Ralph T Morris Charitable Trust

DALLAS, TX EIN: 33-0672975

Ralph T Morris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 1 grants totaling $169K. Net investment income was $332K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

+4.0% YoY

Annual Giving

$169K

-3.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$169K

-3.1% YoY

Under IRS private-foundation payout rules, Ralph T Morris Charitable Trust reported a distributable amount of $207K for 2024 — the minimum it must pay out in qualifying distributions.

About Ralph T Morris Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $864K (100%)

States

California

Cities

Los Angeles

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,687,359	$3,547,188	$3,666,079
Revenue	$374,345	$110,947	$-104,079
Expenses	$230,310	$228,461	$263,878
Qualifying Distributions	$190,823	$193,941	$214,565
Net Investment Income	$332,110	$65,252	$38,852
Distributable Amount	$206,848	$188,533	$194,620

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include California Community Foundation ($168,960).

Recipient	Purpose	Amount
CALIFORNIA COMMUNITY FOUNDATION LOS ANGELES, CA	UNRESTRICTED GENERAL	$168,960

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	$53,357

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ralph T Morris Charitable Trust?

Ralph T Morris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $3.7M in total assets as of 2024.

How large is Ralph T Morris Charitable Trust?

As of 2024, Ralph T Morris Charitable Trust holds $3.7M in total assets with $374K in annual revenue. It awarded 1 grants totaling $169K in 2024.

Where does Ralph T Morris Charitable Trust operate?

Ralph T Morris Charitable Trust has awarded grants in California.

What size grants does Ralph T Morris Charitable Trust award?

In 2024, Ralph T Morris Charitable Trust awarded 1 grants totaling $169K — an average of about $169K per grant, based on its IRS Form 990 filings.

How much is Ralph T Morris Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ralph T Morris Charitable Trust reported a distributable amount of $207K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ralph T Morris Charitable Trust's EIN?

Ralph T Morris Charitable Trust's EIN (Employer Identification Number) is 33-0672975. IRS Form 990 filing data is available on this page for 2020–2024.