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DECLARATION OF TRUST FOR THE MORGAN AND BELLE OBRIEN FOUNDATION

Cite this

Plain text DECLARATION OF TRUST FOR THE MORGAN AND BELLE OBRIEN FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/521867904. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). DECLARATION OF TRUST FOR THE MORGAN AND BELLE OBRIEN FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/521867904

MLA “DECLARATION OF TRUST FOR THE MORGAN AND BELLE OBRIEN FOUNDATION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/521867904. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $6K · expenses $6K · assets $109K

Also known as
BELLE OBRIEN FOUNDATION
EIN
52-1867904
Address
2 BETHESDA METRO CTR STE 910, BETHESDA, MD 20814-5398
NTEE code
T99Z
Subsection
501(c)(3)
Ruling year
1996
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Morgan O'Brien TRUSTEE2010-2024 1 $0 reported 1
Belle O'Brien TRUSTEE2010-2024 1 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2013 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2012 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2011 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01
2010 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORGAN O'BRIEN TRUSTEE1 $0-$0 $01
BELLE O'BRIEN TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $1K
2023 · 2 grants to organizations · $35K
2022 · 4 grants to organizations · $6K
2021 · 3 grants to organizations · $63K
2020 · 3 grants to organizations · $10K
2019 · 3 grants to organizations · $3K
2018 · 7 grants to organizations · $18K
2017 · 8 grants to organizations · $15K
2016 · 8 grants to organizations · $8K
2015 · 5 grants to organizations · $6K
2014 · 7 grants to organizations · $8K
2013 · 11 grants to organizations · $20K
2012 · 4 grants to organizations · $4K
2011 · 4 grants to organizations · $1K
2010 · 3 grants to organizations · $3K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $5K
#ContributorTypeCity, stateTotalNoncashSource
1 MORGAN & BELLE O'BRIEN Organization or other ALEXANDRIA, VA $5,026- Form 990PF Sch. B, 2024 · filing
2021 · 1 contributor · $88K
#ContributorTypeCity, stateTotalNoncashSource
1 BELLE AND MORGAN O'BRIEN Person ALEXANDRIA, VA $87,713- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $78K
#ContributorTypeCity, stateTotalNoncashSource
1 BELLE AND MORGAN O'BRIEN Person ALEXANDRIA, VA $77,800- Form 990PF Sch. B, 2020 · filing
2018 · 1 contributor · $14K
#ContributorTypeCity, stateTotalNoncashSource
1 BELLE AND MORGAN O'BRIEN Person ARLINGTON, VA $14,005- Form 990PF Sch. B, 2018 · filing
2016 · 1 contributor · $56K
#ContributorTypeCity, stateTotalNoncashSource
1 BELLE AND MORGAN O'BRIEN Person POTOMAC, MD $55,900- Form 990PF Sch. B, 2016 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$5,939$6,026 $108,877$108,877 $5,026- $0--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$17,565$37,898 $108,964$108,964 -- $0--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$161$10,250 $129,517$129,517 $0- $0--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$165,477$66,885 $139,606$139,606 $87,713- $0--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$80,501$13,288 $72,150$72,150 $77,800- $0--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$26$5,606 $87,550$87,550 -- $0--
2018 · Form 990PF period ending 2019-06-30 · view filing · original 990 ↗
$14,143$22,210 $93,130$93,130 $14,105- $0--
2017 · Form 990PF period ending 2018-06-30 · view filing · original 990 ↗
$10,042$17,052 $101,197$101,197 -- $0--
2016 · Form 990PF period ending 2017-06-30 · view filing · original 990 ↗
$27,930$13,183 $108,207$108,207 $55,900- $0--
2015 · Form 990PF period ending 2016-06-30 · view filing · original 990 ↗
$10$6,500 $93,460$93,460 -- $0--
2014 · Form 990PF period ending 2015-06-30 · view filing · original 990 ↗
-$21,292$7,606 $99,950$99,950 -- $0--
2013 · Form 990PF period ending 2014-06-30 · view filing · original 990 ↗
$2$22,707 $128,848$128,848 -- $0--
2012 · Form 990PF period ending 2013-06-30 · view filing · original 990 ↗
-$75,894$4,500 $151,553$151,553 -- $0--
2011 · Form 990PF period ending 2012-06-30 · view filing · original 990 ↗
$0$3,825 $231,947$231,947 -- $0--
2010 · Form 990PF period ending 2011-06-30 · view filing · original 990 ↗
-$42,379$5,450 $235,772$235,772 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
WADE WALTERS FOUNDATION DECLARATION OF TRTNT99 $11,109$15,799 TRUSTEE$6,000 Same NTEE code T99, revenue within 2x
