Harold J & Viola H Morton Childrens Tr
Harold J & Viola H Morton Childrens Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $788K in total assets. In 2026, it awarded 2 grants totaling $37K. Net investment income was $76K.
Harold J & Viola H Morton Childrens Tr at a glance
In short: Harold J & Viola H Morton Childrens Tr gave $37K across 2 grants in 2026 (avg $18K), mostly in Florida. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $36,710
- +3.5% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $18,355
- +3.5% vs 2025
- Median grant
- $18,355
- Total assets
- $788,236
- +6.7% vs 2025
- Primary geography
- Florida (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Harold J & Viola H Morton Childrens Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was YMCA of Martin County Inc ($18K). Together the top 2 received $37K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How Harold J & Viola H Morton Childrens Tr gives
- Giving grew 25% from 2023 to 2026. Method
- In 2026 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $24K (2020) to $41K (2021). In 2026 it made 2 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| YMCA of Martin County Inc Stuart, FL | Unrestricted General | $18,355 |
| Martin Memorial Foundation Stuart, FL | Unrestricted General | $18,355 |
Ready to take the next step with Harold J & Viola H Morton Childrens Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $788,236 | $84,566 | $53,515 | $36,710 | 2 | $42,254 | $75,556 | $43,934 |
| 2025 | $738,558 | $99,305 | $49,193 | $35,458 | 2 | $40,597 | $90,702 | $39,679 |
| 2024 | $712,078 | $23,604 | $40,579 | $28,408 | 2 | $33,087 | $13,714 | $36,938 |
| 2023 | $702,474 | $-7,143 | $45,945 | $29,340 | 2 | $33,787 | $8,595 | $34,408 |
| 2022 | $763,100 | $190,747 | $53,262 | $39,728 | 2 | $44,945 | $182,288 | $38,486 |
| 2021 | $705,991 | $12,283 | $54,165 | $41,352 | 2 | — | $5,812 | $38,302 |
| 2020 | $632,691 | $21,044 | $35,053 | $23,648 | 2 | — | $14,019 | $34,048 |
Under IRS private-foundation payout rules, Harold J & Viola H Morton Childrens Tr reported a distributable amount of $44K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Harold J & Viola H Morton Childrens Tr's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$12K (2022) → $13K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $13K, to Bank of America (Trustee).
Frequently asked questions about Harold J & Viola H Morton Childrens Tr
How much does Harold J & Viola H Morton Childrens Tr give each year?
Harold J & Viola H Morton Childrens Tr gave $37K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $35K across 2 grants.
How large is Harold J & Viola H Morton Childrens Tr?
Harold J & Viola H Morton Childrens Tr reported $788K in total assets on its 2026 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Harold J & Viola H Morton Childrens Tr operate?
Harold J & Viola H Morton Childrens Tr has awarded grants in Florida.
What is Harold J & Viola H Morton Childrens Tr's EIN?
Harold J & Viola H Morton Childrens Tr's EIN (Employer Identification Number) is 65-6232730. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Harold J & Viola H Morton Childrens Tr's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
Alice F & Cortland J Knipe Charitable Tr
New York, NY
The foundation supports a range of charitable organizations, including those focused on food assistance, health, conservation, education, veterans’ services, and the arts. Its 2025 grants ranged from $10,000 to $150,000, with a median of $37,500, and mostly went to organizations in New York, Florida, Washington, DC, Massachusetts, and Washington state. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$15.5M
Grants
18
Total Given
$1.1M
McIntyreb D & J E McIntyre Fdn - Eq
Chicago, IL
The foundation funds a range of charitable organizations, with most of its 2025 giving going to Michigan and smaller amounts to Florida, Ohio, and Mississippi. Its 2025 grants ranged from $2,000 to $40,000, with a median of $8,000. A 2023 filing says applications are accepted anytime through JPMorgan Chase Bank’s online grants process.
Assets
$4.6M
Grants
16
Total Given
$206K
The Ted and Lorraine Glasrud Family Foundation Inc
Gilbert, AZ
The Ted and Lorraine Glasrud Family supports charitable organizations in health and human services, education, environmental conservation, and other charitable services, with 2024 grants ranging from $5,000 to $135,000 and a median of $11,750. Its grants went mainly to organizations in Florida, Arizona, Minnesota, and Iowa. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$9.2M
Grants
28
Total Given
$535K
Grandview-Steers Foundation
Rye, NY
The foundation funds preselected charitable organizations in education, health care, the arts, and environmental stewardship, with most 2024 grant dollars going to New York. Its 14 grants in 2024 totaled $649,701, ranging from $590 to $520,000, with a median of $10,000. It does not accept unsolicited funding requests.
Assets
$13.9M
Grants
14
Total Given
$650K
The June & Cecil McDole Foundation
Bloomfield Hills, MI
The June & Cecil McDole Foundation funds a range of charitable work, including medical research, hunger relief, education, and community programs, primarily in Michigan. In 2025, grants ranged from $1,000 to $30,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.3M
Grants
28
Total Given
$266K
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Harold J & Viola H Morton Childrens Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Harold J & Viola H Morton Childrens Tr down — hundreds of funders to go?