Ivor O'connor Morgan Trust

DALLAS, TX EIN: 75-0990320

Ivor O'connor Morgan Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 3 grants totaling $300K. Net investment income was $573K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.7M

+4.1% YoY

Annual Giving

$300K

+6.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$100K

+6.7% YoY

Under IRS private-foundation payout rules, Ivor O'connor Morgan Trust reported a distributable amount of $331K for 2024 — the minimum it must pay out in qualifying distributions.

About Ivor O'connor Morgan Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $1.5M (100%)

States

Texas

Cities

Dallas

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,734,538	$5,510,278	$5,665,394
Revenue	$616,509	$200,139	$-157,390
Expenses	$384,967	$354,434	$374,061
Qualifying Distributions	$341,559	$320,529	$321,935
Net Investment Income	$572,771	$162,095	$82,425
Distributable Amount	$330,728	$302,097	$308,402

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Children's Medical Foundation ($250,000), Friends of Dallas Animal Services ($37,500), City of Dallas - Animal Control ($12,500).

Recipient	Purpose	Amount
CITY OF DALLAS - ANIMAL CONTROL DALLAS, TX	ANIMAL CONTROL DIVISION	$12,500
CHILDREN'S MEDICAL FOUNDATION DALLAS, TX	UNRESTRICTED GENERAL	$250,000
FRIENDS OF DALLAS ANIMAL SERVICES DALLAS, TX	UNRESTRICTED GENERAL	$37,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$68,365

Frequently Asked Questions

How large is Ivor O'connor Morgan Trust?

As of 2024, Ivor O'connor Morgan Trust holds $5.7M in total assets with $617K in annual revenue. It awarded 3 grants totaling $300K in 2024.

Where does Ivor O'connor Morgan Trust operate?

Ivor O'connor Morgan Trust has awarded grants in Texas.

What size grants does Ivor O'connor Morgan Trust award?

In 2024, Ivor O'connor Morgan Trust awarded 3 grants totaling $300K — an average of about $100K per grant, based on its IRS Form 990 filings.

How much is Ivor O'connor Morgan Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ivor O'connor Morgan Trust reported a distributable amount of $331K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.