THE JOHN AND MARY WILLIS FOUNDATIONFLT99 $3,135$3,100 PRESIDENT$0 Same NTEE code T99, revenue within 2x
THE NORMAN AND JANICE WELLEN FAMILY FOUNDATION INCFLT99 $10,006$4,606 PRESIDENT$0 Same NTEE code T99, revenue within 2x
DEBS AND VERNELLE GAMBLIN FOUNDATIONTXT99 $4,590$3,593 PRESIDENT/DIRECTOR$0 Same NTEE code T99, revenue within 2x
THE MENTOR FOUNDATION-USA-CAT99 $9,331$8,938 Treasurer$0 Same NTEE code T99, revenue within 2x
THE DIAMOND FAMILY FOUNDATIONILT99 $6,244$246,976 PRESIDENT/TR$0 Same NTEE code T99, revenue within 2x
THE BEUTNER FAMILY FOUNDATIONCAT99 $8,618$141 TRUSTEE$0 Same NTEE code T99, revenue within 2x
ELLEN AND DONALD BILGORE FAMILY FOUNDATION INCNYT99 $8,668$29,913 DIRECTOR,CHAIR, PRESIDENT$0 Same NTEE code T99, revenue within 2x
THE WATSON FOUNDATIONTXT99 $9,100$9,410 PRESIDENT, TREASURER$0 Same NTEE code T99, revenue within 2x
LOST AND FOUNDATION LIMITEDMTT99 $3,550$12,433 President$0 Same NTEE code T99, revenue within 2x
ROCHELLE AND JEFF SITT FAMILY FOUNDATIONNYT99 $10,433$26,351 President$0 Same NTEE code T99, revenue within 2x
DONT JUST SIT THERE FOUNDATION INCMIT99 $7,500$7,517 President$0 Same NTEE code T99, revenue within 2x
ANNIE M EDLEN FOUNDATIONORT99 $9,133$9,734 PRESIDENT$0 Same NTEE code T99, revenue within 2x
KIYOSHI AND MARIE SAKOTA FOUNDATIONIDT99 $3,105$3,152 DIRECTOR$0 Same NTEE code T99, revenue within 2x
MICHAEL AND EILEEN CONSIDINE FOUNDATIONCAT99 $10,000$14,278 CEO$0 Same NTEE code T99, revenue within 2x
JIM TEECE & DENA MATTHEWS FOUNDATIONORT99 $4,206$5,098 President$0 Same NTEE code T99, revenue within 2x
ANDREW AND BARBARA BANGSER CHARITABLE FOUNDATION INCDET99 $5,583$9,320 Pres, Dir, Sec$0 Same NTEE code T99, revenue within 2x
AFRICAN HEALTH AND HOSPITAL FOUNDATIONMOT99 $8,198$3,567 CHAIRMAN$0 Same NTEE code T99, revenue within 2x
GQ FOUNDATION OF HOPE INCFLT99 $6,058$4,947 PRESIDENT$0 Same NTEE code T99, revenue within 2x
ALICE R THAYER FOUNDATIONORT99 $6,227$11,624 Trustee$2,502 Same NTEE code T99, revenue within 2x
CRUZ MOREL FOUNDATION INCGAT99 $10,090$10,679 President Treasurer$0 Same NTEE code T99, revenue within 2x
BFL FOUNDATIONCAT99 $10,000$110,561 DIRECTOR$0 Same NTEE code T99, revenue within 2x
IRVING BRAVMAN AND ROSE B BRAVMAN FAMILY FOUNDATION INCFLT99 $6,491$4,289 PRESIDENT$0 Same NTEE code T99, revenue within 2x
ARISTOTLE FOUNDATION TELLY SAVALAS FAMILY MEMORIAL FUNDILT99 $8,234$17,338 President$0 Same NTEE code T99, revenue within 2x
SUZANNE AND DANIEL R LEE FAMILY FOUNDATIONNVT99 $2,984$1,844 PRESIDENT$0 Same NTEE code T99, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING DAF sponsor$121,93013 42015–2024 SAY HEY FOUNDATION INCORPORATED; FRIENDS OF THE SIERRA NEVADA FIELD CAMPUS; MINNIE PERKINS FOUNDATION; PURPLE & GRAY FOUNDATION INC
FRANK FAMILY FOUNDATION INC Private foundation$120,0002 12017–2018 GIVE WELL FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$100,0001 12020–2020 MINNIE PERKINS FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$89,6805 32016–2021 PURPLE & GRAY FOUNDATION INC; DEFIANTLY HOPEFUL FOUNDATION; THE MENTOR FOUNDATION-USA-
HUMBOLDT AREA FOUNDATION DAF sponsor$68,6375 12016–2022 TRINIDAD SCHOOL EDUCATION FOUNDATION
RALPH & ELIZABETH ANDERSON CHARITABLE Private foundation$63,0961 12023–2023 CHRISTOPHER J F GRAFF CHARITABLE FOUNDATION
JEWISH COMMUNAL FUND DAF sponsor$30,0003 12017–2021 CATALINA ISLAND PERFORMING ARTS FOUNDATION
HAROLD C AND MARILYN A HOHBACH FOUNDATION Private foundation$20,0003 12021–2024 GIVE WELL FOUNDATION INC
THRIVENT CHARITABLE IMPACT & INVESTING DAF sponsor$20,0001 12022–2022 DEFIANTLY HOPEFUL FOUNDATION
BARRY AND MIMI STERNLICHT FOUNDATION Private foundation$20,0002 12023–2023 CHAIM FOUNDATION INC
GREATER HORIZONS DAF sponsor$19,0001 12018–2018 THE MENTOR FOUNDATION-USA-
PATRICIA AND RONALD SCHARDT FOUNDATION Private foundation$15,1404 12014–2017 EPWORTH VILLAGE FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$15,0001 12020–2020 MINNIE PERKINS FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$15,0002 22021–2022 DEFIANTLY HOPEFUL FOUNDATION; KIWANIS FOUNDATION OF FAIRFIELD INC
BARBARA BRYANT FAMILY FOUNDATION Private foundation$10,0001 12011–2011 AFRICAN HEALTH AND HOSPITAL FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $6,026 spent · pay $0 · grants $1,000 · events $0
LineAs describedTotalShare
Fees: accounting $5,026 83.4%
Contributions, gifts, grants paid $1,000 16.6%
Total$6,026100%

