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.
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
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 |
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 include Washington County Career Center ($150,000), Hocking College Foundation ($74,026), Washington State College of Ohio Scholarships ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BARLOW VOLUNTEER FD BARLOW, OH | TO PURCHASE NEW EQUIPMENT. | $10,000 |
| BEVERLY VOLUNTEER FD BEVERLY, OH | TO PURCHASE NEW EQUIPMENT. | $10,000 |
| FORT FRYE MIDDLE SCHOOL LIBRARY DONATION BEVERLY, OH | DONATION TO PURCHASE NEW EQUIPMENT FOR STUDENTS. | $400 |
| FORT FRYE MIDDLE SCHOOL SCIENCE DEPARTMENT BEVERLY, OH | DONATION TO PURCHASE NEW EQUIPMENT FOR STUDENTS. | $4,400 |
| HOCKING COLLEGE FOUNDATION NELSONVILLE, OH | DONATION FOR SCHOLARSHIPS. | $74,026 |
| L-A FIRE AND RESCUE LOWELL, OH | TO PURCHASE NEW EQUIPMENT. | $5,000 |
| LATROBE STREET MISSIONS PARKERSBURG, WV | EQUIPS THE HOMELESS TO MOVE FROM SURVIVAL TO SUCCESS | $20,000 |
| MARY'S HOUSE AT SILVER HEELS BEVERLY, OH | PROGRAM SERVICES | $7,000 |
| WARREN TWP VOLUNTEER FD LEAVITTSBURG, OH | TO PURCHASE NEW EQUIPMENT. | $10,000 |
| WASHINGTON COUNTY CAREER CENTER MARIETTA, OH | TO ENHANCE TEACHING AND LEARNING METHODS FOR 15 HIGH SCHOOL PROGRAMS. | $150,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Donald Morris Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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