Helen L Morley Irrv Tr

ORLANDO, FL EIN: 59-7241173

Helen L Morley Irrv Tr is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 1 grants totaling $889K. Net investment income was $121K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$889K

+2389.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$889K

+2389.5% YoY

Under IRS private-foundation payout rules, Helen L Morley Irrv Tr reported a distributable amount of $4K for 2022 — the minimum it must pay out in qualifying distributions.

About Helen L Morley Irrv Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $951K (100%)

States

Florida

Cities

Boca Raton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
Total Assets	—	$770,429	$707,532
Revenue	$121,549	$104,788	$20,377
Expenses	$892,341	$41,989	$31,627
Qualifying Distributions	$889,209	$39,049	—
Net Investment Income	$121,069	$101,900	$12,947
Distributable Amount	$3,985	$44,645	$38,605

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2022

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Florida Atlantic University ($888,782).

Recipient	Purpose	Amount
FLORIDA ATLANTIC UNIVERSITY BOCA RATON, FL	GENERAL OPERATING	$888,782

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$855

Frequently Asked Questions

Where does Helen L Morley Irrv Tr operate?

Helen L Morley Irrv Tr has awarded grants in Florida.

What size grants does Helen L Morley Irrv Tr award?

In 2022, Helen L Morley Irrv Tr awarded 1 grants totaling $889K — an average of about $889K per grant, based on its IRS Form 990 filings.

How much is Helen L Morley Irrv Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Helen L Morley Irrv Tr reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.