOND: $75,000 · Human ServicesYWCA RICHMO…PRESBYTERIAN HOMES & FAMILY SVCS: $60,000 · Human ServicesPRESBYTERIA…LANGLEY RESIDENTIAL SUPPORT SERVICES INC: $50,000 · Human ServicesLANGLEY RES…PETER PAUL DEVELOPMENT CENTER INC: $50,000 · Human ServicesPETER PAUL …Latishas House Foundation: $50,000 · Human ServicesLatishas Ho…THE RESCUE MISSION OF ROANOKE INC: $50,000 · Human ServicesTHE RESCUE …ST JOSEPH'S VILLA: $50,000 · Human ServicesST JOSEPH'S…LUTHERAN FAMILY SERVICES OF VIRGINIA INC DBA ENCIRCLE: $45,000 · Human ServicesLUTHERAN FA…NORTHERN VIRGINIA FAMILY SERVICES INC: $41,750 · Human ServicesNORTHERN VI…+1 more: $15,000 · Human ServicesJSARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC: $300,000 · EducationJSARGEANT …SWEET BRIAR INSTITUTE: $50,000 · EducationSWEET BRIA…NEW HORIZONS EDUCATIONAL FOUNDATION: $50,000 · EducationNEW HORIZO…Cristo Rey Richmond High School Inc: $50,000 · EducationCristo Rey…MHC ACADEMIC FOUNDATION: $50,000 · EducationMHC ACADEM…Friends of Richmond Community High School: $30,000 · EducationFriends of…THE MAGGIE WALKER COMMUNITY LAND TRUST: $245,000 · Housing & ShelterTHE MAGGI…BETTER HOUSING COALITION: $100,000 · Housing & ShelterBETTER HO…CARITAS: $75,000 · Housing & ShelterCARITASURBAN HOPE INC: $45,000 · Housing & ShelterURBAN HOP…RICHMOND METRO HABITAT FOR HUMANITY: $25,000 · Housing & ShelterVIRGINIA INSTITUTE OF AUTISM INC: $75,000 · PhilanthropyPARTNERSHIP FOR THE FUTURE: $50,000 · Philanthropy
Other$2,752,144Arts & Culture$723,187Environment$624,300Human Services$601,750Education$530,000Housing & Shelter$490,000Philanthropy$125,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 Chari…The Mary Morton Parso…The Community Foundat…Robert G Cabell III a…Tr R & Ct Gwathmey Me…Herndon FoundationThe Titmus FoundationThe Pauley Family Fou…Virginia Nonprofit Ho…Shelton H Short Jr Tr…Robins FoundationTesco Foundation
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.

How much its grantees rely on government

Each dot is one organization Marietta M & Samuel Tate Morgan Jr Tr funds: left to right is the share of its income from government, bottom to top the share from Marietta M & Samuel Tate Morgan Jr Tr. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%5%11%20%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    17report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    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.

    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

    Play a game based on Marietta M & Samuel Tate Morgan Jr Tr’s filings →

    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