Donald Morris Charitable Trust
Donald Morris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lowell, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14.4M in total assets. In 2024, it awarded 16 grants totaling $400K. Net investment income was $1.3M.
Key facts about Donald Morris Charitable Trust
- EIN
- 61-6553802
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $400,076
- Grants made (2024)
- 16
- Average grant
- $25,005
- Median grant
- $10,000
- New grantees (estimate)
- 38% first-time grantees (6 of 16, 2024)
- Total assets
- $14,448,592
- Primary geography
- Ohio (95% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Donald Morris Charitable Trust funds
By grant dollars, the top recipient states for Donald Morris Charitable Trust's 16 itemized 2024 grants were Ohio (95%). The most frequent recipient cities were Beverly, OH (4 grants) and Marietta, OH (2 grants). 13% of grants with a stated purpose were for general or operating support. Recurring purposes include "To Purchase New Equipment." (7 grants).
Is Donald Morris Charitable Trust open to new grantees?
38%
first-time grantees, 2024
In 2024, 6 of 16 grantees (38%) were first-time recipients. First grants averaged $17K; repeat grants $30K. How we count
Medians: $10K first-time, $10K repeat.
- 63% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−16%). Method
- In 2024 it paid out 77% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Donald Morris Charitable Trust
- How to evaluate Donald Morris Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$14.4M
+7.9% YoY
Annual Giving
$400K
-0.0% YoY
Grant Count
16
-11.1% YoY
Avg Grant Size
$25K
+12.5% YoY
Under IRS private-foundation payout rules, Donald Morris Charitable Trust reported a distributable amount of $670K for 2024 — the minimum it must pay out in qualifying distributions.
About Donald Morris Charitable Trust
Based on IRS filings
Donald Morris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lowell, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14.4M in total assets. In 2024, it awarded 16 grants totaling $400K. Net investment income was $1.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $14,448,592 | $13,396,257 | $11,118,897 |
| Revenue | $1,455,295 | $2,491,453 | $2,685,783 |
| Expenses | $671,938 | $790,405 | $985,671 |
| Qualifying Distributions | $513,543 | $512,406 | $620,384 |
| Net Investment Income | $1,321,169 | $1,701,988 | $1,721,503 |
| Distributable Amount | $669,903 | $560,051 | $579,716 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Washington County Career Center ($150,000), Hocking College Foundation ($74,026), Washington State College of Ohio Scholarships ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WASHINGTON COUNTY CAREER CENTER Marietta, OH | TO ENHANCE TEACHING AND LEARNING METHODS FOR 15 HIGH SCHOOL PROGRAMS. | $150,000 |
| HOCKING COLLEGE FOUNDATION Nelsonville, OH | DONATION FOR SCHOLARSHIPS. | $74,026 |
| WASHINGTON STATE COLLEGE OF OHIO SCHOLARSHIPS Marietta, OH | DONATION FOR SCHOLARSHIPS. | $60,000 |
| LATROBE STREET MISSIONS Parkersburg, WV | EQUIPS THE HOMELESS TO MOVE FROM SURVIVAL TO SUCCESS | $20,000 |
| BARLOW VOLUNTEER FD Barlow, OH | TO PURCHASE NEW EQUIPMENT. | $10,000 |
| BEVERLY VOLUNTEER FD Beverly, OH | TO PURCHASE NEW EQUIPMENT. | $10,000 |
| WARREN TWP VOLUNTEER FD Leavittsburg, OH | TO PURCHASE NEW EQUIPMENT. | $10,000 |
| WATERTOWN VOLUNTEER FD Waterford, OH | TO PURCHASE NEW EQUIPMENT. | $10,000 |
| WESLEY TWP VOLUNTEER FD Cutler, OH | TO PURCHASE NEW EQUIPMENT. | $10,000 |
| LOWER SALEM VOLUNTEER FD Lower Salen, OH | TO PURCHASE NEW EQUIPMENT. | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Marilyn McNabb | Trustee | 30 | $202,327 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Donald Morris Charitable Trust?
Donald Morris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lowell, OH. It holds $14.4M in total assets as of 2024.
How large is Donald Morris Charitable Trust?
As of 2024, Donald Morris Charitable Trust holds $14.4M in total assets with $1.5M in annual revenue. It awarded 16 grants totaling $400K in 2024.
Where does Donald Morris Charitable Trust operate?
Donald Morris Charitable Trust has awarded grants in Ohio, West Virginia.
What size grants does Donald Morris Charitable Trust award?
In 2024, Donald Morris Charitable Trust awarded 16 grants totaling $400K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Donald Morris Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Donald Morris Charitable Trust reported a distributable amount of $670K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donald Morris Charitable Trust's EIN?
Donald Morris Charitable Trust's EIN (Employer Identification Number) is 61-6553802. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.