Lewis C & Alsey L Morton Memorial Trust

DALLAS, TX EIN: 48-6131050

Lewis C & Alsey L Morton Memorial Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $239K in total assets. In 2024, it awarded 3 grants totaling $9K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$239K

+1.8% YoY

Annual Giving

$9K

-0.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-0.9% YoY

Under IRS private-foundation payout rules, Lewis C & Alsey L Morton Memorial Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Lewis C & Alsey L Morton Memorial Trust

Based on IRS filings

Ready to take the next step with Lewis C & Alsey L Morton Memorial Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $23K (45%)

Kentucky $23K (45%)

Kansas $5K (10%)

States

California Kansas Kentucky

Cities

LouisvilleOsage CityPasadena

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$238,866	$234,746	$245,683
Revenue	$10,163	$-1,419	$46,326
Expenses	$15,853	$17,307	$19,191
Qualifying Distributions	$11,862	$11,858	$15,125
Net Investment Income	$4,947	$1,761	$42,062
Distributable Amount	$13,923	$12,745	$13,319

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 Presbyterian Church Usa ($4,201), Fuller Theological Seminary ($4,201), First Presbyterian Church ($1,000).

Recipient	Purpose	Amount
PRESBYTERIAN CHURCH USA LOUISVILLE, KY	UNRESTRICTED GENERAL	$4,201
FULLER THEOLOGICAL SEMINARY PASADENA, CA	UNRESTRICTED GENERAL	$4,201
FIRST PRESBYTERIAN CHURCH OSAGE CITY, KS	UNRESTRICTED GENERAL	$1,000

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	$4,899

Frequently Asked Questions

How large is Lewis C & Alsey L Morton Memorial Trust?

As of 2024, Lewis C & Alsey L Morton Memorial Trust holds $239K in total assets with $10K in annual revenue. It awarded 3 grants totaling $9K in 2024.

Where does Lewis C & Alsey L Morton Memorial Trust operate?

Lewis C & Alsey L Morton Memorial Trust has awarded grants in California, Kansas, Kentucky.

What size grants does Lewis C & Alsey L Morton Memorial Trust award?

In 2024, Lewis C & Alsey L Morton Memorial Trust awarded 3 grants totaling $9K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Lewis C & Alsey L Morton Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lewis C & Alsey L Morton Memorial Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lewis C & Alsey L Morton Memorial Trust's EIN?

Lewis C & Alsey L Morton Memorial Trust's EIN (Employer Identification Number) is 48-6131050. IRS Form 990 filing data is available on this page for 2020–2024.