Ivor O'Connor Morgan Trust

Private foundation · Grantmaker Dallas, TX EIN: 75-0990320

Ivor O'Connor Morgan Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.0M in total assets. In 2025, it awarded 2 grants totaling $275K. Net investment income was $634K.

Key facts about Ivor O'Connor Morgan Trust

In short: Ivor O'Connor Morgan Trust gave $275K across 2 grants in 2025 (avg $138K), mostly in Texas. Source: 2025 IRS Form 990-PF.

EIN
75-0990320
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$275,000
Grants made (2025)
2
Average grant
$137,500
Median grant
$137,500
Total assets
$6,043,367
Primary geography
Texas (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.0M

+5.4% YoY

Annual Giving

$275K

-8.3% YoY

Grant Count

2

-33.3% YoY

Avg Grant Size

$138K

+37.5% YoY

Under IRS private-foundation payout rules, Ivor O'Connor Morgan Trust reported a distributable amount of $353K for 2025 — the minimum it must pay out in qualifying distributions.

How Ivor O'Connor Morgan Trust gives

  • Giving held roughly steady from 2022 to 2025 (−2%). Method
  • In 2025 it paid out 90% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Dallas

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K2 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $246K (2019) to $375K (2021). In 2025 it made 2 grants totaling $275K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Children's Medical Foundation: $250KChildren's Medical Foundation$250KCity of Dallas - Animal Control: $25KCity of Dallas - AnimalControl$25K

The largest 2025 recipient was Children's Medical Foundation ($250K). Together the top 2 received $275K.

Grant Size Distribution

14 grants across all recorded years

6<$50K$50–100K5$100–250K3$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 14 (43%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Children's Medical Foundation Dallas, TXUnrestricted General$250,000
City of Dallas - Animal Control Dallas, TXAnimal Control Division$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,043,367$5,734,538$5,510,278
Revenue$673,759$616,509$200,139
Expenses$366,452$384,967$354,434
Qualifying Distributions$319,254$341,559$320,529
Net Investment Income$633,811$572,771$162,095
Distributable Amount$353,151$330,728$302,097

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Ivor O'Connor Morgan Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $73K (2021) → $73K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $73KBank of AmericaTrustee$73K

The highest reported compensation on the 2025 filing was $73K, to Bank of America (Trustee).

Frequently asked questions about Ivor O'Connor Morgan Trust

How much does Ivor O'Connor Morgan Trust give each year?

Ivor O'Connor Morgan Trust gave $275K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $300K across 3 grants.

How large is Ivor O'Connor Morgan Trust?

Ivor O'Connor Morgan Trust reported $6.0M in total assets on its 2025 IRS Form 990-PF. It paid out $319K in qualifying distributions that year, against a required minimum of $353K (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 Ivor O'Connor Morgan Trust operate?

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

What is Ivor O'Connor Morgan Trust's EIN?

Ivor O'Connor Morgan Trust's EIN (Employer Identification Number) is 75-0990320. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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