Ivor O'connor Morgan Trust
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
3
+0.0% YoY
Avg Grant Size
$100K
+6.7% YoY
About Ivor O'connor Morgan Trust
Based on IRS filings
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.
Ready to take the next step with Ivor O'connor Morgan Trust?
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 | $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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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