View the filing

2023 · Form 990PF · $37,898 spent · pay $0 · grants $35,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $35,000 92.4%
Fees: accounting $1,927 5.1%
Taxes $931 2.5%
Other expenses $40 0.1%
Total$37,898100%

View the filing

2022 · Form 990PF · $10,250 spent · pay $0 · grants $6,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,250 61.0%
Fees: accounting $4,000 39.0%
Total$10,250100%

View the filing

2021 · Form 990PF · $66,885 spent · pay $0 · grants $62,825 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $62,825 93.9%
Fees: accounting $4,000 6.0%
Other expenses $60 0.1%
Total$66,885100%

View the filing

2020 · Form 990PF · $13,288 spent · pay $0 · grants $9,551 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $9,551 71.9%
Fees: accounting $3,737 28.1%
Total$13,288100%

View the filing

2019 · Form 990PF · $5,606 spent · pay $0 · grants $3,375 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,375 60.2%
Fees: accounting $1,820 32.5%
Taxes $411 7.3%
Total$5,606100%

View the filing

2018 · Form 990PF · $22,210 spent · pay $0 · grants $18,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $18,000 81.0%
Fees: accounting $3,694 16.6%
Taxes $500 2.3%
Other expenses $16 0.1%
Total$22,210100%

View the filing

2017 · Form 990PF · $17,052 spent · pay $0 · grants $15,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $15,400 90.3%
Fees: accounting $1,652 9.7%
Total$17,052100%

View the filing

2016 · Form 990PF · $13,183 spent · pay $0 · grants $8,485 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,485 64.4%
Fees: accounting $4,698 35.6%
Total$13,183100%

View the filing

2015 · Form 990PF · $6,500 spent · pay $0 · grants $6,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,500 100.0%
Total$6,500100%

View the filing

2014 · Form 990PF · $7,606 spent · pay $0 · grants $7,590 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $7,590 99.8%
Other expenses $16 0.2%
Total$7,606100%

View the filing

2013 · Form 990PF · $22,707 spent · pay $0 · grants $19,807 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $19,807 87.2%
Fees: accounting $2,900 12.8%
Total$22,707100%

View the filing

2012 · Form 990PF · $4,500 spent · pay $0 · grants $4,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,500 100.0%
Total$4,500100%

View the filing

2011 · Form 990PF · $3,825 spent · pay $0 · grants $1,325 · events $0
LineAs describedTotalShare
Fees: accounting $2,500 65.4%
Contributions, gifts, grants paid $1,325 34.6%
Total$3,825100%

View the filing

2010 · Form 990PF · $5,450 spent · pay $0 · grants $2,950 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,950 54.1%
Fees: accounting $2,500 45.9%
Total$5,450100%

View the filing